Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 24.5% |
VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 11.4% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 10.4% |
ISHARES TR | 4 | Q3 2023 | 7.8% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 8.4% |
VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 4.8% |
ISHARES TR | 4 | Q3 2023 | 4.8% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.1% |
VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 2.9% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.8% |
View MYECFO, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-26 |
13F-HR/A | 2023-08-29 |
13F-HR | 2023-08-11 |
13F-HR | 2023-08-09 |
13F-HR | 2023-08-04 |
View MYECFO, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.