Ecio, Inc. Top Holdings and 13F Report (2026) About Ecio, Inc.Investment ActivityEcio, Inc. has $355.86 million in total holdings as of June 30, 2026.Ecio, Inc. owns shares of 46 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 34.48% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Ecio, Inc. has purchased 42 new stocks and bought additional shares in 25 stocks.Ecio, Inc. sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab S&P 500 Index Fund $80,186,484iShares Core U.S. Aggregate Bond ETF $43,914,817Schwab US Dividend Equity ETF $33,767,854Schwab International Equity ETF $30,274,690Vanguard Short-Term Bond ETF $19,473,970 Largest New Holdings this Quarter 808509855 - Schwab S&P 500 Index Fund $80,186,484 Holding80850L726 - Schwab U.S. Mid-Cap Index Fund $14,847,022 Holding46436E221 - iShares ESG Aware MSCI USA Value ETF $4,751,993 Holding023135106 - Amazon.com $243,583 Holding882508104 - Texas Instruments $231,302 Holding Largest Purchases this Quarter Schwab S&P 500 Index Fund 4,150,439 shares (about $80.19M)Schwab U.S. Mid-Cap Index Fund 894,938 shares (about $14.85M)iShares ESG Aware MSCI USA Value ETF 135,346 shares (about $4.75M)iShares Core U.S. Aggregate Bond ETF 43,703 shares (about $4.33M)VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF 36,628 shares (about $2.77M) Largest Sales this Quarter iShares MSCI USA ESG Select ETF 6,002 shares (about $926.11K)iShares ESG Aware MSCI USA Small-Cap ETF 4,439 shares (about $248.27K)iShares ESG Aware MSCI EM ETF 2,616 shares (about $143.07K)iShares ESG Advanced MSCI USA ETF 1,242 shares (about $86.26K)Vanguard Total Stock Market ETF 182 shares (about $67.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEcio, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSchwab S&P 500 Index Fund$80,186,484$80,186,484 â–²New Holding4,150,43922.5%SWPPXAGGiShares Core U.S. Aggregate Bond ETF$43,914,817$4,325,719 â–²10.9%443,67412.3%ETFSCHDSchwab US Dividend Equity ETF$33,767,854$1,499,249 â–²4.6%1,064,8969.5%ETFSCHFSchwab International Equity ETF$30,274,690$1,299,324 â–²4.5%1,092,9498.5%ETFBSVVanguard Short-Term Bond ETF$19,473,970$1,756,245 â–²9.9%249,9555.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,570,103$1,426,537 â–²10.1%332,6234.4%ETFSchwab U.S. Mid-Cap Index Fund$14,847,022$14,847,022 â–²New Holding894,9384.2%SWMCXIJRiShares Core S&P Small-Cap ETF$13,607,034$367,810 â–²2.8%91,7473.8%ETFVANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF$12,945,772$2,772,013 â–²27.2%171,0593.6%VBILIEMGiShares Core MSCI Emerging Markets ETF$12,727,046$145,219 â–²1.2%153,6343.6%ETFJAAAJanus Henderson AAA CLO ETF$11,125,404$946,686 â–²9.3%220,3493.1%ETFSUSAiShares MSCI USA ESG Select ETF$9,262,158$926,108 â–¼-9.1%60,0272.6%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$9,073,718$2,092,430 â–²30.0%180,3922.5%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$8,461,860$2,329,570 â–²38.0%171,3972.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$7,784,893$610,734 â–²8.5%164,2042.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,204,428$2,348,371 â–²82.2%107,8641.5%ETFEVUSiShares ESG Aware MSCI USA Value ETF$4,751,993$4,751,993 â–²New Holding135,3461.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$4,077,044$93,557 â–²2.3%39,6561.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,611,452$248,273 â–¼-6.4%64,5711.0%ETFVGSHVanguard Short-Term Treasury ETF$1,856,392$112,267 â–²6.4%31,8970.5%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,814,384$105,608 â–²6.2%72,6040.5%ETFESGEiShares ESG Aware MSCI EM ETF$1,732,019$143,068 â–¼-7.6%31,6700.5%ETFLLYEli Lilly and Company$1,406,027$21,594 â–²1.6%1,1720.4%HealthcareBNDVanguard Total Bond Market ETF$1,239,894$120,980 â–²10.8%16,8900.3%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,219,315$51,263 â–¼-4.0%19,9560.3%ETFVTIVanguard Total Stock Market ETF$855,875$67,345 â–¼-7.3%2,3130.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$701,742$86,259 â–¼-10.9%10,1040.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$526,155$5,647 â–²1.1%21,3360.1%ETFCATHGlobal X S&P 500 Catholic Values ETF$437,8980.0%4,9480.1%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$399,377$4,925 â–²1.2%7,3790.1%ETFGOOGAlphabet$367,110$6,007 â–²1.7%1,0390.1%Communication ServicesCATHOLIC RESPONSIBLE INV ESTMENTS BD INV$287,500$3,477 â–²1.2%33,9830.1%CRBVXVTIPVanguard Short-Term Inflation-Protected Securities ETF$286,768$20,092 â–²7.5%5,7090.1%ETFVTVanguard Total World Stock ETF$285,831$4,552 â–¼-1.6%1,8210.1%ETFMSFTMicrosoft$261,564$6,343 â–²2.5%7010.1%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$243,812$13,522 â–²5.9%4,6520.1%ETFAMZNAmazon.com$243,583$243,583 â–²New Holding1,0220.1%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$241,961$27,973 â–¼-10.4%2,8890.1%ETFJNJJohnson & Johnson$236,9520.0%9330.1%HealthcareCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$235,3460.0%5,9300.1%ETFTXNTexas Instruments$231,302$231,302 â–²New Holding7760.1%TechnologyJPMORGAN CHASE & CO$25,1210.0%25,0000.0%5CPRFF7DELL INTL LLC/EMC CORP$21,7180.0%22,0000.0%5CVWGY4WELLS FARGO & CO$15,3380.0%15,0000.0%5CNDRL1DUKE ENERGY CORP$15,0360.0%15,0000.0%5CQSXP0ICLNiShares Global Clean Energy ETF$8,950$8,950 â–²New Holding4370.0%ETFSNPDXtrackers S&P Dividend Aristocrats Screened ETF$0$2,829,251 â–¼-100.0%00.0%ETFNUDVNuveen ESG Dividend ETF$0$1,678,833 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.