Portfolio (Quarterly)
Guide ↗
eCIO, Inc.
· CIK 0001830823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | IBB | iShares Nasdaq Biotechnology ETF | — | 128 | $22K | 0.01% | SOLD |
| 122 | ECL | Ecolab Inc | Basic Materials | 81 | $21K | 0.01% | SOLD |
| 123 | GBCI | GLACIER BANCORP INC NEW COM | Financial Services | 481 | $21K | 0.01% | SOLD |
| 124 | — | CENCORA INC | — | 62 | $21K | 0.01% | SOLD |
| 125 | XLRE | The Real Estate Select Sector SPDR Fund | — | 490 | $20K | 0.01% | SOLD |
| 126 | GGG | Graco Inc | Industrials | 237 | $19K | 0.01% | SOLD |
| 127 | MRK | Merck & Co | Healthcare | 180 | $19K | 0.01% | SOLD |
| 128 | EFX | Equifax Inc | Industrials | 87 | $19K | 0.01% | SOLD |
| 129 | UNH | United Health Group Inc | Healthcare | 57 | $19K | 0.01% | SOLD |
| 130 | CRM | salesforce.com, inc | Technology | 59 | $16K | 0.01% | SOLD |
| 131 | KBWB | Invesco KBW Bank ETF | — | 185 | $16K | 0.01% | SOLD |
| 132 | — | Schneider Electric S.E | — | 268 | $15K | 0.01% | SOLD |
| 133 | AFL | Aflac Incorporated | Financial Services | 120 | $13K | 0.01% | SOLD |
| 134 | ITB | iShares U.S. Home Construction ETF | — | 137 | $13K | 0.01% | SOLD |
| 135 | NUE | Nucor Corporation | Basic Materials | 79 | $13K | 0.01% | SOLD |
| 136 | SCHC | Schwab International Small-Cap Equity ETF | — | 270 | $12K | 0.01% | SOLD |
| 137 | XLE | Energy Select Sector SPDR Fund | — | 258 | $12K | 0.01% | SOLD |
| 138 | USB | U.S. Bancorp | Financial Services | 200 | $11K | 0.01% | SOLD |
| 139 | SPGI | S&P Global Inc | Financial Services | 20 | $10K | 0.01% | SOLD |
| 140 | VAW | Vanguard Materials Index Fund ETF Shares | — | 45 | $9K | 0.00% | SOLD |
Sector Allocation
Healthcare
70.2%
Communication Services
16.0%
Technology
13.8%