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Home > Institutional Investor > Ecio, Inc. > Profile

Instuitional Investor - Ecio, Inc.

Fund Profile
Filing Period:
Fund Name: Ecio, Inc.
Portfolio Value $298,892,213
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab S&P 500 Index
 608,166 $52,551,596 17.58%
2.
Ishares Trust
 IEF 369,352 $36,536,276 12.22%
3.
Schwab Strategic Trust
 FNDF 814,757 $22,780,602 7.62%
4.
Schwab Strategic Trust
 FNDF 759,464 $15,022,193 5.03%
5.
Vanguard Bond Index Funds
 BND 156,788 $12,273,403 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)