0001941040-23-000312.txt : 20231026 0001941040-23-000312.hdr.sgml : 20231026 20231026152115 ACCESSION NUMBER: 0001941040-23-000312 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231026 EFFECTIVENESS DATE: 20231026 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: 231349905 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 09-30-2023 09-30-2023 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 10-26-2023 0 48 144196294 INFORMATION TABLE 2 infotable.xml ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 1023138 48125 SH SOLE 0 0 48125 AFFIRM HLDGS INC COM CL A 00827B106 208999 9826 SH SOLE 0 0 9826 ALPHABET INC CAP STK CL C 02079K107 1685495 12783 SH SOLE 0 0 12783 ALPHABET INC CAP STK CL A 02079K305 1521160 11624 SH SOLE 0 0 11624 AMAZON COM INC COM 023135106 1598705 12576 SH SOLE 0 0 12576 APPLE INC COM 037833100 2723655 15908 SH SOLE 0 0 15908 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 405297 1157 SH SOLE 0 0 1157 BOX INC CL A 10316T104 603168 24914 SH SOLE 0 0 24914 EATON VANCE CALIF MUN BD FD COM 27828A100 1070297 131810 SH SOLE 0 0 131810 ISHARES GOLD TR ISHARES NEW 464285204 943155 26955 SH SOLE 0 0 26955 ISHARES INC MSCI EMRG CHN 46434G764 204104 4096 SH SOLE 0 0 4096 ISHARES TR GNMA BOND ETF 46429B333 2003978 48115 SH SOLE 0 0 48115 ISHARES TR NATIONAL MUN ETF 464288414 5219389 50901 SH SOLE 0 0 50901 ISHARES TR CALIF MUN BD ETF 464288356 10553257 192588 SH SOLE 0 0 192588 ISHARES TR MSCI KLD400 SOC 464288570 204339 2510 SH SOLE 0 0 2510 ISHARES TR NEW YORK MUN ETF 464288323 1330250 26068 SH SOLE 0 0 26068 ISHARES TR RUS 1000 VAL ETF 464287598 1521388 10021 SH SOLE 0 0 10021 META PLATFORMS INC CL A 30303M102 242870 809 SH SOLE 0 0 809 MICROSOFT CORP COM 594918104 267941 849 SH SOLE 0 0 849 NUVEEN AMT FREE QLTY MUN INC COM 670657105 622424 64300 SH SOLE 0 0 64300 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 906984 88400 SH SOLE 0 0 88400 PIMCO ETF TR INV GRD CRP BD 72201R817 2565575 28156 SH SOLE 0 0 28156 SCHWAB STRATEGIC TR MUN BD ETF 808524649 4216850 85060 SH SOLE 0 0 85060 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 345471 8341 SH SOLE 0 0 8341 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 34466005 690115 SH SOLE 0 0 690115 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1713513 23796 SH SOLE 0 0 23796 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3207736 133991 SH SOLE 0 0 133991 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12344025 363487 SH SOLE 0 0 363487 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1810242 37800 SH SOLE 0 0 37800 SCHWAB STRATEGIC TR US TIPS ETF 808524870 912607 18075 SH SOLE 0 0 18075 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 3924848 81990 SH SOLE 0 0 81990 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 409745 17815 SH SOLE 0 0 17815 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 9159905 207097 SH SOLE 0 0 207097 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 338848 5750 SH SOLE 0 0 5750 SPDR S&P 500 ETF TR TR UNIT 78462F103 809090 1893 SH SOLE 0 0 1893 TESLA INC COM 88160R101 466918 1866 SH SOLE 0 0 1866 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1501596 21519 SH SOLE 0 0 21519 VANGUARD INDEX FDS GROWTH ETF 922908736 608885 2236 SH SOLE 0 0 2236 VANGUARD INDEX FDS TOTAL STK MKT 922908769 789316 3716 SH SOLE 0 0 3716 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1743195 4439 SH SOLE 0 0 4439 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 5251811 56362 SH SOLE 0 0 56362 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4036420 102868 SH SOLE 0 0 102868 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1818614 35061 SH SOLE 0 0 35061 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 347274 2240 SH SOLE 0 0 2240 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15807042 361305 SH SOLE 0 0 361305 VANGUARD WORLD FDS INF TECH ETF 92204A702 222571 536 SH SOLE 0 0 536 VANGUARD WORLD FDS ENERGY ETF 92204A306 249298 1967 SH SOLE 0 0 1967 WORLD GOLD TR SPDR GLD MINIS 98149E303 268901 7335 SH SOLE 0 0 7335