eCIO

Latest statistics and disclosures from eCIO's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by eCIO consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for eCIO

eCIO holds 500 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab S&p 500 Index Mutf (SWPPX) 17.6 $53M 608k 86.41
 View chart
Ishares Core Us Aggregate Bond Etf Stok (AGG) 12.2 $37M 369k 98.92
 View chart
Schwab Us Dividend Equity Etf Stok (SCHD) 7.6 $23M 815k 27.96
 View chart
Schwab International Equity Etf Stok (SCHF) 5.0 $15M 760k 19.78
 View chart
Vanguard Short-term Bondetf Stok (BSV) 4.1 $12M 157k 78.28
 View chart
Schwab Us Mid-cap Index Mutf (SWMCX) 3.7 $11M 170k 64.17
 View chart
Ishares Core S&p Small Cap Etf Stok (IJR) 3.0 $9.1M 87k 104.57
 View chart
Us Treasury Fix 3.0 $9.0M 9.1M 1.00
 View chart
Us Treasur Nt Fix 2.0 $5.9M 6.0M 0.99
 View chart
Janus Henderson Aaa Clo Etf Stok (JAAA) 1.8 $5.3M 104k 50.71
 View chart
Us Treasu Nt Fix 1.7 $5.1M 5.2M 0.98
 View chart
Schwab Treasury Oblig Money Ultra Mutf (SCOXX) 1.7 $5.1M 5.1M 1.00
 View chart
Berkshire Hathaway Class B Stok (BRK.B) 1.7 $5.0M 9.4k 532.58
 View chart
Ishares Esg Aware Us Aggrgt Bnd Etf Stok (EAGG) 1.5 $4.5M 94k 47.48
 View chart
Schwab Treasury Oblig Money Inv Mutf (SNOXX) 1.3 $3.9M 3.9M 1.00
 View chart
Us Treasu Fix 1.2 $3.5M 3.5M 1.00
 View chart
Ishares Msci Usa Esg Select Etf Stok (SUSA) 1.1 $3.4M 30k 114.87
 View chart
Us Treasury Fix 1.1 $3.3M 3.3M 0.99
 View chart
Ishares Core Msci Emerging Etf Stok (IEMG) 1.0 $2.9M 54k 53.97
 View chart
Cliffwater Corporate Lending I Mutf (CCLFX) 0.9 $2.8M 256k 10.85
 View chart
Us Treasur Fix 0.9 $2.7M 2.8M 0.99
 View chart
Ishares Core 1-5 Year Usd Bond Etf Stok (ISTB) 0.9 $2.6M 53k 48.35
 View chart
Us Treasu Fix 0.8 $2.3M 2.4M 0.97
 View chart
Us Treasu Nt Fix 0.8 $2.3M 2.3M 1.00
 View chart
Us Treasury Fix 0.8 $2.3M 2.3M 1.00
 View chart
Us Treasur Nt Fix 0.6 $1.8M 1.9M 0.97
 View chart
Us Treasu Nt Fix 0.6 $1.7M 1.8M 0.98
 View chart
Us Treasur Fix 0.5 $1.6M 1.6M 1.00
 View chart
Xtrackers S&p Dvd Aristoscr Etf Stok (SNPD) 0.5 $1.5M 57k 26.45
 View chart
Us Treasur Nt Fix 0.5 $1.4M 1.5M 0.98
 View chart
Ishares Esg Aware Msci Usa Etf Stok (ESML) 0.5 $1.4M 37k 38.41
 View chart
Us Treasur Nt Fix 0.5 $1.4M 1.4M 0.99
 View chart
Us Treasur Nt Fix 0.4 $1.3M 1.3M 0.99
 View chart
Us Treasur Nt Fix 0.4 $1.2M 1.2M 1.00
 View chart
Us Treasur Fix 0.4 $1.2M 1.2M 1.00
 View chart
Ishares Esg Aware Msci Eafe Etf Stok (ESGD) 0.4 $1.2M 15k 81.69
 View chart
Us Treasur Nt Fix 0.4 $1.1M 1.1M 0.98
 View chart
Us Treasur Fix 0.4 $1.1M 1.1M 1.00
 View chart
Spdr S&p 500 Fossil Fuelres Fre Etf Stok (SPYX) 0.4 $1.1M 23k 45.75
 View chart
Schwab Us Treasury Money Ultra Mutf (SUTXX) 0.3 $1.0M 1.0M 1.00
 View chart
Us Treasury Bill Fix 0.3 $1.0M 1.0M 0.99
 View chart
Us Treasur Fix 0.3 $981k 977k 1.00
 View chart
Schwab Internatnal Smallcap Eqy Etf Stok (SCHC) 0.3 $902k 25k 35.88
 View chart
Vanguard Short Term Treasury Etf Stok (VGSH) 0.3 $896k 15k 58.69
 View chart
Us Treasu Nt Fix 0.3 $896k 900k 1.00
 View chart
Vanguard Total Bond Market Etf Stok (BND) 0.3 $875k 12k 73.45
 View chart
Us Treasur Nt Fix 0.3 $800k 799k 1.00
 View chart
Us Treasur Nt Fix 0.3 $752k 751k 1.00
 View chart
Ishares Esg Awr 1-5 Y Usd Cp Bnd Etf Stok (SUSB) 0.2 $746k 30k 24.99
 View chart
Us Treasu Nt Fix 0.2 $743k 745k 1.00
 View chart
Eli Lilly And Stok (LLY) 0.2 $732k 886.00 826.10
 View chart
Vanguard Total Stock Market Etf Stok (VTI) 0.2 $710k 2.6k 274.89
 View chart
Us Treasur Fix 0.2 $695k 699k 0.99
 View chart
Us Treasury Fix 0.2 $682k 686k 0.99
 View chart
Us Treasur Nt Fix 0.2 $681k 680k 1.00
 View chart
Us Treasu Nt Fix 0.2 $635k 635k 1.00
 View chart
Us Treasu Nt Fix 0.2 $620k 639k 0.97
 View chart
Us Treasur Nt Fix 0.2 $606k 606k 1.00
 View chart
Schwab Strategi/us Mid-cap Etf Stok (SCHM) 0.2 $566k 22k 26.20
 View chart
Us Treasury Fix 0.2 $564k 565k 1.00
 View chart
Us Treasur Nt Fix 0.2 $558k 557k 1.00
 View chart
Us Treasu Fix 0.2 $492k 496k 0.99
 View chart
Schwab Intermediate Termus Trs Etf Stok (SCHR) 0.2 $489k 20k 24.86
 View chart
Us Treasu Fix 0.1 $448k 446k 1.00
 View chart
Us Treasur Nt Fix 0.1 $445k 446k 1.00
 View chart
Alphabet Inc Class C Stok (GOOG) 0.1 $426k 2.7k 156.23
 View chart
Us Treasury Fix 0.1 $422k 426k 0.99
 View chart
Us Treasu Fix 0.1 $410k 411k 1.00
 View chart
Schwab Us Treasury Money Investor Mutf (SNSXX) 0.1 $402k 402k 1.00
 View chart
Us Treasu Nt Fix 0.1 $397k 399k 1.00
 View chart
Us Treasu Fix 0.1 $368k 368k 1.00
 View chart
Texas Instrs Stok (TXN) 0.1 $346k 1.9k 179.70
 View chart
Cascade Private Capital I Mutf 0.1 $343k 20k 17.37
 View chart
Amazon.com Stok (AMZN) 0.1 $338k 1.8k 190.26
 View chart
Lowes Cos Stok (LOW) 0.1 $315k 1.4k 233.23
 View chart
Spdr Msci Eafe Fsl Fuel Rsv Free Etf Stok (EFAX) 0.1 $313k 7.3k 42.96
 View chart
Us Treasury Fix 0.1 $306k 308k 0.99
 View chart
Arch Capital Group Ltd F Stok (ACGL) 0.1 $306k 3.2k 96.18
 View chart
Ishares Esg Aware Msci Em Etf Stok (ESGE) 0.1 $297k 8.5k 34.95
 View chart
Us Treasur Nt Fix 0.1 $296k 298k 0.99
 View chart
Us Treasury Fix 0.1 $285k 294k 0.97
 View chart
Us Treasury Fix 0.1 $278k 281k 0.99
 View chart
Automatic Data Processin Stok (ADP) 0.1 $276k 904.00 305.53
 View chart
Nextera Energy Stok (NEE) 0.1 $262k 3.7k 70.89
 View chart
Us Treasur Nt Fix 0.1 $261k 260k 1.00
 View chart
Fiserv Stok (FI) 0.1 $258k 1.2k 220.83
 View chart
Microsoft Corp Stok (MSFT) 0.1 $258k 686.00 375.51
 View chart
Marsh & Mclennan Cos Stok (MMC) 0.1 $256k 1.1k 244.03
 View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Stok (IGSB) 0.1 $252k 4.8k 52.37
 View chart
Us Treasury Fix 0.1 $251k 255k 0.98
 View chart
Analog Devices Stok (ADI) 0.1 $251k 1.2k 201.67
 View chart
Us Treasu Nt Fix 0.1 $246k 246k 1.00
 View chart
Elevance Health Stok (ELV) 0.1 $241k 554.00 434.96
 View chart
Cme Group Inc Class A Stok (CME) 0.1 $236k 890.00 265.29
 View chart
Home Depot Stok (HD) 0.1 $236k 644.00 366.49
 View chart
Blackrock Stok (BLK) 0.1 $234k 247.00 946.48
 View chart
Us Treasury Fix 0.1 $227k 227k 1.00
 View chart
Johnson & Johnson Stok (JNJ) 0.1 $224k 1.4k 165.84
 View chart
Spdr S&p 500 Etf Stok (SPY) 0.1 $224k 400.00 559.39
 View chart
Vanguard Ftse All World Ex Us Etf Stok (VEU) 0.1 $223k 3.7k 60.66
 View chart
Vanguard Shrt Inf Prot Sec Index Etf Stok (VTIP) 0.1 $220k 4.4k 49.90
 View chart
Us Treasu Nt Fix 0.1 $219k 220k 1.00
 View chart
Medtronic Plc F Stok (MDT) 0.1 $214k 2.4k 89.86
 View chart
Schwab Fundmntl Us Largecom Etf Stok (FNDX) 0.1 $213k 9.0k 23.61
 View chart
Honeywell Intl Stok (HON) 0.1 $211k 994.00 211.75
 View chart
Vanguard Total World Stock Etf Stok (VT) 0.1 $209k 1.8k 115.98
 View chart
Visa Inc Class A Stok (V) 0.1 $208k 592.00 350.46
 View chart
Jpmorgan Chase & Co Stok (JPM) 0.1 $200k 814.00 245.30
 View chart
Progressive Corp Oh Stok (PGR) 0.1 $199k 703.00 283.01
 View chart
Accenture Plc Ireland Fclass A Stok (ACN) 0.1 $197k 630.00 312.04
 View chart
Eog Res Stok (EOG) 0.1 $195k 1.5k 128.24
 View chart
Us Treasury Fix 0.1 $190k 191k 0.99
 View chart
Fastenal Stok (FAST) 0.1 $188k 2.4k 77.55
 View chart
Vanguard 500 Index Admiral Mutf (VFIAX) 0.1 $187k 362.00 517.04
 View chart
Brown & Brown Stok (BRO) 0.1 $184k 1.5k 124.40
 View chart
Abbvie Stok (ABBV) 0.1 $183k 871.00 209.52
 View chart
Chevron Corp Stok (CVX) 0.1 $181k 1.1k 167.29
 View chart
Us Treasur Nt Fix 0.1 $179k 179k 1.00
 View chart
Union Pac Corp Stok (UNP) 0.1 $178k 755.00 236.24
 View chart
Paccar Stok (PCAR) 0.1 $177k 1.8k 97.37
 View chart
Starbucks Corp Stok (SBUX) 0.1 $174k 1.8k 98.09
 View chart
Copart Stok (CPRT) 0.1 $173k 3.1k 56.59
 View chart
Ishares Russell Mid Cap Value Etf Stok (IWS) 0.1 $173k 1.4k 125.97
 View chart
Morgan Stanley Stok (MS) 0.1 $168k 1.4k 116.67
 View chart
American Tower Corp New Reit Stok (AMT) 0.1 $168k 771.00 217.60
 View chart
Comcast Corp New Class A Stok (CMCSA) 0.1 $167k 4.5k 36.90
 View chart
Ishares Esg Aware Msci Usa Etf Stok (ESGU) 0.1 $167k 1.4k 121.91
 View chart
Alcon Inc F Stok (ALC) 0.1 $162k 1.7k 94.93
 View chart
Gartner Stok (IT) 0.1 $160k 381.00 419.74
 View chart
Abbott Labs Stok (ABT) 0.1 $155k 1.2k 132.65
 View chart
Keysight Technologies In Stok (KEYS) 0.0 $147k 979.00 149.77
 View chart
Exact Sciences Corp Stok (EXAS) 0.0 $145k 3.3k 43.29
 View chart
Vanguard Inflation-protected Secs Adm Mutf (VAIPX) 0.0 $144k 6.2k 23.39
 View chart
Bank Of America Corp Stok (BAC) 0.0 $143k 3.4k 41.73
 View chart
Us Treasury Fix 0.0 $143k 145k 0.99
 View chart
Schwab Value Advantage Money Inv Mutf (SWVXX) 0.0 $142k 142k 1.00
 View chart
Ross Stores Stok (ROST) 0.0 $141k 1.1k 127.79
 View chart
Pepsico Stok (PEP) 0.0 $139k 926.00 149.94
 View chart
Ferguson Enterprises Stok (FERG) 0.0 $137k 853.00 160.23
 View chart
Parker-hannifin Corp Stok (PH) 0.0 $136k 224.00 607.85
 View chart
Exxon Mobil Corp Stok (XOM) 0.0 $135k 1.1k 118.93
 View chart
Danaher Corp Stok (DHR) 0.0 $131k 641.00 205.00
 View chart
Us Treasury Fix 0.0 $131k 133k 0.98
 View chart
Agilent Technologies Stok (A) 0.0 $129k 1.1k 116.98
 View chart
Paychex Stok (PAYX) 0.0 $124k 805.00 154.28
 View chart
Air Prods & Chems Stok (APD) 0.0 $120k 408.00 294.92
 View chart
Apple Stok (AAPL) 0.0 $120k 539.00 222.13
 View chart
Carlisle Cos Stok (CSL) 0.0 $120k 351.00 340.50
 View chart
Us Treasu Fix 0.0 $120k 129k 0.93
 View chart
Colgate Palmolive Stok (CL) 0.0 $113k 1.2k 93.70
 View chart
Tjx Cos Stok (TJX) 0.0 $112k 922.00 121.80
 View chart
Us Treasu Nt Fix 0.0 $112k 113k 0.99
 View chart
Brookfield Corp Fclass A Stok (BN) 0.0 $111k 2.1k 52.41
 View chart
Vanguard Real Estate Etf Stok (VNQ) 0.0 $111k 1.2k 90.53
 View chart
Amphenol Corp New Class A Stok (APH) 0.0 $110k 1.7k 65.59
 View chart
Charles Schwab Corp Stok (SCHW) 0.0 $110k 1.4k 78.28
 View chart
Oracle Corp Stok (ORCL) 0.0 $108k 770.00 139.86
 View chart
Us Treasu Nt Fix 0.0 $107k 107k 1.00
 View chart
Mcdonalds Corp Stok (MCD) 0.0 $107k 343.00 312.37
 View chart
Conocophillips Stok (COP) 0.0 $107k 1.0k 105.02
 View chart
Procter & Gamble Stok (PG) 0.0 $106k 624.00 170.42
 View chart
Te Connectivity Plc F Stok (TEL) 0.0 $104k 735.00 141.32
 View chart
Deere & Co Stok (DE) 0.0 $102k 218.00 469.35
 View chart
Hartford Core Equity A Mutf 0.0 $102k 2.0k 50.34
 View chart
Us Treasur Nt Fix 0.0 $100k 101k 0.99
 View chart
Liberty Broadband Corp Class C Stok (LBRDK) 0.0 $99k 1.2k 85.05
 View chart
Hershey Stok (HSY) 0.0 $97k 568.00 171.03
 View chart
Berkley W R Corp Stok (WRB) 0.0 $96k 1.3k 71.16
 View chart
Keycorp Fix 0.0 $95k 95k 1.00
 View chart
Labcorp Hldgs Stok (LH) 0.0 $94k 405.00 232.74
 View chart
Cdw Corp Stok (CDW) 0.0 $93k 583.00 160.26
 View chart
Liberty Media Corp Del Stok (FWONK) 0.0 $91k 1.0k 90.01
 View chart
Us Treasu Nt Fix 0.0 $91k 96k 0.95
 View chart
Pfizer Invt Ent Fix 0.0 $90k 91k 0.99
 View chart
Schwab International Index Mutf (SWISX) 0.0 $89k 3.6k 24.41
 View chart
Jpmorgan Income I Mutf (JMSIX) 0.0 $88k 10k 8.55
 View chart
Pgim Total Return Bond Z Mutf (PDBZX) 0.0 $87k 7.2k 12.01
 View chart
Waters Corp Stok (WAT) 0.0 $84k 227.00 368.57
 View chart
Us Treasu Nt Fix 0.0 $83k 83k 1.00
 View chart
Cummins Stok (CMI) 0.0 $82k 262.00 313.44
 View chart
Teledyne Technologies In Stok (TDY) 0.0 $80k 161.00 497.71
 View chart
Truist Finl Corp Fix 0.0 $80k 80k 1.00
 View chart
Trex Stok (TREX) 0.0 $77k 1.3k 58.10
 View chart
Mks Instrs Stok (MKSI) 0.0 $77k 960.00 80.15
 View chart
Rockwell Automation Stok (ROK) 0.0 $76k 293.00 258.38
 View chart
Us Treasu Nt Fix 0.0 $76k 78k 0.97
 View chart
Unitedhealth Grou Fix 0.0 $75k 78k 0.96
 View chart
Blackrock International Instl Mutf (MAILX) 0.0 $73k 3.7k 19.74
 View chart
Dollar Tree Stok (DLTR) 0.0 $73k 974.00 75.07
 View chart
Ntnl Rural Utilitie Fix 0.0 $72k 75k 0.96
 View chart
Us Treasur Nt Fix 0.0 $72k 71k 1.01
 View chart
Us Treasur Nt Fix 0.0 $70k 68k 1.02
 View chart
Huntington Bancs Fix 0.0 $69k 77k 0.90
 View chart
Us Treasu Fix 0.0 $68k 81k 0.84
 View chart
Us Treasur Nt Fix 0.0 $68k 68k 1.00
 View chart
Us Treasur Nt Fix 0.0 $68k 70k 0.97
 View chart
Brookfield Asset Mgmt Fclass A Stok (BAM) 0.0 $64k 1.3k 48.45
 View chart
Zoetis Fix 0.0 $64k 65k 0.98
 View chart
Ishares Russell 1000 Growth Etf Stok (IWF) 0.0 $64k 176.00 361.09
 View chart
Cisco Systems, I Fix 0.0 $63k 62k 1.02
 View chart
Floor & Decor Hldgs Inc Class A Stok (FND) 0.0 $62k 776.00 80.47
 View chart
Thor Inds Stok (THO) 0.0 $62k 822.00 75.81
 View chart
Mastercard Fix 0.0 $62k 65k 0.95
 View chart
The Pnc Finl Serv Fix 0.0 $61k 62k 0.98
 View chart
Us Treasur Nt Fix 0.0 $60k 60k 1.00
 View chart
Thrivent Small Cap Stock S Mutf (TSCSX) 0.0 $60k 2.1k 29.01
 View chart
Vanguard Commodity Strategy Admiral Mutf 0.0 $60k 2.1k 28.09
 View chart
Us Treasu Nt Fix 0.0 $59k 59k 1.01
 View chart
Caterpillar Stok (CAT) 0.0 $58k 176.00 329.80
 View chart
Meta Platforms Inc Class A Stok (META) 0.0 $58k 100.00 576.36
 View chart
Invesco Db Commodity Index Tracking Stok (DBC) 0.0 $58k 2.6k 22.50
 View chart
At&t Fix 0.0 $57k 60k 0.96
 View chart
Twdc Enterprises Fix 0.0 $57k 59k 0.97
 View chart
Northern Trust Corp Fix 0.0 $57k 57k 0.99
 View chart
Kinsale Cap Group Stok (KNSL) 0.0 $57k 116.00 486.71
 View chart
Discover Finl Se Fix 0.0 $57k 57k 0.99
 View chart
Regions Finl Corp Fix 0.0 $56k 55k 1.02
 View chart
Ishares Gold Etf Stok (IAU) 0.0 $56k 948.00 58.96
 View chart
Asbury Automotive Group Stok (ABG) 0.0 $56k 253.00 220.84
 View chart
Lithia Mtrs Stok (LAD) 0.0 $55k 187.00 293.54
 View chart
Spdr Ftse Intern Govt Infl Protc Etf Stok (WIP) 0.0 $55k 1.5k 37.51
 View chart
U.s. Bancorp Fix 0.0 $54k 52k 1.03
 View chart
Mge Energy Stok (MGEE) 0.0 $53k 568.00 93.00
 View chart
Expeditors Intl Wash Incclass A Stok (EXPD) 0.0 $53k 439.00 120.25
 View chart
Waste Mgmt Inc Del Stok (WM) 0.0 $53k 228.00 231.31
 View chart
Prudential Finl, Fix 0.0 $52k 53k 0.97
 View chart
Nike Inc Class B Stok (NKE) 0.0 $52k 812.00 63.48
 View chart
Fiserv Fix 0.0 $51k 52k 0.98
 View chart
Jpmorgan Chase & Fix 0.0 $50k 50k 1.01
 View chart
Ge Healthcare Tec Fix 0.0 $50k 50k 1.00
 View chart
The Allstate Cor Fix 0.0 $50k 60k 0.83
 View chart
Us Treasu Fix 0.0 $50k 50k 1.00
 View chart
Moelis & Co Class A Stok (MC) 0.0 $50k 852.00 58.36
 View chart
Microchip Technology Stok (MCHP) 0.0 $50k 1.0k 48.41
 View chart
Costco Whsl Corp Stok (COST) 0.0 $48k 51.00 945.78
 View chart
Us Bancorp Del Stok (USB) 0.0 $47k 1.1k 42.22
 View chart
The Home Depot, I Fix 0.0 $47k 51k 0.92
 View chart
Caterpillar Finl Fix 0.0 $46k 50k 0.93
 View chart
Jpmorgan Chase & Fix 0.0 $46k 47k 0.97
 View chart
Linde Plc F Stok (LIN) 0.0 $45k 97.00 465.64
 View chart
Dupont De Nemou Fix 0.0 $45k 45k 1.00
 View chart
Bank Of America C Var Fix 0.0 $45k 45k 1.00
 View chart
Fifth Third Banco Fix 0.0 $45k 45k 0.99
 View chart
Duke Energy Corp Fix 0.0 $45k 45k 0.99
 View chart
Kraft Heinz Foods C Fix 0.0 $44k 45k 0.98
 View chart
The Charles Schwa Fix 0.0 $44k 45k 0.97
 View chart
Vanguard Large Cap Index Admiral Mutf (VLCAX) 0.0 $43k 333.00 129.79
 View chart
Gencor Inds Stok (GENC) 0.0 $43k 3.5k 12.16
 View chart
Mcdonald's Corp Fix 0.0 $43k 43k 1.00
 View chart
Welltower Fix 0.0 $42k 42k 1.00
 View chart
Us Treasu Nt Fix 0.0 $42k 42k 1.00
 View chart
Public Storage Fix 0.0 $41k 43k 0.96
 View chart
Wells Fargo & Co Fix 0.0 $41k 40k 1.02
 View chart
Phillips 66 Fix 0.0 $41k 40k 1.01
 View chart
Devon Energy Corp Fix 0.0 $39k 40k 0.96
 View chart
Lowe's Companies, Fix 0.0 $38k 39k 0.98
 View chart
Hormel Foods Corp Fix 0.0 $38k 41k 0.92
 View chart
Cisco Sys Stok (CSCO) 0.0 $37k 604.00 61.68
 View chart
Citigroup Fix 0.0 $37k 35k 1.06
 View chart
Vanguard Small Cap Index Admiral Shares Mutf (VSMAX) 0.0 $37k 348.00 106.28
 View chart
Regions Finl Cor Fix 0.0 $37k 37k 1.00
 View chart
Brown Forman Corp Class B Stok (BF.B) 0.0 $37k 1.1k 33.94
 View chart
Us Treasu Fix 0.0 $36k 40k 0.91
 View chart
Arista Networks Stok (ANET) 0.0 $36k 469.00 77.48
 View chart
Ishares Russell 1000 Etf Stok (IWB) 0.0 $36k 118.00 306.74
 View chart
Us Treasu Nt Fix 0.0 $36k 38k 0.95
 View chart
Cullen / Frost Bankers I Stok (CFR) 0.0 $36k 285.00 125.20
 View chart
T-mobile Usa, I Fix 0.0 $35k 37k 0.96
 View chart
Amazon.com Fix 0.0 $35k 35k 1.01
 View chart
Marathon Petroleu Fix 0.0 $35k 35k 1.00
 View chart
Us Treasur Fix 0.0 $35k 35k 1.00
 View chart
American Express Fix 0.0 $34k 35k 0.98
 View chart
The Bank Of Fix 0.0 $34k 35k 0.97
 View chart
Us Treasury Fix 0.0 $34k 34k 1.00
 View chart
Us Treasu Fix 0.0 $34k 36k 0.94
 View chart
Travelers Cos Stok (TRV) 0.0 $34k 127.00 264.46
 View chart
Glacier Bancorp Stok (GBCI) 0.0 $34k 757.00 44.22
 View chart
Fifth Third Banc Fix 0.0 $33k 34k 0.98
 View chart
Spdr Msci Emrg Mkt Fsl Fuel Rsrv Etf Stok (EEMX) 0.0 $33k 981.00 33.58
 View chart
Paypal Holdings, Fix 0.0 $33k 35k 0.93
 View chart
Emerson Electric Fix 0.0 $32k 35k 0.92
 View chart
Boston Trust Walden Small Cap Mutf (BOSOX) 0.0 $32k 1.9k 17.28
 View chart
Graco Stok (GGG) 0.0 $32k 378.00 83.51
 View chart
S&p Global Stok (SPGI) 0.0 $32k 62.00 508.10
 View chart
Nuveen International Res Eq A Mutf 0.0 $32k 2.3k 13.65
 View chart
Federal Ntnl Fix 0.0 $31k 34k 0.92
 View chart
Us Treasury Fix 0.0 $31k 32k 0.98
 View chart
Us Treasury Fix 0.0 $31k 31k 1.00
 View chart
Intercontinental Fix 0.0 $31k 31k 0.99
 View chart
At&t Fix 0.0 $30k 30k 1.00
 View chart
Unitedhealth Group Stok (UNH) 0.0 $30k 57.00 523.75
 View chart
Jpmorgan Chase & Va Fix 0.0 $30k 30k 1.00
 View chart
Morgan Stanley Fix 0.0 $30k 30k 0.99
 View chart
Public Storage Fix 0.0 $30k 32k 0.92
 View chart
Truist Finl Corp Fix 0.0 $29k 30k 0.98
 View chart
Oracle Corp Fix 0.0 $29k 30k 0.97
 View chart
Keycorp Fix 0.0 $29k 30k 0.96
 View chart
The Goldman Sachs Fix 0.0 $29k 29k 0.99
 View chart
Us Treasu Nt Fix 0.0 $29k 28k 1.02
 View chart
Cisco Systems, I Fix 0.0 $29k 28k 1.02
 View chart
Morgan Stanley Inst Intl Advtg A Mutf 0.0 $28k 1.2k 23.78
 View chart
The Pnc Finl Serv Fix 0.0 $28k 25k 1.11
 View chart
At&t Fix 0.0 $28k 31k 0.89
 View chart
Capital One Finl Var Fix 0.0 $27k 26k 1.04
 View chart
Baxter Intl Stok (BAX) 0.0 $27k 774.00 34.22
 View chart
Fifth Third Banco Fix 0.0 $26k 25k 1.05
 View chart
Morgan Stanley Fix 0.0 $26k 25k 1.04
 View chart
Huntington Bancsh Fix 0.0 $26k 25k 1.04
 View chart
American Express Fix 0.0 $26k 24k 1.08
 View chart
State Street Corp Fix 0.0 $26k 25k 1.04
 View chart
Jpmorgan Chase & Fix 0.0 $26k 25k 1.02
 View chart
U.s. Bancorp Fix 0.0 $26k 25k 1.02
 View chart
Us Treasu Nt Fix 0.0 $26k 26k 0.98
 View chart
Phillips 66 Fix 0.0 $26k 25k 1.02
 View chart
Wells Fargo & Co Fix 0.0 $25k 25k 1.02
 View chart
Jpmorgan Chase & Fix 0.0 $25k 25k 1.02
 View chart
Capital One Finl Fix 0.0 $25k 25k 1.01
 View chart
Cisco Systems, In Fix 0.0 $25k 25k 1.01
 View chart
The Hershey Fix 0.0 $25k 25k 1.01
 View chart
Marathon Petrole Fix 0.0 $25k 25k 1.01
 View chart
T-mobile Usa, In Fix 0.0 $25k 25k 1.00
 View chart
Us Treasu Nt Fix 0.0 $25k 25k 1.00
 View chart
Fidelity Ntnl Inf Fix 0.0 $25k 25k 1.00
 View chart
Conocophillips C Fix 0.0 $25k 25k 1.00
 View chart
The Pnc Finl Serv Fix 0.0 $25k 25k 1.00
 View chart
Phillips 66 Fix 0.0 $25k 25k 1.00
 View chart
American Express Fix 0.0 $25k 25k 1.00
 View chart
T-mobile Usa, In Fix 0.0 $25k 25k 0.99
 View chart
BXP Fix 0.0 $25k 25k 0.99
 View chart
Hewlett Packard Fix 0.0 $25k 25k 0.99
 View chart
Exxon Mobil Cor Fix 0.0 $25k 25k 0.99
 View chart
Us Treasury Fix 0.0 $25k 25k 0.99
 View chart
Bank Of America C Var 28 Fix 0.0 $25k 25k 0.99
 View chart
Citigroup Fix 0.0 $25k 25k 0.99
 View chart
Abbvie Fix 0.0 $25k 25k 0.99
 View chart
At&t Fix 0.0 $25k 25k 0.99
 View chart
Us Treasur Nt Fix 0.0 $25k 25k 0.99
 View chart
Wells Fargo & Co Fix 0.0 $25k 25k 0.98
 View chart
Citigroup Fix 0.0 $25k 25k 0.98
 View chart
Dell Interntnl L Fix 0.0 $25k 25k 0.98
 View chart
Comcast Corp Fix 0.0 $25k 25k 0.98
 View chart
Abbvie Fix 0.0 $25k 25k 0.98
 View chart
Morgan Stanley Fix 0.0 $24k 25k 0.98
 View chart
Verizon Communic Fix 0.0 $24k 26k 0.94
 View chart
Verizon Communi Fix 0.0 $24k 25k 0.97
 View chart
Fidelity Ntnl In Fix 0.0 $24k 25k 0.97
 View chart
American Express Fix 0.0 $24k 25k 0.97
 View chart
Amazon.com Fix 0.0 $24k 25k 0.97
 View chart
Zoetis Fix 0.0 $24k 25k 0.96
 View chart
Duke Energy Corp Fix 0.0 $24k 25k 0.96
 View chart
Walmart Fix 0.0 $24k 25k 0.96
 View chart
Fs Specialty Lending Fund Stok 0.0 $24k 7.2k 3.30
 View chart
Public Storage Fix 0.0 $23k 25k 0.93
 View chart
Parnassus Core Equity Institutional Mutf (PRILX) 0.0 $23k 397.00 58.24
 View chart
Valero Energy Par Fix 0.0 $23k 23k 1.00
 View chart
State Street Corp Fix 0.0 $21k 20k 1.03
 View chart
Us Treasu Nt Fix 0.0 $21k 20k 1.03
 View chart
Ecolab Stok (ECL) 0.0 $21k 81.00 253.52
 View chart
The Home Depot, Fix 0.0 $20k 20k 1.01
 View chart
Fiserv Fix 0.0 $20k 20k 1.01
 View chart
Abbvie Fix 0.0 $20k 20k 1.01
 View chart
Morgan Stanley Fix 0.0 $20k 20k 1.01
 View chart
The Bank Of Fix 0.0 $20k 20k 1.01
 View chart
Citigroup Fix 0.0 $20k 20k 1.01
 View chart
Caterpillar Finl Fix 0.0 $20k 20k 1.00
 View chart
Capital One Finl Fix 0.0 $20k 20k 1.00
 View chart
Intel Corp Fix 0.0 $20k 20k 1.00
 View chart
Citigroup Fix 0.0 $20k 20k 1.00
 View chart
American Express Fix 0.0 $20k 20k 1.00
 View chart
Ntnl Rural Utili Fix 0.0 $20k 20k 1.00
 View chart
Bank Of America C Fix 0.0 $20k 20k 1.00
 View chart
T-mobile Usa, I Fix 0.0 $20k 20k 1.00
 View chart
Intercontinental Fix 0.0 $20k 20k 1.00
 View chart
Verizon Communi Fix 0.0 $20k 20k 1.00
 View chart
Paypal Holdings, Fix 0.0 $20k 20k 0.99
 View chart
Mcdonald's Corp Fix 0.0 $20k 20k 0.99
 View chart
Nasdaq Fix 0.0 $20k 20k 0.99
 View chart
Jpmorgan Chase Fix 0.0 $20k 20k 0.99
 View chart
Us Treasur Fix 0.0 $20k 20k 0.99
 View chart
Kinder Morgan, In Fix 0.0 $20k 20k 0.99
 View chart
Capital One Finl Fix 0.0 $20k 20k 0.99
 View chart
The Bank Of New Y Var Fix 0.0 $20k 20k 0.98
 View chart
Oracle Corp Fix 0.0 $19k 20k 0.97
 View chart
The Goldman Sachs Fix 0.0 $19k 20k 0.96
 View chart
Us Treasu Nt Fix 0.0 $19k 19k 1.01
 View chart
The Walt Disney C Fix 0.0 $19k 20k 0.95
 View chart
Qualcomm Stok (QCOM) 0.0 $18k 120.00 153.61
 View chart
Citigroup Fix 0.0 $18k 20k 0.92
 View chart
Fidelity Ntnl Fix 0.0 $18k 20k 0.92
 View chart
Regions Finl Corp Fix 0.0 $18k 20k 0.91
 View chart
Otis Worldwide Fix 0.0 $18k 20k 0.91
 View chart
The Charles Schwa Fix 0.0 $18k 17k 1.06
 View chart
Intel Corp Stok (INTC) 0.0 $18k 785.00 22.71
 View chart
The Goldman Sachs Fix 0.0 $18k 18k 0.98
 View chart
Cencora Stok (COR) 0.0 $17k 62.00 278.10
 View chart
Equifax Stok (EFX) 0.0 $17k 69.00 243.57
 View chart
Merck & Co Stok (MRK) 0.0 $16k 180.00 89.76
 View chart
U.s. Bancorp Fix 0.0 $16k 15k 1.04
 View chart
Bank Of America Fix 0.0 $16k 15k 1.04
 View chart
Truist Finl Corp Fix 0.0 $15k 15k 1.02
 View chart
Truist Finl Corp Fix 0.0 $15k 15k 1.02
 View chart
Duke Energy Corp Fix 0.0 $15k 15k 1.01
 View chart
U.s. Bancorp Fix 0.0 $15k 15k 1.01
 View chart
Bmw Bank Of North Fix 0.0 $15k 15k 1.00
 View chart
Marsh & Mclennan Fix 0.0 $15k 15k 1.00
 View chart
The Bank Of New Y Fix 0.0 $15k 15k 1.00
 View chart
Fiserv Fix 0.0 $15k 15k 1.00
 View chart
Adobe Stok (ADBE) 0.0 $15k 39.00 383.54
 View chart
Caterpillar Finl Fix 0.0 $15k 15k 1.00
 View chart
Blackrock Fix 0.0 $15k 15k 0.99
 View chart
Bank Of America C Fix 0.0 $15k 15k 0.99
 View chart
Comcast Corp Fix 0.0 $15k 15k 0.99
 View chart
Chevron Corp Fix 0.0 $15k 15k 0.99
 View chart
Fiserv Fix 0.0 $15k 15k 0.99
 View chart
Wrkco Fix 0.0 $15k 15k 0.97
 View chart
Us Treasury Fix 0.0 $15k 15k 0.97
 View chart
Us Treasu Nt Fix 0.0 $15k 15k 0.97
 View chart
Us Treasury Fix 0.0 $14k 15k 0.96
 View chart
Berkshire Hatha Fix 0.0 $14k 15k 0.90
 View chart
Us Treasu Nt Fix 0.0 $13k 14k 0.95
 View chart
Aflac Stok (AFL) 0.0 $13k 120.00 111.19
 View chart
Verizon Communic Fix 0.0 $13k 15k 0.88
 View chart
Us Treasur Fix 0.0 $13k 13k 1.00
 View chart
Mondelez Intl Fix 0.0 $13k 13k 1.00
 View chart
3M Stok (MMM) 0.0 $13k 88.00 146.43
 View chart
Truist Finl Corp Fix 0.0 $12k 12k 1.03
 View chart
Hewlett Packard Fix 0.0 $12k 12k 1.02
 View chart
Abbvie Fix 0.0 $12k 12k 1.02
 View chart
Abbvie Fix 0.0 $12k 12k 1.00
 View chart
Truist Finl Fix 0.0 $12k 12k 1.00
 View chart
Mcdonald's Corp Fix 0.0 $12k 12k 1.00
 View chart
The Goldman Sach Fix 0.0 $12k 12k 0.99
 View chart
Lowe's Companies, Fix 0.0 $12k 12k 0.99
 View chart
Berkshire Hatha Fix 0.0 $12k 12k 0.99
 View chart
Citigroup Inc. Var Fix 0.0 $12k 12k 0.98
 View chart
Phillips 66 Fix 0.0 $12k 12k 0.97
 View chart
Costco Wholesale Fix 0.0 $11k 12k 0.88
 View chart
The Pnc Finl Serv Fix 0.0 $11k 10k 1.05
 View chart
Capital One Finl Var 29 Fix 0.0 $10k 10k 1.02
 View chart
The Goldman Sachs Fix 0.0 $9.8k 10k 0.98
 View chart
Caterpillar Finl Fix 0.0 $9.7k 10k 0.97
 View chart
Nucor Corp Stok (NUE) 0.0 $9.5k 79.00 120.34
 View chart
Kimberly-clark Fix 0.0 $9.4k 10k 0.94
 View chart
Federal Ntnl Mo Fix 0.0 $9.0k 9.0k 1.00
 View chart
Us Treasur Nt Fix 0.0 $8.7k 9.0k 0.97
 View chart
Bank Of America Fix 0.0 $8.6k 10k 0.86
 View chart
Us Treasu Fix 0.0 $8.5k 8.0k 1.07
 View chart
Keycorp Fix 0.0 $8.1k 9.0k 0.90
 View chart
Us Treasur Fix 0.0 $7.8k 8.0k 0.97
 View chart
U.s. Bancorp Fix 0.0 $7.6k 9.0k 0.85
 View chart
Vertex Pharmaceuticals I Stok (VRTX) 0.0 $7.3k 15.00 484.80
 View chart
State Street Corp Fix 0.0 $6.9k 7.0k 0.99
 View chart
FHLMC Fix 0.0 $6.9k 7.0k 0.99
 View chart
Citigroup Fix 0.0 $6.8k 7.0k 0.98
 View chart
Us Treasu Nt Fix 0.0 $6.8k 7.0k 0.97
 View chart
Us Treasury Fix 0.0 $6.5k 6.0k 1.09
 View chart
Us Treasur Nt Fix 0.0 $6.1k 6.0k 1.01
 View chart
Us Treasur Nt Fix 0.0 $6.0k 6.0k 1.00
 View chart
Ishares Global Clean Energy Etf Stok (ICLN) 0.0 $5.6k 490.00 11.42
 View chart
Us Treasu Nt Fix 0.0 $5.2k 5.0k 1.03
 View chart
Us Treasu Nt Fix 0.0 $5.1k 5.0k 1.03
 View chart
Us Treasu Fix 0.0 $5.0k 5.0k 1.01
 View chart
Us Treasu Fix 0.0 $5.0k 5.0k 1.01
 View chart
Us Treasu Nt Fix 0.0 $5.0k 5.0k 1.01
 View chart
Us Treasu Nt Fix 0.0 $5.0k 5.0k 1.01
 View chart
Us Treasu Nt Fix 0.0 $4.9k 5.0k 0.97
 View chart
Us Treasur Nt Fix 0.0 $4.8k 5.0k 0.97
 View chart
Us Treasur Fix 0.0 $4.8k 5.0k 0.97
 View chart
Us Treasur Nt Fix 0.0 $4.8k 5.0k 0.96
 View chart
Us Treasur Nt Fix 0.0 $4.6k 5.0k 0.92
 View chart
Deutsche Alt-b S Fix 0.0 $4.3k 485k 0.01
 View chart
Us Treasury Fix 0.0 $4.2k 4.0k 1.05
 View chart
Us Treasu Nt Fix 0.0 $4.0k 4.0k 1.01
 View chart
Us Treasur Fix 0.0 $4.0k 4.0k 1.00
 View chart
Us Treasu Nt Fix 0.0 $4.0k 4.0k 1.00
 View chart
Us Treasur Nt Fix 0.0 $4.0k 4.0k 0.99
 View chart
Us Treasury Fix 0.0 $3.8k 4.0k 0.94
 View chart
Cwalt Fix 0.0 $3.6k 33k 0.11
 View chart
Halliburton Fix 0.0 $3.0k 3.0k 1.00
 View chart
Credit Suisse Fir Fix 0.0 $1.8k 78k 0.02
 View chart
Morgan Stanley Fix 0.0 $1.7k 90k 0.02
 View chart
Ntnl Vision Hldgs In Stok (EYE) 0.0 $1.7k 133.00 12.78
 View chart
Solventum Corp Stok (SOLV) 0.0 $1.6k 21.00 76.05
 View chart
CWMBS Fix 0.0 $1.6k 100k 0.02
 View chart
Citicorp Mortgage S Fix 0.0 $1.5k 38k 0.04
 View chart
Banc Of America M Fix 0.0 $1.4k 14k 0.10
 View chart
Banc Of America Fix 0.0 $967.500000 15k 0.06
 View chart
Jp Morgan Chas Fix 0.0 $798.200000 13k 0.06
 View chart
Cwalt Fix 0.0 $625.200000 6.0k 0.10
 View chart
Jp Morgan Chas Fix 0.0 $408.600000 18k 0.02
 View chart
Ml-cfc Commerci Fix 0.0 $258.000000 20k 0.01
 View chart
Banc Of America Mor Fix 0.0 $41.500000 83k 0.00
 View chart
Money Market Pool Mutf 0.0 $12.000000 10.00 1.20
 View chart
J.p. Morgan Mortg Fix 0.0 $0 241k 0.00
 View chart
Paiute Oil & Mng Corp Stok (PIUTQ) 0.0 $0 5.0k 0.00
 View chart
Us Treasu Fix 0.0 $0 0 0.00
 View chart
Chevron U Fix 0.0 $0 0 0.00
 View chart
J.p. Morgan Cha Fix 0.0 $0 18k 0.00
 View chart
Morgan Stanley Fix 0.0 $0 30k 0.00
 View chart
Credit Suisse Fix 0.0 $0 17k 0.00
 View chart

Past Filings by eCIO

SEC 13F filings are viewable for eCIO going back to 2025