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Ecio, Inc.

Portfolio Manager
eCIO, Inc.
Performance
+0.33% (2026 Q1)
AUM (13F)
$227.59M
# of Holdings
42
Performance Rank
Allocation (Top 20)
95.65%

Ecio, Inc. Holdings Map

Top 37 Ecio, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AGG
iShares Core U.S. Aggregate Bond ETF
17.45%400.0K$39.7M
+16.61%(+56.97K)
2025-Q1: 369.4K shares2025-Q2: 381.9K shares2025-Q3: 409.3K shares2025-Q4: 343.0K shares2026-Q1: 400.0K shares
$98.28(+0.50%)
2026-03-31
SCHD
Schwab U.S. Dividend Equity ETF
13.72%1.02M$31.2M
-6.49%(-70.59K)
2025-Q1: 814.8K shares2025-Q2: 883.0K shares2025-Q3: 979.8K shares2025-Q4: 1.09M shares2026-Q1: 1.02M shares
$27.51(+15.20%)
2026-03-31
SCHF
Schwab International Equity ETF
11.38%1.05M$25.9M
+30.05%(+241.72K)
2025-Q1: 759.5K shares2025-Q2: 747.0K shares2025-Q3: 743.8K shares2025-Q4: 804.3K shares2026-Q1: 1.05M shares
$20.62(+29.27%)
2026-03-31
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
7.83%227.4K$17.8M
+17.83%(+34.41K)
2025-Q1: 156.8K shares2025-Q2: 165.2K shares2025-Q3: 177.4K shares2025-Q4: 193.0K shares2026-Q1: 227.4K shares
$78.06(-0.07%)
2026-03-31
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Shares
6.23%302.1K$14.2M
+19.88%(+50.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 252.0K shares2026-Q1: 302.1K shares
$47.02(-0.72%)
2026-03-31
IJR
iShares Core S&P Small-Cap ETF
4.88%89.3K$11.1M
-3.62%(-3.35K)
2025-Q1: 87.1K shares2025-Q2: 92.3K shares2025-Q3: 96.3K shares2025-Q4: 92.6K shares2026-Q1: 89.3K shares
$109.89(+25.68%)
2026-03-31
IEMG
iShares Core MSCI Emerging Markets ETF
4.65%151.9K$10.6M
+110.55%(+79.75K)
2025-Q1: 54.0K shares2025-Q2: 54.5K shares2025-Q3: 52.0K shares2025-Q4: 72.1K shares2026-Q1: 151.9K shares
$62.97(+27.28%)
2026-03-31
VBIL
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF
4.47%134.4K$10.2M
+77.71%(+58.78K)
2025-Q1: 0 shares2025-Q2: 23.7K shares2025-Q3: 41.8K shares2025-Q4: 75.6K shares2026-Q1: 134.4K shares
$75.53(-0.07%)
2026-03-31
JAAA
JANUS HENDERSON AAA CLO ETF
4.46%201.6K$10.2M
+17.39%(+29.87K)
2025-Q1: 103.8K shares2025-Q2: 113.5K shares2025-Q3: 123.4K shares2025-Q4: 171.7K shares2026-Q1: 201.6K shares
$50.67(-0.22%)
2026-03-31
SUSA
iShares MSCI USA ESG Select ETF
3.83%66.0K$8.7M
-0.00%(-1)
2025-Q1: 29.7K shares2025-Q2: 58.2K shares2025-Q3: 66.2K shares2025-Q4: 66.0K shares2026-Q1: 66.0K shares
$120.76(+21.97%)
2026-03-31

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