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CIK: 0001906766
Total reported value
$403.1M
$403.1M
52 檔
37.1%
As reported in its official Q1 2024 Form 13F filing, OLIO Financial Planning's tracked investment portfolio stood at $403.1M with 52 total positions.
During Q1 2024, OLIO Financial Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.02% | -0.01% | -0.15% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.42% | +0.17% | -0.53% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.33% | — | -0.07% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 11.07% | +0.43% | -0.76% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.17% | -0.01% | -0.76% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.41% | +0.89% | -1.53% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.10% | -0.04% | -0.65% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.05% | -0.01% | -0.28% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.57% | -0.03% | -0.88% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.24% | -0.01% | -0.29% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.17% | -0.63% | -3.54% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.65% | -0.05% | — | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.60% | -0.16% | -0.31% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.53% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | -0.03% | — | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.28% | — | — | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 0.96% | +0.07% | -1.65% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.04% | — | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.80% | +0.02% | — | |
| 20 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.75% | -0.06% | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | -0.02% | — | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.63% | -0.04% | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | — | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.01% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.01% | — | |
| 26 | MCO | Moody's CORP | Stock-Financials | 0.35% | -0.09% | EXIT | |
| 27 | GOOD | Gladstone Commercial CORP | Stock-Other | 0.33% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.02% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.29% | +0.01% | — | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.24% | -0.01% | — | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | +0.01% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | — | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.23% | +0.02% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.02% | — | |
| 36 | BWMN | Bowman Consulting Group LTD | Stock-Other | 0.20% | — | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.02% | — | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | +0.05% | NEW | |
| 40 | TENB | Tenable Holdings Inc | Stock-Other | 0.15% | — | — | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.13% | -0.02% | — | |
| 42 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.13% | -0.06% | EXIT | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.13% | -0.04% | — | |
| 44 | D | Dominion Energy Inc | Stock-Utilities | 0.11% | — | — | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.11% | — | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.03% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.10% | -0.06% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.09% | — | -0.71% | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.09% | — | — |
According to official SEC Form 13F filings, OLIO Financial Planning reported a total U.S. public equity portfolio value of $403.1M across 52 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, BIV) accounted for 37.1% of total reported equity market value during Q1 2024.
During Q1 2024, OLIO Financial Planning's top holdings by market value included VTI (23.0%)、VEA (12.4%)、BIV (11.3%). The largest single position, VTI, represented 23.0% of total portfolio value.
In Q1 2024, OLIO Financial Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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