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CIK: 0001830823
Total reported value
$355.9M
$355.9M
70 檔
45.7%
As reported in its official Q3 2025 Form 13F filing, eCIO, Inc.'s tracked investment portfolio stood at $355.9M with 70 total positions.
During Q3 2025, eCIO, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SWPPX, AGG, SCHD) accounted for 45.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWPPX | Schwab S&p 500 Index-sel | Stock-Other | 23.68% | +22.53% | NEW | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 15.32% | -5.11% | +7.16% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.99% | -4.23% | +10.97% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.46% | -2.87% | -0.43% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.22% | -2.36% | +7.36% | |
| 6 | SWMCX | Schwab US Mid-cap Index | Stock-Other | 5.09% | +4.17% | NEW | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.27% | -1.06% | +4.36% | |
| 8 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.35% | -1.23% | +13.83% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 3.07% | -0.97% | +25.68% | |
| 10 | SCOXX | Schwab Trsry Obl Mny-ult | Stock-Other | 2.89% | — | +56.10% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.34% | -1.33% | +8.68% | |
| 12 | CCLFX | Cliffwater CORP Lndng-i | Stock-Other | 1.42% | — | +10.73% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.28% | -1.07% | -4.58% | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.22% | -0.42% | +7.86% | |
| 15 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.18% | -0.83% | +76.69% | |
| 16 | SNPD | Xtrackers S&p Dividend Arist | ETF-Other | 1.15% | -1.24% | EXIT | |
| 17 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.12% | -0.32% | +299.68% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.01% | +0.20% | +2.61% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.99% | -0.48% | +16.91% | |
| 20 | SNOXX | Schwab Trsry Obl Mny-inv | Stock-Other | 0.82% | — | -2.25% | |
| 21 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.69% | -0.52% | — | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.56% | -0.25% | +23.54% | |
| 23 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.50% | -0.24% | +25.83% | |
| 24 | NUDV | Nuveen Esg Dividend ETF | ETF-Other | 0.46% | -0.74% | EXIT | |
| 25 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.44% | -0.14% | -8.97% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.39% | -0.14% | +7.55% | |
| 27 | SUTXX | Schwab US Treasury Money-ult | Stock-Other | 0.34% | — | -10.04% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.32% | — | -10.08% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | -8.91% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.11% | -3.72% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.27% | -0.19% | +12.55% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | -0.07% | +5.87% | |
| 33 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.25% | -0.08% | -10.19% | |
| 34 | SNVXX | Schwab Govt Mny Fnd-inv | Stock-Other | 0.21% | — | +104.64% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | -0.03% | +1.96% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.19% | -0.08% | +4.37% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.07% | NEW | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.04% | +26.40% | |
| 39 | CPEFX | Cascade Private Capital-i | Stock-Other | 0.15% | — | — | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.13% | +0.06% | NEW | |
| 41 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.13% | -0.05% | -5.58% | |
| 42 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.11% | — | +2.15% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | — | -15.21% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.10% | -0.03% | +14.99% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.10% | — | — | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.09% | — | -12.24% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | -0.04% | +10.40% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | -0.03% | -1.60% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | -5.19% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.09% | — | -12.63% |
According to official SEC Form 13F filings, eCIO, Inc. reported a total U.S. public equity portfolio value of $355.9M across 70 disclosed positions in Q3 2025.
During Q3 2025, eCIO, Inc.'s top holdings by market value included SWPPX (23.7%)、AGG (15.3%)、SCHD (10.0%). The largest single position, SWPPX, represented 23.7% of total portfolio value.
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In Q3 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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