OLIO Financial Planning
Q1 2025 13F Holdings
- Locationmclean, VA
- Num holdings
59
- Value ($000)
$289,326
- Date Filed04/11/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $50.22 M | 17 % | 290,708 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $45.99 M | 16 % | 760,383 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $40.19 M | 14 % | 790,625 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $38.99 M | 14 % | 854,166 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $37.09 M | 13 % | 134,946 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $13.90 M | 5 % | 86,587 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.29 M | 3 % | 180,443 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $8.65 M | 3 % | 142,548 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.74 M | 2 % | 169,399 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.39 M | 1 % | 68,256 |
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