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MYeCFO Portfolio holdings

AUM $265M
1-Year Est. Return 22.12%
This Fund
S&P 500
This Quarter Est. Return
+10.67%
1 Year Est. Return
+22.12%
3 Year Est. Return
+53.32%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$265M
AUM Growth
+$26M
Cap. Flow
+$2.85M
Cap. Flow %
1.08%
Top 10 Hldgs %
71.69%
Holding
73
New
7
Increased
28
Reduced
21
Closed
–

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$870K
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$838K
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$562K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$541K

Top Sells

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$1.77M
2
CMF icon
iShares California Muni Bond ETF
CMF
+$1.2M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$441K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$364K
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$230K

Sector Composition

Rank Sector Weight
1 Miscellaneous 91.33%
2 Communication Services 3.65%
3 Technology 2.26%
4 Consumer Discretionary 1.37%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
26
iShares Gold Trust
IAU
$63.7B
$1.44M 0.54%
19,065
– –
ARWR icon
27
Arrowhead Research
ARWR
$9.98B
$1.43M 0.54%
17,497
-1,000
-5% -$73.9K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$1.32M 0.5%
1,764
– –
SCHA icon
29
Schwab U.S Small- Cap ETF
SCHA
$22B
$1.26M 0.48%
34,931
+750
+2% +$24.8K
VUG icon
30
Vanguard Morningstar Growth ETF
VUG
$224B
$1.19M 0.45%
13,812
+528
+4% +$44.4K
MUB icon
31
iShares National Muni Bond ETF
MUB
$44.5B
$1.17M 0.44%
10,911
-50
-0.5% -$5.35K
AFRM icon
32
Affirm
AFRM
$24.3B
$1.14M 0.43%
13,921
– –
AVGO icon
33
Broadcom
AVGO
$1.62T
$1.13M 0.43%
2,990
+15
+0.5% +$6.01K
VGT icon
34
Vanguard Information Technology ETF
VGT
$146B
$906K 0.34%
7,584
+80
+1% +$8.76K
SCHY icon
35
Schwab International Dividend Equity ETF
SCHY
$2.61B
$817K 0.31%
25,736
-2,010
-7% -$64.9K
MUC icon
36
BlackRock MuniHoldings California Quality Fund
MUC
$968M
$813K 0.31%
73,838
+9,668
+15% +$104K
NVDA icon
37
NVIDIA
NVDA
$5.12T
$764K 0.29%
3,819
-47
-1% -$9.66K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$37.2B
$742K 0.28%
7,697
+270
+4% +$25.8K
BND icon
39
Vanguard Total Bond Market
BND
$161B
$711K 0.27%
9,685
– –
IGOV icon
40
iShares International Treasury Bond ETF
IGOV
$1.52B
$683K 0.26%
16,646
+4,296
+35% +$178K
TSLA icon
41
Tesla
TSLA
$1.41T
$677K 0.26%
1,609
+4
+0.2% +$1.59K
SCHP icon
42
Schwab US TIPS ETF
SCHP
$16B
$654K 0.25%
24,668
-1,820
-7% -$48.6K
NEA icon
43
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.18B
$586K 0.22%
49,900
-3,300
-6% -$37.9K
VIG icon
44
Vanguard Dividend Appreciation ETF
VIG
$111B
$561K 0.21%
2,369
+155
+7% +$35.6K
XCEM icon
45
Columbia EM Core ex-China ETF
XCEM
$2.04B
$560K 0.21%
10,590
– –
BNDX icon
46
Vanguard Total International Bond ETF
BNDX
$82.3B
$542K 0.2%
11,193
-9,173
-45% -$441K
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.11T
$533K 0.2%
1,066
-29
-3% -$13.9K
QQQ icon
48
Invesco QQQ Trust
QQQ
$474B
$524K 0.2%
712
– –
VSGX icon
49
Vanguard ESG International Stock ETF
VSGX
$6.68B
$521K 0.2%
6,330
– –
VO icon
50
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$519K 0.2%
6,440
– –
1
2
3

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HFA
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MYeCFO's Q2 2026 Portfolio in Review

As of Q2 2026, MYeCFO held 73 positions worth $265M, up 11% from $239M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

MYeCFO's Q2 2026 filing shows 7 new, 28 increased and 21 reduced positions. Its largest new stake was iShares Core International Aggregate Bond Fund: 9,580 shares worth $485K. The largest sale was Vanguard Total World Stock ETF, an estimated $1.77M.

By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 92% a quarter earlier, followed by Communication Services and Technology.

  • MYeCFO's largest Q2 2026 buy was iShares Core International Aggregate Bond Fund: 9,580 shares worth $485K.
  • MYeCFO added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $1.19M increase.
  • MYeCFO's biggest Q2 2026 reduction was Vanguard Total World Stock ETF, cutting an estimated $1.77M.
  • MYeCFO's ten largest holdings make up 72% of its $265M portfolio in Q2 2026.
  • MYeCFO opened 7 new positions and closed 0 in Q2 2026.
  • MYeCFO's portfolio value rose 11% quarter-over-quarter to $265M.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.