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| Name: |
MYECFO LLC |
| City: |
La Jolla |
| State: |
CA |
| Zip: |
92037 |
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data |
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| Holdings
Found :
7 |
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Unchanged Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
26 |
- |
$262.95 |
$1,051,000 |
4,044 |
0.62% |
92,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SPY |
Standard & Poors Depository... |
30 |
- |
$534.01 |
$911,000 |
1,741 |
0.53% |
83,000 |
0 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
31 |
- |
$361.13 |
$770,000 |
2,236 |
0.45% |
75,000 |
0 |
0.001 |
Closed - End Fund - E... |
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NEA |
Nuveen Insured Tax Free Adv... |
32 |
- |
$11.16 |
$625,000 |
56,500 |
0.37% |
3,000 |
0 |
0.025 |
Closed - End Fund - Debt |
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BRK.B |
Berkshire Hathaway B |
37 |
- |
$413.72 |
$487,000 |
1,157 |
0.29% |
74,000 |
0 |
0 |
Property & Casualty I... |
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DSI |
iShares KLD 400 Social Index |
48 |
- |
$102.18 |
$319,000 |
3,160 |
0.19% |
31,000 |
0 |
0.002 |
Closed - End Fund - E... |
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PWZ |
Invesco California Amtfree ... |
55 |
- |
$24.65 |
$209,000 |
8,400 |
0.12% |
-1,000 |
0 |
0.009 |
N/A |
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