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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
GOOGLAlphabet Inc
Recent Activity
Increased 3.32%
1.27%
$2.351M
12,417 shares@ $189.31 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 204.2%
1.18%
$2.177M
79,678 shares@ $27.32 avg price
GOOGAlphabet Inc
Recent Activity
Increased 9.69%
1.06%
$1.962M
10,560 shares@ $185.76 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
Increased 4.1%
0.89%
$1.635M
59,292 shares@ $27.57 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 316.52%
0.71%
$1.307M
50,119 shares@ $26.07 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.33%
0.59%
$1.084M
1,850 shares@ $586.08 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 149.28%
0.54%
$997,955
38,591 shares@ $25.86 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 12.11%
0.48%
$886,170
17,045 shares@ $52.0 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 86.18%
0.48%
$883,386
34,200 shares@ $25.83 avg price
BOXBox Inc
Recent Activity
Increased 4.96%
0.33%
$606,878
19,205 shares@ $31.6 avg price