Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MYECFO LLC | 04-18-2024 | 03-31-2024 | 56 | 170,482,822 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $45,972,172 | 753,025 | 0.03 | 0.03 | 32,410 | 4.50 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $17,966,565 | 358,114 | 0.01 | 0.01 | 1,908 | 0.54 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $13,619,079 | 349,028 | 0.01 | 0.01 | -3,323 | -0.94 | 03-31-2024 |
| ISHARES TR | CALIF MUN BD ETF | 4 | $11,847,039 | 206,092 | 0.01 | 0.01 | 13,971 | 7.27 | 03-31-2024 |
