Olio Financial Planning Top Holdings and 13F Report (2025) About Olio Financial PlanningInvestment ActivityOlio Financial Planning has $340.86 million in total holdings as of September 30, 2025.Olio Financial Planning owns shares of 67 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.82% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Olio Financial Planning has purchased 64 new stocks and bought additional shares in 24 stocks.Olio Financial Planning sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $59,747,931Vanguard Value ETF $59,141,031Vanguard FTSE Developed Markets ETF $48,595,032Fidelity Total Bond ETF $42,652,832Vanguard Total Stock Market ETF $40,791,646 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $276,900 Holding525327102 - Leidos $275,315 Holding922908751 - Vanguard Small-Cap ETF $202,319 Holding Largest Purchases this Quarter Vanguard Value ETF 14,059 shares (about $2.62M)Fidelity Total Bond ETF 38,381 shares (about $1.77M)Dimensional U.S. Equity ETF 14,883 shares (about $1.08M)Vanguard FTSE Developed Markets ETF 16,957 shares (about $1.02M)Dimensional U.S. Targeted Value ETF 15,010 shares (about $873.73K) Largest Sales this Quarter Vanguard Total Stock Market ETF 5,612 shares (about $1.84M)Vanguard Tax-Exempt Bond ETF 12,843 shares (about $643.05K)Vanguard FTSE All-World ex-US ETF 6,722 shares (about $479.75K)Invesco QQQ 450 shares (about $270.17K)iShares ESG Aware MSCI EAFE ETF 2,110 shares (about $196.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlio Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$59,747,931$1,078,124 ▲1.8%824,79217.5%ETFVTVVanguard Value ETF$59,141,031$2,621,864 ▲4.6%317,12717.4%ETFVEAVanguard FTSE Developed Markets ETF$48,595,032$1,016,063 ▲2.1%810,99914.3%ETFFBNDFidelity Total Bond ETF$42,652,832$1,774,737 ▲4.3%922,42312.5%ETFVTIVanguard Total Stock Market ETF$40,791,646$1,841,695 ▼-4.3%124,30012.0%ETFVOEVanguard Mid-Cap Value ETF$16,393,343$803,414 ▲5.2%93,9024.8%ETFDFATDimensional U.S. Targeted Value ETF$12,306,023$873,734 ▲7.6%211,4073.6%ETFVEUVanguard FTSE All-World ex-US ETF$10,032,617$479,749 ▼-4.6%140,5722.9%ETFSCHDSchwab US Dividend Equity ETF$4,328,141$105,651 ▲2.5%158,5401.3%ETFVTEBVanguard Tax-Exempt Bond ETF$4,136,011$643,046 ▼-13.5%82,6051.2%ETFVBRVanguard Small-Cap Value ETF$3,096,074$93,922 ▼-2.9%14,8340.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,976,742$137,715 ▼-4.4%63,5920.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,233,222$31,441 ▼-1.4%73,7280.7%ETFVWOVanguard FTSE Emerging Markets ETF$2,231,395$19,071 ▼-0.8%41,1850.7%ETFAAPLApple$2,108,307$23,935 ▼-1.1%8,2800.6%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$2,010,135$196,188 ▼-8.9%21,6190.6%ManufacturingVXUSVanguard Total International Stock ETF$1,689,220$31,808 ▼-1.8%22,9950.5%ETFSCHESchwab Emerging Markets Equity ETF$1,503,097$46,251 ▼-3.0%45,0430.4%ETFVOVanguard Mid-Cap ETF$1,413,238$96,057 ▲7.3%4,8110.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,242,260$52,416 ▲4.4%8,5320.4%ManufacturingBRK.BBerkshire Hathaway$1,021,568$4,525 ▼-0.4%2,0320.3%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$860,688$95,241 ▲12.4%16,8630.3%ETFESGEiShares ESG Aware MSCI EM ETF$841,914$31,783 ▼-3.6%19,3900.2%ManufacturingVOOVanguard S&P 500 ETF$836,723$6,125 ▲0.7%1,3660.2%ETFAMZNAmazon.com$831,951$42,816 ▼-4.9%3,7890.2%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$817,9530.0%10,1420.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$815,521$59,341 ▼-6.8%12,0800.2%ManufacturingNVDANVIDIA$793,909$4,478 ▲0.6%4,2550.2%Computer and TechnologyBAHBooz Allen Hamilton$704,9480.0%7,0530.2%Business ServicesAEGON LTD$672,3510.0%84,1490.2%AMER REG 1 CERTJPMJPMorgan Chase & Co.$660,511$41,006 ▼-5.8%2,0940.2%FinanceSCHBSchwab US Broad Market ETF$637,113$26 ▼0.0%24,7810.2%ETFMSFTMicrosoft$612,239$8,805 ▼-1.4%1,1820.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$583,031$78 ▲0.0%7,4660.2%ETFIVViShares Core S&P 500 ETF$555,900$54,185 ▲10.8%8310.2%ETFGLDSPDR Gold Shares$552,756$711 ▲0.1%1,5550.2%FinanceMUBiShares National Muni Bond ETF$525,635$2,343 ▼-0.4%4,9360.2%ETFISRGIntuitive Surgical$525,4960.0%1,1750.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$522,5400.0%3,5880.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$496,962$4,283 ▲0.9%11,0240.1%ETFNSCNorfolk Southern$494,562$203,113 ▲69.7%1,6460.1%TransportationMETAMeta Platforms$492,718$38,184 ▲8.4%6710.1%Computer and TechnologyQQQInvesco QQQ$472,492$270,167 ▼-36.4%7870.1%FinanceGOOGAlphabet$461,861$29,719 ▲6.9%1,8960.1%Computer and TechnologyDDominion Energy$396,191$795 ▲0.2%6,4770.1%UtilitiesCSLCarlisle Companies$393,4370.0%1,1960.1%Multi-Sector ConglomeratesRTXRTX$377,664$1,171 ▲0.3%2,2570.1%AerospaceXLKTechnology Select Sector SPDR Fund$364,7270.0%1,2940.1%ETFGOODGladstone Commercial$357,8960.0%29,0500.1%FinanceBSVVanguard Short-Term Bond ETF$341,046$3,472 ▼-1.0%4,3220.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$331,9650.0%7,7580.1%ETFXOMExxon Mobil$326,073$1,804 ▲0.6%2,8920.1%EnergySUSAiShares MSCI USA ESG Select ETF$311,0460.0%2,2930.1%ETFSPYSPDR S&P 500 ETF Trust$283,7120.0%4260.1%FinanceISHARES BITCOIN TRUST ETF$276,900$276,900 ▲New Holding4,2600.1%SHS BEN INTLDOSLeidos$275,315$275,315 ▲New Holding1,4570.1%Computer and TechnologyMCOMoody's$273,698$74,385 ▼-21.4%5740.1%FinanceCOSTCostco Wholesale$255,986$26,800 ▼-9.5%2770.1%Retail/WholesaleTSLATesla$251,712$46,251 ▼-15.5%5660.1%Auto/Tires/TrucksNFLXNetflix$239,7840.0%2000.1%Consumer DiscretionaryKRKroger$231,393$202 ▲0.1%3,4330.1%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$226,886$10,857 ▲5.0%8,7770.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$220,0920.0%4,9370.1%ETFTENBTenable$218,7000.0%7,5000.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$215,136$46,030 ▼-17.6%4,8140.1%ETFVBVanguard Small-Cap ETF$202,319$202,319 ▲New Holding7960.1%ETFLOANManhattan Bridge Capital$69,108$3,690 ▼-5.1%69,1080.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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