Universe · entity
eCIO, Inc.
Institutional manager (13F) · CIK 1830823
13F holdings · as of 2026-03-31 · top 42 · reported portfolio $228M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | $40M | 399,971 |
| 2 | Schwab U.S. Dividend Equity ETF | $31M | 1,017,616 |
| 3 | Schwab International Equity ETF | $26M | 1,046,042 |
| 4 | Vanguard Short-Term Bond Index Fund ETF Shares | $18M | 227,413 |
| 5 | Vanguard Mortgage-Backed Securities Index Fund ETF Shares | $14M | 302,148 |
| 6 | iShares Core S&P Small-Cap ETF | $11M | 89,267 |
| 7 | iShares Core MSCI Emerging Markets ETF | $11M | 151,881 |
| 8 | VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | $10M | 134,431 |
| 9 | JANUS HENDERSON AAA CLO ETF | $10M | 201,599 |
| 10 | iShares MSCI USA ESG Select ETF | $9M | 66,029 |
| 11 | iShares ESG Aware U.S. Aggregate Bond ETF | $7M | 151,322 |
| 12 | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF | $7M | 138,793 |
| 13 | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF | $6M | 124,211 |
| 14 | iShares ESG MSCI EAFE ETF | $4M | 38,746 |
| 15 | iShares ESG MSCI USA Small-Cap ETF | $3M | 69,010 |
| 16 | iShares Core 1-5 Year USD Bond ETF | $3M | 59,193 |
| 17 | DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF | $3M | 101,243 |
| 18 | Vanguard Short-Term Treasury Index Fund ETF Shares | $2M | 29,968 |
| 19 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $2M | 68,378 |
| 20 | NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF | $2M | 54,596 |
| 21 | iShares ESG MSCI EM ETF | $2M | 34,286 |
| 22 | Vanguard Total Bond Market Index Fund ETF Shares | $1M | 15,242 |
| 23 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | $1M | 20,795 |
| 24 | Eli Lilly and Company | $1M | 1,154 |
| 25 | Vanguard Total Stock Market Index Fund ETF Shares | $801k | 2,495 |
| 26 | ISHARES TRUST ESG ADVANCED MSCI USA ETF | $626k | 11,346 |
| 27 | Schwab Intermediate-Term U.S. Treasury ETF | $526k | 21,107 |
| 28 | Global X S&P 500 Catholic Values ETF | $387k | 4,948 |
| 29 | SPDR MSCI EAFE Fossil Fuel Free ETF | $363k | 7,288 |
| 30 | Alphabet Inc | $293k | 1,022 |
| 31 | CATHOLIC RESPONSIBLE INV ESTMENTS BD INV | $285k | 33,572 |
| 32 | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $265k | 5,309 |
| 33 | Vanguard Total World Stock Index Fund ETF Shares | $256k | 1,850 |
| 34 | Microsoft Corporation | $253k | 684 |
| 35 | Vanguard FTSE All-World ex-US Index Fund ETF | $242k | 3,223 |
| 36 | iShares Short-Term Corporate Bond ETF | $231k | 4,394 |
| 37 | Johnson & Johnson | $228k | 933 |
| 38 | GLOBAL X FDS GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX U S ETF | $219k | 5,930 |
| 39 | JPMORGAN CHASE & CO | $25k | 25,000 |
| 40 | DELL INTL LLC/EMC CORP | $22k | 22,000 |
| 41 | WELLS FARGO & CO | $15k | 15,000 |
| 42 | DUKE ENERGY CORP | $15k | 15,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.