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| Name: |
MYECFO LLC |
| City: |
La Jolla |
| State: |
CA |
| Zip: |
92037 |
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data |
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| Holdings
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19 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHF |
Schwab Strategic Trust |
3 |
- |
$39.41 |
$13,619,000 |
349,028 |
7.99% |
596,000 |
-3,323 |
0.039 |
Closed - End Fund - Debt |
|
|
VT |
Vanguard Total World Stock ... |
6 |
- |
$111.44 |
$6,108,000 |
55,272 |
3.58% |
404,000 |
-170 |
0.031 |
Closed - End Fund - E... |
|
|
SCMB |
Schwab Municipal Bond Etf |
8 |
- |
$0.00 |
$4,502,000 |
86,500 |
2.64% |
-322,000 |
-5,280 |
3.914 |
N/A |
|
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MUB |
iShares S&P National Munici... |
12 |
- |
$105.74 |
$3,314,000 |
34,803 |
1.94% |
-1,518,000 |
-9,768 |
0.002 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
13 |
- |
$26.06 |
$3,130,000 |
123,976 |
1.84% |
-34,000 |
-3,645 |
0.046 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
17 |
- |
$484.62 |
$2,213,000 |
4,604 |
1.3% |
196,000 |
-13 |
0.001 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
18 |
- |
$57.31 |
$2,146,000 |
36,583 |
1.26% |
-10,000 |
-1,818 |
0.007 |
Closed - End Fund - F... |
|
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SCHD |
Schwab US Dividend Equity ETF |
19 |
- |
$78.57 |
$1,892,000 |
23,462 |
1.11% |
61,000 |
-582 |
0.008 |
N/A |
|
|
IWD |
iShares Russell 1000 Value |
21 |
- |
$177.16 |
$1,747,000 |
9,752 |
1.02% |
-12,000 |
-965 |
0.003 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
22 |
- |
$173.96 |
$1,606,000 |
10,545 |
0.94% |
-190,000 |
-2,198 |
0 |
Search Engines & Info... |
|
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EVM |
Eaton Vance Insured Califor... |
24 |
- |
$9.37 |
$1,198,000 |
126,810 |
0.7% |
34,000 |
-400 |
0.593 |
Closed - End Fund - E... |
|
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SCHO |
Schwab Short-Term U.S. Tre... |
27 |
- |
$48.03 |
$964,000 |
20,006 |
0.57% |
-422,000 |
-8,594 |
0.001 |
N/A |
|
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SCHP |
Schwab U.S. Tips Etf |
28 |
- |
$51.92 |
$950,000 |
18,211 |
0.56% |
-43,000 |
-820 |
0.006 |
N/A |
|
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NKX |
Nuveen Insured California T... |
29 |
- |
$11.48 |
$943,000 |
77,600 |
0.55% |
19,000 |
-2,500 |
0.163 |
Closed - End Fund - Debt |
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BOX |
Box Inc |
34 |
- |
$27.25 |
$578,000 |
20,423 |
0.34% |
-110,000 |
-6,428 |
0.013 |
N/A |
|
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SCHY |
Schwab International Divide... |
42 |
- |
$0.00 |
$443,000 |
18,252 |
0.26% |
-11,000 |
-222 |
0.02 |
N/A |
|
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VIG |
Vanguard Dividend Appreciat... |
44 |
- |
$180.90 |
$408,000 |
2,234 |
0.24% |
27,000 |
-1 |
0.001 |
Closed - End Fund - Debt |
|
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BND |
Vanguard Total Bond Market ETF |
46 |
- |
$71.64 |
$386,000 |
5,314 |
0.23% |
-839,000 |
-11,348 |
0.001 |
Closed - End Fund - E... |
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XLF |
SPDR Financial Sector |
53 |
- |
$41.64 |
$213,000 |
5,055 |
0.12% |
-33,000 |
-1,500 |
0 |
Closed - End Fund - E... |
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