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MYECFO, LLC

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13F filer, CIK 1986457, La Jolla, CA

MYECFO, LLC reported $239,000,196 across 66 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 71.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000210

Period
2026-03-31
Reported value
$239M
Holdings
66
Top 10 weight
71.94%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHBadded+76,674$1.92M
VWOadded+19,363$1.05M
VEAadded+15,654$1M
MUCnew+64,170$667K
CMFadded+11,340$645K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BLACKROCK CALIFORNIA MUNICI…exited-44,600-$479K
SIVRreduced-4,650-$333K
NYFreduced-5,760-$306K
SCHFreduced-10,900-$270K
IBITexited-4,304-$214K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001941040-26-000210, largest first. % of portfolio is the value over $239,000,196, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740,974 shares; 2024Q4: 2,270,249 shares; 2025Q1: 2,368,235 shares; 2025Q2: 2,399,036 shares; 2025Q3: 2,417,553 shares; 2025Q4: 2,481,049 shares; 2026Q1: 2,557,723 shares 2,557,723$64.2M26.86%+76,674Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,307 shares; 2024Q4: 386,643 shares; 2025Q1: 401,682 shares; 2025Q2: 406,528 shares; 2025Q3: 418,079 shares; 2025Q4: 439,520 shares; 2026Q1: 455,174 shares 455,174$29.2M12.2%+15,654Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,228 shares; 2024Q4: 224,614 shares; 2025Q1: 228,833 shares; 2025Q2: 227,283 shares; 2025Q3: 232,992 shares; 2025Q4: 251,202 shares; 2026Q1: 262,542 shares 262,542$14.9M6.25%+11,340Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,050 shares; 2024Q4: 655,632 shares; 2025Q1: 640,596 shares; 2025Q2: 629,580 shares; 2025Q3: 610,307 shares; 2025Q4: 598,757 shares; 2026Q1: 587,857 shares 587,857$14.5M6.09%-10,900Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,106 shares; 2024Q4: 476,763 shares; 2025Q1: 482,188 shares; 2025Q2: 483,048 shares; 2025Q3: 495,524 shares; 2025Q4: 513,371 shares; 2026Q1: 526,687 shares 526,687$12.2M5.12%+13,316Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,604 shares; 2024Q4: 104,891 shares; 2025Q1: 110,790 shares; 2025Q2: 115,027 shares; 2025Q3: 125,738 shares; 2025Q4: 148,452 shares; 2026Q1: 167,815 shares 167,815$9.07M3.8%+19,363Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,106 shares; 2024Q4: 50,696 shares; 2025Q1: 54,521 shares; 2025Q2: 57,316 shares; 2025Q3: 66,406 shares; 2025Q4: 76,271 shares; 2026Q1: 82,766 shares 82,766$8.01M3.35%+6,495Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,840 shares; 2024Q4: 54,763 shares; 2025Q1: 54,055 shares; 2025Q2: 54,096 shares; 2025Q3: 54,564 shares; 2025Q4: 55,292 shares; 2026Q1: 54,335 shares 54,335$7.52M3.14%-957Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,080 shares; 2024Q4: 134,320 shares; 2025Q1: 135,030 shares; 2025Q2: 130,634 shares; 2025Q3: 127,590 shares; 2025Q4: 125,290 shares; 2026Q1: 119,530 shares 119,530$6.35M2.66%-5,760Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,200 shares; 2024Q4: 178,299 shares; 2025Q1: 187,913 shares; 2025Q2: 192,887 shares; 2025Q3: 203,248 shares; 2025Q4: 222,365 shares; 2026Q1: 237,678 shares 237,678$5.92M2.48%+15,313Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,279 shares; 2024Q4: 125,288 shares; 2025Q1: 132,760 shares; 2025Q2: 145,160 shares; 2025Q3: 149,700 shares; 2025Q4: 172,440 shares; 2026Q1: 176,180 shares 176,180$4.49M1.88%+3,740Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,019 shares; 2024Q4: 12,417 shares; 2025Q1: 12,417 shares; 2025Q2: 12,588 shares; 2025Q3: 12,944 shares; 2025Q4: 15,284 shares; 2026Q1: 14,809 shares 14,809$4.27M1.79%-475Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,961 shares; 2024Q4: 59,292 shares; 2025Q1: 61,182 shares; 2025Q2: 62,602 shares; 2025Q3: 64,314 shares; 2025Q4: 56,107 shares; 2026Q1: 51,457 shares 51,457$3.68M1.54%-4,650Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,661 shares; 2024Q4: 114,844 shares; 2025Q1: 115,360 shares; 2025Q2: 114,430 shares; 2025Q3: 109,909 shares; 2025Q4: 109,901 shares; 2026Q1: 108,701 shares 108,701$3.58M1.5%-1,200Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 10,560 shares; 2025Q1: 10,353 shares; 2025Q2: 10,353 shares; 2025Q3: 10,353 shares; 2025Q4: 10,423 shares; 2026Q1: 10,370 shares 10,370$2.97M1.24%-53Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 79,678 shares; 2025Q1: 84,419 shares; 2025Q2: 84,991 shares; 2025Q3: 86,927 shares; 2025Q4: 89,185 shares; 2026Q1: 95,292 shares 95,292$2.92M1.22%+6,107Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,722 shares; 2025Q1: 5,019 shares; 2025Q2: 5,001 shares; 2025Q3: 4,935 shares; 2025Q4: 4,885 shares; 2026Q1: 4,620 shares 4,620$2.76M1.16%-265Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: 5,941 shares; 2025Q1: 5,913 shares; 2025Q2: 5,819 shares; 2025Q3: 5,838 shares; 2025Q4: 6,242 shares; 2026Q1: 8,156 shares 8,156$2.62M1.09%+1,914Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,356 shares; 2024Q4: 12,356 shares; 2025Q1: 12,541 shares; 2025Q2: 12,501 shares; 2025Q3: 12,521 shares; 2025Q4: 12,504 shares; 2026Q1: 12,353 shares 12,353$2.57M1.08%-151Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,113 shares; 2024Q4: 34,803 shares; 2025Q1: 33,653 shares; 2025Q2: 32,643 shares; 2025Q3: 33,845 shares; 2025Q4: 32,835 shares; 2026Q1: 32,495 shares 32,495$2.44M1.02%-340Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 50,119 shares; 2025Q1: 68,800 shares; 2025Q2: 69,640 shares; 2025Q3: 69,200 shares; 2025Q4: 72,940 shares; 2026Q1: 74,940 shares 74,940$2.29M0.96%+2,000Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,090 shares; 2024Q4: 50,960 shares; 2025Q1: 55,001 shares; 2025Q2: 56,942 shares; 2025Q3: 53,473 shares; 2025Q4: 45,945 shares; 2026Q1: 49,926 shares 49,926$2.21M0.93%+3,981Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,205 shares; 2024Q4: 17,045 shares; 2025Q1: 19,718 shares; 2025Q2: 20,358 shares; 2025Q3: 22,758 shares; 2025Q4: 22,323 shares; 2026Q1: 23,713 shares 23,713$2.2M0.92%+1,390Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 14,994 shares; 2025Q1: 14,977 shares; 2025Q2: 15,015 shares; 2025Q3: 8,544 shares; 2025Q4: 8,194 shares; 2026Q1: 8,497 shares 8,497$2.17M0.91%+303Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 8,838 shares; 2025Q3: 8,475 shares; 2025Q4: 8,315 shares; 2026Q1: 8,215 shares 8,215$1.76M0.73%-100Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,950 shares; 2024Q4: 25,950 shares; 2025Q1: 25,550 shares; 2025Q2: 25,256 shares; 2025Q3: 24,522 shares; 2025Q4: 19,265 shares; 2026Q1: 19,065 shares 19,065$1.68M0.7%-200Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,453 shares; 2024Q4: 15,213 shares; 2025Q1: 14,783 shares; 2025Q2: 13,203 shares; 2025Q3: 12,753 shares; 2025Q4: 11,953 shares; 2026Q1: 10,961 shares 10,961$1.16M0.49%-992Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,497 shares; 2024Q4: 18,497 shares; 2025Q1: 18,497 shares; 2025Q2: 18,497 shares; 2025Q3: 18,497 shares; 2025Q4: 18,497 shares; 2026Q1: 18,497 shares 18,497$1.16M0.49%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,850 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,810 shares; 2025Q4: 1,812 shares; 2026Q1: 1,764 shares 1,764$1.15M0.48%-48Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,481 shares; 2024Q4: 38,591 shares; 2025Q1: 38,131 shares; 2025Q2: 37,131 shares; 2025Q3: 34,581 shares; 2025Q4: 33,281 shares; 2026Q1: 34,181 shares 34,181$994K0.42%+900Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,041 shares; 2025Q4: 20,296 shares; 2026Q1: 20,366 shares 20,366$979K0.41%+70Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,226 shares; 2025Q1: 2,223 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares 2,214$967K0.4%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 2,975 shares 2,975$921K0.39%+85Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 20,972 shares; 2025Q1: 24,259 shares; 2025Q2: 22,639 shares; 2025Q3: 25,835 shares; 2025Q4: 25,646 shares; 2026Q1: 27,746 shares 27,746$878K0.37%+2,100Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 9,444 shares; 2025Q1: 9,444 shares; 2025Q2: 9,354 shares; 2025Q3: 9,068 shares; 2025Q4: 9,733 shares; 2026Q1: 9,685 shares 9,685$713K0.3%-48Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 34,200 shares; 2025Q1: 36,100 shares; 2025Q2: 33,692 shares; 2025Q3: 28,838 shares; 2025Q4: 25,488 shares; 2026Q1: 26,488 shares 26,488$705K0.29%+1,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,402 shares; 2025Q1: 3,276 shares; 2025Q2: 3,287 shares; 2025Q3: 3,766 shares; 2025Q4: 3,880 shares; 2026Q1: 3,866 shares 3,866$685K0.29%-14Timeline
MUCBLACKROCK MUNIHLDNGS CALIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,170 shares 64,170$667K0.28%newTimeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: not reported; 2025Q1: 6,747 shares; 2025Q2: 6,647 shares; 2025Q3: 6,987 shares; 2025Q4: 7,427 shares; 2026Q1: 7,427 shares 7,427$659K0.28%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 456 shares; 2025Q1: 561 shares; 2025Q2: 906 shares; 2025Q3: 965 shares; 2025Q4: 963 shares; 2026Q1: 938 shares 938$654K0.27%-25Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,260 shares; 2024Q4: 12,005 shares; 2025Q1: 12,264 shares; 2025Q2: 12,299 shares; 2025Q3: 12,545 shares; 2025Q4: 13,274 shares; 2026Q1: 13,921 shares 13,921$638K0.27%+647Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,581 shares; 2025Q1: 1,578 shares; 2025Q2: 1,594 shares; 2025Q3: 1,606 shares; 2025Q4: 1,615 shares; 2026Q1: 1,605 shares 1,605$607K0.25%-10Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,400 shares; 2024Q4: 51,400 shares; 2025Q1: 52,500 shares; 2025Q2: 54,200 shares; 2025Q3: 53,200 shares; 2025Q4: 53,200 shares; 2026Q1: 53,200 shares 53,200$597K0.25%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,126 shares; 2025Q3: 1,116 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares 1,095$525K0.22%0Timeline
IGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,350 shares 12,350$507K0.21%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,364 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 2,214 shares 2,214$476K0.2%-18Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,390 shares; 2025Q1: 1,410 shares; 2025Q2: 1,440 shares; 2025Q3: 1,670 shares; 2025Q4: 1,530 shares; 2026Q1: 1,610 shares 1,610$462K0.19%+80Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 5,230 shares; 2025Q4: 6,330 shares; 2026Q1: 6,330 shares 6,330$454K0.19%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 767 shares; 2025Q1: 761 shares; 2025Q2: 776 shares; 2025Q3: 808 shares; 2025Q4: 768 shares; 2026Q1: 769 shares 769$450K0.19%+1Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,840 shares; 2026Q1: 10,590 shares 10,590$432K0.18%+1,750Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,657 shares; 2025Q1: 2,477 shares; 2025Q2: 2,477 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares 2,487$430K0.18%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,640 shares; 2025Q2: 6,140 shares; 2025Q3: 5,140 shares; 2025Q4: 9,280 shares; 2026Q1: 9,280 shares 9,280$426K0.18%0Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,810 shares; 2025Q1: 3,900 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 3,430 shares; 2026Q1: 3,500 shares 3,500$424K0.18%+70Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 712 shares 712$411K0.17%+2Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,299 shares; 2024Q4: 19,205 shares; 2025Q1: 20,632 shares; 2025Q2: 18,623 shares; 2025Q3: 18,279 shares; 2025Q4: 19,330 shares; 2026Q1: 16,953 shares 16,953$401K0.17%-2,377Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 838 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 981 shares; 2026Q1: 1,015 shares 1,015$386K0.16%+34Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,810 shares 13,810$383K0.16%newTimeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,472 shares; 2025Q1: 2,332 shares; 2025Q2: 2,262 shares; 2025Q3: 1,966 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares 1,766$350K0.15%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares 2,030$289K0.12%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,654 shares 1,654$281K0.12%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428$279K0.12%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 945 shares 945$234K0.1%+76Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,122 shares; 2025Q3: 11,323 shares; 2025Q4: 8,763 shares; 2026Q1: 9,413 shares 9,413$228K0.1%+650Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,657 shares; 2025Q4: 4,758 shares; 2026Q1: 4,758 shares 4,758$217K0.09%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473$213K0.09%0Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares 11,650$54.5K0.02%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BLACKROCK CALIFORNIA MUNICI…BLACKROCK CALIFORNIA MUNICIPAL44,600$479Kshares
IBITISHARES BITCOIN TRUST ETF4,304$214Kshares
XLFSELECT SECTOR SPDR TR3,820$209Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-26-000210 base2026-04-08acceptance time not in the bulk data set