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Shannon Hemphill

Ecio, Inc.

Assets Managed
$227.593M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
5.99%(2Q avg: -6.92%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ecio, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Ecio, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 227.593M in assets, with a quarterly growth rate of 5.99% and a 2-quarter average growth rate of -6.92%. The portfolio is managed by Shannon Hemphill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 16.61%
17.45%
$39.705M
399,971 shares@ $99.27 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -6.48%
13.72%
$31.22M
1.018M shares@ $30.69 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 30.06%
11.38%
$25.89M
1.046M shares@ $24.76 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 17.83%
7.84%
$17.831M
227,413 shares@ $78.41 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 19.89%
6.24%
$14.186M
302,148 shares@ $46.96 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.61%
4.88%
$11.097M
89,267 shares@ $124.32 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 110.55%
4.66%
$10.594M
151,881 shares@ $69.76 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 77.71%
4.47%
$10.17M
134,431 shares@ $75.65 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 17.4%
4.47%
$10.155M
201,599 shares@ $50.37 avg price
SUSA
Ishares Msci Usa Esg Select
Recent Activity
Decreased 0%
3.84%
$8.722M
66,029 shares@ $132.1 avg price

1-10 of 42