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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 206.39%
27.82%
$51.539M
2.27M shares@ $22.71 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.43%
9.98%
$18.489M
386,643 shares@ $47.83 avg price
CMFIshares Tr
Recent Activity
Increased 7.36%
6.96%
$12.885M
224,614 shares@ $57.37 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 96.27%
6.55%
$12.129M
655,632 shares@ $18.5 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 103.66%
5.85%
$10.827M
476,763 shares@ $22.71 avg price
CORPPimco Etf Tr
Recent Activity
Increased 17.61%
2.62%
$4.853M
50,696 shares@ $95.72 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 6.38%
2.5%
$4.619M
104,891 shares@ $44.04 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 91.31%
2.34%
$4.331M
178,299 shares@ $24.3 avg price
SCMBSchwab Strategic Tr
Recent Activity
Increased 101.18%
1.75%
$3.23M
125,288 shares@ $25.79 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.43%
1.38%
$2.546M
4,722 shares@ $539.16 avg price