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Ecio, Inc. Top Holdings and 13F Report (2025)

About Ecio, Inc.

Investment Activity

  • Ecio, Inc. has $298.89 million in total holdings as of March 31, 2025.
  • Ecio, Inc. owns shares of 503 different stocks, but just 30 companies or ETFs make up 80% of its holdings.

Largest Holdings

SCHWAB S&P 500 INDEX
$52,551,596

Sector Allocation

Map of 500 Largest Holdings ofEcio, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SCHWAB S&P 500 INDEX
$52,551,596608,16617.6%MUTF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$36,536,276369,35212.2%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$22,780,602814,7577.6%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$15,022,193759,4645.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,273,403156,7884.1%ETF
SCHWAB US MID-CAP INDEX
$10,923,375170,2263.7%MUTF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,106,68287,0873.0%ETF
US TREASURY
$9,034,5469,057,0003.0%FIX
US TREASUR NT
$5,932,6526,003,0002.0%FIX
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$5,262,025103,7671.8%ETF
US TREASU NT
$5,122,1205,235,0001.7%FIX
SCHWAB TREASURY OBLIG MONEY ULTRA
$5,102,0295,102,0291.7%MUTF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,001,4599,3911.7%Finance
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$4,469,87094,1421.5%ETF
SCHWAB TREASURY OBLIG MONEY INV
$3,927,5393,927,5391.3%MUTF
US TREASU
$3,451,1813,462,0001.2%FIX
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$3,415,30829,7321.1%ETF
US TREASURY
$3,256,0003,289,0001.1%FIX
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,912,32053,9621.0%ETF
CLIFFWATER CORPORATE LENDING I
$2,772,257255,5080.9%MUTF
US TREASUR
$2,738,0462,757,0000.9%FIX
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$2,582,66753,4160.9%Manufacturing
US TREASU
$2,327,1932,393,0000.8%FIX
US TREASU NT
$2,315,4442,305,0000.8%FIX
US TREASURY
$2,265,2542,269,0000.8%FIX
US TREASUR NT
$1,821,4231,882,0000.6%FIX
US TREASU NT
$1,734,1061,778,0000.6%FIX
US TREASUR
$1,573,7541,574,0000.5%FIX
SNPD
Xtrackers S&P Dividend Aristocrats Screened ETF
$1,512,37957,1810.5%ETF
US TREASUR NT
$1,439,9811,464,0000.5%FIX
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$1,411,70736,7540.5%ETF
US TREASUR NT
$1,374,0891,386,0000.5%FIX
US TREASUR NT
$1,265,2201,278,0000.4%FIX
US TREASUR NT
$1,249,5041,246,0000.4%FIX
US TREASUR
$1,192,3241,197,0000.4%FIX
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1,187,40114,5350.4%Manufacturing
US TREASUR NT
$1,109,8911,132,0000.4%FIX
US TREASUR
$1,085,4271,089,0000.4%FIX
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,065,79423,2960.4%ETF
SCHWAB US TREASURY MONEY ULTRA
$1,021,1541,021,1540.3%MUTF
US TREASURY BILL
$1,020,6581,036,0000.3%FIX
US TREASUR
$980,511977,0000.3%FIX
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$901,54625,1270.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$895,68415,2610.3%ETF
US TREASU NT
$895,641900,0000.3%FIX
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$875,19211,9150.3%ETF
US TREASUR NT
$799,749799,0000.3%FIX
US TREASUR NT
$751,587751,0000.3%FIX
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$746,03129,8530.2%Manufacturing
US TREASU NT
$743,021745,0000.2%FIX
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$731,9228860.2%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$710,3222,5840.2%ETF
US TREASUR
$694,740699,0000.2%FIX
US TREASURY
$681,894686,0000.2%FIX
US TREASUR NT
$680,956680,0000.2%FIX
US TREASU NT
$635,397635,0000.2%FIX
US TREASU NT
$615,652635,0000.2%FIX
US TREASUR NT
$606,095606,0000.2%FIX
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$566,33021,6160.2%ETF
US TREASURY
$563,933565,0000.2%FIX
US TREASUR NT
$553,035552,0000.2%FIX
US TREASU
$491,737496,0000.2%FIX
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$489,44219,6880.2%ETF
US TREASU
$447,951446,0000.1%FIX
US TREASUR NT
$445,094446,0000.1%FIX
Alphabet Inc. stock logo
GOOG
Alphabet
$425,5712,7240.1%Computer and Technology
US TREASURY
$422,024426,0000.1%FIX
US TREASU
$409,651411,0000.1%FIX
SCHWAB US TREASURY MONEY INVESTOR
$401,725401,7250.1%MUTF
US TREASU NT
$397,254399,0000.1%FIX
US TREASU
$367,655368,0000.1%FIX
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$345,5631,9230.1%Computer and Technology
CASCADE PRIVATE CAPITAL I
$343,17919,7570.1%MUTF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$337,9021,7760.1%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$315,3271,3520.1%Retail/Wholesale
EFAX
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
$312,8087,2810.1%ETF
US TREASURY
$306,404308,0000.1%FIX
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$305,8523,1800.1%Finance
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$296,8258,4930.1%Manufacturing
US TREASUR NT
$296,138298,0000.1%FIX
US TREASURY
$285,432294,0000.1%FIX
US TREASURY
$277,501281,0000.1%FIX
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$276,1999040.1%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$262,2223,6990.1%Utilities
US TREASUR NT
$261,138260,0000.1%FIX
Fiserv, Inc. stock logo
FI
Fiserv
$257,7091,1670.1%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$257,5956860.1%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$256,2321,0500.1%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$251,8904,8100.1%Manufacturing
US TREASURY
$250,851255,0000.1%FIX
Analog Devices, Inc. stock logo
ADI
Analog Devices
$250,6761,2430.1%Computer and Technology
US TREASU NT
$245,885246,0000.1%FIX
Elevance Health, Inc. stock logo
ELV
Elevance Health
$240,9685540.1%Medical
CME Group Inc. stock logo
CME
CME Group
$236,1088900.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$236,0206440.1%Retail/Wholesale
BLACKROCK INC NEW
$233,7812470.1%STOK
US TREASURY
$226,759227,0000.1%FIX
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$223,8821,3500.1%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$223,7564000.1%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$222,9243,6750.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data