OLIO Financial Planning Portfolio Holdings - 13F Filings | 13F Fund Database
OLIO Financial Planning 13F Holdings
CIK 0001906766 · MCLEAN, VA
As of Sep 30, 2025, OLIO Financial Planning reported
67 positions worth $340.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 824,792 | $59.7M | 17.53% |
| VANGUARD VALUE INDEX FUND | VTV | — | 317,127 | $59.1M | 17.35% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 810,999 | $48.6M | 14.26% |
| FIDELITY TOTAL BOND ETF | FBND | — | 922,423 | $42.7M | 12.51% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 124,300 | $40.8M | 11.97% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 93,902 |
|
6.4M4.81% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 211,407 |
2.3M | 3.61% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 140,572 |
0.0M | 2.94% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 158,540 | $4.3M | 1.27% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 82,605 | $4.1M | 1.21% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 14,834 | $3.1M | 0.91% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 63,592 | $3.0M | 0.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 73,728 | $2.2M | 0.66% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 41,185 | $2.2M | 0.65% |
| APPLE INC | AAPL | Technology | 8,280 | $2.1M | 0.62% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 21,619 | $2.0M | 0.59% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 22,995 |
.7M | 0.50% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 45,043 |
.5M | 0.44% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 4,811 |
.4M | 0.41% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 8,532 |
.2M | 0.36% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,032 |
.0M | 0.30% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 16,863 | $860.7K | 0.25% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 19,390 | $841.9K | 0.25% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,366 | $836.7K | 0.25% |
| AMAZON.COM INC | AMZN | Equity | 3,789 | $832.0K | 0.24% |