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