Myecfo, LLC Portfolio Holdings

Myecfo, LLC

  • $185 Billion
  • Q3 2024

Myecfo, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $49.3B, Vanguard Ftse Developed Market with a value of $19.2B, Schwab Strategic Tr Intl Eqty with a value of $13.7B, Ishares California Muni Bond E with a value of $12.2B, and Schwab Us Aggregate Bond ETF with a value of $11.1B.

Examining the 13F form we can see an increase of $11.2B in the current position value, from $173B to 185B.

Myecfo, LLC is based out at La Jolla, CA

Below you can find more details about Myecfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $185 Billion
ETFs: $165 Billion
Technology: $5.6 Billion
Communication Services: $4.03 Billion
Financial Services: $3.38 Billion
Consumer Cyclical: $2.72 Billion
Healthcare: $358 Million
Consumer Defensive: $255 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.2 Billion 0.65% of portfolio
124,540
Q3 2024 Reduced 2.66%
$0
$998 Million 0.54% of portfolio
73,438
Q3 2024 Reduced 4.42%
$0
$651 Million 0.35% of portfolio
54,400
Q3 2024 Reduced 1.81%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $185 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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