§ 13F · FUND PROFILE
eCIO, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $237.2T (13F)Positions · 71Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | 343K | $34.3T | 16.0% | −16% |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | 1.09M | $29.8T | 13.9% | +11% |
| 3 | SCHF | Schwab International Equity ETF | 804K | $19.3T | 9.0% | +8% |
| 4 | BSV | Vanguard Short-Term Bond Index Fund ETF Shares | 193K | $15.2T | 7.1% | +9% |
| 5 | SWMCX | Schwab U.S. Mid-Cap Index Fund | 867K | $12.5T | 5.8% | −7% |
| 6 | VMBS | Vanguard Mortgage-Backed Securities Index Fund ETF Shares | 252K | $11.9T | 5.5% | NEW |
| 7 | IJR | iShares Core S&P Small-Cap ETF | 93K | $11.1T | 5.2% | −4% |
| 8 | SUSA | iShares MSCI USA ESG Select ETF | 66K | $9.2T | 4.3% | ±0% |
| 9 | JAAA | JANUS HENDERSON AAA CLO ETF | 172K | $8.7T | 4.0% | +39% |
| 10 | EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | 134K | $6.4T | 3.0% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ECIO, SIGNAL
AC read
eCIO, Inc. is a Other fund managing $237154.8 trillion in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed