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CIK: 0001830823
Total reported value
$355.9M
$355.9M
500 檔
39.1%
According to the latest 13F quarterly dataset, eCIO, Inc. managed an equity portfolio of $355.9M at the end of Q1 2025, spanning 500 distinct U.S. exchange-listed positions.
During Q1 2025, eCIO, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWPPX | Schwab S&p 500 Index-sel | Stock-Other | 17.58% | +22.53% | NEW | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.22% | -5.11% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.62% | -4.23% | — | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.03% | -2.87% | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.11% | -2.36% | — | |
| 6 | SWMCX | Schwab US Mid-cap Index | Stock-Other | 3.65% | +4.17% | NEW | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.05% | -1.06% | — | |
| 8 | B 0 04-22-25Bond | Treasury Bill | Bond | 3.02% | — | — | |
| 9 | T 2.25 11-15-25Bond | US Treasury N/b | Bond | 1.98% | — | — | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.76% | -1.33% | — | |
| 11 | T 1.625 02-15-26Bond | US Treasury N/b | Bond | 1.71% | — | — | |
| 12 | SCOXX | Schwab Trsry Obl Mny-ult | Stock-Other | 1.71% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | — | — | |
| 14 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.50% | -0.97% | — | |
| 15 | SNOXX | Schwab Trsry Obl Mny-inv | Stock-Other | 1.31% | — | — | |
| 16 | T 2.875 06-15-25Bond | US Treasury N/b | Bond | 1.15% | — | — | |
| 17 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.14% | -1.23% | — | |
| 18 | B 0 06-26-25Bond | Treasury Bill | Bond | 1.09% | — | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | -1.07% | — | |
| 20 | CCLFX | Cliffwater CORP Lndng-i | Stock-Other | 0.93% | — | — | |
| 21 | T 0.25 05-31-25Bond | US Treasury N/b | Bond | 0.92% | — | — | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.86% | +0.20% | — | |
| 23 | T 0.375 12-31-25Bond | US Treasury N/b | Bond | 0.78% | — | — | |
| 24 | T 4.625 02-28-26Bond | US Treasury N/b | Bond | 0.77% | — | — | |
| 25 | ✓ | Stock-Other | 0.76% | — | — | ||
| 26 | T 0.5 02-28-26Bond | US Treasury N/b | Bond | 0.61% | — | — | |
| 27 | T 0.375 11-30-25Bond | US Treasury N/b | Bond | 0.58% | — | — | |
| 28 | T 4.25 05-31-25Bond | US Treasury N/b | Bond | 0.53% | — | — | |
| 29 | SNPD | Xtrackers S&p Dividend Arist | ETF-Other | 0.51% | -1.24% | EXIT | |
| 30 | T 0.25 08-31-25Bond | US Treasury N/b | Bond | 0.48% | — | — | |
| 31 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.47% | -0.42% | — | |
| 32 | T 2 08-15-25Bond | US Treasury N/b | Bond | 0.46% | — | — | |
| 33 | T 0.25 06-30-25Bond | US Treasury N/b | Bond | 0.42% | — | — | |
| 34 | T 5 08-31-25Bond | US Treasury N/b | Bond | 0.42% | — | — | |
| 35 | T 3 07-15-25Bond | US Treasury N/b | Bond | 0.40% | — | — | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.40% | -0.48% | — | |
| 37 | T 0.25 09-30-25Bond | US Treasury N/b | Bond | 0.37% | — | — | |
| 38 | T 3.5 09-15-25Bond | US Treasury N/b | Bond | 0.36% | — | — | |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.36% | -0.14% | — | |
| 40 | SUTXX | Schwab US Treasury Money-ult | Stock-Other | 0.34% | — | — | |
| 41 | B 0 08-07-25Bond | Treasury Bill | Bond | 0.34% | — | — | |
| 42 | T 5 09-30-25Bond | US Treasury N/b | Bond | 0.33% | — | — | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.30% | — | — | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.25% | — | |
| 45 | ✓ | Stock-Other | 0.30% | — | — | ||
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.14% | — | |
| 47 | T 4.25 01-31-26Bond | US Treasury N/b | Bond | 0.27% | — | — | |
| 48 | T 4.25 12-31-25Bond | US Treasury N/b | Bond | 0.25% | — | — | |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.25% | -0.24% | — | |
| 50 | T 2.875 05-31-25Bond | US Treasury N/b | Bond | 0.25% | — | — |
According to official SEC Form 13F filings, eCIO, Inc. reported a total U.S. public equity portfolio value of $355.9M across 500 disclosed positions in Q1 2025.
During Q1 2025, eCIO, Inc.'s top holdings by market value included SWPPX (17.6%)、AGG (12.2%)、SCHD (7.6%). The largest single position, SWPPX, represented 17.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SWPPX, AGG, SCHD) accounted for 39.1% of total reported equity market value during Q1 2025.
In Q1 2025, eCIO, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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