Portfolio (Quarterly)
Guide ↗
eCIO, Inc.
· CIK 0001830823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | LH | LABCORP HOLDINGS INC COMMON STOCK | Healthcare | 231 | $58K | 0.03% | SOLD |
| 82 | WIP | SPDR FTSE International Government Inflation-Protected Bond ETF | — | 1,470 | $58K | 0.03% | SOLD |
| 83 | DBC | Invesco DB Commodity Index Tracking Fund | Financial Services | 2,569 | $57K | 0.03% | SOLD |
| 84 | — | LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C | — | 580 | $57K | 0.03% | SOLD |
| 85 | XLF | Financial Select Sector SPDR Fund | — | 1,038 | $57K | 0.03% | SOLD |
| 86 | VIS | Vanguard Industrials Index Fund ETF Shares | — | 181 | $54K | 0.03% | SOLD |
| 87 | WRB | W. R. Berkley Corporation | Financial Services | 770 | $54K | 0.03% | SOLD |
| 88 | ANET | ARISTA NETWORKS INC COMMON STOCK | Technology | 407 | $53K | 0.03% | SOLD |
| 89 | WM | Waste Management, Inc | Industrials | 228 | $50K | 0.02% | SOLD |
| 90 | WAT | Waters Corporation | Healthcare | 129 | $49K | 0.02% | SOLD |
| 91 | MSCI | MSCI Inc | Financial Services | 85 | $49K | 0.02% | SOLD |
| 92 | THO | Thor Industries, Inc | Consumer Cyclical | 473 | $49K | 0.02% | SOLD |
| 93 | TDY | Teledyne Technologies Incorporated | Technology | 92 | $47K | 0.02% | SOLD |
| 94 | CSCO | Cisco Systems, Inc | Technology | 604 | $46K | 0.02% | SOLD |
| 95 | GENC | Gencor Industries, Inc | Industrials | 3,533 | $46K | 0.02% | SOLD |
| 96 | MGEE | MGE Energy, Inc | Utilities | 568 | $45K | 0.02% | SOLD |
| 97 | SBUX | Starbucks Corporation | Consumer Cyclical | 520 | $44K | 0.02% | SOLD |
| 98 | VDC | Vanguard Consumer Staples Index Fund ETF Shares | — | 206 | $44K | 0.02% | SOLD |
| 99 | — | BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 | — | 802 | $42K | 0.02% | SOLD |
| 100 | LAD | Lithia Motors, Inc | Consumer Cyclical | 125 | $42K | 0.02% | SOLD |
Sector Allocation
Healthcare
70.2%
Communication Services
16.0%
Technology
13.8%