Filling information for A - MYECFO, LLC as Treemap, investor disclosed 45 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 2321298 | 48300 | |
| 670657105 | 670657105 | NUVEEN AMT FREE QLTY MUN INC | COM | 694055 | 63500 | |
| 808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 4024648 | 81669 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1746347 | 13396 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 714654 | 4528 | |
| 808524649 | 808524649 | SCHWAB STRATEGIC TR | MUN BD ETF | 3533838 | 68180 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 805749 | 1818 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 1039206 | 19821 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 271241 | 613 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 15704362 | 340068 | |
| 72201R817 | 72201R817 | PIMCO ETF TR | INV GRD CRP BD | 2418296 | 25496 | |
| 037833100 | 037833100 | APPLE INC | COM | 3017643 | 15557 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 394537 | 1157 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 5676045 | 58528 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 8676654 | 187969 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 33655778 | 650982 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 409721 | 1860 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1415372 | 11824 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 3367832 | 136737 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4001461 | 98364 | |
| 464288356 | 464288356 | ISHARES TR | CALIF MUN BD ETF | 9944714 | 174622 | |
| 46429B333 | 46429B333 | ISHARES TR | GNMA BOND ETF | 1916772 | 43722 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 235007 | 3233 | |
| 46138E206 | 46138E206 | INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 206976 | 8400 | |
| 27828A100 | 27828A100 | EATON VANCE CALIF MUN BD FD | COM | 1303939 | 146510 | |
| 92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 233908 | 2072 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1546411 | 12783 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 1018738 | 27995 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 4734650 | 44361 | |
| 003264108 | 003264108 | ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 1085180 | 49665 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 660146 | 2333 | |
| 78468R739 | 78468R739 | SPDR SER TR | NUVEEN BLMBRG SH | 202315 | 4300 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 646318 | 2469 | |
| 670651108 | 670651108 | NUVEEN CALIFORNIA AMT QLT MU | COM | 1054756 | 91400 | |
| 10316T104 | 10316T104 | BOX INC | CL A | 686640 | 23371 | |
| 464288323 | 464288323 | ISHARES TR | NEW YORK MUN ETF | 1321807 | 24818 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 211267 | 2510 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1277819 | 23485 | |
| 808524672 | 808524672 | SCHWAB STRATEGIC TR | INTERNL DIVID | 292714 | 12227 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 216401 | 4941 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1579473 | 21750 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 379220 | 1114 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 248525 | 866 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 379178 | 931 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 12333801 | 345969 |