eCIO, Inc.
Q1 2025 13F Holdings
- Locationmadison, WI
- Num holdings
503
- Value ($000)
$298,892
- Date Filed06/06/2025
- Form type13F-HR
- CIK0001830823
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SWPPX SCHWAB S&P 500 INDEX | MUTF | 808509855 | $52.55M | 18 % | 608,166 | ||
AGG ISHARES CORE US AGGREGATE BOND ETF | STOK | 464287226 | $36.54M | 12 % | 369,352 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | STOK | 808524797 | $22.78M | 8 % | 814,757 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | STOK | 808524805 | $15.02M | 5 % | 759,464 | ||
BSV VANGUARD SHORT-TERM BONDETF | STOK | 921937827 | $12.27M | 4 % | 156,788 | ||
SWMCX SCHWAB US MID-CAP INDEX | MUTF | 80850L726 | $10.92M | 4 % | 170,226 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | STOK | 464287804 | $9.11M | 3 % | 87,087 | ||
US TREASURY | FIX | 912797PA9 | $9.03M | 3 % | 9,057,000 | ||
T 2.25 11/15/25 US TREASUR NT | FIX | 912828M56 | $5.93M | 2 % | 6,003,000 | ||
JAAA JANUS HENDERSON AAA CLO ETF | STOK | 47103U845 | $5.26M | 2 % | 103,767 |
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