Olio Financial Planning Top Holdings and 13F Report (2024)

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About Olio Financial Planning

Investment Activity

Olio Financial Planning has $237.67 million in total holdings as of March 31, 2024.
Olio Financial Planning owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
About 0.47% of the portfolio was sold this quarter.
This quarter, Olio Financial Planning has purchased 52 new stocks and bought additional shares in 0 stocks.
Olio Financial Planning sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $54,709,720
Vanguard FTSE Developed Markets Index Fund ETF Shares: $29,510,149
Vanguard Intermediate-Term Bond ETF: $26,917,041
Vanguard Value ETF: $26,303,263
Vanguard Short-Term Bond ETF: $12,275,620

Largest Sales this Quarter

Vanguard Value ETF: 1,338 shares (about $200.46K)
Fidelity Total Bond ETF: 4,103 shares (about $189.15K)
Dimensional U.S. Equity ETF: 3,142 shares (about $163.38K)
Vanguard FTSE Developed Markets Index Fund ETF Shares: 3,263 shares (about $156.33K)
Vanguard Short-Term Bond ETF: 1,226 shares (about $94.37K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$54,709,720	$83,346 ▼	-0.2%	229,747	23.0%	ETF
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$29,510,149	$156,330 ▼	-0.5%	615,950	12.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$26,917,041	$18,207 ▼	-0.1%	351,857	11.3%	ETF
VTV Vanguard Value ETF	$26,303,263	$200,459 ▼	-0.8%	175,566	11.1%	ETF
BSV Vanguard Short-Term Bond ETF	$12,275,620	$94,365 ▼	-0.8%	159,486	5.2%	ETF
DFUS Dimensional U.S. Equity ETF	$10,488,088	$163,384 ▼	-1.5%	201,694	4.4%	ETF
VOE Vanguard Mid-Cap Value ETF	$9,755,400	$64,166 ▼	-0.7%	67,047	4.1%	ETF
VBR Vanguard Small-Cap Value ETF	$7,260,187	$20,741 ▼	-0.3%	39,904	3.1%	ETF
SCHE Schwab Emerging Markets Equity ETF	$6,099,542	$53,994 ▼	-0.9%	246,945	2.6%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$5,326,081	$15,711 ▼	-0.3%	94,922	2.2%	ETF
FBND Fidelity Total Bond ETF	$5,158,452	$189,148 ▼	-3.5%	111,897	2.2%	ETF
SCHD Schwab US Dividend Equity ETF	$3,926,889		0.0%	51,453	1.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$3,813,927	$11,795 ▼	-0.3%	74,695	1.6%	ETF
SCHP Schwab U.S. TIPS ETF	$3,641,390		0.0%	69,705	1.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,273,420		0.0%	79,859	1.4%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$3,039,947		0.0%	31,460	1.3%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$2,291,608	$38,497 ▼	-1.7%	43,336	1.0%	ETF
AAPL Apple	$2,042,516		0.0%	10,551	0.9%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$1,893,764		0.0%	17,993	0.8%	Manufacturing
BAH Booz Allen Hamilton	$1,777,049		0.0%	13,976	0.7%	Business Services
VXUS Vanguard Total International Stock Index Fund ETF Shares	$1,633,118		0.0%	28,196	0.7%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$1,505,066		0.0%	19,932	0.6%	Manufacturing
BND Vanguard Total Bond Market ETF	$1,377,184		0.0%	18,680	0.6%	ETF
VO Vanguard Mid-Cap ETF	$1,180,317		0.0%	5,045	0.5%	ETF
MUB iShares National Muni Bond ETF	$929,434		0.0%	8,567	0.4%	ETF
MCO Moody's	$829,767		0.0%	2,124	0.3%	Finance
GOOD Gladstone Commercial	$779,702		0.0%	58,100	0.3%	Finance
BRK.B Berkshire Hathaway	$759,122		0.0%	2,123	0.3%	Finance
AMZN Amazon.com	$739,292		0.0%	4,820	0.3%	Retail/Wholesale
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$686,909		0.0%	11,712	0.3%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$566,709		0.0%	17,682	0.2%	Manufacturing
SCHB Schwab US Broad Market ETF	$551,984		0.0%	9,873	0.2%	ETF
VOO Vanguard S&P 500 ETF	$549,653		0.0%	1,255	0.2%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$537,906		0.0%	9,692	0.2%	Manufacturing
QQQ Invesco QQQ	$520,295		0.0%	1,265	0.2%	Finance
BWMN Bowman Consulting Group	$467,220		0.0%	13,000	0.2%	Business Services
IVV iShares Core S&P 500 ETF	$439,722		0.0%	918	0.2%	ETF
MSFT Microsoft	$432,613		0.0%	1,153	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$432,403		0.0%	2,004	0.2%	ETF
TENB Tenable	$352,125		0.0%	7,500	0.1%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$307,577		0.0%	6,069	0.1%	ETF
LDOS Leidos	$307,522		0.0%	2,849	0.1%	Aerospace
GLD SPDR Gold Shares	$297,353		0.0%	1,553	0.1%	Finance
D Dominion Energy	$267,106		0.0%	5,676	0.1%	Utilities
SPDW SPDR Portfolio Developed World ex-US ETF	$266,696		0.0%	7,844	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$249,833		0.0%	1,294	0.1%	ETF
NSC Norfolk Southern	$239,132		0.0%	1,011	0.1%	Transportation
TSLA Tesla	$221,786		0.0%	876	0.1%	Auto/Tires/Trucks
SUB iShares Short-Term National Muni Bond ETF	$220,603	$1,581 ▼	-0.7%	2,093	0.1%	ETF
DFUV Dimensional US Marketwide Value ETF	$212,876		0.0%	5,698	0.1%	ETF
SAIC Science Applications International	$203,110		0.0%	1,628	0.1%	Computer and Technology
SMRT SmartRent	$101,030		0.0%	31,086	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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Olio Financial Planning Top Holdings and 13F Report (2024)

About Olio Financial Planning

Investment Activity

Largest Holdings

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Olio Financial Planning Top Holdings and 13F Report (2024)

About Olio Financial Planning

Investment Activity

Largest Holdings

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOlio Financial Planning

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information