OLIO Financial Planning

OLIO Financial Planning as of Dec. 31, 2021

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 41 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.6 $43M 178k 241.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.1 $25M 414k 61.28
Vanguard Index Fds Value Etf (VTV) 8.9 $15M 102k 147.11
Vanguard Bd Index Fds Intermed Term (BIV) 8.1 $14M 155k 87.62
Schwab Strategic Tr Us Tips Etf (SCHP) 7.7 $13M 207k 62.89
Ishares Tr Barclays 7 10 Yr (IEF) 7.0 $12M 103k 115.00
Ishares Tr National Mun Etf (MUB) 4.6 $7.8M 67k 116.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.9 $6.6M 81k 80.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $4.1M 23k 178.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.4 $4.1M 27k 150.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $3.5M 118k 29.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $2.4M 38k 63.56
Apple (AAPL) 1.0 $1.7M 9.5k 177.62
Gladstone Commercial Corporation (GOOD) 0.9 $1.5M 58k 25.77
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.8 $1.4M 17k 84.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $1.4M 17k 84.77
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.0M 19k 54.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $962k 12k 79.43
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $895k 10k 87.92
Amazon (AMZN) 0.5 $795k 238.00 3340.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $738k 13k 58.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $731k 13k 55.13
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $699k 2.7k 254.74
Tenable Hldgs (TENB) 0.3 $551k 10k 55.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $512k 1.7k 299.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $511k 6.3k 80.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $492k 4.6k 107.87
Raytheon Technologies Corp (RTX) 0.3 $487k 5.7k 86.07
Danaher Corporation (DHR) 0.3 $436k 1.3k 328.81
Ishares Tr Core Msci Total (IXUS) 0.2 $355k 5.0k 70.96
Spdr Gold Tr Gold Shs (GLD) 0.2 $354k 2.1k 171.18
Ishares Tr Core S&p500 Etf (IVV) 0.2 $301k 632.00 476.27
Ishares Esg Awr Msci Em (ESGE) 0.2 $293k 7.4k 39.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $289k 5.9k 49.40
Microsoft Corporation (MSFT) 0.2 $277k 825.00 335.76
Vanguard World Fds Health Car Etf (VHT) 0.2 $265k 994.00 266.60
Tesla Motors (TSLA) 0.2 $265k 251.00 1055.78
Vanguard Index Fds Small Cp Etf (VB) 0.1 $251k 1.1k 225.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $230k 4.5k 50.99
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $203k 2.8k 73.36
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $95k 12k 7.98