The Analysis of OLIO Financial Planning's Holdings


Currently, OLIO Financial Planning holds 67 types of securities in its portfolio with a total value $340.9M. In the most recent quarter, they have increased their positions in VTV (+14.1K shares, valued at $2.6M), FBND (+38.4K shares, valued at $1.8M), DFUS (+14.9K shares, valued at $1.1M); decreased their positions in VTI (-5.6K shares, valued at $1.8M), VTEB (-12.8K shares, valued at $643.0K), VEU (-6.7K shares, valued at $479.7K); initiated new positions in IBIT (+4.3K shares, valued at $276.9K), LDOS (+1.5K shares, valued at $275.3K), VB (+796 shares, valued at $202.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST824.8K shares1.84%2025-09-302025-10-16history
VTV VANGUARD INDEX FDS317.1K shares4.64%2025-09-302025-10-16history
VEA VANGUARD TAX-MANAGED FDS811.0K shares2.14%2025-09-302025-10-16history
FBND FIDELITY MERRIMACK STR TR922.4K shares4.34%2025-09-302025-10-16history
VTI VANGUARD INDEX FDS124.3K shares-4.32%2025-09-302025-10-16history
VOE VANGUARD INDEX FDS93.9K shares5.15%2025-09-302025-10-16history
DFAT DIMENSIONAL ETF TRUST211.4K shares7.64%2025-09-302025-10-16history
VEU VANGUARD INTL EQUITY INDEX F140.6K shares-4.56%2025-09-302025-10-16history
Sponsored
SCHD SCHWAB STRATEGIC TR158.5K shares2.50%2025-09-302025-10-16history
VTEB VANGUARD MUN BD FDS82.6K shares-13.46%2025-09-302025-10-16history
VBR VANGUARD INDEX FDS14.8K shares-2.94%2025-09-302025-10-16history
SPEM SPDR INDEX SHS FDS63.6K shares-4.42%2025-09-302025-10-16history
SPSB SPDR SERIES TRUST73.7K shares-1.39%2025-09-302025-10-16history
VWO VANGUARD INTL EQUITY INDEX F41.2K shares-0.85%2025-09-302025-10-16history
AAPL APPLE INC8.3K shares-1.12%2025-09-302025-10-16history
ESGD ISHARES TR21.6K shares-8.89%2025-09-302025-10-16history
Sponsored
VXUS VANGUARD STAR FDS23.0K shares-1.85%2025-09-302025-10-16history
SCHE SCHWAB STRATEGIC TR45.0K shares-2.99%2025-09-302025-10-16history
VO VANGUARD INDEX FDS4.8K shares7.29%2025-09-302025-10-16history
ESGU ISHARES TR8.5K shares4.41%2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares-0.44%2025-09-302025-10-16history
JMST J P MORGAN EXCHANGE TRADED F16.9K shares12.44%2025-09-302025-10-16history
ESGE ISHARES INC19.4K shares-3.64%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS1.4K shares0.74%2025-09-302025-10-16history
Sponsored
AMZN AMAZON COM INC3.8K shares-4.89%2025-09-302025-10-16history
SPTM SPDR SERIES TRUST10.1K shares0.00%2025-09-302025-10-16history
EMXC ISHARES INC12.1K shares-6.78%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION4.3K shares0.57%2025-09-302025-10-16history
BAH BOOZ ALLEN HAMILTON HLDG COR7.1K shares0.00%2025-09-302025-10-16history
AEG AEGON LTD84.1K shares0.00%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.2.1K shares-5.85%2025-09-302025-10-16history
SCHB SCHWAB STRATEGIC TR24.8K shares-0.00%2025-09-302025-10-16history
Sponsored
MSFT MICROSOFT CORP1.2K shares-1.42%2025-09-302025-10-16history
BIV VANGUARD BD INDEX FDS7.5K shares0.01%2025-09-302025-10-16history
IVV ISHARES TR831 shares10.80%2025-09-302025-10-16history
GLD SPDR GOLD TR1.6K shares0.13%2025-09-302025-10-16history
MUB ISHARES TR4.9K shares-0.44%2025-09-302025-10-16history
ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2025-09-302025-10-16history
ITOT ISHARES TR3.6K shares0.00%2025-09-302025-10-16history
ESML ISHARES TR11.0K shares0.87%2025-09-302025-10-16history
Sponsored
NSC NORFOLK SOUTHN CORP1.6K shares69.69%2025-09-302025-10-16history
META META PLATFORMS INC671 shares8.40%2025-09-302025-10-16history
QQQ INVESCO QQQ TR787 shares-36.38%2025-09-302025-10-16history
GOOG ALPHABET INC1.9K shares6.88%2025-09-302025-10-16history
D DOMINION ENERGY INC6.5K shares0.20%2025-09-302025-10-16history
CSL CARLISLE COS INC1.2K shares0.00%2025-09-302025-10-16history
RTX RTX CORPORATION2.3K shares0.31%2025-09-302025-10-16history
XLK SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-16history
Sponsored
GOOD GLADSTONE COMMERCIAL CORP29.1K shares0.00%2025-09-302025-10-16history
BSV VANGUARD BD INDEX FDS4.3K shares-1.01%2025-09-302025-10-16history
SPDW SPDR INDEX SHS FDS7.8K shares0.00%2025-09-302025-10-16history
XOM EXXON MOBIL CORP2.9K shares0.56%2025-09-302025-10-16history
SUSA ISHARES TR2.3K shares0.00%2025-09-302025-10-16history
SPY SPDR S&P 500 ETF TR426 shares0.00%2025-09-302025-10-16history
IBIT ISHARES BITCOIN TRUST ETF4.3K sharesnew addition2025-09-302025-10-16history
LDOS LEIDOS HOLDINGS INC1.5K sharesnew addition2025-09-302025-10-16history
Sponsored
MCO MOODYS CORP574 shares-21.37%2025-09-302025-10-16history
COST COSTCO WHSL CORP NEW277 shares-9.48%2025-09-302025-10-16history
TSLA TESLA INC566 shares-15.52%2025-09-302025-10-16history
NFLX NETFLIX INC200 shares0.00%2025-09-302025-10-16history
KR KROGER CO3.4K shares0.09%2025-09-302025-10-16history
SPAB SPDR SERIES TRUST8.8K shares5.03%2025-09-302025-10-16history
RSPT INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2025-09-302025-10-16history
TENB TENABLE HLDGS INC7.5K shares0.00%2025-09-302025-10-16history
Sponsored
DFUV DIMENSIONAL ETF TRUST4.8K shares-17.62%2025-09-302025-10-16history
VB VANGUARD INDEX FDS796 sharesnew addition2025-09-302025-10-16history
LOAN MANHATTAN BRDG CAP INC69.1K shares-5.07%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available