eCIO, Inc.
Q3 2025 13F Holdings
- Locationmadison, WI
- Num holdings
70
- Value ($000)
$267,883
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001830823
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Schwab S&P 500 Index Fund | SWPPX | 808509855 | $63.45M | 24 % | 3,673,843 | ||
iShares Core U.S. Aggregate Bond ETF | AGG | 464287226 | $41.03M | 15 % | 409,287 | ||
Schwab U.S. Dividend Equity ETF | SCHD | 808524797 | $26.75M | 10 % | 979,802 | ||
Schwab International Equity ETF | SCHF | 808524805 | $17.32M | 7 % | 743,781 | ||
Vanguard Short-Term Bond Index Fund ETF Shares | BSV | 921937827 | $14M | 5 % | 177,378 | ||
Schwab U.S. Mid-Cap Index Fund | SWMCX | 80850L726 | $13.64M | 5 % | 929,539 | ||
iShares Core S&P Small-Cap ETF | IJR | 464287804 | $11.44M | 4 % | 96,296 | ||
iShares MSCI USA ESG Select ETF | SUSA | 464288802 | $8.98M | 3 % | 66,222 | ||
iShares ESG Aware U.S. Aggregate Bond ETF | EAGG | 46435U549 | $8.22M | 3 % | 171,213 | ||
Schwab Treasury Obligation | SCOXX | 808515480 | $7.74M | 3 % | 7,744,512 |
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