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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001830823

eCIO, Inc.

MADISON, WI · File #028-25634

Latest AUM
$214.7M
Positions
192
Top-10 Concentration
77.1%
Filings
4

Sector Allocation

Financials
1.2%$2.6M
Healthcare
0.9%$1.9M
Technology
0.8%$1.8M
Industrials
0.5%$1.2M
Energy
0.2%$528,533
Consumer Staples
0.1%$259,896
Materials
0.0%$74,657
Utilities
0.0%$44,561

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1iShares Core U.S. Aggregate Bond ETF464287226342,999$34.3M16.68%
2Schwab U.S. Dividend Equity ETF8085247971,088,202$29.8M14.54%
3Schwab International Equity ETF808524805804,318$19.3M9.42%
4Vanguard Short-Term Bond Index Fund ETF Shares921937827193,008$15.2M7.41%
5Schwab U.S. Mid-Cap Index Fund80850L726866,702$12.5M6.07%
6Vanguard Mortgage-Backed Securities Index Fund ETF Shares92206C771252,033$11.9M5.78%
7iShares Core S&P Small-Cap ETF46428780492,618$11.1M5.42%
8iShares MSCI USA ESG Select ETF46428880266,030$9.2M4.48%
9JANUS HENDERSON AAA CLO ETF47103U845171,732$8.7M4.23%
10iShares ESG Aware U.S. Aggregate Bond ETF46435U549133,860$6.4M3.12%
11VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF92204084575,648$5.7M2.78%
12iShares Core MSCI Emerging Markets ETF46434G10372,136$4.8M2.36%
13BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF09789C78882,929$4.2M2.03%
14BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF09789C86178,369$3.9M1.89%
15iShares ESG MSCI USA Small-Cap ETF46435U66371,501$3.3M1.60%
16DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF23306X506113,849$3.1M1.49%
17iShares ESG MSCI EAFE ETF46435G51628,827$2.7M1.33%
18iShares Core 1-5 Year USD Bond ETF46432F85955,343$2.7M1.31%
19Vanguard Short-Term Treasury Index Fund ETF Shares92206C10226,437$1.6M0.76%
20NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETFNU49,798$1.5M0.72%