Martin R. Curiel

@Myecfo, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$185.27M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHYSchwab Strategic Tr Recent Activity Increased 1.46%	0.27%	$484,873 20,972 shares@ $23.13 avg price	Increased 1.46%
NVDANvidia Corporation Recent Activity Increased 4.62%	0.25%	$456,855 3,402 shares@ $134.3 avg price	Increased 4.62%
METAMeta Platforms Inc Recent Activity Increased 3.24%	0.25%	$449,086 767 shares@ $585.51 avg price	Increased 3.24%
DSIIshares Tr Recent Activity Increased 20.57%	0.23%	$420,053 3,810 shares@ $110.26 avg price	Increased 20.57%
VPUVanguard World Fd Recent Activity Increased 11.76%	0.22%	$403,974 2,472 shares@ $163.42 avg price	Increased 11.76%
VOVanguard Index Fds Recent Activity Increased 23.01%	0.2%	$367,141 1,390 shares@ $264.14 avg price	Increased 23.01%
VDEVanguard World Fd Recent Activity Increased 5.57%	0.18%	$322,321 2,657 shares@ $121.32 avg price	Increased 5.57%
IVVIshares Tr Recent Activity Increased 2.89%	0.14%	$251,683 428 shares@ $588.05 avg price	Increased 2.89%
XLFSelect Sector Spdr Tr Recent Activity Increased 2.06%	0.13%	$239,475 4,955 shares@ $48.33 avg price	Increased 2.06%