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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 | |
|---|---|---|---|---|---|---|---|
51
Vanguard ESG International Stock ETF
VSGX
$6.52B
| $513K | 0.19% |
6,330
| – | – |
2025 Q2
5 quarters
|
|
52
iShares MSCI KLD 400 Social ETF
DSI
$5.31B
| $512K | 0.19% |
3,500
| – | – |
2023 Q2
13 quarters
|
|
53
Vanguard Total International Bond ETF
BNDX
$83.9B
| $506K | 0.19% |
10,793
-400
| -4% | -$19K |
2025 Q3
4 quarters
|
|
54
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $505K | 0.19% |
6,440
| – | – |
2024 Q1
10 quarters
|
|
|
55
Salesforce
CRM
$186B
| $503K | 0.19% |
+2,189
| New | +$452K |
2026 Q3
0 quarters
|
|
56
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.12B
| $497K | 0.19% |
49,900
| – | – |
2022 Q4
15 quarters
|
|
57
iShares MSCI Australia ETF
EWA
$1.25B
| $391K | 0.15% |
13,810
| – | – |
2026 Q1
2 quarters
|
|
58
iShares Core S&P Total US Stock Market ETF
ITOT
$95B
| $381K | 0.14% |
2,293
| – | – |
2026 Q1
2 quarters
|
|
59
State Street Utilities Select Sector SPDR ETF
XLU
$24.5B
| $366K | 0.14% |
9,280
| – | – |
2023 Q3
12 quarters
|
|
60
Vanguard New York Tax-Exempt Bond ETF
MUNY
$491M
| $353K | 0.13% |
3,630
+70
| +2% | +$7.09K |
2026 Q2
1 quarter
|
|
61
Snowflake
SNOW
$103B
| $329K | 0.12% |
968
+38
| +4% | +$11.7K |
2026 Q2
1 quarter
|
|
62
Vanguard Energy ETF
VDE
$11.3B
| $322K | 0.12% |
1,872
-50
| -3% | -$8.54K |
2022 Q4
15 quarters
|
|
63
iShares Core S&P 500 ETF
IVV
$866B
| $318K | 0.12% |
416
-12
| -3% | -$9.16K |
2024 Q1
10 quarters
|
|
64
Vanguard Utilities ETF
VPU
$8.48B
| $307K | 0.12% |
1,796
| – | – |
2024 Q2
9 quarters
|
|
65
Schwab Short-Term US Treasury ETF
SCHO
$15.7B
| $302K | 0.11% |
12,663
+500
| +4% | +$12K |
2025 Q2
5 quarters
|
|
66
ExxonMobil
XOM
$733B
| $269K | 0.1% |
1,654
| – | – |
2026 Q1
2 quarters
|
|
67
iShares Russell 2000 ETF
IWM
$75.7B
| $263K | 0.1% |
945
| – | – |
2025 Q3
4 quarters
|
|
68
State Street SPDR S&P International Dividend ETF
DWX
$519M
| $216K | 0.08% |
4,731
| – | – |
2025 Q3
4 quarters
|
|
69
iShares Global Tech ETF
IXN
$8.66B
| $208K | 0.08% |
1,400
| – | – |
2026 Q2
1 quarter
|
|
70
Procter & Gamble
PG
$379B
| $206K | 0.08% |
1,420
-53
| -4% | -$7.77K |
2024 Q1
10 quarters
|
|
71
State Street Financial Select Sector SPDR ETF
XLF
$53.7B
| $204K | 0.08% |
3,820
| – | – |
2026 Q2
1 quarter
|
|
72
Opendoor
OPEN
$1.75B
| $64.1K | 0.02% |
27,039
+11,539
| +74% | +$41.4K |
2025 Q4
3 quarters
|
|
73
DELISTED
AtaiBeckley Inc
ATAI
| – | – |
-10,389
| Closed | -$54.8K | – |
|
|
74
Intel
INTC
$319B
| – | – |
-1,685
| Closed | -$235K | – |
|
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.