Olio Financial Planning Top Holdings and 13F Report (2025) About Olio Financial PlanningInvestment ActivityOlio Financial Planning has $284.71 million in total holdings as of December 31, 2024.Olio Financial Planning owns shares of 59 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 37.71% of the portfolio was purchased this quarter.About 28.09% of the portfolio was sold this quarter.This quarter, Olio Financial Planning has purchased 52 new stocks and bought additional shares in 19 stocks.Olio Financial Planning sold shares of 22 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Value ETF $47,754,435Dimensional U.S. Equity ETF $42,405,634Vanguard Total Stock Market ETF $41,813,426Vanguard FTSE Developed Markets ETF $36,351,270Fidelity Total Bond ETF $34,365,395 Largest New Holdings this Quarter SPDR Portfolio Emerging Markets ETF $1,653,287 HoldingSPDR Portfolio Short Term Corporate Bond ETF $1,494,284 HoldingNVIDIA $610,423 HoldingAlphabet $562,454 HoldingJPMorgan Chase & Co. $545,101 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 463,492 shares (about $29.55M)Fidelity Total Bond ETF 653,991 shares (about $29.34M)Vanguard Value ETF 106,504 shares (about $18.03M)Vanguard FTSE Developed Markets ETF 144,219 shares (about $6.90M)Dimensional U.S. Targeted Value ETF 121,865 shares (about $6.78M) Largest Sales this Quarter Vanguard Total Stock Market ETF 85,468 shares (about $24.77M)Vanguard Intermediate-Term Bond ETF 293,806 shares (about $21.96M)Vanguard Short-Term Bond ETF 121,497 shares (about $9.39M)Schwab Emerging Markets Equity ETF 174,862 shares (about $4.66M)Vanguard Small-Cap Value ETF 22,969 shares (about $4.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlio Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$47,754,435$18,031,121 ▲60.7%282,07016.8%ETFDFUSDimensional U.S. Equity ETF$42,405,634$29,547,633 ▲229.8%665,18614.9%ETFVTIVanguard Total Stock Market ETF$41,813,426$24,769,439 ▼-37.2%144,27914.7%ETFVEAVanguard FTSE Developed Markets ETF$36,351,270$6,896,550 ▲23.4%760,16912.8%ETFFBNDFidelity Total Bond ETF$34,365,395$29,344,577 ▲584.5%765,88812.1%ETFVOEVanguard Mid-Cap Value ETF$13,498,455$2,652,228 ▲24.5%83,4424.7%ETFDFATDimensional U.S. Targeted Value ETF$9,195,074$6,782,996 ▲281.2%165,2013.2%ETFVEUVanguard FTSE All-World ex-US ETF$7,232,864$1,783,386 ▲32.7%125,9862.5%ETFSCHDSchwab US Dividend Equity ETF$4,490,819$3,085,119 ▲219.5%164,3781.6%ETFBIVVanguard Intermediate-Term Bond ETF$4,338,175$21,956,243 ▼-83.5%58,0511.5%ETFVTEBVanguard Tax-Exempt Bond ETF$3,454,839$289,599 ▼-7.7%68,9181.2%ETFVBRVanguard Small-Cap Value ETF$3,356,251$4,552,095 ▼-57.6%16,9351.2%ETFBSVVanguard Short-Term Bond ETF$2,935,387$9,388,000 ▼-76.2%37,9891.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,187,159$1,329,832 ▼-37.8%49,6630.8%ETFAAPLApple$2,124,771$517,357 ▼-19.6%8,4850.7%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,919,559$4,656,548 ▼-70.8%72,0830.7%ETFESGUiShares ESG Aware MSCI USA ETF$1,834,268$483,590 ▼-20.9%14,2390.6%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$1,797,057$279,434 ▲18.4%23,6020.6%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$1,653,287$1,653,287 ▲New Holding43,0880.6%ETFVXUSVanguard Total International Stock ETF$1,510,912$150,685 ▼-9.1%25,6390.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,494,284$1,494,284 ▲New Holding50,0430.5%ETFBAHBooz Allen Hamilton$1,458,686$340,025 ▼-18.9%11,3340.5%Business ServicesVOVanguard Mid-Cap ETF$1,394,387$61,808 ▲4.6%5,2790.5%ETFAMZNAmazon.com$983,087$74,373 ▼-7.0%4,4810.3%Retail/WholesaleBRK.BBerkshire Hathaway$966,847$4,533 ▲0.5%2,1330.3%FinanceVOOVanguard S&P 500 ETF$736,627$60,353 ▲8.9%1,3670.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$724,444$112,145 ▼-13.4%10,1420.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$707,875$170,453 ▲31.7%12,7660.2%ManufacturingESGEiShares ESG Aware MSCI EM ETF$669,537$79,134 ▲13.4%20,0520.2%ManufacturingQQQInvesco QQQ$639,062$7,669 ▼-1.2%1,2500.2%FinanceNVDANVIDIA$610,423$610,423 ▲New Holding4,5460.2%Computer and TechnologySCHBSchwab US Broad Market ETF$582,839$358,724 ▲160.1%25,6760.2%ETFGOOGAlphabet$562,454$562,454 ▲New Holding2,9530.2%Computer and TechnologyJPMJPMorgan Chase & Co.$545,101$545,101 ▲New Holding2,2740.2%FinanceMUBiShares National Muni Bond ETF$529,661$383,154 ▼-42.0%4,9710.2%ETFMSFTMicrosoft$510,373$24,444 ▲5.0%1,2110.2%Computer and TechnologyAEGON LTD$495,638$495,638 ▲New Holding84,1490.2%AMER REG 1 CERTGOODGladstone Commercial$471,772$471,772 ▼-50.0%29,0500.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$461,442$461,442 ▲New Holding3,5880.2%ETFIVViShares Core S&P 500 ETF$441,176$99,544 ▼-18.4%7490.2%ETFCSLCarlisle Companies$441,133$441,133 ▲New Holding1,1960.2%Multi-Sector ConglomeratesXOMExxon Mobil$395,966$395,966 ▲New Holding3,6810.1%Oils/EnergyGLDSPDR Gold Shares$376,0280.0%1,5530.1%FinanceNSCNorfolk Southern$362,317$125,074 ▲52.7%1,5440.1%TransportationESMLiShares ESG Aware MSCI USA Small-Cap ETF$326,182$326,182 ▲New Holding7,7570.1%ETFMETAMeta Platforms$318,927$318,927 ▲New Holding5450.1%Computer and TechnologyDDominion Energy$313,878$8,186 ▲2.7%5,8280.1%UtilitiesVBVanguard Small-Cap ETF$311,735$169,928 ▼-35.3%1,2970.1%ETFXLKTechnology Select Sector SPDR Fund$300,8810.0%1,2940.1%ETFTENBTenable$295,3500.0%7,5000.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$291,228$16,531 ▼-5.4%5,7430.1%ETFMCOMoody's$271,912$734,257 ▼-73.0%5740.1%FinanceRTXRTX$260,139$260,139 ▲New Holding2,2480.1%AerospaceTSLATesla$259,266$94,499 ▼-26.7%6420.1%Auto/Tires/TrucksCOSTCostco Wholesale$255,869$255,869 ▲New Holding2790.1%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$253,928$13,789 ▼-5.2%7,4400.1%ETFDFUVDimensional US Marketwide Value ETF$237,075$3,928 ▲1.7%5,7940.1%ETFKRKroger$209,512$209,512 ▲New Holding3,4260.1%Retail/WholesaleLOANManhattan Bridge Capital$20,903$20,903 ▲New Holding20,9030.0%FinanceSCHPSchwab U.S. TIPS ETF$0$3,641,390 ▼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$3,039,947 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$1,377,184 ▼-100.0%00.0%ETFBWMNBowman Consulting Group$0$467,220 ▼-100.0%00.0%Business ServicesLDOSLeidos$0$307,522 ▼-100.0%00.0%AerospaceSUBiShares Short-Term National Muni Bond ETF$0$220,603 ▼-100.0%00.0%ETFSAICScience Applications International$0$203,110 ▼-100.0%00.0%Computer and TechnologySMRTSmartRent$0$101,030 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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