Loading…
CIK 0001986457 • 7 13F filings • Apr 8, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("myecfo-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $2.9M | 1.1%Prev: 1.1% | 51,427 SH | Increased-11,175 SH |
| AFFIRM HLDGS INC | COM CL A | $1.1M | 0.4%Prev: 0.4% | 13,921 SH | Increased+1,622 SH |
| ALPHABET INC | CAP STK CL A | $5.4M | 2.1%Prev: 1.1% | 15,236 SH | Increased+2,648 SH |
| ALPHABET INC | CAP STK CL C | $3.8M | 1.4%Prev: 0.9% | 10,770 SH | Increased+417 SH |
| AMAZON COM INC | COM | $2.9M | 1.1%Prev: 1.3% | 12,375 SH | Increased-126 SH |
| APPLE INC | COM | $2.7M | 1.0%Prev: 1.5% | 9,382 SH | Decreased-5,633 SH |
| ARROWHEAD PHARMACEUTICALS IN | COM | $1.4M | 0.5%Prev: 0.1% | 17,497 SH | Increased-1,000 SH |
| ATAIBECKLEY INC | COM SHS | $55K | 0.0% | 10,389 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $533K | 0.2%Prev: 0.3% | 1,066 SH | Decreased-60 SH |
| BLACKROCK MUNIHLDNGS CALI | COM | $813K | 0.3% | 73,838 SH | New |
| BOX INC | CL A | $429K | 0.2%Prev: 0.3% | 16,172 SH | Decreased-2,451 SH |
| BROADCOM INC | COM | $1.1M | 0.4% | 2,990 SH | New |
| COLUMBIA ETF TR II | EM CORE EX ETF | $560K | 0.2% | 10,590 SH | New |
| EXXON MOBIL CORP | COM | $226K | 0.1% | 1,654 SH | New |
| INTEL CORP | COM | $235K | 0.1% | 1,685 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $524K | 0.2%Prev: 0.2% | 712 SH | Increased+2 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 0.5%Prev: 0.8% | 19,065 SH | Decreased-6,191 SH |
| ISHARES INC | MSCI AUST ETF | $389K | 0.1% | 13,810 SH | New |
| ISHARES TR | CALIF MUN BD ETF | $13.9M | 5.3%Prev: 6.3% | 241,609 SH | Increased+14,326 SH |
| ISHARES TR | CORE INTL AGGR | $485K | 0.2% | 9,580 SH | New |
| ISHARES TR | CORE S&P TTL STK | $377K | 0.1% | 2,293 SH | New |
| ISHARES TR | CORE S&P500 ETF | $320K | 0.1%Prev: 0.1% | 428 SH | Increased |
| ISHARES TR | ESG MSCI KLD ETF | $498K | 0.2% | 3,500 SH | New |
| ISHARES TR | GLOBAL TECH ETF | $202K | 0.1% | 1,400 SH | New |
| ISHARES TR | GNMA BOND ETF | $2.0M | 0.8%Prev: 1.2% | 45,377 SH | Decreased-11,565 SH |
| ISHARES TR | INTL TREA BD ETF | $683K | 0.3% | 16,646 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 0.4%Prev: 0.7% | 10,911 SH | Decreased-2,292 SH |
| ISHARES TR | NEW YORK MUN ETF | $6.1M | 2.3%Prev: 3.3% | 112,730 SH | Decreased-17,904 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.0M | 0.8%Prev: 0.8% | 8,215 SH | Increased-623 SH |
| ISHARES TR | RUSSELL 2000 ETF | $284K | 0.1% | 945 SH | New |
| META PLATFORMS INC | CL A | $433K | 0.2%Prev: 0.3% | 769 SH | Decreased-7 SH |
| MICROSOFT CORP | COM | $485K | 0.2%Prev: 0.2% | 1,299 SH | Increased+388 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $586K | 0.2%Prev: 0.3% | 49,900 SH | Decreased-4,300 SH |
| NVIDIA CORPORATION | COM | $764K | 0.3%Prev: 0.3% | 3,819 SH | Increased+532 SH |
| OPENDOOR TECHNOLOGIES INC | COM | $72K | 0.0% | 15,500 SH | New |
| PIMCO ETF TR | INV GRD CRP BD | $8.6M | 3.2%Prev: 2.7% | 88,576 SH | Increased+31,260 SH |
| PROCTER & GAMBLE CO | COM | $216K | 0.1% | 1,473 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.9M | 1.5%Prev: 1.7% | 107,761 SH | Increased-6,669 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $6.2M | 2.4%Prev: 2.4% | 253,261 SH | Increased+60,374 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $817K | 0.3%Prev: 0.3% | 25,736 SH | Increased+3,097 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $16.2M | 6.1%Prev: 6.8% | 584,925 SH | Increased-44,655 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $4.3M | 1.6%Prev: 1.8% | 167,230 SH | Increased+22,070 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $294K | 0.1%Prev: 0.2% | 12,163 SH | Decreased-4,959 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $13.0M | 4.9%Prev: 5.5% | 562,920 SH | Increased+79,872 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $74.6M | 28.2%Prev: 28.0% | 2,577,055 SH | Increased+178,019 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.9M | 1.1%Prev: 1.1% | 92,155 SH | Increased+7,164 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.7M | 1.0%Prev: 0.9% | 76,290 SH | Increased+6,650 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.3M | 0.5%Prev: 0.5% | 34,931 SH | Increased-2,200 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $654K | 0.2%Prev: 0.4% | 24,668 SH | Decreased-9,024 SH |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $205K | 0.1% | 3,820 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $421K | 0.2% | 9,280 SH | New |
| SNOWFLAKE INC | COM SHS | $237K | 0.1% | 930 SH | New |
| SPDR INDEX SHS FDS | ST S&P INTL ETF | $217K | 0.1% | 4,731 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.3M | 0.5% | 1,764 SH | New |
| TESLA INC | COM | $677K | 0.3%Prev: 0.2% | 1,609 SH | Increased+15 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $711K | 0.3%Prev: 0.3% | 9,685 SH | Increased+331 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $542K | 0.2% | 11,193 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.4%Prev: 0.5% | 13,812 SH | Increased+11,594 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $519K | 0.2%Prev: 0.2% | 6,440 SH | Increased+5,000 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $742K | 0.3%Prev: 0.3% | 7,697 SH | Increased+1,050 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.2M | 1.2%Prev: 1.4% | 4,635 SH | Increased-366 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 1.2%Prev: 0.9% | 8,410 SH | Increased+2,591 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.7M | 1.0%Prev: 1.1% | 32,445 SH | Increased-198 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.9M | 4.1%Prev: 2.8% | 182,620 SH | Increased+67,593 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $6.7M | 2.5%Prev: 3.4% | 42,740 SH | Decreased-11,356 SH |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | $370K | 0.1% | 3,560 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $561K | 0.2%Prev: 0.2% | 2,369 SH | Increased+42 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $33.7M | 12.7%Prev: 11.4% | 472,297 SH | Increased+65,769 SH |
| VANGUARD WORLD FD | ENERGY ETF | $289K | 0.1%Prev: 0.1% | 1,922 SH | Decreased-555 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $521K | 0.2%Prev: 0.1% | 6,330 SH | Increased+2,630 SH |
| VANGUARD WORLD FD | INF TECH ETF | $906K | 0.3%Prev: 0.3% | 7,584 SH | Increased+6,678 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $352K | 0.1%Prev: 0.2% | 1,796 SH | Decreased-466 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.1M | 0.8%Prev: 0.7% | 26,651 SH | Increased+6,293 SH |
| 13F-HR |
| 0001941040-25-000543 |
| $219.8M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000549 | $265.0M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000348 | $203.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000210 | $239.0M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000190 | $189.0M | View |