0001941040-23-000237.txt : 20230829
0001941040-23-000237.hdr.sgml : 20230829
20230828174520
ACCESSION NUMBER: 0001941040-23-000237
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230829
DATE AS OF CHANGE: 20230828
EFFECTIVENESS DATE: 20230829
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23324
FILM NUMBER: 231217416
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/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
false
false
0001986457
XXXXXXXX
06-30-2023
06-30-2023
true
1
RESTATEMENT
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
08-28-2023
0
45
137605412
INFORMATION TABLE
2
infotable.xml
ABRDN SILVER ETF TRUST
PHYSCL SILVR SHS
003264108
1085180
49665
SH
SOLE
49665
0
0
ALPHABET INC
CAP STK CL A
02079K305
1415372
11824
SH
SOLE
11824
0
0
ALPHABET INC
CAP STK CL C
02079K107
1546411
12783
SH
SOLE
12783
0
0
AMAZON COM INC
COM
023135106
1746347
13396
SH
SOLE
13396
0
0
APPLE INC
COM
037833100
3017643
15557
SH
SOLE
15557
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
394537
1157
SH
SOLE
1157
0
0
BOX INC
CL A
10316T104
686640
23371
SH
SOLE
23371
0
0
EATON VANCE CALIF MUN BD FD
COM
27828A100
1303939
146510
SH
SOLE
146510
0
0
INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
46138E206
206976
8400
SH
SOLE
8400
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
1018738
27995
SH
SOLE
27995
0
0
ISHARES TR
GNMA BOND ETF
46429B333
1916772
43722
SH
SOLE
43722
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
211267
2510
SH
SOLE
2510
0
0
ISHARES TR
NEW YORK MUN ETF
464288323
1321807
24818
SH
SOLE
24818
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
714654
4528
SH
SOLE
4528
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
4734650
44361
SH
SOLE
44361
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
9944714
174622
SH
SOLE
174622
0
0
META PLATFORMS INC
CL A
30303M102
248525
866
SH
SOLE
866
0
0
MICROSOFT CORP
COM
594918104
379220
1114
SH
SOLE
1114
0
0
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
694055
63500
SH
SOLE
63500
0
0
NUVEEN CALIFORNIA AMT QLT MU
COM
670651108
1054756
91400
SH
SOLE
91400
0
0
PIMCO ETF TR
INV GRD CRP BD
72201R817
2418296
25496
SH
SOLE
25496
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
216401
4941
SH
SOLE
4941
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
33655778
650982
SH
SOLE
650982
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1579473
21750
SH
SOLE
21750
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
3367832
136737
SH
SOLE
136737
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
12333801
345969
SH
SOLE
345969
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
2321298
48300
SH
SOLE
48300
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1039206
19821
SH
SOLE
19821
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
4024648
81669
SH
SOLE
81669
0
0
SCHWAB STRATEGIC TR
INTERNL DIVID
808524672
292714
12227
SH
SOLE
12227
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
8676654
187969
SH
SOLE
187969
0
0
SCHWAB STRATEGIC TR
MUN BD ETF
808524649
3533838
68180
SH
SOLE
68180
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
805749
1818
SH
SOLE
1818
0
0
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
202315
4300
SH
SOLE
4300
0
0
TESLA INC
COM
88160R101
646318
2469
SH
SOLE
2469
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
235007
3233
SH
SOLE
3233
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
660146
2333
SH
SOLE
2333
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
409721
1860
SH
SOLE
1860
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
379178
931
SH
SOLE
931
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
5676045
58528
SH
SOLE
58528
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1277819
23485
SH
SOLE
23485
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4001461
98364
SH
SOLE
98364
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
15704362
340068
SH
SOLE
340068
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
233908
2072
SH
SOLE
2072
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
271241
613
SH
SOLE
613
0
0