OLIO Financial Planning

OLIO Financial Planning as of June 30, 2022

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 43 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 23.4 $42M 221k 188.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.3 $20M 404k 49.96
Vanguard Bd Index Fds Intermed Term (BIV) 9.5 $17M 219k 77.65
Vanguard Index Fds Value Etf (VTV) 9.3 $17M 126k 131.88
Schwab Strategic Tr Us Tips Etf (SCHP) 6.2 $11M 198k 55.80
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.8 $10M 101k 102.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.5 $8.0M 105k 76.79
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 3.5 $6.2M 153k 40.80
Ishares Tr National Mun Etf (MUB) 3.1 $5.6M 53k 106.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.8 $5.0M 38k 129.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $4.6M 31k 149.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $3.4M 68k 49.92
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.1M 121k 25.38
Dimensional Etf Trust Us Equity Etf (DFUS) 1.3 $2.4M 58k 40.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $2.0M 39k 51.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.8M 43k 41.66
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.0 $1.7M 36k 46.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $1.6M 20k 83.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.6M 21k 75.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.6M 22k 71.63
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.8 $1.5M 16k 90.37
Apple (AAPL) 0.8 $1.4M 10k 136.72
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $1.4M 22k 62.75
Gladstone Commercial Corporation (GOOD) 0.6 $1.1M 59k 18.83
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $745k 3.8k 196.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $662k 2.4k 272.88
Raytheon Technologies Corp (RTX) 0.3 $551k 5.7k 96.11
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $544k 12k 46.50
Amazon (AMZN) 0.3 $477k 4.5k 106.26
Vanguard Index Fds Small Cp Etf (VB) 0.3 $467k 2.7k 175.96
Ishares Esg Awr Msci Em (ESGE) 0.3 $449k 14k 32.28
Spdr Gold Tr Gold Shs (GLD) 0.2 $399k 2.4k 168.57
Danaher Corporation (DHR) 0.2 $374k 1.5k 253.39
Ishares Tr Core Msci Total (IXUS) 0.2 $359k 6.3k 57.05
Tenable Hldgs (TENB) 0.2 $341k 7.5k 45.47
Ishares Msci Emrg Chn (EMXC) 0.2 $329k 6.9k 47.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $323k 6.5k 49.58
Microsoft Corporation (MSFT) 0.2 $292k 1.1k 256.59
Norfolk Southern (NSC) 0.1 $263k 1.2k 227.12
Ishares Tr Core Msci Eafe (IEFA) 0.1 $250k 4.3k 58.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $236k 623.00 378.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $225k 801.00 280.90
Aegon N V Ny Registry Shs 0.1 $171k 39k 4.38