The Analysis of OLIO Financial Planning's Holdings

Currently, OLIO Financial Planning holds 71 types of securities in its portfolio with a total value $356.5M. In the most recent quarter, they have increased their positions in FBND (+53.3K shares, valued at $2.5M), DFUS (+31.4K shares, valued at $2.3M), VTV (+8.9K shares, valued at $1.7M); decreased their positions in VTI (-5.6K shares, valued at $1.9M), N/A (-571 shares, valued at $179.2K), SCHE (-5.2K shares, valued at $169.5K); initiated new positions in N/A (+1.0K shares, valued at $324.8K), CVX (+1.7K shares, valued at $263.2K), SAIC (+2.6K shares, valued at $263.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST856.2K shares3.81%2025-12-312026-01-21

VTV VANGUARD INDEX FDS326.0K shares2.79%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS826.6K shares1.92%2025-12-312026-01-21

FBND FIDELITY MERRIMACK STR TR975.7K shares5.78%2025-12-312026-01-21

VTI VANGUARD INDEX FDS118.7K shares-4.48%2025-12-312026-01-21

VOE VANGUARD INDEX FDS97.6K shares3.94%2025-12-312026-01-21

DFAT DIMENSIONAL ETF TRUST226.4K shares7.09%2025-12-312026-01-21

VEU VANGUARD INTL EQUITY INDEX F143.4K shares1.98%2025-12-312026-01-21

Sponsored

SCHD SCHWAB STRATEGIC TR159.4K shares0.57%2025-12-312026-01-21

VTEB VANGUARD MUN BD FDS85.1K shares3.07%2025-12-312026-01-21

SPEM SPDR INDEX SHS FDS67.6K shares6.28%2025-12-312026-01-21

VBR VANGUARD INDEX FDS14.0K shares-5.30%2025-12-312026-01-21

AAPL APPLE INC10.4K shares25.21%2025-12-312026-01-21

SPSB SPDR SERIES TRUST76.7K shares4.04%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F40.7K shares-1.11%2025-12-312026-01-21

ESGD ISHARES TR22.6K shares4.42%2025-12-312026-01-21

Sponsored

VXUS VANGUARD STAR FDS22.8K shares-0.66%2025-12-312026-01-21

ESGU ISHARES TR10.1K shares18.19%2025-12-312026-01-21

VO VANGUARD INDEX FDS4.9K shares1.14%2025-12-312026-01-21

SCHE SCHWAB STRATEGIC TR39.9K shares-11.49%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-4.08%2025-12-312026-01-21

JMST J P MORGAN EXCHANGE TRADED F18.6K shares10.09%2025-12-312026-01-21

AMZN AMAZON COM INC3.8K shares1.27%2025-12-312026-01-21

EMXC ISHARES INC12.1K shares0.00%2025-12-312026-01-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-21

ESGE ISHARES INC19.3K shares-0.72%2025-12-312026-01-21

SPTM SPDR SERIES TRUST10.1K shares0.00%2025-12-312026-01-21

NVDA NVIDIA CORPORATION3.8K shares-10.15%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR1.1K shares37.99%2025-12-312026-01-21

ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.2.1K shares-1.81%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR24.8K shares-0.01%2025-12-312026-01-21

Sponsored

GLD SPDR GOLD TR1.6K shares3.60%2025-12-312026-01-21

MSFT MICROSOFT CORP1.2K shares2.20%2025-12-312026-01-21

IVV ISHARES TR831 shares0.00%2025-12-312026-01-21

BAH BOOZ ALLEN HAMILTON HLDG COR6.7K shares-4.42%2025-12-312026-01-21

AEGON LTD AEGON LTD71.0K shares-15.62%2025-12-312026-01-21

MUB ISHARES TR4.9K shares0.00%2025-12-312026-01-21

ESML ISHARES TR11.3K shares2.70%2025-12-312026-01-21

ITOT ISHARES TR3.2K shares-9.78%2025-12-312026-01-21

Sponsored

NSC NORFOLK SOUTHN CORP1.7K shares0.43%2025-12-312026-01-21

META META PLATFORMS INC694 shares3.43%2025-12-312026-01-21

ALPHABET INC ALPHABET INC1.3K shares-30.12%2025-12-312026-01-21

RTX RTX CORPORATION2.3K shares0.00%2025-12-312026-01-21

D DOMINION ENERGY INC6.5K shares0.99%2025-12-312026-01-21

CSL CARLISLE COS INC1.2K shares0.00%2025-12-312026-01-21

SUSA ISHARES TR2.5K shares11.08%2025-12-312026-01-21

XOM EXXON MOBIL CORP2.9K shares-0.07%2025-12-312026-01-21

Sponsored

SPDW SPDR INDEX SHS FDS7.8K shares0.30%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR2.3K shares75.58%2025-12-312026-01-21

ALPHABET INC ALPHABET INC1.0K sharesnew addition2025-12-312026-01-21

GOOD GLADSTONE COMMERCIAL CORP29.1K shares0.00%2025-12-312026-01-21

LOAN MANHATTAN BRDG CAP INC65.9K shares-4.68%2025-12-312026-01-21

MCO MOODYS CORP574 shares0.00%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR426 shares0.00%2025-12-312026-01-21

IBIT ISHARES BITCOIN TRUST ETF5.4K shares26.17%2025-12-312026-01-21

Sponsored

CVX CHEVRON CORP NEW1.7K sharesnew addition2025-12-312026-01-21

SAIC SCIENCE APPLICATIONS INTL CO2.6K sharesnew addition2025-12-312026-01-21

COST COSTCO WHSL CORP NEW279 shares0.72%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-21

LDOS LEIDOS HOLDINGS INC1.3K shares-10.57%2025-12-312026-01-21

SPAB SPDR SERIES TRUST8.8K shares0.00%2025-12-312026-01-21

WMT WALMART INC2.0K sharesnew addition2025-12-312026-01-21

DFUV DIMENSIONAL ETF TRUST4.8K shares0.35%2025-12-312026-01-21

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2025-12-312026-01-21

KR KROGER CO3.4K shares0.06%2025-12-312026-01-21

BSV VANGUARD BD INDEX FDS2.7K shares-38.34%2025-12-312026-01-21

TSLA TESLA INC466 shares-17.67%2025-12-312026-01-21

CSX CSX CORP5.6K sharesnew addition2025-12-312026-01-21

SMRT SMARTRENT INC31.1K sharesnew addition2025-12-312026-01-21

NAK NORTHERN DYNASTY MINERALS LT22.4K sharesnew addition2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available