Investor
eCIO, Inc.
CIK 0001830823 · filed 2026-01-20 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 343K | $34.3M | 16.0% | — | Held |
| Schwab Strategic Tr | — | 1.09M | $29.8M | 13.9% | — | Held |
| Schwab Strategic Tr | — | 804.3K | $19.3M | 9.0% | — | Held |
| Vanguard Bd Index Fds | — | 193K | $15.2M | 7.1% | — | Held |
| Schwab U.S. Mid-Cap Index Fund | — | 866.7K | $12.5M | 5.8% | — | Held |
| Vanguard Scottsdale Fds | — | 252K | $11.9M | 5.5% | — | Held |
| Ishares Tr | — | 92.6K | $11.1M | 5.2% | — | Held |
| Ishares Tr | — | 66K | $9.2M | 4.3% | — | Held |
| Janus Detroit Str Tr | — | 171.7K | $8.69M | 4.0% | — | Held |
| Ishares Tr | — | 133.9K | $6.41M | 3.0% | — | Held |
| Vanguard Instl Index Fd | — | 75.6K | $5.71M | 2.7% | — | Held |
| Ishares Inc | — | 72.1K | $4.85M | 2.3% | — | Held |
| Bondbloxx Etf Trust | — | 82.9K | $4.17M | 1.9% | — | Held |
| Bondbloxx Etf Trust | — | 78.4K | $3.88M | 1.8% | — | Held |
| Ishares Tr | — | 71.5K | $3.29M | 1.5% | — | Held |
| Dbx Etf Tr | — | 113.8K | $3.06M | 1.4% | — | Held |
| Ishares Tr | — | 28.8K | $2.74M | 1.3% | — | Held |
| Ishares Tr | — | 55.3K | $2.7M | 1.3% | — | Held |
| Vanguard Scottsdale Fds | — | 26.4K | $1.55M | 0.7% | — | Held |
| Nushares Etf Tr | — | 49.8K | $1.48M | 0.7% | — | Held |
| Ishares Tr | — | 55.4K | $1.4M | 0.7% | — | Held |
| Spdr Series Trust | — | 20.6K | $1.16M | 0.5% | — | Held |
| Vanguard Bd Index Fds | — | 14.9K | $1.1M | 0.5% | — | Held |
| Eli Lilly & Co | LLY | 868 | $933K | 0.4% | — | Held |
| Vanguard Index Fds | — | 2.44K | $817.9K | 0.4% | — | Held |
| Ishares Inc | — | 16.3K | $721.7K | 0.3% | — | Held |
| Ishares Tr | — | 12.1K | $698.6K | 0.3% | — | Held |
| Schwab Strategic Tr | — | 20.2K | $507.8K | 0.2% | — | Held |
| Alphabet Inc | — | 1.59K | $498.9K | 0.2% | — | Held |
| Cascade Private Cap Fund Cl I Shs | — | 20.4K | $410.8K | 0.2% | — | Held |
| Ishares Tr | — | 3.66K | $374.9K | 0.2% | — | Held |
| Spdr Index Shs Fds | — | 7.04K | $355K | 0.2% | — | Held |
| Exact Sciences Corp | — | 3.35K | $339.7K | 0.2% | — | Held |
| Microsoft Corp | MSFT | 674 | $326.1K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 1.37K | $315.3K | 0.1% | — | Held |
| Vanguard World Fd | — | 385 | $290.5K | 0.1% | — | Held |
| Texas Instrs Inc | — | 1.54K | $266.8K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 1.8K | $253.8K | 0.1% | — | Held |
| Vanguard Malvern Fds | — | 5.12K | $253.4K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 1.2K | $249.2K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 3.26K | $239.5K | 0.1% | — | Held |
| Nextera Energy Inc | — | 2.96K | $237.9K | 0.1% | — | Held |
| Honeywell Intl Inc | — | 1.2K | $233.7K | 0.1% | — | Held |
| Analog Devices Inc | ADI | 850 | $230.5K | 0.1% | — | Held |
| Ishares Tr | — | 4.29K | $227K | 0.1% | — | Held |
| Lowes Cos Inc | — | 941 | $226.9K | 0.1% | — | Held |
| BlackRock, Inc. | BLK | 200 | $214.1K | 0.1% | — | Held |
| Vaneck Etf Trust | — | 584 | $210.2K | 0.1% | — | Held |
| Exxon Mobil Corp | — | 1.7K | $204.7K | 0.1% | — | Held |
| Chevron Corp New | CVX | 1.34K | $204.2K | 0.1% | — | Held |
| Cme Group Inc. | CME | 718 | $196.1K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 589 | $189.8K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 522 | $179.6K | 0.1% | — | Held |
| Te Connectivity Plc | TEL | 769 | $175K | 0.1% | — | Held |
| Morgan Stanley | — | 941 | $167.1K | 0.1% | — | Held |
| Arch Cap Group Ltd | — | 1.69K | $161.8K | 0.1% | — | Held |
| Union Pac Corp | — | 693 | $160.3K | 0.1% | — | Held |
| AbbVie Inc. | ABBV | 693 | $158.3K | 0.1% | — | Held |
| Medtronic Plc | MDT | 1.6K | $154.2K | 0.1% | — | Held |
| Bank America Corp | — | 2.67K | $146.9K | 0.1% | — | Held |
| Automatic Data Processing In | — | 563 | $144.8K | 0.1% | — | Held |
| Illinois Tool Wks Inc | — | 583 | $143.6K | 0.1% | — | Held |
| Visa Inc. | V | 394 | $138.2K | 0.1% | — | Held |
| Danaher Corporation | — | 602 | $137.8K | 0.1% | — | Held |
| Oracle Corp | — | 706 | $137.7K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 1.14K | $135.7K | 0.1% | — | Held |
| Abbott Labs | ABT | 1.07K | $134.4K | 0.1% | — | Held |
| Marsh & Mclennan Cos Inc | — | 724 | $134.3K | 0.1% | — | Held |
| Mcdonalds Corp | MCD | 435 | $132.9K | 0.1% | — | Held |
| Keysight Technologies, Inc. | KEYS | 653 | $132.7K | 0.1% | — | Held |
| Eaton Vance Richard Bern Eq St I | — | 7.29K | $132.3K | 0.1% | — | Held |
| Qualcomm Inc | — | 761 | $130.2K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 1.09K | $127.9K | 0.1% | — | Held |
| Procter And Gamble Co | PG | 885 | $126.8K | 0.1% | — | Held |
| Ishares Tr | — | 1.81K | $125.4K | 0.1% | — | Held |
| Eog Res Inc | — | 1.14K | $119.6K | 0.1% | — | Held |
| Ferguson Enterprises Inc | — | 528 | $117.5K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.32K | $116.8K | 0.1% | — | Held |
| Parker-Hannifin Corp | PH | 131 | $115.1K | 0.1% | — | Held |
| Ross Stores, Inc. | ROST | 632 | $113.8K | 0.1% | — | Held |
| Deere & Co | DE | 241 | $112.2K | 0.1% | — | Held |
| Apple Inc. | AAPL | 412 | $112K | 0.1% | — | Held |
| Fastenal Co | FAST | 2.77K | $111K | 0.1% | — | Held |
| BlackRock International Instl | — | 4.89K | $108.4K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 952 | $108.4K | 0.1% | — | Held |
| Paccar Inc | PCAR | 963 | $105.5K | 0.0% | — | Held |
| Vanguard Whitehall Fds | — | 725 | $104K | 0.0% | — | Held |
| Progressive Corp | — | 455 | $103.6K | 0.0% | — | Held |
| Pepsico Inc | PEP | 717 | $102.9K | 0.0% | — | Held |
| Alps Etf Tr | — | 1.63K | $98.8K | 0.0% | — | Held |
| Agilent Technologies, Inc. | A | 716 | $97.4K | 0.0% | — | Held |
| J P Morgan Exchange Traded F | — | 1.7K | $97.1K | 0.0% | — | Held |
| Schwab Charles Corp | — | 966 | $96.5K | 0.0% | — | Held |
| Tjx Cos Inc New | — | 620 | $95.2K | 0.0% | — | Held |
| Rockwell Automation, Inc | ROK | 223 | $86.8K | 0.0% | — | Held |
| Brookfield Corp | — | 1.87K | $85.8K | 0.0% | — | Held |
| Cummins Inc | CMI | 168 | $85.8K | 0.0% | — | Held |
| Accenture Plc Ireland | — | 311 | $83.4K | 0.0% | — | Held |
| Amphenol Corp New | — | 609 | $82.3K | 0.0% | — | Held |
| Hershey Co | HSY | 442 | $80.4K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 518 | $80.2K | 0.0% | — | Held |
| Air Prods & Chems Inc | — | 316 | $78.1K | 0.0% | — | Held |
| Colgate Palmolive Co | CL | 947 | $74.8K | 0.0% | — | Held |
| Gartner Inc | IT | 290 | $73.2K | 0.0% | — | Held |
| NIKE, Inc. | NKE | 1.1K | $69.8K | 0.0% | — | Held |
| Brown & Brown, Inc. | BRO | 841 | $67K | 0.0% | — | Held |
| Airbnb, Inc. | ABNB | 489 | $66.4K | 0.0% | — | Held |
| Meta Platforms, Inc. | META | 100 | $66K | 0.0% | — | Held |
| Medpace Hldgs Inc | — | 117 | $65.7K | 0.0% | — | Held |
| Ishares Gold Tr | — | 801 | $65K | 0.0% | — | Held |
| Carlisle Cos Inc | — | 202 | $64.6K | 0.0% | — | Held |
| Mks Inc | MKSI | 394 | $63K | 0.0% | — | Held |
| Copart Inc | CPRT | 1.6K | $62.6K | 0.0% | — | Held |
| CDW Corp | CDW | 450 | $61.3K | 0.0% | — | Held |
| Elevance Health Inc Formerly | — | 166 | $58.2K | 0.0% | — | Held |
| Labcorp Holdings Inc. | LH | 231 | $58K | 0.0% | — | Held |
| Spdr Series Trust | — | 1.47K | $57.9K | 0.0% | — | Held |
| Invesco Db Commdy Indx Trck | — | 2.57K | $57.4K | 0.0% | — | Held |
| Liberty Media Corp Del | — | 580 | $57.1K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 1.04K | $56.8K | 0.0% | — | Held |
| Vanguard World Fd | — | 181 | $54.2K | 0.0% | — | Held |
| Berkley W R Corp | — | 770 | $54K | 0.0% | — | Held |
| Arista Networks, Inc. | ANET | 407 | $53.3K | 0.0% | — | Held |
| Waste Mgmt Inc Del | — | 228 | $50.1K | 0.0% | — | Held |
| Waters Corp | — | 129 | $49K | 0.0% | — | Held |
| MSCI Inc. | MSCI | 85 | $48.8K | 0.0% | — | Held |
| Thor Inds Inc | — | 473 | $48.6K | 0.0% | — | Held |
| Teledyne Technologies Inc | TDY | 92 | $47K | 0.0% | — | Held |
| Dell International LLC/EMC Corp | — | 47K | $47K | 0.0% | — | Held |
| Cisco Sys Inc | — | 604 | $46.5K | 0.0% | — | Held |
| Gencor Inds Inc | — | 3.53K | $45.8K | 0.0% | — | Held |
| Mge Energy Inc | MGEE | 568 | $44.6K | 0.0% | — | Held |
| Starbucks Corp | SBUX | 520 | $43.8K | 0.0% | — | Held |
| Vanguard World Fd | — | 206 | $43.6K | 0.0% | — | Held |
| Brookfield Asset Managmt Ltd | — | 802 | $42K | 0.0% | — | Held |
| Lithia Mtrs Inc | — | 125 | $41.5K | 0.0% | — | Held |
| Floor & Decor Hldgs Inc | — | 675 | $41.1K | 0.0% | — | Held |
| Linde Plc | LIN | 95 | $40.5K | 0.0% | — | Held |
| Costco Whsl Corp New | — | 45 | $38.8K | 0.0% | — | Held |
| Spdr Index Shs Fds | — | 896 | $38.2K | 0.0% | — | Held |
| Smith A O Corp | AOS | 551 | $36.9K | 0.0% | — | Held |
| Travelers Companies, Inc. | TRV | 127 | $36.8K | 0.0% | — | Held |
| Expeditors Intl Wash Inc | — | 245 | $36.5K | 0.0% | — | Held |
| Workday, Inc. | WDAY | 167 | $35.9K | 0.0% | — | Held |
| Alcon Inc | ALC | 439 | $34.6K | 0.0% | — | Held |
| Asbury Automotive Group Inc | ABG | 144 | $33.5K | 0.0% | — | Held |
| Moelis & Co | MC | 483 | $33.2K | 0.0% | — | Held |
| ServiceTitan, Inc. | TTAN | 286 | $30.5K | 0.0% | — | Held |
| Liberty Broadband Corp | — | 626 | $30.4K | 0.0% | — | Held |
| Bio-Techne Corp | TECH | 511 | $30.1K | 0.0% | — | Held |
| Kinsale Cap Group Inc | — | 73 | $28.6K | 0.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 177 | $27.7K | 0.0% | — | Held |
| Global X Fds | — | 571 | $27.3K | 0.0% | — | Held |
| Msa Safety Inc | — | 167 | $26.7K | 0.0% | — | Held |
| Jpmorgan Chase & Co | — | 25K | $25.4K | 0.0% | — | Held |
| First Tr Exchange Traded Fd | — | 345 | $24.6K | 0.0% | — | Held |
| Cullen Frost Bankers Inc | — | 176 | $22.3K | 0.0% | — | Held |
| Ishares Tr | — | 128 | $21.6K | 0.0% | — | Held |
| Ecolab Inc. | ECL | 81 | $21.3K | 0.0% | — | Held |
| Glacier Bancorp Inc New | — | 481 | $21.2K | 0.0% | — | Held |
| Cencora, Inc. | COR | 62 | $20.9K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 490 | $19.8K | 0.0% | — | Held |
| Graco Inc | GGG | 237 | $19.4K | 0.0% | — | Held |
| Merck & Co., Inc. | MRK | 180 | $18.9K | 0.0% | — | Held |
| Equifax Inc | EFX | 87 | $18.9K | 0.0% | — | Held |
| Unitedhealth Group Inc | UNH | 57 | $18.8K | 0.0% | — | Held |
| Wells Fargo & Co | — | 15K | $15.7K | 0.0% | — | Held |
| Salesforce, Inc. | CRM | 59 | $15.6K | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 185 | $15.6K | 0.0% | — | Held |
| Duke Energy Corp | — | 15K | $15.1K | 0.0% | — | Held |
| Schneider Elec Sa Adr | — | 268 | $14.7K | 0.0% | — | Held |
| Aflac Inc | AFL | 120 | $13.2K | 0.0% | — | Held |
| Ishares Tr | — | 137 | $13.2K | 0.0% | — | Held |
| Nucor Corp | NUE | 79 | $12.9K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 270 | $12.3K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 258 | $11.5K | 0.0% | — | Held |
| Us Bancorp Del | — | 200 | $10.7K | 0.0% | — | Held |
| S&P Global Inc. | SPGI | 20 | $10.5K | 0.0% | — | Held |
| Vanguard World Fd | — | 45 | $9.38K | 0.0% | — | Held |
| Ishares Tr | — | 155 | $8.15K | 0.0% | — | Held |
| 3M CO | MMM | 51 | $8.12K | 0.0% | — | Held |
| Fidelity Covington Trust | — | 143 | $7.89K | 0.0% | — | Held |
| Ishares Tr | — | 436 | $7.16K | 0.0% | — | Held |
| Vertex Pharmaceuticals Inc | — | 15 | $6.8K | 0.0% | — | Held |
| National Vision Hldgs Inc | — | 133 | $3.43K | 0.0% | — | Held |
| Baxter Intl Inc | — | 100 | $1.91K | 0.0% | — | Held |
| Kenvue Inc. | KVUE | 100 | $1.73K | 0.0% | — | Held |
| Solventum Corp | SOLV | 21 | $1.66K | 0.0% | — | Held |
| Pacer Fds Tr | — | 50 | $1.43K | 0.0% | — | Held |
| Intel Corp | INTC | 27 | $996 | 0.0% | — | Held |
| Williams Cos Inc | — | 0 | $0 | 0.0% | — | Held |
| Microchip Technology Inc. | — | 0 | $0 | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.