Fund Universe

← Fund Universe

☆MYECFO, LLC

CIK 0001986457 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.711
AUM ($M)
265
Positions
73
Turnover
0.04
Top-10 wt
72%
Herfindahl
0.111
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 73 positions · portfolio value $265M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 28.2% +1.3% 74.6 2,577,055 +19,332 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 12.7% +0.5% 33.7 472,297 +17,123 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 6.1% +0.0% 16.2 584,925 -2,932 5 —
☆CMF funds › ISHARES TR TRIM — 5.3% -1.0% 13.9 241,609 -20,933 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 4.9% -0.2% 13.0 562,920 +36,233 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 4.1% +0.3% 10.9 182,620 +14,805 5 —
☆CORP funds › PIMCO ETF TR ADD — 3.2% -0.1% 8.6 88,576 +5,810 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.5% -0.6% 6.7 42,740 -11,595 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 2.4% -0.1% 6.2 253,261 +15,583 5 —
☆NYF funds › ISHARES TR TRIM — 2.3% -0.4% 6.1 112,730 -6,800 5 —
☆GOOGL funds › ALPHABET INC ADD — 2.1% +0.3% 5.4 15,236 +427 5 —
☆SCMB funds › SCHWAB STRATEGIC TR TRIM — 1.6% -0.2% 4.3 167,230 -8,950 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 1.5% -0.0% 3.9 107,761 -940 5 —
☆GOOG funds › ALPHABET INC ADD — 1.4% +0.2% 3.8 10,770 +400 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.2% +0.0% 3.2 4,635 +15 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.2% +0.1% 3.1 8,410 +254 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.1% +0.0% 2.9 12,375 +22 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 1.1% -0.1% 2.9 92,155 -3,137 5 —
☆SIVR funds › ABRDN SILVER ETF TRUST TRIM — 1.1% -0.5% 2.9 51,427 -30 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.0% +0.0% 2.7 32,445 -50 5 —
☆AAPL funds › APPLE INC ADD — 1.0% +0.1% 2.7 9,382 +885 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 1.0% +0.0% 2.7 76,290 +1,350 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.8% -0.1% 2.1 26,651 +2,938 5 —
☆GNMA funds › ISHARES TR TRIM — 0.8% -0.2% 2.0 45,377 -4,549 5 —
☆IWD funds › ISHARES TR HOLD — 0.8% +0.0% 2.0 8,215 +0 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.5% -0.2% 1.4 19,065 +0 5 —
☆ARWR funds › ARROWHEAD PHARMACEUTICALS IN TRIM — 0.5% +0.1% 1.4 17,497 -1,000 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.5% +0.0% 1.3 1,764 +0 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.5% +0.1% 1.3 34,931 +750 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 1.2 13,812 +11,598 5 —
☆MUB funds › ISHARES TR TRIM — 0.4% -0.0% 1.2 10,911 -50 5 —
☆AFRM funds › AFFIRM HLDGS INC HOLD — 0.4% +0.2% 1.1 13,921 +0 5 —
☆AVGO funds › BROADCOM INC ADD — 0.4% +0.0% 1.1 2,990 +15 3 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.1% 0.9 7,584 +6,646 5 —
☆SCHY funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.1% 0.8 25,736 -2,010 5 —
☆MUC funds › BLACKROCK MUNIHLDNGS CALI ADD — 0.3% +0.0% 0.8 73,838 +9,668 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.3% +0.0% 0.8 3,819 -47 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 0.7 7,697 +270 5 —
☆BND funds › VANGUARD BD INDEX FDS HOLD — 0.3% -0.0% 0.7 9,685 +0 5 —
☆IGOV funds › ISHARES TR ADD — 0.3% +0.0% 0.7 16,646 +4,296 2 —
☆TSLA funds › TESLA INC ADD — 0.3% +0.0% 0.7 1,609 +4 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.7 24,668 -1,820 5 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC TRIM — 0.2% -0.0% 0.6 49,900 -3,300 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.2% +0.0% 0.6 2,369 +155 5 —
☆XCEM funds › COLUMBIA ETF TR II HOLD — 0.2% +0.0% 0.6 10,590 +0 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.2% -0.2% 0.5 11,193 -9,173 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.0% 0.5 1,066 -29 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% +0.0% 0.5 712 +0 5 —
☆VSGX funds › VANGUARD WORLD FD HOLD — 0.2% +0.0% 0.5 6,330 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.5 6,440 +4,830 5 —
☆DSI funds › ISHARES TR HOLD — 0.2% +0.0% 0.5 3,500 +0 5 —
☆IAGG funds › ISHARES TR NEW — 0.2% +0.2% 0.5 9,580 +9,580 1 —
☆MSFT funds › MICROSOFT CORP ADD — 0.2% +0.0% 0.5 1,299 +284 5 —
☆META funds › META PLATFORMS INC HOLD — 0.2% -0.0% 0.4 769 +0 5 —
☆BOX funds › BOX INC TRIM — 0.2% -0.0% 0.4 16,172 -781 5 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.2% -0.0% 0.4 9,280 +0 5 —
☆EWA funds › ISHARES INC HOLD — 0.1% -0.0% 0.4 13,810 +0 2 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,293 +263 2 —
☆MUNY funds › VANGUARD NY TAX FREE FDS NEW — 0.1% +0.1% 0.4 3,560 +3,560 1 —
☆VPU funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 0.4 1,796 +30 5 —
☆IVV funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 428 +0 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.3 12,163 +2,750 5 —
☆VDE funds › VANGUARD WORLD FD TRIM — 0.1% -0.1% 0.3 1,922 -565 5 —
☆IWM funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 945 +0 4 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.1% +0.1% 0.2 930 +930 1 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.2 1,685 +1,685 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.1% -0.0% 0.2 1,654 +0 2 —
☆DWX funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.2 4,731 -27 4 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 0.1% -0.0% 0.2 1,473 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.2 3,820 +3,820 1 —
☆IXN funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,400 +1,400 1 —
☆OPEN funds › OPENDOOR TECHNOLOGIES INC ADD — 0.0% +0.0% 0.1 15,500 +3,850 3 —
☆ATAI funds › ATAIBECKLEY INC NEW — 0.0% +0.0% 0.1 10,389 +10,389 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 265 73 0.04 72% 0.111 0.710 — in
2026Q1 239 66 0.03 72% 0.105 0.724 — in
2025Q4 236 64 0.04 72% 0.107 0.672 — in
2025Q3 220 61 0.03 72% 0.111 0.685 — in
2025Q2 204 59 0.03 73% 0.110 0.709 — entered
2025Q1 189 58 0.00 72% 0.104 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status