OLIO Financial Planning
Q4 2025 13F Holdings
- Locationmclean, VA
- Num holdings
71
- Value ($000)
$356,492
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $63.51M | 18 % | 856,242 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $62.26M | 18 % | 325,982 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $51.64M | 15 % | 826,598 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $44.92M | 13 % | 975,741 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $39.81M | 11 % | 118,730 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $17.31M | 5 % | 97,602 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.48M | 4 % | 226,387 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $10.55M | 3 % | 143,360 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.37M | 1 % | 159,440 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.28M | 1 % | 85,142 |
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