MYECFO, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 9, 2024
Value $
$173M
Signature - Title
Martin R. Curiel - CCO
Location
6020 La Jolla Hermosa Ave, La Jolla, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 55 $173M +$6.09M -$5.75M +$334K SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 7/8/2024, 06:17 PM
Q1 2024 56 $170M +$8.95M -$3.91M +$5.04M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 4/18/2024, 12:32 PM
Q4 2023 51 $159M +$5.55M -$3.62M +$1.93M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 1/16/2024, 04:25 PM
Q3 2023 50 $144M +$13.9M -$1.94M +$12M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 10/26/2023, 03:21 PM
Q2 2023 49 $138M +$7.15M -$7.63M -$477K SCHB, VEA, SCHF, CMF, SCHZ Restatement 8/28/2023, 06:45 PM
Q1 2023 46 $133M +$14.2M -$8.21M +$5.97M SCHB, VEA, SCHF, CMF, SCHZ 13F-HR 8/9/2023, 04:49 PM
Q4 2022 43 $122M SCHB, SCHF, VEA, SCHZ, CMF 13F-HR 8/11/2023, 12:08 PM