13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906766
Total reported value
$403.1M
$403.1M
59 檔
50.3%
In Q4 2024, OLIO Financial Planning's U.S. equity holdings reached a combined market value of $403.1M, distributed across 59 disclosed stock positions.
During Q4 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 | VTV | Vanguard Value ETF | ETF-Other | 16.77% | +0.43% | +60.66% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.89% | +0.89% | +229.80% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.69% | -0.01% | -37.20% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.77% | +0.17% | +23.41% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 12.07% | -0.63% | +584.46% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.74% | -0.04% | +24.45% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 3.23% | +0.07% | +281.21% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.54% | -0.01% | +32.73% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.58% | -0.05% | +219.47% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.52% | — | -83.50% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.21% | -0.16% | -7.73% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.18% | -0.01% | -57.56% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.03% | -0.01% | -76.18% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.03% | -37.81% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.75% | -0.04% | -19.58% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.67% | -0.03% | -70.81% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.64% | +0.02% | -20.86% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.63% | -0.04% | +18.41% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.58% | +0.02% | — | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.02% | -9.07% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.52% | — | — | |
| 22 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.51% | -0.06% | -18.90% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.01% | +4.64% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.01% | -7.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +0.47% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | +8.92% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | +0.01% | -13.41% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.25% | +0.02% | +31.72% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.24% | -0.01% | +13.40% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.02% | -1.19% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.02% | — | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.20% | +0.01% | +160.06% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | -0.02% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | — | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | -0.01% | -41.98% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.02% | +5.03% | |
| 37 | AEG | Aegon Ltd-ny Reg Shr | Stock-Other | 0.17% | +0.01% | — | |
| 38 | GOOD | Gladstone Commercial CORP | Stock-Other | 0.17% | — | -50.00% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -18.41% | |
| 41 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.15% | — | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.05% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.13% | -0.04% | — | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.13% | -0.06% | +52.72% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.11% | -0.01% | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | — | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.11% | — | +2.68% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | +0.05% | NEW | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.03% | — | |
| 50 | TENB | Tenable Holdings Inc | Stock-Other | 0.10% | — | — |
According to official SEC Form 13F filings, OLIO Financial Planning reported a total U.S. public equity portfolio value of $403.1M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, DFUS, VTI) accounted for 50.3% of total reported equity market value during Q4 2024.
During Q4 2024, OLIO Financial Planning's top holdings by market value included VTV (16.8%)、DFUS (14.9%)、VTI (14.7%). The largest single position, VTV, represented 16.8% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.