OLIO Financial Planning
73 holdingsFiling period: 2026-03-31Current AUM: $398.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 329.9K | $64.7M | $72.6M | 18.19% | +3.9K | 2026-03-31 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 882.6K | $62.6M | $72.0M | 18.05% | +26.3K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 818.2K | $52.4M | $57.8M | 14.49% | -8,442 | 2026-03-31 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 1.02M | $46.5M | $45.5M | 11.42% | +42.5K | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 116.7K | $37.4M | $43.0M | 10.78% | -2,001 | 2026-03-31 |
| 6 | VOE | VANGUARD INDEX FDS | 99.3K | $18.3M | $20.3M | 5.10% | +1.7K | 2026-03-31 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 230.3K | $14.4M | $16.3M | 4.08% | +3.9K | 2026-03-31 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 145.7K | $10.9M | $12.1M | 3.03% | +2.3K | 2026-03-31 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 155.5K | $4.8M | $5.2M | 1.30% | -3,962 | 2026-03-31 |
| 10 | VTEB | VANGUARD MUN BD FDS | 88.7K | $4.4M | $4.4M | 1.10% | +3.6K | 2026-03-31 |
| 11 | SPEM | SPDR INDEX SHS FDS | 68.0K | $3.2M | $3.5M | 0.87% | +386 | 2026-03-31 |
| 12 | VBR | VANGUARD INDEX FDS | 13.6K | $3.0M | $3.3M | 0.84% | -412 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 11.2K | $2.8M | $3.5M | 0.87% | +821 | 2026-03-31 |
| 14 | SPSB | SPDR SERIES TRUST | 78.6K | $2.4M | $2.4M | 0.59% | +1.9K | 2026-03-31 |
| 15 | ESGD | ISHARES TR | 22.6K | $2.2M | $2.4M | 0.59% | +31 | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 39.5K | $2.1M | $2.3M | 0.58% | -1,203 | 2026-03-31 |
| 17 | VXUS | VANGUARD STAR FDS | 25.1K | $1.9M | $2.1M | 0.53% | +2.3K | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 2.5K | $1.5M | $1.7M | 0.43% | +1.1K | 2026-03-31 |
| 19 | ESGU | ISHARES TR | 10.3K | $1.5M | $1.7M | 0.42% | +198 | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 4.6K | $1.3M | $1.5M | 0.37% | -289 | 2026-03-31 |
| 21 | SCHE | SCHWAB STRATEGIC TR | 38.7K | $1.3M | $1.4M | 0.35% | -1,126 | 2026-03-31 |
| 22 | JMST | J P MORGAN EXCHANGE TRADED F | 19.5K | $994K | $993K | 0.25% | +941 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.9K | $916K | $916K | 0.23% | -36 | 2026-03-31 |
| 24 | EMXC | ISHARES INC | 11.0K | $867K | $1.0M | 0.25% | -1,046 | 2026-03-31 |
| 25 | ESGE | ISHARES INC | 19.1K | $866K | $981K | 0.25% | -195 | 2026-03-31 |
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