| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 27.4% |
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 11.4% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 10.4% |
| ISHARES TR | 7 | Q2 2024 | 7.8% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 8.4% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 4.8% |
| ISHARES TR | 7 | Q2 2024 | 4.8% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 3.0% |
View MYECFO, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-09 |
| N-PX | 2024-07-09 |
| 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.