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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
DSI icon
51
iShares MSCI KLD 400 Social ETF
DSI
$5.39B
$498K 0.19%
3,500
– –
IAGG icon
52
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
$485K 0.18%
+9,580
New +$480K
MSFT icon
53
Microsoft
MSFT
$3.69T
$485K 0.18%
1,299
+284
+28% +$115K
META icon
54
Meta Platforms (Facebook)
META
$1.71T
$433K 0.16%
769
– –
BOX icon
55
Box
BOX
$4.77B
$429K 0.16%
16,172
-781
-5% -$19.5K
XLU icon
56
State Street Utilities Select Sector SPDR ETF
XLU
$21.5B
$421K 0.16%
9,280
– –
EWA icon
57
iShares MSCI Australia ETF
EWA
$1.28B
$389K 0.15%
13,810
– –
ITOT icon
58
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$377K 0.14%
2,293
+263
+13% +$41.7K
MUNY
59
Vanguard New York Tax-Exempt Bond ETF
MUNY
$485M
$370K 0.14%
+3,560
New +$367K
VPU
60
Vanguard Utilities ETF
VPU
$7.99B
$352K 0.13%
1,796
+30
+2% +$5.88K
IVV icon
61
iShares Core S&P 500 ETF
IVV
$837B
$320K 0.12%
428
– –
SCHO icon
62
Schwab Short-Term US Treasury ETF
SCHO
$15.3B
$294K 0.11%
12,163
+2,750
+29% +$66.5K
VDE icon
63
Vanguard Energy ETF
VDE
$11.2B
$289K 0.11%
1,922
-565
-23% -$91.5K
IWM icon
64
iShares Russell 2000 ETF
IWM
$76.9B
$284K 0.11%
945
– –
SNOW icon
65
Snowflake
SNOW
$114B
$237K 0.09%
+930
New +$171K
INTC icon
66
Intel
INTC
$513B
$235K 0.09%
+1,685
New +$170K
XOM icon
67
ExxonMobil
XOM
$696B
$226K 0.09%
1,654
– –
DWX icon
68
State Street SPDR S&P International Dividend ETF
DWX
$524M
$217K 0.08%
4,731
-27
-0.6% -$1.26K
PG icon
69
Procter & Gamble
PG
$341B
$216K 0.08%
1,473
– –
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$205K 0.08%
+3,820
New +$199K
IXN icon
71
iShares Global Tech ETF
IXN
$9.18B
$202K 0.08%
+1,400
New +$181K
OPEN icon
72
Opendoor
OPEN
$2.57B
$71.6K 0.03%
15,500
+3,850
+33% +$18.4K
ATAI
73
DELISTED
AtaiBeckley Inc
ATAI
$54.8K 0.02%
+10,389
New +$43.7K
1 2
3

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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.