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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
DSI icon
51
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$442K 0.19%
3,430
+870
+34% +$111K
QQQ icon
52
Invesco QQQ Trust
QQQ
$436B
$436K 0.19%
710
– –
XLU icon
53
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$396K 0.17%
9,280
-1,000
-10% -$44.3K
XCEM icon
54
Columbia EM Core ex-China ETF
XCEM
$1.8B
$339K 0.14%
+8,840
New +$335K
VPU
55
Vanguard Utilities ETF
VPU
$8.56B
$327K 0.14%
1,766
-200
-10% -$38.4K
VDE icon
56
Vanguard Energy ETF
VDE
$9.9B
$313K 0.13%
2,487
– –
IVV icon
57
iShares Core S&P 500 ETF
IVV
$858B
$293K 0.12%
428
– –
IWM icon
58
iShares Russell 2000 ETF
IWM
$79.1B
$214K 0.09%
869
– –
IBIT icon
59
iShares Bitcoin Trust
IBIT
$47.2B
$214K 0.09%
+4,304
New +$245K
SCHO icon
60
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$214K 0.09%
8,763
-2,560
-23% -$62.4K
PG icon
61
Procter & Gamble
PG
$340B
$211K 0.09%
1,473
– –
XLF icon
62
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$209K 0.09%
+3,820
New +$204K
DWX icon
63
State Street SPDR S&P International Dividend ETF
DWX
$529M
$209K 0.09%
4,758
-899
-16% -$38.9K
OPEN icon
64
Opendoor
OPEN
$3.54B
$67.9K 0.03%
+11,650
New +$83.5K
BITX icon
65
2x Bitcoin ETF
BITX
$890M
– –
-3,751
Closed -$207K
EVM
66
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
– –
-101,550
Closed -$964K
ETHE
67
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
– –
-5,900
Closed -$202K
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.