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Ecio, Inc. Top Holdings and 13F Report (2026)

About Ecio, Inc.

Investment Activity

  • Ecio, Inc. has $289.16 million in total holdings as of September 30, 2026.
  • Ecio, Inc. owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 15.80% of the portfolio was purchased this quarter.
  • About 37.67% of the portfolio was sold this quarter.
  • This quarter, Ecio, Inc. has purchased 46 new stocks and bought additional shares in 29 stocks.
  • Ecio, Inc. sold shares of 6 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

VANGUARD INSTL INDEX FD
$18,562,657

Largest New Holdings this Quarter

922042858 - Vanguard FTSE Emerging Markets ETF
$13,116,190 Holding
464287465 - iShares MSCI EAFE ETF
$432,200 Holding
464287614 - iShares Russell 1000 Growth ETF
$334,344 Holding
464288257 - iShares MSCI ACWI ETF
$324,813 Holding

Largest Purchases this Quarter

Vanguard FTSE Emerging Markets ETF
216,367 shares (about $13.12M)
VANGUARD INSTL INDEX FD
74,641 shares (about $5.64M)
iShares Core U.S. Aggregate Bond ETF
32,853 shares (about $3.10M)

Largest Sales this Quarter

Alphabet
386 shares (about $133.01K)
Microsoft
160 shares (about $84.72K)
Eli Lilly and Company
63 shares (about $72.94K)
Global X S&P 500 Catholic Values ETF
178 shares (about $16.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEcio, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$44,965,133$3,100,012 ▲7.4%476,52715.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$35,080,954$312,101 ▲0.9%1,074,45512.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$31,021,520$856,124 ▲2.8%1,123,96810.7%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$20,362,432$1,288,343 ▲6.8%266,8387.0%ETF
VANGUARD INSTL INDEX FD
$18,562,657$5,639,134 ▲43.6%245,7006.4%0 3 MO TR BI ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$15,952,913$1,219,396 ▲8.3%360,1525.5%ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$15,892,744$7,477,148 ▲88.8%323,6815.5%ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$13,872,766$4,826,093 ▲53.3%276,6254.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,116,190$13,116,190 ▲New Holding216,3674.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,000,890$261,870 ▲2.1%93,6334.5%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$11,853,921$724,110 ▲6.5%234,6854.1%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$11,360,513$1,801,267 ▲18.8%71,3383.9%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$8,289,819$876,001 ▲11.8%183,6062.9%ETF
iShares ESG Aware MSCI USA Value ETF stock logo
EVUS
iShares ESG Aware MSCI USA Value ETF
$5,747,340$766,616 ▲15.4%156,1782.0%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$5,165,884$74,717 ▲1.5%109,4471.8%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$4,535,225$436,105 ▲10.6%43,8751.6%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$3,709,664$284,824 ▲8.3%69,9411.3%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$1,991,419$219,153 ▲12.4%81,5820.7%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$1,990,996$260,242 ▲15.0%36,4320.7%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,864,684$30,421 ▲1.7%32,4260.6%ETF
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,295,659$21,077 ▲1.7%20,2860.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,283,889$72,935 ▼-5.4%1,1090.4%Healthcare
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,228,857$46,213 ▲3.9%17,5500.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$878,995$5,738 ▼-0.6%2,2980.3%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$779,788$76,371 ▲10.9%11,2010.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$530,366$24,922 ▲4.9%22,3880.2%ETF
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$442,152$16,500 ▼-3.6%4,7700.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$432,200$432,200 ▲New Holding4,1470.1%ETF
EFAX
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
$406,266$8,411 ▲2.1%7,5350.1%ETF
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
$370,457$370,457 ▲New Holding7,6740.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$334,344$334,344 ▲New Holding2,5880.1%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$324,813$324,813 ▲New Holding2,0070.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$293,402$803 ▲0.3%1,8260.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$286,460$84,720 ▼-22.8%5410.1%Technology
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$285,866$9,207 ▲3.3%5,8990.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$245,021$245,021 ▲New Holding3,5890.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$242,692$587 ▲0.2%2,8960.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$241,784$4,076 ▲1.7%9490.1%Healthcare
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$238,848$717 ▲0.3%4,6660.1%ETF
CEFA
Global X S&P Catholic Values Developed ex-U.S. ETF
$231,933$7,928 ▼-3.3%5,7340.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$225,017$133,012 ▼-37.2%6530.1%Communication Services
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$222,538$222,538 ▲New Holding8840.1%ETF
Schwab S&P 500 Index Fund
$0$80,186,484 ▼-100.0%00.0%SWPPX
Schwab U.S. Mid-Cap Index Fund
$0$14,847,022 ▼-100.0%00.0%SWMCX
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$12,727,046 ▼-100.0%00.0%ETF
CATHOLIC RESPONSIBLE INV ESTMENTS BD INV
$0$287,500 ▼-100.0%00.0%CRBVX
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$243,583 ▼-100.0%00.0%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$0$231,302 ▼-100.0%00.0%Technology
JPMORGAN CHASE & CO
$0$25,121 ▼-100.0%00.0%5CPRFF7
DELL INTL LLC/EMC CORP
$0$21,718 ▼-100.0%00.0%5CVWGY4
WELLS FARGO & CO
$0$15,338 ▼-100.0%00.0%5CNDRL1
DUKE ENERGY CORP
$0$15,036 ▼-100.0%00.0%5CQSXP0
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$0$8,950 ▼-100.0%00.0%ETF

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