OLIO Financial Planning

OLIO Financial Planning as of Dec. 31, 2022

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 41 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 24.9 $46M 240k 191.19
Vanguard Bd Index Fds Intermed Term (BIV) 10.6 $19M 261k 74.32
Vanguard Index Fds Value Etf (VTV) 10.0 $19M 132k 140.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.5 $17M 413k 42.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.2 $11M 228k 50.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $8.7M 116k 75.35
Schwab Strategic Tr Us Tips Etf (SCHP) 3.9 $7.2M 139k 51.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.4 $6.3M 46k 135.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $5.9M 37k 158.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.1 $5.6M 59k 95.78
Dimensional Etf Trust Us Equity Etf (DFUS) 2.5 $4.7M 112k 41.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $4.0M 170k 23.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $3.2M 64k 49.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $2.9M 74k 39.42
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $2.6M 57k 45.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $2.5M 33k 75.54
Booz Allen Hamilton Hldg Cor Cl A (BAH) 1.0 $1.9M 18k 104.52
Ishares Tr National Mun Etf (MUB) 1.0 $1.8M 17k 105.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.5M 29k 51.72
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.5M 17k 84.75
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.4M 21k 65.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.2M 17k 71.84
Apple (AAPL) 0.6 $1.2M 9.0k 129.94
Gladstone Commercial Corporation (GOOD) 0.6 $1.0M 57k 18.50
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $747k 3.7k 203.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $656k 2.1k 308.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $604k 12k 51.36
Vanguard Index Fds Small Cp Etf (VB) 0.2 $447k 2.4k 183.54
Raytheon Technologies Corp (RTX) 0.2 $414k 4.1k 100.92
Danaher Corporation (DHR) 0.2 $392k 1.5k 265.42
Amazon (AMZN) 0.2 $377k 4.5k 84.01
Ishares Esg Awr Msci Em (ESGE) 0.2 $375k 13k 30.07
Ishares Msci Emrg Chn (EMXC) 0.2 $372k 7.8k 47.47
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $340k 6.9k 48.96
Tenable Hldgs (TENB) 0.2 $286k 7.5k 38.15
Norfolk Southern (NSC) 0.2 $280k 1.1k 246.42
Spdr Gold Tr Gold Shs (GLD) 0.1 $267k 1.6k 172.26
Microsoft Corporation (MSFT) 0.1 $262k 1.1k 239.98
Ishares Tr Core S&p500 Etf (IVV) 0.1 $239k 623.00 384.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $213k 801.00 266.28
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $206k 4.3k 47.43