• 13F History

MYECFO, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$189M
Signature - Title
Martin R. Curiel - CCO
Location
La Jolla, CA
Summary
This page shows a list of all the recent 13F filings made by MYECFO, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MYECFO, LLC reported 58 stock holdings with total value $189M as of Q1 2025. Top holdings included SCHB, VEA, CMF, SCHF, and SCHZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 58 $189M +$6.61M -$939K +$5.67M SCHB, VEA, CMF, SCHF, SCHZ 13F-HR 4/8/2025, 04:03 PM
Q4 2024 57 $185M +$57.4M -$1.56M +$55.8M SCHB, VEA, CMF, SCHF, SCHZ 13F-HR 1/13/2025, 06:04 PM
Q3 2024 57 $185M +$4.18M -$2.34M +$1.84M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 10/7/2024, 05:17 PM
Q2 2024 55 $173M +$6.09M -$5.75M +$334K SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 7/8/2024, 06:17 PM
Q1 2024 56 $170M +$8.95M -$3.91M +$5.04M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 4/18/2024, 12:32 PM
Q4 2023 51 $159M +$5.55M -$3.62M +$1.93M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 1/16/2024, 04:25 PM
Q3 2023 50 $144M +$13.9M -$1.94M +$12M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 10/26/2023, 03:21 PM
Q2 2023 49 $138M +$7.15M -$7.63M -$477K SCHB, VEA, SCHF, CMF, SCHZ Restatement 8/28/2023, 06:45 PM
Q1 2023 46 $133M +$14.2M -$8.21M +$5.97M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 8/9/2023, 04:49 PM
Q4 2022 43 $122M SCHB, SCHF, VEA, SCHZ, CMF 13F-HR 8/11/2023, 12:08 PM