OLIO Financial Planning

OLIO Financial Planning as of Dec. 31, 2024

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 16.8 $48M 282k 169.30
Dimensional Etf Trust Us Equity Market (DFUS) 14.9 $42M 665k 63.75
Vanguard Index Fds Total Stk Mkt (VTI) 14.7 $42M 144k 289.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.8 $36M 760k 47.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 12.1 $34M 766k 44.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.7 $14M 83k 161.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.2 $9.2M 165k 55.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.5 $7.2M 126k 57.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $4.5M 164k 27.32
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $4.3M 58k 74.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.5M 69k 50.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $3.4M 17k 198.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.9M 38k 77.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.2M 50k 44.04
Apple (AAPL) 0.7 $2.1M 8.5k 250.41
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.9M 72k 26.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.8M 14k 128.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.8M 24k 76.14
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.7M 43k 38.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.5M 26k 58.93
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.5M 50k 29.86
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.5 $1.5M 11k 128.70
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.4M 5.3k 264.14
Amazon (AMZN) 0.3 $983k 4.5k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $967k 2.1k 453.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $737k 1.4k 538.86
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $724k 10k 71.43
Ishares Msci Emrg Chn (EMXC) 0.2 $708k 13k 55.45
Ishares Esg Awr Msci Em (ESGE) 0.2 $670k 20k 33.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $639k 1.3k 511.25
NVIDIA Corporation (NVDA) 0.2 $610k 4.5k 134.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $583k 26k 22.70
Alphabet Cap Stk Cl C (GOOG) 0.2 $563k 3.0k 190.47
JPMorgan Chase & Co. (JPM) 0.2 $545k 2.3k 239.71
Ishares Tr National Mun Etf (MUB) 0.2 $530k 5.0k 106.55
Microsoft Corporation (MSFT) 0.2 $510k 1.2k 421.45
Aegon Amer Reg 1 Cert (AEG) 0.2 $496k 84k 5.89
Gladstone Commercial Corporation (GOOD) 0.2 $472k 29k 16.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $461k 3.6k 128.61
Ishares Tr Core S&p500 Etf (IVV) 0.2 $441k 749.00 589.02
Carlisle Companies (CSL) 0.2 $441k 1.2k 368.84
Exxon Mobil Corporation (XOM) 0.1 $396k 3.7k 107.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $376k 1.6k 242.13
Norfolk Southern (NSC) 0.1 $362k 1.5k 234.66
Ishares Tr Esg Aware Msci (ESML) 0.1 $326k 7.8k 42.05
Meta Platforms Cl A (META) 0.1 $319k 545.00 585.19
Dominion Resources (D) 0.1 $314k 5.8k 53.86
Vanguard Index Fds Small Cp Etf (VB) 0.1 $312k 1.3k 240.35
Select Sector Spdr Tr Technology (XLK) 0.1 $301k 1.3k 232.52
Tenable Hldgs (TENB) 0.1 $295k 7.5k 39.38
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $291k 5.7k 50.71
Moody's Corporation (MCO) 0.1 $272k 574.00 473.71
Raytheon Technologies Corp (RTX) 0.1 $260k 2.2k 115.72
Tesla Motors (TSLA) 0.1 $259k 642.00 403.84
Costco Wholesale Corporation (COST) 0.1 $256k 279.00 917.09
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $254k 7.4k 34.13
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $237k 5.8k 40.92
Kroger (KR) 0.1 $210k 3.4k 61.15
Manhattan Bridge Capital (LOAN) 0.0 $21k 21k 1.00