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 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