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Ev Rich Bern Eq I mutual fund shares owned by eCIO

Quarter-by-quarter ownership of Ev Rich Bern Eq I mutual fund (ERBIX) shares owned by eCIO from 13F filings

Historical chart of eCIO investment in Ev Rich Bern Eq I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Ev Rich Bern Eq I mutual fund held by eCIO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ev Rich Bern Eq I mutual fund by eCIO

Quarter filed Position value Share count Share price at filing
2025-12-31 $132k 7.3k 18.16

More positions owned by eCIO

iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
Vanguard Mortgage-Backed Securities Index Fund ETF Shares VMBS (VMBS)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
Bondbloxx Etf Trust Bondbloxx Bloomberg Six Month Target Duration Us Treasry Etf XHLF (XHLF)
Bondbloxx Etf Trust Bondbloxx Bloomberg One Year Target Duration Us Treasry Etf Xone (XONE)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)

View all positions for eCIO

Top funds holding Ev Rich Bern Eq I mutual fund

eCIO

View all funds holding Ev Rich Bern Eq I mutual fund