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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 VTV, DFUS, VEA, FBND, VTI, and represent 73.44% of OLIO Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$5.8M), FBND, VEA, VTV, VEU, DFAT, SPSB, ISRG, VOE, SPEM.
Started 3 new stock positions in SPY, ISRG, SPAB.
Reduced shares in these 10 stocks: BIV, VTI, BSV, ESGU, SCHE, NSC, VBR, VB, VWO, .
Sold out of its positions in NSC, TSLA, VB.
OLIO Financial Planning was a net buyer of stock by $6.0M.
OLIO Financial Planning has $289M in assets under management (AUM), dropping by 1.62%.
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 59 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	17.4	$50M	+3%	291k	172.74	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	15.9	$46M	+14%	760k	60.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.9	$40M	+4%	791k	50.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	13.5	$39M	+11%	854k	45.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.8	$37M	-6%	135k	274.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.8	$14M	+3%	87k	160.54	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.2	$9.3M	+9%	180k	51.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.0	$8.6M	+13%	143k	60.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$4.7M	+3%	169k	27.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$3.4M		68k	49.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$2.8M	-11%	15k	186.29	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.7	$2.1M	+40%	70k	30.10	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$2.1M	+23%	53k	39.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$2.0M	+3%	24k	81.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$1.9M	-13%	43k	45.26	View chart
Apple (AAPL)	0.7	$1.9M		8.6k	222.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.5M	-4%	25k	62.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$1.5M	-24%	55k	27.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.4M		5.3k	258.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M	+7%	2.3k	532.58	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.4	$1.2M		11k	104.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$978k	-43%	8.0k	121.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$886k	-80%	12k	76.57	View chart
Amazon (AMZN)	0.3	$801k	-6%	4.2k	190.26	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$720k	+2%	21k	34.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$714k		13k	55.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$703k		1.4k	513.75	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$690k		10k	68.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$654k	-78%	8.4k	78.28	View chart
Intuitive Surgical Com New (ISRG)	0.2	$582k	NEW	1.2k	495.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$580k		1.2k	468.92	View chart
JPMorgan Chase & Co. (JPM)	0.2	$558k		2.3k	245.30	View chart
Aegon Amer Reg 1 Cert (AEG)	0.2	$555k		84k	6.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$534k	-3%	25k	21.53	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$524k		5.0k	105.44	View chart
Microsoft Corporation (MSFT)	0.2	$486k	+6%	1.3k	375.30	View chart
NVIDIA Corporation (NVDA)	0.2	$483k		4.5k	108.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$448k		1.6k	288.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$438k		3.6k	122.00	View chart
Gladstone Commercial Corporation (GOOD)	0.2	$435k		29k	14.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$421k		749.00	562.23	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$415k	+39%	11k	38.41	View chart
Carlisle Companies (CSL)	0.1	$407k		1.2k	340.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$351k	-19%	2.9k	118.93	View chart
Moody's Corporation (MCO)	0.1	$341k	+27%	732.00	465.78	View chart
Dominion Resources (D)	0.1	$329k		5.9k	56.07	View chart
Meta Platforms Cl A (META)	0.1	$322k	+2%	558.00	576.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$300k		2.3k	132.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$291k	+7%	8.0k	36.41	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$286k		5.6k	50.85	View chart
Costco Wholesale Corporation (COST)	0.1	$270k	+2%	285.00	946.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$269k	-41%	1.7k	156.28	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$267k		1.3k	206.48	View chart
Tenable Hldgs (TENB)	0.1	$262k		7.5k	34.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$240k		5.8k	41.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$238k	NEW	426.00	559.12	View chart
Kroger (KR)	0.1	$232k		3.4k	67.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$213k	NEW	8.4k	25.54	View chart
Manhattan Bridge Capital (LOAN)	0.0	$25k	+17%	25k	1.00	View chart

Past Filings by OLIO Financial Planning

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

OLIO Financial Planning 2025 Q1 filed April 11, 2025
OLIO Financial Planning 2024 Q4 filed Jan. 21, 2025
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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