Top 37 Ecio, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | 17.45% | 400.0K | $39.7M | +16.61%(+56.97K) | $98.28(+0.50%) | 2026-03-31 | |
| SCHD | Schwab U.S. Dividend Equity ETF | 13.72% | 1.02M | $31.2M | -6.49%(-70.59K) | $27.51(+15.20%) | 2026-03-31 | |
| SCHF | Schwab International Equity ETF | 11.38% | 1.05M | $25.9M | +30.05%(+241.72K) | $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) | $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) | $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) | $109.89(+25.68%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 4.65% | 151.9K | $10.6M | +110.55%(+79.75K) | $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) | $75.53(-0.07%) | 2026-03-31 | |
| JAAA | JANUS HENDERSON AAA CLO ETF | 4.46% | 201.6K | $10.2M | +17.39%(+29.87K) | $50.67(-0.22%) | 2026-03-31 | |
| SUSA | iShares MSCI USA ESG Select ETF | 3.83% | 66.0K | $8.7M | -0.00%(-1) | $120.76(+21.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.35% | +13.62% |
| Top 20 Holdings Unweighted | +3.55% | +11.02% |
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