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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 2.03% | $3.755M 14,994 shares@ $250.43 avg price | Decreased -0.08% |
SCMBSchwab Strategic Tr
| 1.75% | $3.23M 125,288 shares@ $25.79 avg price | Increased 101.18% |
SCHESchwab Strategic Tr
| 1.66% | $3.058M 114,844 shares@ $26.63 avg price | Decreased -0.7% |
AMZNAmazon Com Inc
| 1.47% | $2.711M 12,356 shares@ $219.4 avg price | |
VOOVanguard Index Fds
| 1.38% | $2.546M 4,722 shares@ $539.16 avg price | Increased 6.43% |
GOOGLAlphabet Inc
| 1.27% | $2.351M 12,417 shares@ $189.31 avg price | Increased 3.32% |
GNMAIshares Tr
| 1.19% | $2.188M 50,960 shares@ $42.94 avg price | Decreased -10.73% |
SCHDSchwab Strategic Tr
| 1.18% | $2.177M 79,678 shares@ $27.32 avg price | Increased 204.2% |
VEUVanguard Intl Equity Index F
| 1.08% | $1.996M 34,803 shares@ $57.35 avg price | Decreased -0.88% |
GOOGAlphabet Inc
| 1.06% | $1.962M 10,560 shares@ $185.76 avg price | Increased 9.69% |