0001941040-24-000013.txt : 20240116 0001941040-24-000013.hdr.sgml : 20240116 20240116162538 ACCESSION NUMBER: 0001941040-24-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240116 DATE AS OF CHANGE: 20240116 EFFECTIVENESS DATE: 20240116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MYECFO, LLC CENTRAL INDEX KEY: 0001986457 ORGANIZATION NAME: 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: 24535487 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 12-31-2023 12-31-2023 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 01-16-2024 0 51 158731040 INFORMATION TABLE 2 infotable.xml ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 1211022 53185 SH SOLE 0 0 53185 AFFIRM HLDGS INC COM CL A 00827B106 434938 8851 SH SOLE 0 0 8851 ALPHABET INC CAP STK CL C 02079K107 1795931 12743 SH SOLE 0 0 12743 ALPHABET INC CAP STK CL A 02079K305 1623802 11624 SH SOLE 0 0 11624 AMAZON COM INC COM 023135106 1807589 11897 SH SOLE 0 0 11897 APPLE INC COM 037833100 2884082 14980 SH SOLE 0 0 14980 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 412656 1157 SH SOLE 0 0 1157 BOX INC CL A 10316T104 687654 26851 SH SOLE 0 0 26851 EATON VANCE CALIF MUN BD FD COM 27828A100 1163972 127210 SH SOLE 0 0 127210 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 209832 8400 SH SOLE 0 0 8400 ISHARES GOLD TR ISHARES NEW 464285204 1040345 26655 SH SOLE 0 0 26655 ISHARES INC MSCI EMRG CHN 46434G764 226959 4096 SH SOLE 0 0 4096 ISHARES TR NATIONAL MUN ETF 464288414 4831942 44571 SH SOLE 0 0 44571 ISHARES TR CALIF MUN BD ETF 464288356 11178991 192121 SH SOLE 0 0 192121 ISHARES TR MSCI KLD400 SOC 464288570 287718 3160 SH SOLE 0 0 3160 ISHARES TR NEW YORK MUN ETF 464288323 1680144 31062 SH SOLE 0 0 31062 ISHARES TR RUS 1000 VAL ETF 464287598 1759417 10717 SH SOLE 0 0 10717 ISHARES TR GNMA BOND ETF 46429B333 2198119 49635 SH SOLE 0 0 49635 META PLATFORMS INC CL A 30303M102 286354 809 SH SOLE 0 0 809 MICROSOFT CORP COM 594918104 331393 881 SH SOLE 0 0 881 NUVEEN AMT FREE QLTY MUN INC COM 670657105 621500 56500 SH SOLE 0 0 56500 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 924354 80100 SH SOLE 0 0 80100 PIMCO ETF TR INV GRD CRP BD 72201R817 2889206 29706 SH SOLE 0 0 29706 SCHWAB STRATEGIC TR MUN BD ETF 808524649 4823811 91780 SH SOLE 0 0 91780 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 370393 7841 SH SOLE 0 0 7841 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 40123882 720615 SH SOLE 0 0 720615 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1830990 24044 SH SOLE 0 0 24044 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3163716 127621 SH SOLE 0 0 127621 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 13022899 352351 SH SOLE 0 0 352351 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1385670 28600 SH SOLE 0 0 28600 SCHWAB STRATEGIC TR US TIPS ETF 808524870 993418 19031 SH SOLE 0 0 19031 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 4600627 92531 SH SOLE 0 0 92531 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 228736 3093 SH SOLE 0 0 3093 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 454276 18474 SH SOLE 0 0 18474 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10333794 221420 SH SOLE 0 0 221420 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 246468 6555 SH SOLE 0 0 6555 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 421145 6650 SH SOLE 0 0 6650 SPDR S&P 500 ETF TR TR UNIT 78462F103 827515 1741 SH SOLE 0 0 1741 SPDR SER TR NUVEEN BLMBRG SH 78468R739 205497 4300 SH SOLE 0 0 4300 TESLA INC COM 88160R101 408805 1645 SH SOLE 0 0 1645 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1225490 16662 SH SOLE 0 0 16662 VANGUARD INDEX FDS GROWTH ETF 922908736 695128 2236 SH SOLE 0 0 2236 VANGUARD INDEX FDS TOTAL STK MKT 922908769 959318 4044 SH SOLE 0 0 4044 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2016706 4617 SH SOLE 0 0 4617 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 5703873 55442 SH SOLE 0 0 55442 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2155832 38401 SH SOLE 0 0 38401 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3983963 96933 SH SOLE 0 0 96933 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 380844 2235 SH SOLE 0 0 2235 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 17063213 356206 SH SOLE 0 0 356206 VANGUARD WORLD FDS ENERGY ETF 92204A306 221307 1887 SH SOLE 0 0 1887 WORLD GOLD TR SPDR GLD MINIS 98149E303 395804 9675 SH SOLE 0 0 9675