Institutions / eCIO, Inc.

eCIO, Inc.

CIK 1830823 · Institution · as of Dec 31, 2025
Portfolio value
$214.73M
Positions
192
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 192 →
CompanyClassValueShares% of portfolio
iShares Core U.S. Aggregate Bond ETF—$34.26M342,99916.0%
Schwab U.S. Dividend Equity ETF—$29.85M1,088,20213.9%
Schwab International Equity ETF—$19.34M804,3189.0%
Vanguard Short-Term Bond Index Fund ETF Shares—$15.21M193,0087.1%
Schwab U.S. Mid-Cap Index Fund—$12.47M866,7025.8%
Vanguard Mortgage-Backed Securities Index Fund ETF Shares—$11.87M252,0335.5%
iShares Core S&P Small-Cap ETF—$11.13M92,6185.2%
iShares MSCI USA ESG Select ETF—$9.20M66,0304.3%
Janus Henderson Aaa Clo ETF—$8.69M171,7324.0%
iShares ESG Aware U.S. Aggregate Bond ETF—$6.41M133,8603.0%
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill ETF—$5.71M75,6482.7%
iShares Core MSCI Emerging Markets ETF—$4.85M72,1362.3%
Bondbloxx ETF Trust Bondbloxx Bloomberg Six Month Target Duration US Treasry ETF—$4.17M82,9291.9%
Bondbloxx ETF Trust Bondbloxx Bloomberg One Year Target Duration US Treasry ETF—$3.88M78,3691.8%
iShares ESG MSCI USA Small-Cap ETF—$3.29M71,5011.5%
Dbx ETF Tr Xtrackers S&P Esg Dividend Aristocrats ETF—$3.06M113,8491.4%
iShares ESG MSCI EAFE ETF—$2.74M28,8271.3%
iShares Core 1-5 Year USD Bond ETF—$2.70M55,3431.3%
Vanguard Short-Term Treasury Index Fund ETF Shares—$1.55M26,4370.7%
Nushares ETF Trust Nuveen Esg Dividend ETF—$1.48M49,7980.7%
iShares ESG Aware 1-5 Year USD Corporate Bond ETF—$1.40M55,4480.7%
SPDR S&P 500 Fossil Fuel Reserves Free ETF—$1.16M20,5860.5%
Vanguard Total Bond Market Index Fund ETF Shares—$1.10M14,8900.5%
ELI LILLY & Co—$933.0K8680.4%
Vanguard Total Stock Market Index Fund ETF Shares—$817.9K2,4400.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.