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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
SCHYSchwab Strategic Tr
Recent Activity
Increased 1.46%
0.27%
$484,873
20,972 shares@ $23.13 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -5.77%
0.25%
$462,942
2,364 shares@ $195.83 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.62%
0.25%
$456,855
3,402 shares@ $134.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.24%
0.25%
$449,086
767 shares@ $585.51 avg price
DSIIshares Tr
Recent Activity
Increased 20.57%
0.23%
$420,053
3,810 shares@ $110.26 avg price
VPUVanguard World Fd
Recent Activity
Increased 11.76%
0.22%
$403,974
2,472 shares@ $163.42 avg price
MSFTMicrosoft Corp
Recent Activity
0.21%
$385,266
914 shares@ $421.52 avg price
VOVanguard Index Fds
Recent Activity
Increased 23.01%
0.2%
$367,141
1,390 shares@ $264.14 avg price
ARWRArrowhead Pharmaceuticals In
Recent Activity
0.19%
$347,744
18,497 shares@ $18.81 avg price
VDEVanguard World Fd
Recent Activity
Increased 5.57%
0.18%
$322,321
2,657 shares@ $121.32 avg price