eCIO, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was submitted on November 2, 2026, and lists Shannon Hemphill as the compliance consultant responsible for the report.
The portfolio is managed from an office located at 821 E. Washington Avenue Suite 200 in Madison, Wisconsin. The filing details a total of 42 holdings, with the largest position held by the SCHWAB STRATEGIC TR INTL EQTY ETF. This international equity ETF is held in a sole voting and dispositive capacity with 1,123,968 shares.
The top ten holdings by share count include several other exchange-traded funds, primarily focused on ESG (Environmental, Social, and Governance) criteria and broad market indices. The SCHWAB STRATEGIC TR US DIVIDEND EQ ETF is the second-largest holding, with 1,074,455 shares. Other notable ETFs in the portfolio include the ISHARES TR ESG AWR MSCI EM (36,432 shares), the ISHARES TR ESG AWR MSCI EAFE (43,875 shares), and the SCHWAB STRATEGIC TR INT-TRM U.S TRES (22,388 shares).
The filing also lists several individual company equities, including Alphabet Inc. Class C (653 shares), Eli Lilly & Co. (1,109 shares), Johnson & Johnson (949 shares), and Microsoft Corp. (541 shares). The portfolio also includes various bond ETFs, such as the JANUS DETROIT STR TR HENDRSON AAA CL (234,685 shares) and the VANGUARD BD INDEX FDS SHORT TRM BOND (266,838 shares).
