OCIO – ClearShares OCIO ETF

ClearShares OCIO ETF (OCIO) is a Moderate Allocation ETF, issued by ClearShares, $169M in assets, 0.64% expense ratio.

Returns as of Oct 23, 2026: 1 week -0.3%, 1 year +10.8%.

Invests 40-70% in equity securities and 20-50% in debt obligations through Underlying Investments or directly in U.S. equities.

Top holdings

• QQQ – Invesco QQQ Trust, 6.5%
• VEA – Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF, 5.7%
• XLK – The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund, 5.2%
• THRK – SPDR Russell 3000 ETF, 5.1%
• VTI – Vanguard Index Funds - Vanguard Total Stock Market ETF, 4.8%
• SPY – SPDR S&P 500 ETF Trust, 4.7%
• IVV – iShares Trust - iShares Core S&P 500 ETF, 4.6%
• IEI – iShares 3-7 Year Treasury Bond ETF, 4.3%
• VOO – Vanguard S&P 500 ETF, 4.3%
• VTV – Vanguard Index Funds - Vanguard Value ETF, 4.2%
• EFA – iShares Trust - iShares MSCI EAFE ETF, 4.2%
• IEF – iShares 7-10 Year Treasury Bond ETF, 4.1%
• OPER – ClearShares Ultra-Short Maturity ETF, 3.6%
• SCHF – Schwab International Equity ETF, 3.6%
• HEFA – iShares Currency Hedged MSCI EAFE ETF, 3.5%
• IWP – iShares Russell Mid-Cap Growth ETF, 3.4%
• BND – Vanguard Bond Index Funds - Vanguard Total Bond Market ETF, 3.1%
• VWO – Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF, 2.9%
• GVI – iShares Intermediate Government/Credit Bond ETF, 2.9%
• VGT – Vanguard World Fund - Vanguard Information Technology ETF, 2.5%
• VCSH – Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF, 2.4%
• VGIT – Vanguard Intermediate-Term Treasury Index Fund ETF Shares, 2.3%
• VYM – Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF, 1.8%
• VGSH – Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF, 1.7%
• RSP – Invesco S&P 500® Equal Weight ETF, 1.5%

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