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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
VUGVanguard Index Fds
Recent Activity
Decreased -3.46%
0.5%
$913,639
2,226 shares@ $410.44 avg price
XNCMXNuveen California Amt Qlt Mu
Recent Activity
Decreased -2.45%
0.49%
$905,504
71,638 shares@ $12.64 avg price
AFRMAffirm Hldgs Inc
Recent Activity
Decreased -2.07%
0.4%
$731,105
12,005 shares@ $60.91 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.63%
0.37%
$679,118
9,444 shares@ $71.91 avg price
TSLATesla Inc
Recent Activity
Decreased -0.12%
0.35%
$638,471
1,581 shares@ $403.84 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
Decreased -5.51%
0.32%
$579,792
51,400 shares@ $11.28 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -5.77%
0.25%
$462,942
2,364 shares@ $195.83 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.65%
0.16%
$283,541
456 shares@ $621.81 avg price