eI
| |
eCIO, Inc.13F | |
| eCIO, Inc. | |
| Last update 2025-06-06 | 284 Stocks (0 new) |
| Value $150.00 Mil | Turnover 0 % |
eCIO, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 369,352 | 36,536.3 | 0% | 24.290 | 0% | 0.030 | +2.21% | +3.61% | 128,441.9 | ||
SCHD | Schwab US Dividend Equity ETF | 814,757 | 22,780.6 | 0% | 15.140 | 0% | 0.030 | +9.17% | +0.92% | 70,573.8 | ||
SCHF | Schwab International Equity ETF | 759,464 | 15,022.2 | 0% | 9.990 | 0% | 0.030 | +12.94% | +19.90% | 48,807.5 | ||
BSV | Vanguard Short-Term Bond ETF | 156,788 | 12,273.4 | 0% | 8.160 | 0% | 0.030 | +1.22% | +3.42% | 38,496.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 87,087 | 9,106.7 | 0% | 6.050 | 0% | 0.010 | +19.39% | -1.90% | 81,628.4 | ||
JAAA | Janus Henderson AAA CLO ETF | 103,767 | 5,262.0 | 0% | 3.500 | 0% | 0.030 | +2.23% | +2.67% | 22,321.0 | ||
BRK.B | Berkshire Hathaway Inc | 9,391 | 5,001.5 | 0% | 3.330 | 0% | 0.000 | -6.33% | +4.76% | 1,024,551.4 | Insurance | |
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 94,142 | 4,469.9 | 0% | 2.970 | 0% | 0.120 | +2.14% | +3.62% | 3,963.9 | ||
SUSA | iShares ESG Optimized MSCI USA ETF | 29,732 | 3,415.3 | 0% | 2.270 | 0% | 0.110 | +21.25% | +5.96% | 3,565.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 53,962 | 2,912.3 | 0% | 1.940 | 0% | 0.000 | +19.46% | +18.84% | 99,580.3 |
eCIO, Inc.'s Historical Top Holdings Breakdowns
eCIO, Inc. Total Holding History ($B)
eCIO, Inc.'s Asset Allocation
eCIO, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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eCIO, Inc.'s Hypothetical Growth since 2025-03-31
eCIO, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
eCIO, Inc.'s Holdings Heat Map
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eCIO, Inc.'s Holdings Bubble Chart
eCIO, Inc. News
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