OLIO Financial Planning

OLIO Financial Planning as of March 31, 2024

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 52 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 23.0 $55M 230k 238.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.4 $30M 616k 47.91
Vanguard Bd Index Fds Intermed Term (BIV) 11.3 $27M 352k 76.50
Vanguard Index Fds Value Etf (VTV) 11.1 $26M 176k 149.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.2 $12M 160k 76.97
Dimensional Etf Trust Us Equity Etf (DFUS) 4.4 $11M 202k 52.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.1 $9.8M 67k 145.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.1 $7.3M 40k 181.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.6 $6.1M 247k 24.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.2 $5.3M 95k 56.11
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.2 $5.2M 112k 46.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $3.9M 52k 76.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $3.8M 75k 51.06
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $3.6M 70k 52.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $3.3M 80k 40.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.3 $3.0M 32k 96.63
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $2.3M 43k 52.88
Apple (AAPL) 0.9 $2.0M 11k 193.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.9M 18k 105.25
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.7 $1.8M 14k 127.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.6M 28k 57.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.5M 20k 75.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.4M 19k 73.73
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.2M 5.0k 233.96
Ishares Tr National Mun Etf (MUB) 0.4 $929k 8.6k 108.49
Moody's Corporation (MCO) 0.3 $830k 2.1k 390.66
Gladstone Commercial Corporation (GOOD) 0.3 $780k 58k 13.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $759k 2.1k 357.57
Amazon (AMZN) 0.3 $739k 4.8k 153.38
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $687k 12k 58.65
Ishares Esg Awr Msci Em (ESGE) 0.2 $567k 18k 32.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $552k 9.9k 55.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $550k 1.3k 437.97
Ishares Msci Emrg Chn (EMXC) 0.2 $538k 9.7k 55.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $520k 1.3k 411.30
Bowman Consulting Group (BWMN) 0.2 $467k 13k 35.94
Ishares Tr Core S&p500 Etf (IVV) 0.2 $440k 918.00 479.00
Microsoft Corporation (MSFT) 0.2 $433k 1.2k 375.21
Vanguard Index Fds Small Cp Etf (VB) 0.2 $432k 2.0k 215.77
Tenable Hldgs (TENB) 0.1 $352k 7.5k 46.95
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $308k 6.1k 50.68
Leidos Holdings (LDOS) 0.1 $308k 2.8k 107.94
Spdr Gold Tr Gold Shs (GLD) 0.1 $297k 1.6k 191.47
Dominion Resources (D) 0.1 $267k 5.7k 47.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $267k 7.8k 34.00
Select Sector Spdr Tr Technology (XLK) 0.1 $250k 1.3k 193.07
Norfolk Southern (NSC) 0.1 $239k 1.0k 236.53
Tesla Motors (TSLA) 0.1 $222k 876.00 253.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $221k 2.1k 105.40
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $213k 5.7k 37.36
Science App Int'l (SAIC) 0.1 $203k 1.6k 124.76
Smartrent Com Cl A (SMRT) 0.0 $101k 31k 3.25