OLIO Financial Planning

OLIO Financial Planning as of March 31, 2025

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 59 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.4 $50M 291k 172.74
Dimensional Etf Trust Us Equity Market (DFUS) 15.9 $46M 760k 60.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.9 $40M 791k 50.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 13.5 $39M 854k 45.65
Vanguard Index Fds Total Stk Mkt (VTI) 12.8 $37M 135k 274.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.8 $14M 87k 160.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.2 $9.3M 180k 51.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.0 $8.6M 143k 60.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $4.7M 169k 27.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.4M 68k 49.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $2.8M 15k 186.29
Spdr Ser Tr Portfolio Short (SPSB) 0.7 $2.1M 70k 30.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $2.1M 53k 39.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $2.0M 24k 81.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.9M 43k 45.26
Apple (AAPL) 0.7 $1.9M 8.6k 222.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.5M 25k 62.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.5M 55k 27.57
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.4M 5.3k 258.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.3k 532.58
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.4 $1.2M 11k 104.58
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $978k 8.0k 121.91
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $886k 12k 76.57
Amazon (AMZN) 0.3 $801k 4.2k 190.26
Ishares Esg Awr Msci Em (ESGE) 0.2 $720k 21k 34.95
Ishares Msci Emrg Chn (EMXC) 0.2 $714k 13k 55.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $703k 1.4k 513.75
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $690k 10k 68.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $654k 8.4k 78.28
Intuitive Surgical Com New (ISRG) 0.2 $582k 1.2k 495.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $580k 1.2k 468.92
JPMorgan Chase & Co. (JPM) 0.2 $558k 2.3k 245.30
Aegon Amer Reg 1 Cert (AEG) 0.2 $555k 84k 6.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $534k 25k 21.53
Ishares Tr National Mun Etf (MUB) 0.2 $524k 5.0k 105.44
Microsoft Corporation (MSFT) 0.2 $486k 1.3k 375.30
NVIDIA Corporation (NVDA) 0.2 $483k 4.5k 108.37
Spdr Gold Tr Gold Shs (GLD) 0.2 $448k 1.6k 288.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $438k 3.6k 122.00
Gladstone Commercial Corporation (GOOD) 0.2 $435k 29k 14.98
Ishares Tr Core S&p500 Etf (IVV) 0.1 $421k 749.00 562.23
Ishares Tr Esg Aware Msci (ESML) 0.1 $415k 11k 38.41
Carlisle Companies (CSL) 0.1 $407k 1.2k 340.50
Exxon Mobil Corporation (XOM) 0.1 $351k 2.9k 118.93
Moody's Corporation (MCO) 0.1 $341k 732.00 465.78
Dominion Resources (D) 0.1 $329k 5.9k 56.07
Meta Platforms Cl A (META) 0.1 $322k 558.00 576.44
Raytheon Technologies Corp (RTX) 0.1 $300k 2.3k 132.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $291k 8.0k 36.41
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $286k 5.6k 50.85
Costco Wholesale Corporation (COST) 0.1 $270k 285.00 946.87
Alphabet Cap Stk Cl C (GOOG) 0.1 $269k 1.7k 156.28
Select Sector Spdr Tr Technology (XLK) 0.1 $267k 1.3k 206.48
Tenable Hldgs (TENB) 0.1 $262k 7.5k 34.98
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $240k 5.8k 41.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $238k 426.00 559.12
Kroger (KR) 0.1 $232k 3.4k 67.70
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $213k 8.4k 25.54
Manhattan Bridge Capital (LOAN) 0.0 $25k 25k 1.00