Ecio, Inc. Top Holdings and 13F Report (2026) About Ecio, Inc.Investment ActivityEcio, Inc. has $227.59 million in total holdings as of March 31, 2026.Ecio, Inc. owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 16.70% of the portfolio was purchased this quarter.About 12.68% of the portfolio was sold this quarter.This quarter, Ecio, Inc. has purchased 192 new stocks and bought additional shares in 26 stocks.Ecio, Inc. sold shares of 10 stocks and completely divested from 153 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $39,705,091Schwab US Dividend Equity ETF $31,220,461Schwab International Equity ETF $25,889,547Vanguard Short-Term Bond ETF $17,831,452Vanguard Mortgage-Backed Securities ETF $14,185,860 Largest New Holdings this Quarter 37954Y889 - Global X S&P 500 Catholic Values ETF $386,686 Holding14919E837 - CATHOLIC RESPONSIBLE INV ESTMENTS BD INV $284,691 Holding37954Y368 - Global X S&P Catholic Values Developed ex-U.S. ETF $218,739 Holding Largest Purchases this Quarter Schwab International Equity ETF 241,724 shares (about $5.98M)iShares Core U.S. Aggregate Bond ETF 56,972 shares (about $5.66M)iShares Core MSCI Emerging Markets ETF 79,745 shares (about $5.56M)VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF 58,783 shares (about $4.45M)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 55,864 shares (about $2.81M) Largest Sales this Quarter Schwab US Dividend Equity ETF 70,586 shares (about $2.17M)iShares Core S&P Small-Cap ETF 3,351 shares (about $416.56K)Xtrackers S&P Dividend Aristocrats Screened ETF 12,606 shares (about $352.28K)Alphabet 568 shares (about $162.94K)iShares ESG Aware MSCI USA Small-Cap ETF 2,491 shares (about $117.13K) 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 PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$39,705,091$5,655,606 â–²16.6%399,97117.4%FinanceSCHDSchwab US Dividend Equity ETF$31,220,461$2,165,579 â–¼-6.5%1,017,61613.7%ETFSCHFSchwab International Equity ETF$25,889,547$5,982,671 â–²30.1%1,046,04211.4%ETFBSVVanguard Short-Term Bond ETF$17,831,452$2,697,696 â–²17.8%227,4137.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$14,185,860$2,352,901 â–²19.9%302,1486.2%ETFIJRiShares Core S&P Small-Cap ETF$11,096,813$416,564 â–¼-3.6%89,2674.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,593,729$5,562,229 â–²110.5%151,8814.7%ETFVANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF$10,169,693$4,446,929 â–²77.7%134,4314.5%VBILJAAAJanus Henderson AAA CLO ETF$10,154,517$1,504,397 â–²17.4%201,5994.5%ETFSUSAiShares MSCI USA ESG Select ETF$8,722,403$132 â–¼0.0%66,0293.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$7,195,350$830,317 â–²13.0%151,3223.2%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$6,985,444$2,811,632 â–²67.4%138,7933.1%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$6,150,926$2,270,095 â–²58.5%124,2112.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,704,931$948,465 â–²34.4%38,7461.6%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,244,837$117,126 â–¼-3.5%69,0101.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,868,499$186,571 â–²7.0%59,1931.3%ManufacturingSNPDXtrackers S&P Dividend Aristocrats Screened ETF$2,829,251$352,277 â–¼-11.1%101,2431.2%ETFVGSHVanguard Short-Term Treasury ETF$1,754,305$206,702 â–²13.4%29,9680.8%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,713,898$324,091 â–²23.3%68,3780.8%ManufacturingNUDVNuveen ESG Dividend ETF$1,678,833$147,539 â–²9.6%54,5960.7%ETFESGEiShares ESG Aware MSCI EM ETF$1,559,003$816,105 â–²109.9%34,2860.7%ManufacturingBNDVanguard Total Bond Market ETF$1,122,412$25,921 â–²2.4%15,2420.5%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,102,777$11,083 â–²1.0%20,7950.5%ETFLLYEli Lilly and Company$1,061,599$263,100 â–²32.9%1,1540.5%MedicalVTIVanguard Total Stock Market ETF$800,555$17,648 â–²2.3%2,4950.4%ETFUSXFiShares ESG Advanced MSCI USA ETF$626,321$43,444 â–¼-6.5%11,3460.3%ManufacturingSCHRSchwab Intermediate-Term U.S. Treasury ETF$525,786$21,448 â–²4.3%21,1070.2%ETFCATHGlobal X S&P 500 Catholic Values ETF$386,686$386,686 â–²New Holding4,9480.2%ManufacturingEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$362,678$12,590 â–²3.6%7,2880.2%ETFGOOGAlphabet$293,171$162,937 â–¼-35.7%1,0220.1%Computer and TechnologyCATHOLIC RESPONSIBLE INV ESTMENTS BD INV$284,691$284,691 â–²New Holding33,5720.1%CRBVXVTIPVanguard Short-Term Inflation-Protected Securities ETF$265,169$9,290 â–²3.6%5,3090.1%ManufacturingVTVanguard Total World Stock ETF$255,834$7,053 â–²2.8%1,8500.1%ETFMSFTMicrosoft$253,272$3,703 â–²1.5%6840.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$242,010$2,478 â–¼-1.0%3,2230.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$230,972$5,362 â–²2.4%4,3940.1%ManufacturingJNJJohnson & Johnson$228,060$66,243 â–¼-22.5%9330.1%MedicalCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$218,739$218,739 â–²New Holding5,9300.1%ETFJPMORGAN CHASE & CO$25,2270.0%25,0000.0%5CPRFF7DELL INTL LLC/EMC CORP$21,714$24,675 â–¼-53.2%22,0000.0%5CVWGY4WELLS FARGO & CO$15,3390.0%15,0000.0%5CNDRL1DUKE ENERGY CORP$15,0680.0%15,0000.0%5CQSXP0Schwab U.S. Mid-Cap Index Fund$0$12,471,840 â–¼-100.0%00.0%SWMCXCASCADE PRIVATE CAP FUND CL I SHS$0$410,830 â–¼-100.0%00.0%CPEFXIUSViShares Core S&P U.S. Value ETF$0$374,942 â–¼-100.0%00.0%ManufacturingEXASExact Sciences$0$339,718 â–¼-100.0%00.0%MedicalAMZNAmazon.com$0$315,300 â–¼-100.0%00.0%Retail/WholesaleVGTVanguard Information Technology ETF$0$290,497 â–¼-100.0%00.0%ETFTXNTexas Instruments$0$266,828 â–¼-100.0%00.0%Computer and TechnologyNEENextEra Energy$0$237,950 â–¼-100.0%00.0%UtilitiesHONHoneywell International$0$233,718 â–¼-100.0%00.0%Multi-Sector ConglomeratesADIAnalog Devices$0$230,520 â–¼-100.0%00.0%Computer and TechnologyLOWLowe's Companies$0$226,932 â–¼-100.0%00.0%Retail/WholesaleBLACKROCK FDG INC COM$0$214,068 â–¼-100.0%00.0%BLKSMHVanEck Semiconductor ETF$0$210,229 â–¼-100.0%00.0%ManufacturingXOMExxonMobil$0$204,698 â–¼-100.0%00.0%EnergyCVXChevron$0$204,229 â–¼-100.0%00.0%EnergyCMECME Group$0$196,071 â–¼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$189,788 â–¼-100.0%00.0%FinanceHDHome Depot$0$179,620 â–¼-100.0%00.0%Retail/WholesaleTE CONNECTIVITY PLC ORD SHS$0$174,955 â–¼-100.0%00.0%TELMSMorgan Stanley$0$167,056 â–¼-100.0%00.0%FinanceACGLArch Capital Group$0$161,817 â–¼-100.0%00.0%FinanceUNPUnion Pacific$0$160,305 â–¼-100.0%00.0%TransportationABBVAbbVie$0$158,344 â–¼-100.0%00.0%MedicalMDTMedtronic$0$154,176 â–¼-100.0%00.0%MedicalBACBank of America$0$146,905 â–¼-100.0%00.0%FinanceADPAutomatic Data Processing$0$144,820 â–¼-100.0%00.0%Computer and TechnologyITWIllinois Tool Works$0$143,593 â–¼-100.0%00.0%IndustrialsVVisa$0$138,180 â–¼-100.0%00.0%Business ServicesDHRDanaher$0$137,810 â–¼-100.0%00.0%MedicalORCLOracle$0$137,660 â–¼-100.0%00.0%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$0$135,678 â–¼-100.0%00.0%FinanceABTAbbott Laboratories$0$134,436 â–¼-100.0%00.0%MedicalMarsh & McLennan Companies, Inc$0$134,316 â–¼-100.0%00.0%MMCMCDMcDonald's$0$132,949 â–¼-100.0%00.0%Retail/WholesaleKEYSKeysight Technologies$0$132,683 â–¼-100.0%00.0%Computer and TechnologyEaton Vance Richard Bern Eq St I$0$132,294 â–¼-100.0%00.0%ERBIXQCOMQualcomm$0$130,169 â–¼-100.0%00.0%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$0$127,898 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$126,829 â–¼-100.0%00.0%Consumer StaplesDGROiShares Core Dividend Growth ETF$0$125,410 â–¼-100.0%00.0%ETFEOGEOG Resources$0$119,606 â–¼-100.0%00.0%EnergyFERGUSON ENTERPRISES INC COMMON STOCK$0$117,549 â–¼-100.0%00.0%FERGVNQVanguard Real Estate ETF$0$116,849 â–¼-100.0%00.0%ETFPHParker-Hannifin$0$115,144 â–¼-100.0%00.0%IndustrialsROSTRoss Stores$0$113,848 â–¼-100.0%00.0%Retail/WholesaleDEDeere & Company$0$112,202 â–¼-100.0%00.0%IndustrialsAAPLApple$0$112,006 â–¼-100.0%00.0%Computer and TechnologyFASTFastenal$0$111,000 â–¼-100.0%00.0%Retail/WholesaleBlackRock International Instl$0$108,413 â–¼-100.0%00.0%MAILXSPGPInvesco S&P 500 GARP ETF$0$108,369 â–¼-100.0%00.0%ETFPCARPACCAR$0$105,458 â–¼-100.0%00.0%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$0$104,014 â–¼-100.0%00.0%Financial ServicesPGRProgressive$0$103,613 â–¼-100.0%00.0%FinancePEPPepsiCo$0$102,904 â–¼-100.0%00.0%Consumer StaplesSDOGALPS Sector Dividend Dogs ETF$0$98,788 â–¼-100.0%00.0%ETFAAgilent Technologies$0$97,426 â–¼-100.0%00.0%MedicalJEPIJPMorgan Equity Premium Income ETF$0$97,079 â–¼-100.0%00.0%ETFSCHWCharles Schwab$0$96,513 â–¼-100.0%00.0%FinanceShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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