Olio Financial Planning Top Holdings and 13F Report (2025) About Olio Financial PlanningInvestment ActivityOlio Financial Planning has $289.33 million in total holdings as of March 31, 2025.Olio Financial Planning owns shares of 59 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 4.06% of the portfolio was sold this quarter.This quarter, Olio Financial Planning has purchased 59 new stocks and bought additional shares in 28 stocks.Olio Financial Planning sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Value ETF $50,216,860Dimensional U.S. Equity ETF $45,987,962Vanguard FTSE Developed Markets ETF $40,187,470Fidelity Total Bond ETF $38,992,678Vanguard Total Stock Market ETF $37,088,581 Largest New Holdings this Quarter 46120E602 - Intuitive Surgical $581,943 Holding78462F103 - SPDR S&P 500 ETF Trust $238,184 Holding78464A649 - SPDR Portfolio Aggregate Bond ETF $213,438 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 95,197 shares (about $5.76M)Fidelity Total Bond ETF 88,278 shares (about $4.03M)Vanguard FTSE Developed Markets ETF 30,456 shares (about $1.55M)Vanguard Value ETF 8,638 shares (about $1.49M)Vanguard FTSE All-World ex-US ETF 16,562 shares (about $1.00M) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 46,482 shares (about $3.56M)Vanguard Total Stock Market ETF 9,333 shares (about $2.57M)Vanguard Short-Term Bond ETF 29,633 shares (about $2.32M)iShares ESG Aware MSCI USA ETF 6,221 shares (about $758.40K)Schwab Emerging Markets Equity ETF 17,612 shares (about $485.56K) 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 PortfolioSectorVTVVanguard Value ETF$50,216,860$1,492,127 ▲3.1%290,70817.4%ETFDFUSDimensional U.S. Equity ETF$45,987,962$5,757,514 ▲14.3%760,38315.9%ETFVEAVanguard FTSE Developed Markets ETF$40,187,470$1,548,079 ▲4.0%790,62513.9%ETFFBNDFidelity Total Bond ETF$38,992,678$4,029,891 ▲11.5%854,16613.5%ETFVTIVanguard Total Stock Market ETF$37,088,581$2,565,083 ▼-6.5%134,94612.8%ETFVOEVanguard Mid-Cap Value ETF$13,900,684$504,899 ▲3.8%86,5874.8%ETFDFATDimensional U.S. Targeted Value ETF$9,291,001$784,810 ▲9.2%180,4433.2%ETFVEUVanguard FTSE All-World ex-US ETF$8,646,990$1,004,654 ▲13.1%142,5483.0%ETFSCHDSchwab US Dividend Equity ETF$4,736,395$140,387 ▲3.1%169,3991.6%ETFVTEBVanguard Tax-Exempt Bond ETF$3,386,843$32,848 ▼-1.0%68,2561.2%ETFVBRVanguard Small-Cap Value ETF$2,804,522$350,216 ▼-11.1%15,0551.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,120,455$614,160 ▲40.8%70,4470.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,087,634$391,259 ▲23.1%53,0260.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,990,459$62,411 ▲3.2%24,3660.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,936,812$310,936 ▼-13.8%42,7930.7%ETFAAPLApple$1,902,019$17,325 ▲0.9%8,5630.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,524,996$67,192 ▼-4.2%24,5570.5%ETFSCHESchwab Emerging Markets Equity ETF$1,501,754$485,559 ▼-24.4%54,4710.5%ETFVOVanguard Mid-Cap ETF$1,373,651$8,277 ▲0.6%5,3110.5%ETFBRK.BBerkshire Hathaway$1,217,478$81,485 ▲7.2%2,2860.4%FinanceBAHBooz Allen Hamilton$1,185,3100.0%11,3340.4%Business ServicesESGUiShares ESG Aware MSCI USA ETF$977,475$758,403 ▼-43.7%8,0180.3%ManufacturingBIVVanguard Intermediate-Term Bond ETF$885,863$3,559,226 ▼-80.1%11,5690.3%ETFAMZNAmazon.com$801,376$51,180 ▼-6.0%4,2120.3%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$720,145$19,327 ▲2.8%20,6050.2%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$713,912$10,632 ▲1.5%12,9590.2%ManufacturingVOOVanguard S&P 500 ETF$702,810$514 ▲0.1%1,3680.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$689,7580.0%10,1420.2%ETFBSVVanguard Short-Term Bond ETF$654,091$2,319,612 ▼-78.0%8,3560.2%ETFISRGIntuitive Surgical$581,943$581,943 ▲New Holding1,1750.2%MedicalQQQInvesco QQQ$580,055$6,096 ▼-1.0%1,2370.2%FinanceJPMJPMorgan Chase & Co.$557,8130.0%2,2740.2%FinanceAEGON LTD$554,5420.0%84,1490.2%AMER REG 1 CERTSCHBSchwab US Broad Market ETF$533,572$19,226 ▼-3.5%24,7830.2%ETFMUBiShares National Muni Bond ETF$524,1430.0%4,9710.2%ETFMSFTMicrosoft$485,644$31,150 ▲6.9%1,2940.2%Computer and TechnologyNVDANVIDIA$483,435$9,211 ▼-1.9%4,4610.2%Computer and TechnologyGLDSPDR Gold Shares$447,4820.0%1,5530.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$437,7280.0%3,5880.2%ETFGOODGladstone Commercial$435,1690.0%29,0500.2%FinanceIVViShares Core S&P 500 ETF$421,1070.0%7490.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$414,636$116,690 ▲39.2%10,7950.1%ETFCSLCarlisle Companies$407,2380.0%1,1960.1%Multi-Sector ConglomeratesXOMExxon Mobil$350,725$87,057 ▼-19.9%2,9490.1%EnergyMCOMoody's$340,948$73,593 ▲27.5%7320.1%FinanceDDominion Energy$328,605$1,850 ▲0.6%5,8610.1%UtilitiesMETAMeta Platforms$321,656$7,494 ▲2.4%5580.1%Computer and TechnologyRTXRTX$300,420$2,649 ▲0.9%2,2680.1%AerospaceSPDWSPDR Portfolio Developed World ex-US ETF$290,625$19,734 ▲7.3%7,9820.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$286,286$5,746 ▼-2.0%5,6300.1%ETFCOSTCostco Wholesale$269,859$5,681 ▲2.2%2850.1%Retail/WholesaleGOOGAlphabet$269,107$192,376 ▼-41.7%1,7220.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$267,1860.0%1,2940.1%ETFTENBTenable$262,3500.0%7,5000.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$239,712$948 ▲0.4%5,8170.1%ETFSPYSPDR S&P 500 ETF Trust$238,184$238,184 ▲New Holding4260.1%FinanceKRKroger$232,065$135 ▲0.1%3,4280.1%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$213,438$213,438 ▲New Holding8,3570.1%ETFLOANManhattan Bridge Capital$24,568$3,665 ▲17.5%24,5680.0%FinanceNSCNorfolk Southern$0$362,317 ▼-100.0%00.0%TransportationVBVanguard Small-Cap ETF$0$311,735 ▼-100.0%00.0%ETFTSLATesla$0$259,266 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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