eCIO, Inc. - Portfolio overview

eCIO, Inc. has 51 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. AGG - iShares Core U.S. Aggregate Bond ETF, 17.10%
2. SCHD - Schwab U.S. Dividend Equity ETF, 13.45%
3. SCHF - Schwab International Equity ETF, 11.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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