OLIO Financial Planning

OLIO Financial Planning as of March 31, 2023

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 42 positions in its portfolio as reported in the March 2023 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 $48M 236k 204.10
Vanguard Bd Index Fds Intermed Term (BIV) 11.5 $22M 289k 76.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $22M 489k 45.17
Vanguard Index Fds Value Etf (VTV) 10.0 $19M 139k 138.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $9.5M 124k 76.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $7.8M 146k 53.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.6 $7.0M 52k 134.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.3 $6.3M 40k 158.76
Dimensional Etf Trust Us Equity Etf (DFUS) 3.0 $5.8M 131k 44.43
Schwab Strategic Tr Us Tips Etf (SCHP) 2.8 $5.4M 100k 53.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $4.7M 191k 24.52
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $4.1M 42k 99.12
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.9 $3.6M 79k 46.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $3.5M 87k 40.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $3.4M 67k 50.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $2.9M 40k 73.16
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.6M 18k 90.45
Apple (AAPL) 0.8 $1.6M 9.5k 164.90
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.8 $1.5M 17k 92.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.4M 26k 55.21
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.4M 20k 71.84
Ishares Tr National Mun Etf (MUB) 0.7 $1.4M 13k 107.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.3M 18k 73.83
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $769k 3.6k 210.94
Gladstone Commercial Corporation (GOOD) 0.4 $734k 58k 12.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $656k 2.1k 308.77
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $593k 12k 50.43
Amazon (AMZN) 0.3 $486k 4.7k 103.30
Ishares Msci Emrg Chn (EMXC) 0.2 $408k 8.3k 49.33
Ishares Esg Awr Msci Em (ESGE) 0.2 $403k 13k 31.48
Tenable Hldgs (TENB) 0.2 $356k 7.5k 47.51
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $344k 6.8k 50.79
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $343k 7.7k 44.50
Ishares Tr Core S&p500 Etf (IVV) 0.2 $336k 818.00 411.08
Microsoft Corporation (MSFT) 0.2 $306k 1.1k 288.43
Spdr Gold Tr Gold Shs (GLD) 0.1 $284k 1.6k 183.22
Vanguard Index Fds Small Cp Etf (VB) 0.1 $277k 1.5k 189.56
Raytheon Technologies Corp (RTX) 0.1 $257k 2.6k 97.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $257k 801.00 320.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $225k 2.1k 104.68
Norfolk Southern (NSC) 0.1 $214k 1.0k 212.00
Danaher Corporation (DHR) 0.1 $205k 814.00 252.04