OLIO Financial Planning
Q3 2025 13F Holdings
- Locationmclean, VA
- Num holdings
67
- Value ($000)
$340,860
- Date Filed10/16/2025
- Form type13F-HR
- CIK0001906766
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $59.75M | 18 % | 824,792 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $59.14M | 17 % | 317,127 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $48.6M | 14 % | 810,999 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $42.65M | 13 % | 922,423 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $40.79M | 12 % | 124,300 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $16.39M | 5 % | 93,902 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.31M | 4 % | 211,407 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $10.03M | 3 % | 140,572 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.33M | 1 % | 158,540 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.14M | 1 % | 82,605 |
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