13F Filings History of eCIO, Inc.

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$214,731,958
Signature - Title
Christina Duncan - Compliance Consultant
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by eCIO, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. eCIO, Inc. reported 190 stock holdings with total value $214,731,958 as of Q4 2025. Top holdings included AGG, SCHD, SCHF, BSV, and Schwab U.S. Mid-Cap Index Fund.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 190 $214,731,958 +$37,786,748 -$92,191,444 -$54,404,696 AGG, SCHD, SCHF, BSV, Schwab U.S. Mid-Cap Index Fund 13F-HR 20 Jan 2026, 13:58
Q3 2025 70 $267,883,174 +$86,308,591 -$2,958,794 +$83,349,797 Schwab S&P 500 Index Fund, AGG, SCHD, SCHF, BSV 13F-HR 12 Nov 2025, 12:58
Q2 2025 71 $237,154,829 +$21,651,483 -$92,834,665 -$71,183,182 Schwab S&P 500 Index Fund, AGG, SCHD, SCHF, BSV 13F-HR 07 Aug 2025, 18:26
Q1 2025 494 $298,892,213 $0 $0 $0 SCHWAB S&P 500 INDEX, AGG, SCHD, SCHF, BSV 13F-HR 06 Jun 2025, 12:43