OLIO Financial Planning
Q4 2024 13F Holdings
- Locationmclean, VA
- Num holdings
59
- Value ($000)
$284,707
- Date Filed01/21/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $47.75M | 17 % | 282,070 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $42.41M | 15 % | 665,186 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $41.81M | 15 % | 144,279 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $36.35M | 13 % | 760,169 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $34.37M | 12 % | 765,888 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $13.50M | 5 % | 83,442 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.20M | 3 % | 165,201 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $7.23M | 3 % | 125,986 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.49M | 2 % | 164,378 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $4.34M | 2 % | 58,051 |
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