CIK 1906766
OLIO Financial Planning
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 856K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 326K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 827K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 976K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 119K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 98K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 226K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 143K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 159K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 85K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 68K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 77K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 41K | $1M+ | SH |
| ESGD | ISHARES TR | 23K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 23K | $1M+ | SH |
| ESGU | ISHARES TR | 10K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 19K | $500K+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| EMXC | ISHARES INC | 12K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| ESGE | ISHARES INC | 19K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| IVV | ISHARES TR | 831 | $500K+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 7K | $500K+ | SH |
| AEG | AEGON LTD | 71K | $500K+ | SH |
| MUB | ISHARES TR | 5K | $500K+ | SH |
| ESML | ISHARES TR | 11K | $500K+ | SH |
| ITOT | ISHARES TR | 3K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $100K–$500K | SH |
| META | META PLATFORMS INC | 694 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 7K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 1K | $100K–$500K | SH |
| SUSA | ISHARES TR | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |