OLIO Financial Planning

OLIO Financial Planning as of March 31, 2022

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 47 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 23.7 $42M 182k 227.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 13.7 $24M 415k 57.59
Vanguard Index Fds Value Etf (VTV) 9.2 $16M 109k 147.78
Vanguard Bd Index Fds Intermed Term (BIV) 8.0 $14M 171k 81.90
Schwab Strategic Tr Us Tips Etf (SCHP) 6.9 $12M 199k 60.71
Ishares Tr Barclays 7 10 Yr (IEF) 6.2 $11M 101k 107.47
Ishares Tr National Mun Etf (MUB) 4.3 $7.5M 69k 109.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $7.1M 91k 77.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.7 $4.7M 32k 149.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $4.6M 26k 175.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $3.2M 115k 27.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $2.4M 50k 48.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $2.2M 38k 59.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $1.8M 23k 79.52
Dimensional Etf Trust Us Equity Etf (DFUS) 1.0 $1.7M 35k 49.03
Apple (AAPL) 1.0 $1.7M 9.6k 174.62
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.9 $1.7M 19k 87.85
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $1.6M 16k 101.33
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $1.4M 19k 73.73
Gladstone Commercial Corporation (GOOD) 0.7 $1.3M 59k 22.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.3M 17k 78.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.1M 21k 51.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $982k 21k 46.14
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $939k 19k 49.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $871k 2.5k 352.92
Amazon (AMZN) 0.4 $745k 228.00 3267.54
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $731k 3.1k 237.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $650k 12k 55.56
Tenable Hldgs (TENB) 0.3 $578k 10k 57.80
Raytheon Technologies Corp (RTX) 0.3 $529k 5.3k 99.12
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $467k 8.9k 52.45
Ishares Esg Awr Msci Em (ESGE) 0.3 $444k 12k 36.72
Danaher Corporation (DHR) 0.2 $433k 1.5k 293.36
Spdr Gold Tr Gold Shs (GLD) 0.2 $426k 2.4k 180.66
Ishares Tr Core Msci Total (IXUS) 0.2 $333k 5.0k 66.56
Norfolk Southern (NSC) 0.2 $324k 1.1k 285.21
Microsoft Corporation (MSFT) 0.2 $317k 1.0k 308.37
Vanguard Index Fds Small Cp Etf (VB) 0.2 $302k 1.4k 212.83
Ishares Msci Emrg Chn (EMXC) 0.2 $295k 5.1k 58.09
Ishares Tr Core Msci Eafe (IEFA) 0.2 $289k 4.2k 69.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $287k 793.00 361.92
Tesla Motors (TSLA) 0.2 $270k 251.00 1075.70
Ishares Tr Core S&p500 Etf (IVV) 0.2 $266k 587.00 453.15
Aegon N V Ny Registry Shs 0.1 $207k 39k 5.30
Vanguard World Fds Health Car Etf (VHT) 0.1 $204k 802.00 254.36
Dominion Resources (D) 0.1 $203k 2.4k 85.08
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $104k 12k 8.74