eI

eCIO, Inc.

13F
eCIO, Inc.
Last update 2025-06-06 284 Stocks (0 new)
Value $150.00 Mil Turnover 0 %
Countries:
Top Holdings: AGG(24.29%)SCHD(15.14%)SCHF(9.99%)BSV(8.16%)IJR(6.05%)
Summary Stock Picks Current Portfolio
eCIO, Inc. Top Holdings of 2025-03-31 View Full List
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
+0.65%
+1.96%
127,926.6
 
SCHD
Schwab US Dividend Equity ETF
814,757
22,780.6
0%
15.140
0%
0.030
-4.90%
-3.40%
69,136.5
 
SCHF
Schwab International Equity ETF
759,464
15,022.2
0%
9.990
0%
0.030
+9.32%
+19.19%
48,598.2
 
BSV
Vanguard Short-Term Bond ETF
156,788
12,273.4
0%
8.160
0%
0.030
+0.72%
+1.72%
38,826.4
 
IJR
iShares Core S&P Small-Cap ETF
87,087
9,106.7
0%
6.050
0%
0.010
+2.99%
-4.97%
79,167.4
 
JAAA
Janus Henderson AAA CLO ETF
103,767
5,262.0
0%
3.500
0%
0.030
+0.24%
+0.08%
21,736.2
 
BRK.B
Berkshire Hathaway Inc
9,391
5,001.5
0%
3.330
0%
0.000
-9.14%
+7.15%
1,049,088.5
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
+0.64%
+1.98%
3,954.3
 
SUSA
iShares ESG Optimized MSCI USA ETF
29,732
3,415.3
0%
2.270
0%
0.110
+8.32%
+3.60%
3,558.7
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
53,962
2,912.3
0%
1.940
0%
0.000
+8.50%
+14.42%
93,671.4
 

eCIO, Inc.'s Historical Top Holdings Breakdowns

eCIO, Inc. Total Holding History ($B)

To

eCIO, Inc.'s Asset Allocation

To

eCIO, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

eCIO, Inc.'s Hypothetical Growth since 2025-03-31

eCIO, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

eCIO, Inc.'s Holdings Heat Map

Size field:

eCIO, Inc.'s Holdings Bubble Chart

eCIO, Inc. News

  • 1

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