Portfolio (Quarterly) Guide ↗

eCIO, Inc.

· CIK 0001830823

13F Portfolio $356M AUM 46 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 25 Added 8 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SNPD	DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF	—	101,243	$2.8M	1.24%	SOLD
2	NUDV	NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF	—	54,596	$1.7M	0.74%	SOLD

Sector Allocation

Healthcare 69.0%

Technology 20.7%

Consumer Cyclical 10.2%