ETF:OCIO | ETF Holdings | ClearShares OCIO ETF

OCIO ETF holdings

Weights reproduce the dated portfolio and may not sum to exactly 100% because of cash, derivatives, rounding, liabilities, or other positions. Provenance stays internal.

Snapshot fieldReported value
FundClearShares OCIO ETF
Report date2026-02-28
Reported holdings40
SEC series IDS000057712

Positions 1–40 of 40

TickerIssuerWeightValue (USD)Balance
QQQInvesco QQQ Trust Series 16.304478%10,832,231.7317,837 NS
VEAVanguard FTSE Developed Market6.034609%10,368,547.84147,616 NS
Mount Vernon Liquid Assets Portfolio, LLCMount Vernon Liquid Assets Portfolio, LLC5.739647%9,861,7509,861,750 NS
SPTMState Street SPDR Portfolio S&5.04236%8,663,685.18103,794 NS
XLKState Street Technology Select4.845591%8,325,60060,000 NS
VTIVanguard Total Stock Market ET4.676427%8,034,946.8623,718 NS
SPYState Street SPDR S&P 500 ETF4.564668%7,842,923.6711,433 NS
IVViShares Core S&P 500 ETF4.464851%7,671,420.6411,128 NS
EFAiShares MSCI EAFE ETF4.391885%7,546,051.0471,608 NS
VTVVanguard Value ETF4.340905%7,458,458.3635,986 NS
IEIiShares 3-7 Year Treasury Bond4.312441%7,409,552.1661,378 NS
VOOVanguard S&P 500 ETF4.190576%7,200,166.411,410 NS
IEFiShares 7-10 Year Treasury Bon4.106251%7,055,28072,000 NS
SCHFSchwab International Equity ET3.798024%6,525,690.72241,424 NS
HEFAiShares Currency Hedged MSCI E3.609753%6,202,207.05137,735 NS
OPERClearshares Ultra-Short Maturi3.591367%6,170,616.4161,663 NS
IWPiShares Russell Mid-Cap Growth3.258494%5,598,681.7540,941 NS
BNDVanguard Total Bond Market ETF3.062484%5,261,90070,000 NS
VWOVanguard FTSE Emerging Markets3.014322%5,179,150.289,142 NS
GVIiShares Intermediate Governmen2.843921%4,886,369.6745,123 NS
AGGiShares Core U.S. Aggregate Bo2.689591%4,621,203.645,574 NS
VCSHVanguard Short-Term Corporate2.333864%4,010,00050,000 NS
VGTVanguard Information Technolog2.326211%3,996,8505,500 NS
VGITVanguard Intermediate-Term Tre2.297459%3,947,45065,000 NS
VYMVanguard High Dividend Yield E1.846146%3,172,012.920,458 NS
VGSHVanguard Short-Term Treasury E1.716932%2,950,00050,000 NS
RSPInvesco S&P 500 Equal Weight E1.543078%2,651,286.9512,935 NS
STIPiShares 0-5 Year TIPS Bond ETF1.271701%2,185,011.3621,148 NS
IJHiShares Core S&P Mid-Cap ETF1.248239%2,144,70030,000 NS
EMXCiShares MSCI Emerging Markets0.973156%1,672,057.619,070 NS
CGVConductor Global Equity Value0.559924%962,051.1656,470 NS
VUGVanguard Growth ETF0.559262%960,913.952,085 NS
FGXXXFirst American Government Obli0.260591%447,743.2447,743.2 NS
VWO 3 C62N/A-0.000013%-22.5-1 NC
VUG 3 C495N/A-0.000495%-850-20 NC
VOO 3 C665N/A-0.000663%-1,140-114 NC
SPY 3 C719N/A-0.001294%-2,223-114 NC
XLK 3 C150N/A-0.00873%-15,000-600 NC
QQQ 3 C635N/A-0.014348%-24,653-178 NC
EFA 3 C110N/A-0.028754%-49,404-716 NC

Research interface only. Not investment advice. Prices are a checked-in snapshot, not live quotes.