§ 13F · FUND PROFILE
eCIO, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268M (13F)Positions · 70Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$890K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | 400K | $40M | 17.4% | +17% |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | 1.02M | $31M | 13.7% | −6% |
| 3 | SCHF | Schwab International Equity ETF | 1.05M | $26M | 11.4% | +30% |
| 4 | BSV | Vanguard Short-Term Bond Index Fund ETF Shares | 227K | $18M | 7.8% | +18% |
| 5 | VMBS | Vanguard Mortgage-Backed Securities Index Fund ETF Shares | 302K | $14M | 6.2% | +20% |
| 6 | IJR | iShares Core S&P Small-Cap ETF | 89K | $11M | 4.9% | −4% |
| 7 | IEMG | iShares Core MSCI Emerging Markets ETF | 152K | $11M | 4.7% | +111% |
| 8 | VBIL | VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | 134K | $10M | 4.5% | +78% |
| 9 | JAAA | JANUS HENDERSON AAA CLO ETF | 202K | $10M | 4.5% | +17% |
| 10 | SUSA | iShares MSCI USA ESG Select ETF | 66K | $9M | 3.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ECIO, SIGNAL
AC read
eCIO, Inc. is a Other fund managing $268 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed