0001941040-23-000204.txt : 20230809
0001941040-23-000204.hdr.sgml : 20230809
20230809164902
ACCESSION NUMBER: 0001941040-23-000204
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230809
DATE AS OF CHANGE: 20230809
EFFECTIVENESS DATE: 20230809
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MYECFO, LLC
CENTRAL INDEX KEY: 0001986457
IRS NUMBER: 461865688
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23324
FILM NUMBER: 231155951
BUSINESS ADDRESS:
STREET 1: 6020 LA JOLLA HERMOSA AVE
CITY: LA JOLLA
STATE: CA
ZIP: 92037
BUSINESS PHONE: 8587528059
MAIL ADDRESS:
STREET 1: 6020 LA JOLLA HERMOSA AVE
CITY: LA JOLLA
STATE: CA
ZIP: 92037
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001986457
XXXXXXXX
03-31-2023
03-31-2023
false
MYECFO, LLC
6020 La Jolla Hermosa Ave
La Jolla
CA
92037
13F HOLDINGS REPORT
028-23324
000166919
801-120679
N
Martin R. Curiel
CCO
650-231-4609
Martin R. Curiel
La Jolla
CA
08-09-2023
0
46
133332603
INFORMATION TABLE
2
infotable.xml
ABRDN SILVER ETF TRUST
PHYSCL SILVR SHS
003264108
971891
42055
SH
SOLE
42055
0
0
ALPHABET INC
CAP STK CL A
02079K305
1402879
13524
SH
SOLE
13524
0
0
ALPHABET INC
CAP STK CL C
02079K107
312356
3003
SH
SOLE
3003
0
0
AMAZON COM INC
COM
023135106
1439485
13936
SH
SOLE
13936
0
0
APPLE INC
COM
037833100
3804452
23071
SH
SOLE
23071
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
681455
2207
SH
SOLE
2207
0
0
BOX INC
CL A
10316T104
624341
23305
SH
SOLE
23305
0
0
EATON VANCE CALIF MUN BD FD
COM
27828A100
1117668
123910
SH
SOLE
123910
0
0
EXXON MOBIL CORP
COM
30231G102
200020
1824
SH
SOLE
1824
0
0
INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
46138E206
208068
8400
SH
SOLE
8400
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
1015941
27186
SH
SOLE
27186
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
10376975
180721
SH
SOLE
180721
0
0
ISHARES TR
GNMA BOND ETF
46429B333
2037557
45829
SH
SOLE
45829
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
616349
4048
SH
SOLE
4048
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
310059
1738
SH
SOLE
1738
0
0
ISHARES TR
NEW YORK MUN ETF
464288323
930539
17390
SH
SOLE
17390
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
5313629
49319
SH
SOLE
49319
0
0
MICROSOFT CORP
COM
594918104
240323
834
SH
SOLE
834
0
0
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
649408
58400
SH
SOLE
58400
0
0
NUVEEN CALIFORNIA AMT QLT MU
COM
670651108
1017336
87400
SH
SOLE
87400
0
0
PIMCO ETF TR
INV GRD CRP BD
72201R817
2451753
25486
SH
SOLE
25486
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
32150327
671898
SH
SOLE
671898
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
228127
5441
SH
SOLE
5441
0
0
SCHWAB STRATEGIC TR
MUN BD ETF
808524649
3243344
61935
SH
SOLE
61935
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
2768496
112908
SH
SOLE
112908
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
12792173
367591
SH
SOLE
367591
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
3386026
69400
SH
SOLE
69400
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1028284
19181
SH
SOLE
19181
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
4083468
80973
SH
SOLE
80973
0
0
SCHWAB STRATEGIC TR
INTERNL DIVID
808524672
323589
13694
SH
SOLE
13694
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
8285437
176624
SH
SOLE
176624
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1879311
25688
SH
SOLE
25688
0
0
SPDR GOLD TR
GOLD SHS
78463V107
293152
1600
SH
SOLE
1600
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
744147
1818
SH
SOLE
1818
0
0
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
204465
4300
SH
SOLE
4300
0
0
TESLA INC
COM
88160R101
376754
1816
SH
SOLE
1816
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
582297
2853
SH
SOLE
2853
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
532056
2133
SH
SOLE
2133
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
436617
1161
SH
SOLE
1161
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3871523
95830
SH
SOLE
95830
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1130089
21135
SH
SOLE
21135
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
5340207
57989
SH
SOLE
57989
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
13214772
292556
SH
SOLE
292556
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
267302
693
SH
SOLE
693
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
248108
2172
SH
SOLE
2172
0
0
WORLD GOLD TR
SPDR GLD MINIS
98149E303
200048
5115
SH
SOLE
5115
0
0