Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
eCIO, Inc. (CIK 1830823) reported $227.6M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($39.7M, 17.45%), SCHD ($31.2M, 13.72%), SCHF ($25.9M, 11.38%), BSV ($17.8M, 7.83%), VMBS ($14.2M, 6.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | $39.7M | 17.45% | 399,971 | Added |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | $31.2M | 13.72% | 1.0M | Trimmed |
| 3 | SCHF | Schwab International Equity ETF | $25.9M | 11.38% | 1.0M | Added |
| 4 | BSV | Vanguard Short-Term Bond Index Fund ETF Shares | $17.8M | 7.83% | 227,413 | Added |
| 5 | VMBS | Vanguard Mortgage-Backed Securities Index Fund ETF Shares | $14.2M | 6.23% | 302,148 | Added |
| 6 | IJR | iShares Core S&P Small-Cap ETF | $11.1M | 4.88% | 89,267 | Trimmed |
| 7 | IEMG | iShares Core MSCI Emerging Markets ETF | $10.6M | 4.65% | 151,881 | Added |
| 8 | VBIL | VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | $10.2M | 4.47% | 134,431 | Added |
| 9 | JAAA | JANUS HENDERSON AAA CLO ETF | $10.2M | 4.46% | 201,599 | Added |
| 10 | SUSA | iShares MSCI USA ESG Select ETF | $8.7M | 3.83% | 66,029 | Trimmed |
| 11 | EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | $7.2M | 3.16% | 151,322 | Added |
| 12 | XHLF | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF | $7.0M | 3.07% | 138,793 | Added |
| 13 | XONE | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF | $6.2M | 2.70% | 124,211 | Added |
| 14 | ESGD | iShares ESG MSCI EAFE ETF | $3.7M | 1.63% | 38,746 | Added |
| 15 | ESML | iShares ESG MSCI USA Small-Cap ETF | $3.2M | 1.43% | 69,010 | Trimmed |
| 16 | ISTB | iShares Core 1-5 Year USD Bond ETF | $2.9M | 1.26% | 59,193 | Added |
| 17 | SNPD | DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF | $2.8M | 1.24% | 101,243 | Trimmed |
| 18 | VGSH | Vanguard Short-Term Treasury Index Fund ETF Shares | $1.8M | 0.77% | 29,968 | Added |
| 19 | SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1.7M | 0.75% | 68,378 | Added |
| 20 | NUDV | NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF | $1.7M | 0.74% | 54,596 | Added |
| 21 | ESGE | iShares ESG MSCI EM ETF | $1.6M | 0.68% | 34,286 | Added |
| 22 | BND | Vanguard Total Bond Market Index Fund ETF Shares | $1.1M | 0.49% | 15,242 | Added |
| 23 | SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | $1.1M | 0.48% | 20,795 | Added |
| 24 | LLY | Eli Lilly and Company | $1.1M | 0.47% | 1,154 | Added |
| 25 | VTI | Vanguard Total Stock Market Index Fund ETF Shares | $800,555 | 0.35% | 2,495 | Added |
Source: SEC Form 13F filings · as of 2026-03-31