Myecfo

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ARWR",
  "GOOGL",
  "VDE",
  "AFRM",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "NKX",
  "SCHY",
  "EVM",
  null,
  "MSFT",
  "IWD",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  null,
  null,
  "VNQ",
  "VO",
  "VWO",
  "SIVR",
  null,
  "VIG",
  "VCV",
  "FI",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "BND",
  "VT",
  "VOO",
  null,
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "BRK-B",
  "BOX",
  "GOOG",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 58
Total Value: 188966980
Accession Number: 0001941040-25-000190
Form Type: 13F-HR
CIK: myecfo
Manager Name: Myecfo

Data Enrichment

71% identified

41 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $189.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524409

Shares:68.8K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$189.0M)

464287598

IWD|464287598

Shares:9.1K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$189.0M)

922908769

VTI|922908769

Shares:5.9K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$189.0M)

Alphabet Inc.

GOOG|02079K107

Shares:10.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$189.0M)

464288414

MUB|464288414

Shares:14.8K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$189.0M)

464285204

Shares:25.6K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$189.0M)

98149E303

Shares:19.7K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$189.0M)

Eaton Vance California Municipal Bond Fund

EVM|27828A100

Shares:114.5K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$189.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.9K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$189.0M)

808524870

Shares:36.1K

Value:$970.7K

% of Portfolio:0.5% ($970.7K/$189.0M)

808524607

SCHA|808524607

Shares:38.1K

Value:$893.4K

% of Portfolio:0.5% ($893.4K/$189.0M)

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

NKX|670651108

Shares:69.5K

Value:$875.0K

% of Portfolio:0.5% ($875.0K/$189.0M)

922908736

VUG|922908736

Shares:2.2K

Value:$824.3K

% of Portfolio:0.4% ($824.3K/$189.0M)

921937835

BND|921937835

Shares:9.4K

Value:$693.7K

% of Portfolio:0.4% ($693.7K/$189.0M)

BOX INC

BOX|10316T104

Shares:20.6K

Value:$636.7K

% of Portfolio:0.3% ($636.7K/$189.0M)

808524672

SCHY|808524672

Shares:24.3K

Value:$615.7K

% of Portfolio:0.3% ($615.7K/$189.0M)

922908553

VNQ|922908553

Shares:6.7K

Value:$610.9K

% of Portfolio:0.3% ($610.9K/$189.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$607.1K

% of Portfolio:0.3% ($607.1K/$189.0M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:52.5K

Value:$588.0K

% of Portfolio:0.3% ($588.0K/$189.0M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:12.3K

Value:$554.2K

% of Portfolio:0.3% ($554.2K/$189.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524409)✕	68.8K	QoQ +37.27% (+18.7K) YoY +738.71% (+60.6K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$189.0M)	QoQ +39.95% (+$522.1K) YoY +193.40% (+$1.2M)
(IWDcusip464287598)	9.1K	QoQ 0.00% (+0) YoY -6.19% (-604)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$189.0M)	QoQ +1.63% (+$27.7K) YoY -1.45% (-$25.4K)
(VTIcusip922908769)	5.9K	QoQ -0.47% (-28) YoY +46.21% (+1.9K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$189.0M)	QoQ -5.61% (-$96.6K) YoY +54.62% (+$574.1K)
Alphabet Inc.(GOOGcusip02079K107)	10.4K	QoQ -1.96% (-207) YoY -1.82% (-192)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$189.0M)	QoQ -17.54% (-$344.1K) YoY +0.73% (-$11.9K)
(MUBcusip464288414)	14.8K	QoQ -2.82% (-430) YoY -57.52% (-20.0K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$189.0M)	QoQ -3.83% (-$62.2K) YoY -52.97% (-$1.8M)
(cusip464285204)✕	25.6K	QoQ -1.54% (-400) YoY -4.61% (-1.2K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$189.0M)	QoQ +17.25% (-$221.6K) YoY +33.87% (-$381.2K)
(cusip98149E303)✕	19.7K	QoQ +15.68% (+2.7K) YoY +52.55% (+6.8K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$189.0M)	QoQ +37.71% (+$334.2K) YoY +114.34% (+$651.0K)
Eaton Vance California Municipal Bond Fund(EVMcusip27828A100)	114.5K	QoQ -4.02% (-4.8K) YoY -9.67% (-12.3K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$189.0M)	QoQ -2.97% (-$32.6K) YoY -11.39% (-$136.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.9K	QoQ +2.10% (-39) YoY +8.50% (+148)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$189.0M)	QoQ -2.54% (-$27.6K) YoY +16.03% (+$146.0K)
(cusip808524870)✕	36.1K	QoQ +5.55% (+1.9K) YoY +98.23% (+17.9K)	All Managers (Combined)	$970.7K	0.5% ($970.7K/$189.0M)	QoQ +9.88% (+$87.3K) YoY +2.19% (+$20.8K)
(SCHAcusip808524607)	38.1K	QoQ -1.19% (-460) YoY +286.29% (+28.3K)	All Managers (Combined)	$893.4K	0.5% ($893.4K/$189.0M)	QoQ -10.47% (-$104.6K) YoY +83.81% (+$407.4K)
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND(NKXcusip670651108)	69.5K	QoQ -2.98% (-2.1K) YoY -10.43% (-8.1K)	All Managers (Combined)	$875.0K	0.5% ($875.0K/$189.0M)	QoQ -3.36% (-$30.5K) YoY -7.19% (-$67.8K)
(VUGcusip922908736)	2.2K	QoQ -0.13% (-3) YoY -0.58% (-13)	All Managers (Combined)	$824.3K	0.4% ($824.3K/$189.0M)	QoQ -9.77% (-$89.3K) YoY +7.10% (-$54.7K)
(BNDcusip921937835)	9.4K	QoQ 0.00% (+0) YoY +77.71% (+4.1K)	All Managers (Combined)	$693.7K	0.4% ($693.7K/$189.0M)	QoQ +2.14% (+$14.5K) YoY +79.72% (+$307.7K)
BOX INC(BOXcusip10316T104)	20.6K	QoQ +7.43% (+1.4K) YoY +1.02% (+209)	All Managers (Combined)	$636.7K	0.3% ($636.7K/$189.0M)	QoQ +4.91% (+$29.8K) YoY +10.08% (+$58.3K)
(SCHYcusip808524672)	24.3K	QoQ +15.67% (+3.3K) YoY +32.91% (+6.0K)	All Managers (Combined)	$615.7K	0.3% ($615.7K/$189.0M)	QoQ +26.98% (+$130.8K) YoY +39.04% (+$172.9K)
(VNQcusip922908553)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$610.9K	0.3% ($610.9K/$189.0M)	QoQ NEW(+$610.9K) YoY NEW(+$610.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ 0.00% (+0) YoY -1.46% (-17)	All Managers (Combined)	$607.1K	0.3% ($607.1K/$189.0M)	QoQ +17.49% (+$90.4K) YoY +24.78% (-$120.6K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	52.5K	QoQ +2.14% (+1.1K) YoY -7.07% (-4.0K)	All Managers (Combined)	$588.0K	0.3% ($588.0K/$189.0M)	QoQ +1.41% (+$8.2K) YoY -5.98% (-$37.5K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	12.3K	QoQ +2.15% (-259) YoY +11.54% (+1.3K)	All Managers (Combined)	$554.2K	0.3% ($554.2K/$189.0M)	QoQ -24.19% (-$176.9K) YoY +35.28% (+$144.5K)