Back to eCIO, Inc.
Q3 2026 13F filing
Updated 3 days ago42 disclosed positions worth $289.2M
Portfolio value
$289.2M
Total holdings
42
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $45M | 476.5K | 15.55% | — |
| 2 | S SCHWAB STRATEGIC TR | $35.1M | 1.07M | 12.13% | — |
| 3 | S SCHWAB STRATEGIC TR | $31M | 1.12M | 10.73% | — |
| 4 | V VANGUARD BD INDEX FDS | $20.4M | 266.8K | 7.04% | — |
| 5 | V VANGUARD INSTL INDEX FD | $18.6M | 245.7K | 6.42% | — |
| 6 | V VANGUARD SCOTTSDALE FDS | $16M | 360.2K | 5.52% | — |
| 7 | ? N/A BONDBLOXX ETF TRUST | $15.9M | 323.7K | 5.50% | — |
| 8 | C BONDBLOXX ETF TRUST | $13.9M | 276.6K | 4.80% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $13.1M | 216.4K | 4.54% | — |
| 10 | E ISHARES TR | $13M | 93.6K | 4.50% | — |
| 11 | N JANUS DETROIT STR TR | $11.9M | 234.7K | 4.10% | — |
| 12 | E ISHARES TR | $11.4M | 71.3K | 3.93% | — |
| 13 | E ISHARES TR | $8.3M | 183.6K | 2.87% | — |
| 14 | ? N/A ISHARES TR | $5.7M | 156.2K | 1.99% | — |
| 15 | E ISHARES TR | $5.2M | 109.4K | 1.79% | — |
| 16 | E ISHARES TR | $4.5M | 43.9K | 1.57% | — |
| 17 | E ISHARES TR | $3.7M | 69.9K | 1.28% | — |
| 18 | E ISHARES TR | $2M | 81.6K | 0.69% | — |
| 19 | E ISHARES INC | $2M | 36.4K | 0.69% | — |
| 20 | V VANGUARD SCOTTSDALE FDS | $1.9M | 32.4K | 0.64% | — |
| 21 | S SPDR SERIES TRUST | $1.3M | 20.3K | 0.45% | — |
| 22 | L ELI LILLY & CO | $1.3M | 1.1K | 0.44% | — |
| 23 | V VANGUARD BD INDEX FDS | $1.2M | 17.6K | 0.42% | — |
| 24 | V VANGUARD INDEX FDS | $879K | 2.3K | 0.30% | — |
| 25 | E ISHARES TR | $780K | 11.2K | 0.27% | — |
| 26 | S SCHWAB STRATEGIC TR | $530K | 22.4K | 0.18% | — |
| 27 | G GLOBAL X FDS | $442K | 4.8K | 0.15% | — |
| 28 | E ISHARES TR | $432K | 4.1K | 0.15% | — |
| 29 | S SPDR INDEX SHS FDS | $406K | 7.5K | 0.14% | — |
| 30 | ? N/A BONDBLOXX ETF TRUST | $370K | 7.7K | 0.13% | — |
| 31 | E ISHARES TR | $334K | 2.6K | 0.12% | — |
| 32 | B ISHARES TR | $325K | 2.0K | 0.11% | — |
| 33 | V VANGUARD INTL EQUITY INDEX F | $293K | 1.8K | 0.10% | — |
| 34 | M MICROSOFT CORP | $286K | 541 | 0.10% | — |
| 35 | V VANGUARD MALVERN FDS | $286K | 5.9K | 0.10% | — |
| 36 | E ISHARES TR | $245K | 3.6K | 0.08% | — |
| 37 | V VANGUARD INTL EQUITY INDEX F | $243K | 2.9K | 0.08% | — |
| 38 | J JOHNSON & JOHNSON | $242K | 949 | 0.08% | — |
| 39 | E ISHARES TR | $239K | 4.7K | 0.08% | — |
| 40 | ? N/A GLOBAL X FDS | $232K | 5.7K | 0.08% | — |
| 41 | G ALPHABET INC | $225K | 653 | 0.08% | — |
| 42 | E ISHARES TR | $223K | 884 | 0.08% | — |