eCIO, Inc.
Q1 2026 13F Holdings
- Locationmadison, WI
- Num holdings
42
- Value ($000)
$227,593
- Date Filed 04/14/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
iShares Core U.S. Aggregate Bond ETF | AGG | 464287226 | $39.71M | 17 % | 399,971 | ||
Schwab U.S. Dividend Equity ETF | SCHD | 808524797 | $31.22M | 14 % | 1,017,616 | ||
Schwab International Equity ETF | SCHF | 808524805 | $25.89M | 11 % | 1,046,042 | ||
Vanguard Short-Term Bond Index Fund ETF Shares | BSV | 921937827 | $17.83M | 8 % | 227,413 | ||
Vanguard Mortgage-Backed Securities Index Fund ETF Shares | VMBS | 92206C771 | $14.19M | 6 % | 302,148 | ||
iShares Core S&P Small-Cap ETF | IJR | 464287804 | $11.1M | 5 % | 89,267 | ||
iShares Core MSCI Emerging Markets ETF | IEMG | 46434G103 | $10.59M | 5 % | 151,881 | ||
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | VBIL | 922040845 | $10.17M | 5 % | 134,431 | ||
JANUS HENDERSON AAA CLO ETF | JAAA | 47103U845 | $10.15M | 5 % | 201,599 | ||
iShares MSCI USA ESG Select ETF | SUSA | 464288802 | $8.72M | 4 % | 66,029 |
Rows Per Page
10
- 10
- 50
- 100