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OLIO Financial Planning

Latest statistics and disclosures from OLIO Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEA, BIV, VTV, BSV, and represent 62.99% of OLIO Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, VTV, DFUS, BIV, VB, VXUS, SCHE, VBR, VOE.
OLIO Financial Planning was a net buyer of stock by $551k.
OLIO Financial Planning has $238M in assets under management (AUM), dropping by 0.23%.
Central Index Key (CIK): 0001906766

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Positions held by OLIO Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 52 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	23.0	$55M		230k	238.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.4	$30M		616k	47.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	11.3	$27M		352k	76.50	View chart
Vanguard Index Fds Value Etf (VTV)	11.1	$26M		176k	149.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.2	$12M		160k	76.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.4	$11M		202k	52.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.1	$9.8M		67k	145.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.1	$7.3M		40k	181.94	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.6	$6.1M		247k	24.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$5.3M		95k	56.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$5.2M		112k	46.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$3.9M		52k	76.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$3.8M		75k	51.06	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$3.6M		70k	52.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$3.3M		80k	40.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.3	$3.0M		32k	96.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$2.3M		43k	52.88	View chart
Apple (AAPL)	0.9	$2.0M		11k	193.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$1.9M		18k	105.25	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.7	$1.8M		14k	127.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.6M		28k	57.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$1.5M		20k	75.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.4M		19k	73.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.2M		5.0k	233.96	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$929k		8.6k	108.49	View chart
Moody's Corporation (MCO)	0.3	$830k		2.1k	390.66	View chart
Gladstone Commercial Corporation (GOOD)	0.3	$780k		58k	13.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$759k		2.1k	357.57	View chart
Amazon (AMZN)	0.3	$739k		4.8k	153.38	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$687k		12k	58.65	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$567k		18k	32.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$552k		9.9k	55.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$550k		1.3k	437.97	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$538k		9.7k	55.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$520k		1.3k	411.30	View chart
Bowman Consulting Group (BWMN)	0.2	$467k		13k	35.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$440k		918.00	479.00	View chart
Microsoft Corporation (MSFT)	0.2	$433k		1.2k	375.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$432k	+5%	2.0k	215.77	View chart
Tenable Hldgs (TENB)	0.1	$352k		7.5k	46.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$308k		6.1k	50.68	View chart
Leidos Holdings (LDOS)	0.1	$308k		2.8k	107.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$297k		1.6k	191.47	View chart
Dominion Resources (D)	0.1	$267k		5.7k	47.06	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$267k		7.8k	34.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$250k		1.3k	193.07	View chart
Norfolk Southern (NSC)	0.1	$239k		1.0k	236.53	View chart
Tesla Motors (TSLA)	0.1	$222k		876.00	253.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$221k		2.1k	105.40	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$213k		5.7k	37.36	View chart
Science App Int'l (SAIC)	0.1	$203k		1.6k	124.76	View chart
Smartrent Com Cl A (SMRT)	0.0	$101k		31k	3.25	View chart

Past Filings by OLIO Financial Planning

SEC 13F filings are viewable for OLIO Financial Planning going back to 2021

OLIO Financial Planning 2024 Q3 filed Oct. 16, 2024
OLIO Financial Planning 2024 Q2 filed July 12, 2024
OLIO Financial Planning 2024 Q1 filed April 16, 2024
OLIO Financial Planning 2023 Q4 filed Jan. 10, 2024
OLIO Financial Planning 2023 Q3 filed Oct. 19, 2023
OLIO Financial Planning 2023 Q2 filed July 14, 2023
OLIO Financial Planning 2023 Q1 filed April 11, 2023
OLIO Financial Planning 2022 Q4 filed Jan. 13, 2023
OLIO Financial Planning 2022 Q3 filed Oct. 19, 2022
OLIO Financial Planning 2022 Q2 filed July 15, 2022
OLIO Financial Planning 2022 Q1 filed April 21, 2022
OLIO Financial Planning 2021 Q4 filed Jan. 31, 2022

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