account_balance

Investment manager · 13F filer · SEC CIK 1830823

eCIO, Inc.

Reported value$289Mas of Sep 30, 2026
Positions42 7 new, 11 sold out
Top 10 weight76.7%AGG alone is 16%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AGG iShares Tr 15.6% Added +7%
SCHD Schwab Strategic Tr 12.1% Held
SCHF Schwab Strategic Tr 10.7% Added +3%
BSV Vanguard Bd Index FDS 7.0% Added +7%
VBIL Vanguard Instl Index Fd 6.4% Added +44%
VMBS Vanguard Scottsdale FDS 5.5% Added +8%
XONE Bondbloxx ETF Trust 5.5% Added +89%
XHLF Bondbloxx ETF Trust 4.8% Added +53%
VWO Vanguard Intl Equity Index F 4.5% New
IJR iShares Tr 4.5% Added +2%
JAAA Janus Detroit STR Tr 4.1% Added +7%
SUSA iShares Tr 3.9% Added +19%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • VWO $13.1M
  • EFA $432K
  • XTWO $370K
  • IWF $334K
arrow_upwardAdded
  • XONE +89%
  • XHLF +53%
  • VBIL +44%
  • SUSA +19%
arrow_downwardTrimmed
remove_circleSold out
  • Schwab S&P 500 Index Fund $80.2M
  • Schwab U.S. Mid-Cap Index Fund $14.8M
  • IEMG $12.7M
  • Catholic Responsible Inv Estments Bd Inv $288K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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