eCIO, Inc.: 13F holdings
CIK 18308232026Q2
| Positions | 46 |
|---|---|
| Reported value | $355.9m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| Schwab S&P 500 Index Fund | 4,150,439 | $80.2m | 22.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 443,674 | $43.9m | 12.3% |
| SCHD Schwab U.S. Dividend Equity ETF | 1,064,896 | $33.8m | 9.5% |
| SCHF Schwab International Equity ETF | 1,092,949 | $30.3m | 8.5% |
| BSV Vanguard Short-Term Bond Index Fund ETF Shares | 249,955 | $19.5m | 5.5% |
| VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Shares | 332,623 | $15.6m | 4.4% |
| Schwab U.S. Mid-Cap Index Fund | 894,938 | $14.8m | 4.2% |
| IJR iShares Core S&P Small-Cap ETF | 91,747 | $13.6m | 3.8% |
| VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | 171,059 | $12.9m | 3.6% |
| IEMG iShares Core MSCI Emerging Markets ETF | 153,634 | $12.7m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1830823")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.