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MYeCFO Portfolio holdings
AUM
$266M
Turnover
4.05%
1-Year Est. Return
12.93%
This Fund
S&P 500
This Quarter Est. Return
-0.65%
1 Year Est. Return
+12.93%
3 Year Est. Return
+58.45%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$1.33M
(+0.5%)
Cap. Flow
+$3.9M
Cap. Flow % of AUM
Cap. Flow %
1.46%
Top 10 Holdings %
Top 10 Hldgs %
70.61%
Holding
74
New
1
Increased
27
Reduced
22
Closed
2
Avg Time Held
2.6
years
Top 10 Avg Time Held
3.5
years
Top 20 Avg Time Held
3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.56M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$1.02M |
| 3 |
Schwab Municipal Bond ETF
SCMB
|
+$495K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$463K |
| 5 |
Salesforce
CRM
|
+$452K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$565K |
| 2 |
Schwab International Equity ETF
SCHF
|
+$311K |
| 3 |
Intel
INTC
|
+$235K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
+$176K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$119K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.23% |
| 2 | Communication Services | 3.54% |
| 3 | Technology | 2.69% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Financials | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
iShares Gold Trust
IAU
$58.7B
| $1.57M | 0.59% |
20,043
+978
| +5% | +$78.4K |
2022 Q4
15 quarters
|
|
|
27
iShares Core International Aggregate Bond Fund
IAGG
$12.7B
| $1.48M | 0.55% |
30,030
+20,450
| +213% | +$1.02M |
2026 Q2
1 quarter
|
|
28
State Street SPDR S&P 500 ETF Trust
SPY
$802B
| $1.35M | 0.51% |
1,775
+11
| +0.6% | +$8.36K |
2022 Q4
15 quarters
|
|
29
Vanguard Morningstar Growth ETF
VUG
$220B
| $1.24M | 0.47% |
13,770
-42
| -0.3% | -$3.68K |
2022 Q4
15 quarters
|
|
30
Schwab U.S Small- Cap ETF
SCHA
$22.2B
| $1.15M | 0.43% |
35,231
+300
| +0.9% | +$10.3K |
2022 Q4
15 quarters
|
|
31
Arrowhead Research
ARWR
$8.46B
| $1.15M | 0.43% |
17,497
| – | – |
2024 Q1
10 quarters
|
|
32
iShares National Muni Bond ETF
MUB
$54.4B
| $1.08M | 0.41% |
10,681
-230
| -2% | -$24.1K |
2022 Q4
15 quarters
|
|
33
Broadcom
AVGO
$1.57T
| $1.05M | 0.39% |
2,990
| – | – |
2025 Q4
3 quarters
|
|
34
Vanguard Information Technology ETF
VGT
$143B
| $992K | 0.37% |
7,892
+308
| +4% | +$36.6K |
2024 Q1
10 quarters
|
|
35
NVIDIA
NVDA
$4.99T
| $945K | 0.36% |
4,139
+320
| +8% | +$68.6K |
2024 Q1
10 quarters
|
|
36
Vanguard Total Bond Market
BND
$165B
| $922K | 0.35% |
13,141
+3,456
| +36% | +$249K |
2023 Q2
13 quarters
|
|
37
Affirm
AFRM
$25.8B
| $912K | 0.34% |
13,175
-746
| -5% | -$56.1K |
2023 Q3
12 quarters
|
|
38
Schwab International Dividend Equity ETF
SCHY
$2.72B
| $842K | 0.32% |
26,817
+1,081
| +4% | +$35.4K |
2022 Q4
15 quarters
|
|
39
BlackRock MuniHoldings California Quality Fund
MUC
$1.27B
| $735K | 0.28% |
75,350
+1,512
| +2% | +$16K |
2026 Q1
2 quarters
|
|
40
Vanguard Real Estate ETF
VNQ
$38.1B
| $685K | 0.26% |
7,637
-60
| -0.8% | -$5.81K |
2025 Q1
6 quarters
|
|
41
Microsoft
MSFT
$3.86T
| $666K | 0.25% |
1,299
| – | – |
2023 Q1
14 quarters
|
|
42
iShares International Treasury Bond ETF
IGOV
$1.03B
| $665K | 0.25% |
16,726
+80
| +0.5% | +$3.27K |
2026 Q1
2 quarters
|
|
43
Schwab US TIPS ETF
SCHP
$17.4B
| $591K | 0.22% |
23,528
-1,140
| -5% | -$29.5K |
2022 Q4
15 quarters
|
|
44
Tesla
TSLA
$1.62T
| $566K | 0.21% |
1,594
-15
| -0.9% | -$5.37K |
2022 Q4
15 quarters
|
|
45
Meta Platforms (Facebook)
META
$1.59T
| $558K | 0.21% |
769
| – | – |
2023 Q2
13 quarters
|
|
46
Vanguard Dividend Appreciation ETF
VIG
$117B
| $553K | 0.21% |
2,369
| – | – |
2023 Q3
12 quarters
|
|
47
Box
BOX
$5.96B
| $552K | 0.21% |
16,476
+304
| +2% | +$9.8K |
2022 Q4
15 quarters
|
|
48
Columbia EM Core ex-China ETF
XCEM
$1.96B
| $544K | 0.2% |
10,590
| – | – |
2025 Q4
3 quarters
|
|
49
Berkshire Hathaway Class B
BRK.B
$1.19T
| $531K | 0.2% |
1,066
| – | – |
2023 Q1
14 quarters
|
|
50
Invesco QQQ Trust
QQQ
$467B
| $522K | 0.2% |
706
-6
| -0.8% | -$4.29K |
2025 Q2
5 quarters
|
|
Similar funds
SSA
MYeCFO's Q3 2026 Portfolio in Review
As of Q3 2026, MYeCFO held 74 positions worth $266M, up 0.5% from $265M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Trading was light in Q3 2026: portfolio turnover was 4.1%. MYeCFO opened 1 new position and exited 2, leaving the 74-position portfolio largely intact.
By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 91% a quarter earlier, followed by Communication Services and Technology.
- MYeCFO's largest Q3 2026 buy was Salesforce: 2,189 shares worth $503K.
- MYeCFO added most to Vanguard Morningstar Total Stock Market ETF in Q3 2026, an estimated $1.56M increase.
- MYeCFO's biggest Q3 2026 reduction was Schwab US Broad Market ETF, cutting an estimated $565K.
- MYeCFO fully exited Intel in Q3 2026, selling an estimated $235K.
- MYeCFO's ten largest holdings make up 71% of its $266M portfolio in Q3 2026.
- MYeCFO opened 1 new position and closed 2 in Q3 2026.
- MYeCFO's portfolio value rose 0.5% quarter-over-quarter to $266M.
Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.