0001941040-24-000188.txt : 20240418 0001941040-24-000188.hdr.sgml : 20240418 20240418123213 ACCESSION NUMBER: 0001941040-24-000188 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 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: 24853587 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 03-31-2024 03-31-2024 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 04-18-2024 0 56 170482822 INFORMATION TABLE 2 infotable.xml ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 1422743 58254 SH SOLE 0 0 58254 AFFIRM HLDGS INC COM CL A 00827B106 409674 10995 SH SOLE 0 0 10995 ALPHABET INC CAP STK CL A 02079K305 1878222 12444 SH SOLE 0 0 12444 ALPHABET INC CAP STK CL C 02079K107 1605647 10545 SH SOLE 0 0 10545 AMAZON COM INC COM 023135106 2227394 12348 SH SOLE 0 0 12348 APPLE INC COM 037833100 2633257 15356 SH SOLE 0 0 15356 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 529014 18497 SH SOLE 0 0 18497 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 486542 1157 SH SOLE 0 0 1157 BOX INC CL A 10316T104 578379 20423 SH SOLE 0 0 20423 EATON VANCE CALIF MUN BD FD COM 27828A100 1198355 126810 SH SOLE 0 0 126810 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 208908 8400 SH SOLE 0 0 8400 ISHARES GOLD TR ISHARES NEW 464285204 1125238 26785 SH SOLE 0 0 26785 ISHARES TR MSCI KLD400 SOC 464288570 318560 3160 SH SOLE 0 0 3160 ISHARES TR NEW YORK MUN ETF 464288323 3593001 58272 SH SOLE 0 0 58272 ISHARES TR GNMA BOND ETF 46429B333 2480328 57164 SH SOLE 0 0 57164 ISHARES TR CORE S&P500 ETF 464287200 205317 391 SH SOLE 0 0 391 ISHARES TR CALIF MUN BD ETF 464288356 11847039 206092 SH SOLE 0 0 206092 ISHARES TR RUS 1000 VAL ETF 464287598 1746681 9752 SH SOLE 0 0 9752 ISHARES TR NATIONAL MUN ETF 464288414 3314403 34803 SH SOLE 0 0 34803 META PLATFORMS INC CL A 30303M102 482290 993 SH SOLE 0 0 993 MICROSOFT CORP COM 594918104 392535 933 SH SOLE 0 0 933 NUVEEN AMT FREE QLTY MUN INC COM 670657105 625455 56500 SH SOLE 0 0 56500 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 942840 77600 SH SOLE 0 0 77600 NVIDIA CORPORATION COM 67066G104 212337 235 SH SOLE 0 0 235 PIMCO ETF TR INV GRD CRP BD 72201R817 3484598 36279 SH SOLE 0 0 36279 PROCTER AND GAMBLE CO COM 742718109 239074 1473 SH SOLE 0 0 1473 SCHWAB STRATEGIC TR MUN BD ETF 808524649 4502325 86500 SH SOLE 0 0 86500 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 486032 9871 SH SOLE 0 0 9871 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 45972172 753025 SH SOLE 0 0 753025 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1891728 23462 SH SOLE 0 0 23462 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3130386 123976 SH SOLE 0 0 123976 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 13619079 349028 SH SOLE 0 0 349028 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 964489 20006 SH SOLE 0 0 20006 SCHWAB STRATEGIC TR US TIPS ETF 808524870 949886 18211 SH SOLE 0 0 18211 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 4659198 95089 SH SOLE 0 0 95089 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 623264 8203 SH SOLE 0 0 8203 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 442794 18252 SH SOLE 0 0 18252 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10253094 222893 SH SOLE 0 0 222893 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 212917 5055 SH SOLE 0 0 5055 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 449703 6850 SH SOLE 0 0 6850 SPDR S&P 500 ETF TR TR UNIT 78462F103 910665 1741 SH SOLE 0 0 1741 SPDR SER TR NUVEEN BLMBRG SH 78468R739 227712 4800 SH SOLE 0 0 4800 TESLA INC COM 88160R101 475688 2706 SH SOLE 0 0 2706 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 385956 5314 SH SOLE 0 0 5314 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2213143 4604 SH SOLE 0 0 4604 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1051036 4044 SH SOLE 0 0 4044 VANGUARD INDEX FDS GROWTH ETF 922908736 769631 2236 SH SOLE 0 0 2236 VANGUARD INDEX FDS MID CAP ETF 922908629 237367 950 SH SOLE 0 0 950 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4106736 98318 SH SOLE 0 0 98318 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6107556 55272 SH SOLE 0 0 55272 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2145593 36583 SH SOLE 0 0 36583 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 407951 2234 SH SOLE 0 0 2234 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 17966565 358114 SH SOLE 0 0 358114 VANGUARD WORLD FD ENERGY ETF 92204A306 330172 2507 SH SOLE 0 0 2507 VANGUARD WORLD FD INF TECH ETF 92204A702 232807 444 SH SOLE 0 0 444 WORLD GOLD TR SPDR GLD MINIS 98149E303 569346 12925 SH SOLE 0 0 12925