eCIO, Inc.
Q2 2026 13F Holdings
- Locationmadison, WI
- Num holdings
46
- Value ($000)
$355,865
- Date Filed 07/27/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Schwab S&P 500 Index Fund | SWPPX | 808509855 | $80.19M | 23 % | 4,150,439 | ||
iShares Core U.S. Aggregate Bond ETF | AGG | 464287226 | $43.91M | 12 % | 443,674 | ||
Schwab U.S. Dividend Equity ETF | SCHD | 808524797 | $33.77M | 10 % | 1,064,896 | ||
Schwab International Equity ETF | SCHF | 808524805 | $30.27M | 9 % | 1,092,949 | ||
Vanguard Short-Term Bond Index Fund ETF Shares | BSV | 921937827 | $19.47M | 6 % | 249,955 | ||
Vanguard Mortgage-Backed Securities Index Fund ETF Shares | VMBS | 92206C771 | $15.57M | 4 % | 332,623 | ||
Schwab U.S. Mid-Cap Index Fund | SWMCX | 80850L726 | $14.85M | 4 % | 894,938 | ||
iShares Core S&P Small-Cap ETF | IJR | 464287804 | $13.61M | 4 % | 91,747 | ||
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | VBIL | 922040845 | $12.95M | 4 % | 171,059 | ||
iShares Core MSCI Emerging Markets ETF | IEMG | 46434G103 | $12.73M | 4 % | 153,634 |
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