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CIK: 0001830823
Total reported value
$355.9M
$355.9M
192 檔
31.2%
The Q4 2025 SEC filing reveals that eCIO, Inc. held a total portfolio value of $355.9M, covering 192 public equity positions.
In Q4 2025, eCIO, Inc. displayed an active expansion posture, initiating 24 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SCHD, SCHF) accounted for 31.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 15.95% | -5.11% | -16.20% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 13.90% | -4.23% | +11.06% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.00% | -2.87% | +8.14% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.08% | -2.36% | +8.81% | |
| 5 | SWMCX | Schwab US Mid-cap Index | Stock-Other | 5.81% | +4.17% | NEW | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.53% | -1.85% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.18% | -1.06% | -3.82% | |
| 8 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 4.28% | -1.23% | -0.29% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.05% | -1.33% | +39.21% | |
| 10 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.98% | -0.97% | -21.82% | |
| 11 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.66% | -0.83% | +80.89% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.26% | -1.07% | +38.59% | |
| 13 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.94% | -0.52% | +127.80% | |
| 14 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.81% | -0.32% | +29.45% | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.53% | -0.42% | -1.56% | |
| 16 | SNPD | Xtrackers S&p Dividend Arist | ETF-Other | 1.42% | -1.24% | EXIT | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.28% | -0.48% | +0.59% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.26% | +0.20% | -0.05% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.72% | -0.25% | +3.88% | |
| 20 | NUDV | Nuveen Esg Dividend ETF | ETF-Other | 0.69% | -0.74% | EXIT | |
| 21 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.65% | -0.24% | +4.18% | |
| 22 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.54% | -0.14% | -3.17% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.14% | +6.43% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | -0.07% | -7.46% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.11% | +0.21% | |
| 26 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.34% | -0.19% | -3.17% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.33% | -0.08% | +3.50% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.24% | -0.08% | +1.31% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.03% | -27.20% | |
| 30 | CPEFX | Cascade Private Capital-i | Stock-Other | 0.19% | — | +3.09% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.17% | — | — | |
| 32 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.17% | -0.05% | +1.85% | |
| 33 | EXK | Exact Sciences CORP | Stock-Materials | 0.16% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.04% | -19.57% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.07% | NEW | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | — | — | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.12% | +0.06% | NEW | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.12% | -0.03% | +0.78% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.12% | -0.04% | +4.44% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.03% | -7.10% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.11% | -0.04% | +1.72% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.11% | — | -7.43% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.11% | — | — | |
| 44 | ADI | Analog Devices Inc | Stock-Tech | 0.11% | — | -1.73% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.11% | -0.03% | -15.24% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | — | -17.24% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.10% | — | -6.98% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.10% | — | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | — | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.10% | — | — |
According to official SEC Form 13F filings, eCIO, Inc. reported a total U.S. public equity portfolio value of $355.9M across 192 disclosed positions in Q4 2025.
During Q4 2025, eCIO, Inc.'s top holdings by market value included AGG (15.9%)、SCHD (13.9%)、SCHF (9.0%). The largest single position, AGG, represented 15.9% of total portfolio value.
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Top New Position Initiated
VMBS
市值: $11.9M
Top Position Liquidated / Trimmed
SWPPX
前期市值: $63.4M
In Q4 2025, eCIO, Inc. made 50 total portfolio adjustments, initiating 24 new buys, adding to 9 positions, trimming 10 holdings, and fully liquidating 7 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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