MYECFO, LLC

RIA/Wealth

MYECFO, LLC is a RIA/Wealth led by Michael Robert Munson, managing $219.8M across 61 long positions as of Q3 2025 with 89% ETF concentration, 72% concentrated in top 10 holdings, and 28% allocation to SCHB.

CIOMichael Robert Munson

Portfolio Value: $219.8M
Positions: 61
Top Holding: SCHB at 28.28%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in MYECFO, LLC's portfolio (72.4% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Broad Market SCHB	ETF ETF	$62.2M	28.28%	+$476.2K Bought	— 2.4M shares	Q4 2022 Held for 2y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$25.1M	11.40%	+$692.3K Bought	— 418.1K shares	Q4 2022 Held for 2y 11m
3 Schwab International Equity SCHF	ETF ETF	$14.2M	6.46%	-$448.7K Sold	— 610.3K shares	Q4 2022 Held for 2y 11m
4 iShares California Muni Bond CMF	ETF ETF	$13.3M	6.05%	+$325.6K Bought	— 233.0K shares	Q4 2022 Held for 2y 11m
5 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$11.6M	5.29%	+$292.8K Bought	— 495.5K shares	Q4 2022 Held for 2y 11m
6 Vanguard Total World Stock VT	ETF ETF	$7.5M	3.42%	+$64.5K Bought	— 54.6K shares	Q4 2022 Held for 2y 11m
7 Vanguard FTSE Emerging Markets VWO	ETF ETF	$6.8M	3.10%	+$580.3K Bought	— 125.7K shares	Q4 2022 Held for 2y 11m
8 iShares New York Muni Bond NYF	ETF ETF	$6.8M	3.10%	-$162.4K Sold	— 127.6K shares	Q4 2022 Held for 2y 11m
9 PIMCO Investment Grade Corporate Bond Index CORP	ETF ETF	$6.6M	2.99%	+$898.2K Bought	— 66.4K shares	Q4 2022 Held for 2y 11m
10 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$5.1M	2.32%	+$260.4K Bought	— 203.2K shares	Q4 2022 Held for 2y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MYECFO, LLC's latest filing

See all changes

GthenC

Market Value

$219.8M

Prior: $203.9M

Q/Q Change

+7.82%

+$15.9M

Net Flows % of MV

+0.85%

Turnover Ratio

2.32%

New Purchases

4 stocks

$1.2M

Added To

26 stocks

+$4.7M

Sold Out Of

3 stocks

$607.0K

Reduced Holdings

22 stocks

-$3.4M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total International Bond BNDX	New	0 → 12.0K +$595.5K
2 DWX SPDR S&P International Dividend ETF DWX	New	0 → 5.7K +$241.6K
3 Bitcoin Strategy BITX	New	0 → 3.8K +$206.6K
4 ETHE Grayscale Ethereum Trust ETHE	New	0 → 5.9K +$202.2K
5 VSGX Vanguard ESG International Stock VSGX	+41.35%	3.7K → 5.2K +$106.1K

Decreased Positions

Position	Shares Δ	Change
1 Financial Select Sector SPDR Fund XLF	Sold	4.4K → 0 −$228.1K
2 Fiserv FI	Sold	1.2K → 0 −$202.4K
3 NKX Nuveen California AMT-Free Quality Municipal Income Fund NKX	Sold	15.0K → 0 −$176.6K
4 Apple AAPL	-43.1%	15.0K → 8.5K −$1.6M
5 SCHO Schwab Short-Term U.S. Treasury SCHO	-33.87%	17.1K → 11.3K −$141.5K