OLIO Financial Planning

OLIO Financial Planning as of March 31, 2026

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.9 $65M 330k 196.20
Dimensional Etf Trust Us Equity Market (DFUS) 17.3 $63M 883k 70.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 14.5 $52M 818k 64.08
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 12.9 $47M 1.0M 45.62
Vanguard Index Fds Total Stk Mkt (VTI) 10.4 $37M 117k 320.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 5.1 $18M 99k 184.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.0 $14M 230k 62.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.0 $11M 146k 75.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $4.8M 156k 30.68
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $4.4M 89k 49.89
Spdr Index Shs Fds State Street Spd (SPEM) 0.9 $3.2M 68k 46.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.0M 14k 217.25
Apple (AAPL) 0.8 $2.8M 11k 253.79
Spdr Series Trust State Street Spd (SPSB) 0.7 $2.4M 79k 30.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $2.2M 23k 95.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.1M 40k 54.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.9M 25k 77.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.5k 597.58
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.5M 10k 141.42
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.3M 4.6k 287.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.3M 39k 32.95
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $994k 20k 50.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $917k 1.9k 479.20
Ishares Msci Emrg Chn (EMXC) 0.2 $868k 11k 78.66
Ishares Esg Awr Msci Em (ESGE) 0.2 $867k 19k 45.47
Spdr Series Trust State Street Spd (SPTM) 0.2 $802k 10k 79.06
NVIDIA Corporation (NVDA) 0.2 $772k 4.4k 174.38
Amazon (AMZN) 0.2 $736k 3.5k 208.27
Spdr Gold Tr Gold Shs (GLD) 0.2 $697k 1.6k 430.29
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $637k 8.2k 78.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $626k 1.1k 577.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $622k 25k 25.10
JPMorgan Chase & Co. (JPM) 0.2 $593k 2.0k 294.12
Intuitive Surgical Com New (ISRG) 0.2 $542k 1.2k 460.99
Ishares Tr Esg Aware Msci (ESML) 0.1 $524k 11k 47.02
Ishares Tr National Mun Etf (MUB) 0.1 $522k 4.9k 106.15
Aegon Amer Reg 1 Cert (AEG) 0.1 $516k 71k 7.26
Norfolk Southern (NSC) 0.1 $474k 1.7k 286.97
Microsoft Corporation (MSFT) 0.1 $473k 1.3k 370.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $425k 650.00 653.05
Raytheon Technologies Corp (RTX) 0.1 $416k 2.2k 192.90
Dominion Resources (D) 0.1 $406k 6.6k 61.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $405k 2.8k 142.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $400k 1.4k 286.79
Carlisle Companies (CSL) 0.1 $399k 1.2k 333.62
Exxon Mobil Corporation (XOM) 0.1 $383k 2.3k 169.66
Meta Platforms Cl A (META) 0.1 $366k 639.00 572.08
Chevron Corporation (CVX) 0.1 $358k 1.7k 206.90
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $355k 7.8k 45.65
Alphabet Cap Stk Cl A (GOOGL) 0.1 $354k 1.2k 287.60
Ishares Tr Esg Optimized (SUSA) 0.1 $337k 2.5k 132.10
Gladstone Commercial Corporation (GOOD) 0.1 $332k 29k 11.43
Moody's Corporation (MCO) 0.1 $310k 711.00 436.17
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $302k 2.3k 132.90
Costco Wholesale Corporation (COST) 0.1 $278k 279.00 995.42
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $277k 426.00 650.28
Applied Materials (AMAT) 0.1 $265k 775.00 341.79
Wal-Mart Stores (WMT) 0.1 $251k 2.0k 124.29
Science App Int'l (SAIC) 0.1 $248k 2.6k 94.92
Kroger (KR) 0.1 $247k 3.4k 72.36
CSX Corporation (CSX) 0.1 $230k 5.6k 41.05
Advanced Micro Devices (AMD) 0.1 $227k 1.1k 203.43
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $227k 5.9k 38.42
Spdr Series Trust State Street Spd (SPAB) 0.1 $225k 8.8k 25.62
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $223k 4.9k 45.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $217k 2.8k 78.42
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $205k 4.2k 48.46
Leidos Holdings (LDOS) 0.1 $203k 1.3k 155.52
American Electric Power Company (AEP) 0.1 $202k 1.5k 131.08
Manhattan Bridge Capital (LOAN) 0.0 $63k 63k 1.00
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $31k 22k 1.40
Smartrent Com Cl A (SMRT) 0.0 $23k 16k 1.50