Institutional Fund
Ecio, Inc.
Madison, WICIK 18308235 filings on record
Portfolio Value
$227.59M
Q1 2026
Holdings
42
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+6.0%
from $214.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr17.4%
- Schwab Strategic Tr13.7%
- Schwab Strategic Tr11.4%
- Vanguard Bd Index Fds7.8%
- Vanguard Scottsdale Fds6.2%
- Ishares Tr4.9%
- Other38.5%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 400.0K | $39.71M | 17.4% | +57.0K | Added |
| 2 | Schwab Strategic Tr | 1.02M | $31.22M | 13.7% | −70.6K | Reduced |
| 3 | Schwab Strategic Tr | 1.05M | $25.89M | 11.4% | +241.7K | Added |
| 4 | Vanguard Bd Index Fds | 227.4K | $17.83M | 7.8% | +34.4K | Added |
| 5 | Vanguard Scottsdale Fds | 302.1K | $14.19M | 6.2% | +50.1K | Added |
| 6 | Ishares Tr | 89.3K | $11.10M | 4.9% | −3.4K | Reduced |
| 7 | Ishares Inc | 151.9K | $10.59M | 4.7% | +79.7K | Added |
| 8 | Vanguard Instl Index Fd | 134.4K | $10.17M | 4.5% | +58.8K | Added |
| 9 | Janus Detroit Str Tr | 201.6K | $10.15M | 4.5% | +29.9K | Added |
| 10 | Ishares Tr | 66.0K | $8.72M | 3.8% | −1 | Reduced |
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