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The Analysis of OLIO Financial Planning's Holdings & P&L

Currently, OLIO Financial Planning holds 72 types of securities in its portfolio with a total value $361.0M. In the most recent quarter, they have increased their positions in FBND (+42.5K shares, valued at $1.9M), DFUS (+26.3K shares, valued at $1.9M), VTV (+3.9K shares, valued at $774.6K); decreased their positions in VTI (-2.0K shares, valued at $641.9K), VEA (-8.4K shares, valued at $541.0K), SCHD (-4.0K shares, valued at $121.6K); initiated new positions in AMAT (+775 shares, valued at $264.9K), AEP (+1.5K shares, valued at $201.9K).

1M P&L

+11.5M+3.06%

3M P&L

+7.3M+1.92%

HY P&L

+35.0M+9.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A344.3M

96.6%

2Consumer Electronics2.8M

0.8%

3Semiconductors999.4K

0.3%

Top Industries by Stock Count

1N/A38 stocks

57.6%

2Semiconductors2 stocks

3.0%

3Utilities - Regulated Electric2 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS329.9K shares1.21%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST882.6K shares3.08%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS818.2K shares-1.02%2026-03-312026-04-14

FBND FIDELITY MERRIMACK STR TR1.0M shares4.35%2026-03-312026-04-14

VTI VANGUARD INDEX FDS116.7K shares-1.69%2026-03-312026-04-14

VOE VANGUARD INDEX FDS99.3K shares1.74%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST230.3K shares1.72%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F145.7K shares1.62%2026-03-312026-04-14

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SCHD SCHWAB STRATEGIC TR155.5K shares-2.48%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS88.7K shares4.21%2026-03-312026-04-14

SPEM SPDR INDEX SHS FDS68.0K shares0.57%2026-03-312026-04-14

VBR VANGUARD INDEX FDS13.6K shares-2.93%2026-03-312026-04-14

AAPL APPLE INC11.2K shares7.92%2026-03-312026-04-14

SPSB SPDR SERIES TRUST78.6K shares2.51%2026-03-312026-04-14

ESGD ISHARES TR22.6K shares0.14%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F39.5K shares-2.95%2026-03-312026-04-14

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VXUS VANGUARD STAR FDS25.1K shares9.96%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares83.38%2026-03-312026-04-14

ESGU ISHARES TR10.3K shares1.96%2026-03-312026-04-14

VO VANGUARD INDEX FDS4.6K shares-5.94%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR38.7K shares-2.82%2026-03-312026-04-14

JMST J P MORGAN EXCHANGE TRADED F19.5K shares5.07%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-1.85%2026-03-312026-04-14

EMXC ISHARES INC11.0K shares-8.66%2026-03-312026-04-14

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ESGE ISHARES INC19.1K shares-1.01%2026-03-312026-04-14

SPTM SPDR SERIES TRUST10.1K shares0.00%2026-03-312026-04-14

NVDA NVIDIA CORPORATION4.4K shares15.80%2026-03-312026-04-14

AMZN AMAZON COM INC3.5K shares-7.87%2026-03-312026-04-14

GLD SPDR GOLD TR1.6K shares0.50%2026-03-312026-04-14

BAH BOOZ ALLEN HAMILTON HLDG COR8.2K shares21.05%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-0.18%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR24.8K shares0.00%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO2.0K shares-1.99%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2026-03-312026-04-14

ESML ISHARES TR11.1K shares-1.58%2026-03-312026-04-14

MUB ISHARES TR4.9K shares-0.43%2026-03-312026-04-14

AEGON LTD AEGON LTD71.0K shares0.00%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP1.7K shares0.00%2026-03-312026-04-14

MSFT MICROSOFT CORP1.3K shares5.71%2026-03-312026-04-14

IVV ISHARES TR650 shares-21.78%2026-03-312026-04-14

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RTX RTX CORPORATION2.2K shares-4.52%2026-03-312026-04-14

D DOMINION ENERGY INC6.6K shares0.29%2026-03-312026-04-14

ITOT ISHARES TR2.8K shares-12.05%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.4K shares5.21%2026-03-312026-04-14

CSL CARLISLE COS INC1.2K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP2.3K shares-21.94%2026-03-312026-04-14

META META PLATFORMS INC639 shares-7.93%2026-03-312026-04-14

CVX CHEVRON CORPORATION1.7K shares0.06%2026-03-312026-04-14

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SPDW SPDR INDEX SHS FDS7.8K shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.2K shares18.69%2026-03-312026-04-14

SUSA ISHARES TR2.5K shares0.00%2026-03-312026-04-14

GOOD GLADSTONE COMMERCIAL CORP29.1K shares0.00%2026-03-312026-04-14

MCO MOODYS CORP711 shares23.87%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION279 shares0.00%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T426 shares0.00%2026-03-312026-04-14

Sponsored

AMAT APPLIED MATLS INC775 sharesnew addition2026-03-312026-04-14

WMT WALMART INC2.0K shares0.00%2026-03-312026-04-14

SAIC SCIENCE APPLICATIONS INTL CO2.6K shares0.00%2026-03-312026-04-14

KR KROGER CO3.4K shares-0.79%2026-03-312026-04-14

CSX CSX CORP5.6K shares0.00%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC1.1K shares0.00%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF5.9K shares9.80%2026-03-312026-04-14

SPAB SPDR SERIES TRUST8.8K shares0.00%2026-03-312026-04-14

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS2.8K shares3.79%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST4.2K shares-12.27%2026-03-312026-04-14

LDOS LEIDOS HOLDINGS INC1.3K shares0.00%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC1.5K sharesnew addition2026-03-312026-04-14

LOAN MANHATTAN BRDG CAP INC63.0K shares-4.39%2026-03-312026-04-14

NAK NORTHERN DYNASTY MINERALS LT22.4K shares0.00%2026-03-312026-04-14

SMRT SMARTRENT INC15.5K shares-50.02%2026-03-312026-04-14

Sponsored

VTV

VANGUARD INDEX FDS

1.21%

Shares329.9K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

3.08%

Shares882.6K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-1.02%

Shares818.2K

Event2026-03-31

Filed2026-04-14

FBND

FIDELITY MERRIMACK STR TR

4.35%

Shares1.0M

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-1.69%

Shares116.7K

Event2026-03-31

Filed2026-04-14

VOE

VANGUARD INDEX FDS

1.74%

Shares99.3K

Event2026-03-31

Filed2026-04-14

DFAT

DIMENSIONAL ETF TRUST

1.72%

Shares230.3K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

1.62%

Shares145.7K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-2.48%

Shares155.5K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

4.21%

Shares88.7K

Event2026-03-31

Filed2026-04-14

SPEM

SPDR INDEX SHS FDS

0.57%

Shares68.0K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

-2.93%

Shares13.6K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

7.92%

Shares11.2K

Event2026-03-31

Filed2026-04-14

SPSB

SPDR SERIES TRUST

2.51%

Shares78.6K

Event2026-03-31

Filed2026-04-14

ESGD

ISHARES TR

0.14%

Shares22.6K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

-2.95%

Shares39.5K

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

9.96%

Shares25.1K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

83.38%

Shares2.5K

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES TR

1.96%

Shares10.3K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-5.94%

Shares4.6K

Event2026-03-31

Filed2026-04-14

SCHE

SCHWAB STRATEGIC TR

-2.82%

Shares38.7K

Event2026-03-31

Filed2026-04-14

JMST

J P MORGAN EXCHANGE TRADED F

5.07%

Shares19.5K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-1.85%

Shares1.9K

Event2026-03-31

Filed2026-04-14

EMXC

ISHARES INC

-8.66%

Shares11.0K

Event2026-03-31

Filed2026-04-14

ESGE

ISHARES INC

-1.01%

Shares19.1K

Event2026-03-31

Filed2026-04-14

SPTM

SPDR SERIES TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

15.80%

Shares4.4K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-7.87%

Shares3.5K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

0.50%

Shares1.6K

Event2026-03-31

Filed2026-04-14

BAH

BOOZ ALLEN HAMILTON HLDG COR

21.05%

Shares8.2K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares24.8K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-1.99%

Shares2.0K

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

ESML

ISHARES TR

-1.58%

Shares11.1K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

-0.43%

Shares4.9K

Event2026-03-31

Filed2026-04-14

AEGON LTD

0.00%

Shares71.0K

Event2026-03-31

Filed2026-04-14

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

5.71%

Shares1.3K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-21.78%

Shares650

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-4.52%

Shares2.2K

Event2026-03-31

Filed2026-04-14

DOMINION ENERGY INC

0.29%

Shares6.6K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

-12.05%

Shares2.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

5.21%

Shares1.4K

Event2026-03-31

Filed2026-04-14

CSL

CARLISLE COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-21.94%

Shares2.3K

Event2026-03-31

Filed2026-04-14