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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
VTIVanguard Index Fds
Recent Activity
Decreased -13.15%
0.93%
$1.722M
5,941 shares@ $289.81 avg price
IWDIshares Tr
Recent Activity
Decreased -4.88%
0.92%
$1.694M
9,148 shares@ $185.13 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
Increased 4.1%
0.89%
$1.635M
59,292 shares@ $27.57 avg price
MUBIshares Tr
Recent Activity
Decreased -12.83%
0.88%
$1.621M
15,213 shares@ $106.55 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 316.52%
0.71%
$1.307M
50,119 shares@ $26.07 avg price
IAUIshares Gold Tr
Recent Activity
0.7%
$1.285M
25,950 shares@ $49.52 avg price
EVMEaton Vance Calif Mun Bd Fd
Recent Activity
Decreased -4.17%
0.6%
$1.094M
119,340 shares@ $9.18 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
VUGVanguard Index Fds
Recent Activity
Decreased -3.46%
0.5%
$913,639
2,226 shares@ $410.44 avg price