test

Martin R. Curiel

@Myecfo, Llc

Latest period2024 - Q4ReportedManaged Assets$185.27MTotal holdings57
Assets growth rate0.37%Assets growth rate (2-Q avg)3.42%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Myecfo, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Myecfo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.27M in assets, with a quarterly growth rate of 0.37% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Martin R. Curiel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NYFIshares Tr
Recent Activity
Decreased -1.29%
3.86%
$7.149M
134,320 shares@ $53.22 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -0.14%
3.48%
$6.434M
54,763 shares@ $117.48 avg price
AAPLApple Inc
Recent Activity
Decreased -0.08%
2.03%
$3.755M
14,994 shares@ $250.43 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.7%
1.66%
$3.058M
114,844 shares@ $26.63 avg price
GNMAIshares Tr
Recent Activity
Decreased -10.73%
1.19%
$2.188M
50,960 shares@ $42.94 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.88%
1.08%
$1.996M
34,803 shares@ $57.35 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -13.15%
0.93%
$1.722M
5,941 shares@ $289.81 avg price
IWDIshares Tr
Recent Activity
Decreased -4.88%
0.92%
$1.694M
9,148 shares@ $185.13 avg price
MUBIshares Tr
Recent Activity
Decreased -12.83%
0.88%
$1.621M
15,213 shares@ $106.55 avg price
EVMEaton Vance Calif Mun Bd Fd
Recent Activity
Decreased -4.17%
0.6%
$1.094M
119,340 shares@ $9.18 avg price