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MYeCFO Portfolio holdings

AUM $239M
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
+4.03%
1 Year Est. Return
+18.83%
3 Year Est. Return
+43.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$236M
AUM Growth
+$15.8M
Cap. Flow
+$8.31M
Cap. Flow %
3.53%
Top 10 Hldgs %
71.71%
Holding
67
New
6
Increased
25
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.65M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.05M
5
AVGO icon
Broadcom
AVGO
+$1.03M

Top Sells

Rank Stock Value
1
EVM
Eaton Vance California Municipal Bond Fund
EVM
+$964K
2
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$431K
3
IAU icon
iShares Gold Trust
IAU
+$411K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$335K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$275K

Sector Composition

Rank Sector Weight
1 Communication Services 3.63%
2 Technology 2.12%
3 Consumer Discretionary 1.53%
4 Financials 0.65%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
26
iShares Gold Trust
IAU
$62.8B
$1.56M 0.66%
19,265
-5,257
-21% -$411K
MUB icon
27
iShares National Muni Bond ETF
MUB
$45.2B
$1.28M 0.54%
11,953
-800
-6% -$85.7K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$1.24M 0.52%
1,812
+2
+0.1% +$1.35K
ARWR icon
29
Arrowhead Research
ARWR
$12.1B
$1.23M 0.52%
18,497
– –
VUG icon
30
Vanguard Morningstar Growth ETF
VUG
$212B
$1.08M 0.46%
13,284
-24
-0.2% -$1.95K
AVGO icon
31
Broadcom
AVGO
$1.76T
$1M 0.42%
+2,890
New +$1.03M
AFRM icon
32
Affirm
AFRM
$23.5B
$988K 0.42%
13,274
+729
+6% +$52.5K
BNDX icon
33
Vanguard Total International Bond ETF
BNDX
$82B
$981K 0.42%
20,296
+8,255
+69% +$408K
SCHA icon
34
Schwab U.S Small- Cap ETF
SCHA
$21.8B
$948K 0.4%
33,281
-1,300
-4% -$36.7K
SCHY icon
35
Schwab International Dividend Equity ETF
SCHY
$2.49B
$765K 0.32%
25,646
-189
-0.7% -$5.46K
TSLA icon
36
Tesla
TSLA
$1.18T
$726K 0.31%
1,615
+9
+0.6% +$3.99K
VGT icon
37
Vanguard Information Technology ETF
VGT
$133B
$726K 0.31%
7,704
-16
-0.2% -$1.52K
NVDA icon
38
NVIDIA
NVDA
$4.6T
$724K 0.31%
3,880
+114
+3% +$21.2K
BND icon
39
Vanguard Total Bond Market
BND
$158B
$721K 0.31%
9,733
+665
+7% +$49.5K
SCHP icon
40
Schwab US TIPS ETF
SCHP
$16.4B
$675K 0.29%
25,488
-3,350
-12% -$89.9K
VNQ icon
41
Vanguard Real Estate ETF
VNQ
$39.9B
$657K 0.28%
7,427
+440
+6% +$39.5K
NEA icon
42
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$619K 0.26%
53,200
– –
BOX icon
43
Box
BOX
$4.49B
$578K 0.25%
19,330
+1,051
+6% +$33K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.1T
$550K 0.23%
1,095
-21
-2% -$10.4K
META icon
45
Meta Platforms (Facebook)
META
$1.49T
$507K 0.22%
768
-40
-5% -$26.7K
VIG icon
46
Vanguard Dividend Appreciation ETF
VIG
$111B
$491K 0.21%
2,232
– –
BFZ
47
DELISTED
BlackRock CA Municipal Income Trust
BFZ
$479K 0.2%
+44,600
New +$486K
MSFT icon
48
Microsoft
MSFT
$2.9T
$474K 0.2%
981
+70
+8% +$35.1K
VSGX icon
49
Vanguard ESG International Stock ETF
VSGX
$6.34B
$453K 0.19%
6,330
+1,100
+21% +$77.6K
VO icon
50
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$444K 0.19%
6,120
-560
-8% -$40.7K
1
2
3

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FWP
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RCM
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I2I
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WWA
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DCC
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MYeCFO's Q4 2025 Portfolio in Review

As of Q4 2025, MYeCFO held 67 positions worth $236M, up 7.2% from $220M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

MYeCFO deployed $8.31M of net new capital in Q4 2025, opening 6 new positions and adding to 25 existing holdings. Its largest new stake was Broadcom: 2,890 shares worth $1M.

By sector, the portfolio is most concentrated in Communication Services at 3.6% of assets, up from 2.8% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was abrdn Physical Silver Shares ETF, an estimated $431K trimmed.

  • MYeCFO's largest Q4 2025 buy was Broadcom: 2,890 shares worth $1M.
  • MYeCFO added most to Schwab US Broad Market ETF in Q4 2025, an estimated $1.65M increase.
  • MYeCFO's biggest Q4 2025 reduction was abrdn Physical Silver Shares ETF, cutting an estimated $431K.
  • MYeCFO fully exited Eaton Vance California Municipal Bond Fund in Q4 2025, selling an estimated $964K.
  • MYeCFO's ten largest holdings make up 72% of its $236M portfolio in Q4 2025.
  • MYeCFO opened 6 new positions and closed 3 in Q4 2025.
  • MYeCFO's portfolio value rose 7.2% quarter-over-quarter to $236M.

Based on MYeCFO's 13F filing for Q4 2025, filed 12 Jan 2026.