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CIK: 0001906766
Total reported value
$403.1M
$403.1M
59 檔
52.7%
The Q1 2025 SEC filing reveals that OLIO Financial Planning held a total portfolio value of $403.1M, covering 59 public equity positions.
During Q1 2025, OLIO Financial Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTV, DFUS, VEA) accounted for 52.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 17.36% | +0.43% | +3.06% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.89% | +0.89% | +14.31% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.89% | +0.17% | +4.01% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 13.48% | -0.63% | +11.53% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.82% | -0.01% | -6.47% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.80% | -0.04% | +3.77% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 3.21% | +0.07% | +9.23% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.99% | -0.01% | +13.15% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.64% | -0.05% | +3.05% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.17% | -0.16% | -0.96% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.97% | -0.01% | -11.10% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.73% | — | +40.77% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.72% | +0.02% | +23.06% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.69% | -0.04% | +3.24% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.03% | -13.83% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.66% | -0.04% | +0.92% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.02% | -4.22% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.52% | -0.03% | -24.43% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | -0.01% | +0.61% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.02% | +7.17% | |
| 21 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.41% | -0.06% | — | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.34% | +0.02% | -43.69% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | — | -80.07% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | -6.00% | |
| 25 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.25% | -0.01% | +2.76% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.25% | +0.02% | +1.51% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.02% | +0.07% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.24% | +0.01% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | -0.01% | -78.00% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.20% | -0.03% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.02% | -1.04% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | — | |
| 33 | AEG | Aegon Ltd-ny Reg Shr | Stock-Other | 0.19% | +0.01% | — | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | +0.01% | -3.48% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.18% | -0.01% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | +6.85% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.02% | -1.87% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | -0.04% | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | — | — | |
| 40 | GOOD | Gladstone Commercial CORP | Stock-Other | 0.15% | — | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | -0.01% | +39.16% | |
| 43 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.14% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | -19.89% | |
| 45 | MCO | Moody's CORP | Stock-Financials | 0.12% | -0.09% | EXIT | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.11% | — | +0.57% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | +2.39% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.10% | -0.02% | +0.89% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.10% | — | +7.28% | |
| 50 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.10% | -0.02% | -1.97% |
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 Q1 2025.
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During Q1 2025, OLIO Financial Planning's top holdings by market value included VTV (17.4%)、DFUS (15.9%)、VEA (13.9%). The largest single position, VTV, represented 17.4% of total portfolio value.
In Q1 2025, 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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