Sponsored

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

Currently, OLIO Financial Planning holds 68 types of securities in its portfolio with a total value $403.1M. In the most recent quarter, they have increased their positions in FBND (+66.2K shares, valued at $3.0M), VTV (+9.7K shares, valued at $2.1M), DFUS (+14.2K shares, valued at $1.2M); decreased their positions in N/A (-3.8K shares, valued at $1.4M), AAPL (-768 shares, valued at $222.2K), NSC (-694 shares, valued at $218.3K); initiated new positions in VB (+728 shares, valued at $220.7K).

1M P&L

+3.6M+0.98%

3M P&L

+16.9M+4.84%

HY P&L

+29.9M+8.90%

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/A346.4M

97.0%

2Consumer Electronics3.0M

0.8%

3Semiconductors1.4M

0.4%

Top Industries by Stock Count

1N/A37 stocks

64.9%

2Semiconductors2 stocks

3.5%

3Internet Content & Information2 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS339.6K shares2.94%2026-06-302026-07-17

DFUS DIMENSIONAL ETF TRUST896.8K shares1.61%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS830.9K shares1.56%2026-06-302026-07-17

FBND FIDELITY MERRIMACK STR TR1.1M shares6.50%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS112.9K shares-3.28%2026-06-302026-07-17

VOE VANGUARD INDEX FDS102.6K shares3.30%2026-06-302026-07-17

DFAT DIMENSIONAL ETF TRUST233.8K shares1.53%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F145.2K shares-0.35%2026-06-302026-07-17

Sponsored

SCHD SCHWAB STRATEGIC TR161.4K shares3.79%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS85.5K shares-3.62%2026-06-302026-07-17

SPEM SPDR INDEX SHS FDS70.4K shares3.60%2026-06-302026-07-17

VBR VANGUARD INDEX FDS13.5K shares-1.30%2026-06-302026-07-17

AAPL APPLE INC10.4K shares-6.86%2026-06-302026-07-17

SPSB SPDR SERIES TRUST89.3K shares13.56%2026-06-302026-07-17

ESGD ISHARES TR21.8K shares-3.35%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F37.5K shares-5.09%2026-06-302026-07-17

Sponsored

VXUS VANGUARD STAR FDS24.3K shares-3.20%2026-06-302026-07-17

ESGU ISHARES TR10.4K shares0.99%2026-06-302026-07-17

VOO VANGUARD INDEX FDS2.3K shares-9.14%2026-06-302026-07-17

VO VANGUARD INDEX FDS17.4K shares279.81%2026-06-302026-07-17

SCHE SCHWAB STRATEGIC TR35.6K shares-8.11%2026-06-302026-07-17

EMXC ISHARES INC10.4K shares-5.47%2026-06-302026-07-17

JMST J P MORGAN EXCHANGE TRADED F20.2K shares3.41%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares-1.15%2026-06-302026-07-17

Sponsored

ESGE ISHARES INC16.9K shares-11.26%2026-06-302026-07-17

SPTM SPDR SERIES TRUST10.1K shares0.00%2026-06-302026-07-17

AMZN AMAZON COM INC3.6K shares0.65%2026-06-302026-07-17

NVDA NVIDIA CORPORATION3.9K shares-12.36%2026-06-302026-07-17

QQQ INVESCO QQQ TR1.0K shares-3.78%2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR24.8K shares0.00%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.0K shares0.00%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC1.1K shares0.00%2026-06-302026-07-17

Sponsored

AEGON LTD AEGON LTD71.0K shares0.00%2026-06-302026-07-17

GLD SPDR GOLD TR1.6K shares0.06%2026-06-302026-07-17

ESML ISHARES TR10.3K shares-8.01%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC775 shares0.00%2026-06-302026-07-17

MUB ISHARES TR4.9K shares0.00%2026-06-302026-07-17

BAH BOOZ ALLEN HAMILTON HLDG COR8.2K shares0.00%2026-06-302026-07-17

ISHARES TR ISHARES TR650 shares0.00%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2026-06-302026-07-17

Sponsored

MSFT MICROSOFT CORP1.2K shares-4.86%2026-06-302026-07-17

GOOGL ALPHABET INC1.3K shares2.60%2026-06-302026-07-17

DOMINION ENERGY INC DOMINION ENERGY INC6.5K shares-0.23%2026-06-302026-07-17

CSL CARLISLE COS INC1.2K shares0.00%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-06-302026-07-17

ITOT ISHARES TR2.6K shares-7.83%2026-06-302026-07-17

SUSA ISHARES TR2.7K shares4.52%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION2.2K shares0.00%2026-06-302026-07-17

Sponsored

SPDW SPDR INDEX SHS FDS7.8K shares0.00%2026-06-302026-07-17

GOOG ALPHABET INC1.0K shares-26.33%2026-06-302026-07-17

GOOD GLADSTONE COMMERCIAL CORP29.1K shares0.00%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC588 shares-7.98%2026-06-302026-07-17

RSPT INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T426 shares0.00%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP959 shares-41.98%2026-06-302026-07-17

SAIC SCIENCE APPLICATIONS INTL CO2.6K shares0.00%2026-06-302026-07-17

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION279 shares0.00%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP1.9K shares-16.98%2026-06-302026-07-17

DFUV DIMENSIONAL ETF TRUST4.3K shares0.35%2026-06-302026-07-17

WMT WALMART INC2.0K shares0.00%2026-06-302026-07-17

CVX CHEVRON CORPORATION1.4K shares-20.14%2026-06-302026-07-17

SPAB SPDR SERIES TRUST8.8K shares0.00%2026-06-302026-07-17

VB VANGUARD INDEX FDS728 sharesnew addition2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS2.7K shares-1.23%2026-06-302026-07-17

Sponsored

AEP AMERICAN ELEC PWR CO INC1.5K shares0.00%2026-06-302026-07-17

LOAN MANHATTAN BRDG CAP INC59.6K shares-5.43%2026-06-302026-07-17

NAK NORTHERN DYNASTY MINERALS LT22.4K shares0.00%2026-06-302026-07-17

SMRT SMARTRENT INC15.5K shares0.00%2026-06-302026-07-17

VTV

VANGUARD INDEX FDS

2.94%

Shares339.6K

Event2026-06-30

Filed2026-07-17

DFUS

DIMENSIONAL ETF TRUST

1.61%

Shares896.8K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

1.56%

Shares830.9K

Event2026-06-30

Filed2026-07-17

FBND

FIDELITY MERRIMACK STR TR

6.50%

Shares1.1M

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-3.28%

Shares112.9K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD INDEX FDS

3.30%

Shares102.6K

Event2026-06-30

Filed2026-07-17

DFAT

DIMENSIONAL ETF TRUST

1.53%

Shares233.8K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

-0.35%

Shares145.2K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

3.79%

Shares161.4K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

-3.62%

Shares85.5K

Event2026-06-30

Filed2026-07-17

SPEM

SPDR INDEX SHS FDS

3.60%

Shares70.4K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-1.30%

Shares13.5K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-6.86%

Shares10.4K

Event2026-06-30

Filed2026-07-17

SPSB

SPDR SERIES TRUST

13.56%

Shares89.3K

Event2026-06-30

Filed2026-07-17

ESGD

ISHARES TR

-3.35%

Shares21.8K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

-5.09%

Shares37.5K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

-3.20%

Shares24.3K

Event2026-06-30

Filed2026-07-17

ESGU

ISHARES TR

0.99%

Shares10.4K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-9.14%

Shares2.3K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

279.81%

Shares17.4K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

-8.11%

Shares35.6K

Event2026-06-30

Filed2026-07-17

EMXC

ISHARES INC

-5.47%

Shares10.4K

Event2026-06-30

Filed2026-07-17

JMST

J P MORGAN EXCHANGE TRADED F

3.41%

Shares20.2K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.15%

Shares1.9K

Event2026-06-30

Filed2026-07-17

ESGE

ISHARES INC

-11.26%

Shares16.9K

Event2026-06-30

Filed2026-07-17

SPTM

SPDR SERIES TRUST

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

0.65%

Shares3.6K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-12.36%

Shares3.9K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-3.78%

Shares1.0K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

AEGON LTD

0.00%

Shares71.0K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-17

ESML

ISHARES TR

-8.01%

Shares10.3K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

0.00%

Shares775

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-17

BAH

BOOZ ALLEN HAMILTON HLDG COR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.00%

Shares650

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-4.86%

Shares1.2K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

2.60%

Shares1.3K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

-0.23%

Shares6.5K

Event2026-06-30

Filed2026-07-17

CSL

CARLISLE COS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

-7.83%

Shares2.6K

Event2026-06-30

Filed2026-07-17

SUSA

ISHARES TR

4.52%

Shares2.7K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-17

SPDW

SPDR INDEX SHS FDS

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

-26.33%

Shares1.0K

Event2026-06-30

Filed2026-07-17

GOOD

GLADSTONE COMMERCIAL CORP

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-7.98%

Shares588

Event2026-06-30

Filed2026-07-17

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

0.00%

Shares426

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP

-41.98%

Shares959

Event2026-06-30

Filed2026-07-17

SAIC

SCIENCE APPLICATIONS INTL CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

0.00%

Shares279

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

-16.98%

Shares1.9K

Event2026-06-30

Filed2026-07-17

DFUV

DIMENSIONAL ETF TRUST

0.35%

Shares4.3K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

-20.14%

Shares1.4K

Event2026-06-30

Filed2026-07-17

SPAB

SPDR SERIES TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

New

Shares728

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD BD INDEX FDS

-1.23%

Shares2.7K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

LOAN

MANHATTAN BRDG CAP INC

-5.43%

Shares59.6K

Event2026-06-30

Filed2026-07-17

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-17

SMRT

SMARTRENT INC

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available