Olio Financial Planning Top Holdings and 13F Report (2024) About Olio Financial PlanningInvestment ActivityOlio Financial Planning has $237.67 million in total holdings as of September 30, 2024.Olio Financial Planning owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.23% of the portfolio was purchased this quarter.This quarter, Olio Financial Planning has purchased 52 new stocks and bought additional shares in 20 stocks.Olio Financial Planning sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $54,709,720Vanguard FTSE Developed Markets ETF $29,510,149Vanguard Intermediate-Term Bond ETF $26,917,041Vanguard Value ETF $26,303,263Vanguard Short-Term Bond ETF $12,275,620 Largest Purchases this Quarter Vanguard Total Stock Market ETF 748 shares (about $178.12K)Vanguard FTSE Developed Markets ETF 1,629 shares (about $78.05K)Vanguard Value ETF 350 shares (about $52.44K)Dimensional U.S. Equity ETF 993 shares (about $51.64K)Vanguard Intermediate-Term Bond ETF 458 shares (about $35.04K) 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 PortfolioSectorVTIVanguard Total Stock Market ETF$54,709,720$178,121 ▲0.3%229,74723.0%ETFVEAVanguard FTSE Developed Markets ETF$29,510,149$78,045 ▲0.3%615,95012.4%ETFBIVVanguard Intermediate-Term Bond ETF$26,917,041$35,037 ▲0.1%351,85711.3%ETFVTVVanguard Value ETF$26,303,263$52,437 ▲0.2%175,56611.1%ETFBSVVanguard Short-Term Bond ETF$12,275,620$15,163 ▲0.1%159,4865.2%ETFDFUSDimensional U.S. Equity ETF$10,488,088$51,636 ▲0.5%201,6944.4%ETFVOEVanguard Mid-Cap Value ETF$9,755,400$16,442 ▲0.2%67,0474.1%ETFVBRVanguard Small-Cap Value ETF$7,260,187$16,739 ▲0.2%39,9043.1%ETFSCHESchwab Emerging Markets Equity ETF$6,099,542$19,340 ▲0.3%246,9452.6%ETFVEUVanguard FTSE All-World ex-US ETF$5,326,081$2,806 ▲0.1%94,9222.2%ETFFBNDFidelity Total Bond ETF$5,158,4520.0%111,8972.2%ETFSCHDSchwab US Dividend Equity ETF$3,926,8890.0%51,4531.7%ETFVTEBVanguard Tax-Exempt Bond ETF$3,813,927$14,246 ▲0.4%74,6951.6%ETFSCHPSchwab U.S. TIPS ETF$3,641,3900.0%69,7051.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,273,420$7,050 ▲0.2%79,8591.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,039,9470.0%31,4601.3%ETFDFATDimensional U.S. Targeted Value ETF$2,291,608$2,644 ▲0.1%43,3361.0%ETFAAPLApple$2,042,516$387 ▲0.0%10,5510.9%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,893,7640.0%17,9930.8%ManufacturingBAHBooz Allen Hamilton$1,777,0490.0%13,9760.7%Business ServicesVXUSVanguard Total International Stock ETF$1,633,118$21,894 ▲1.4%28,1960.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,505,0660.0%19,9320.6%ManufacturingBNDVanguard Total Bond Market ETF$1,377,184$958 ▲0.1%18,6800.6%ETFVOVanguard Mid-Cap ETF$1,180,3170.0%5,0450.5%ETFMUBiShares National Muni Bond ETF$929,434$2,278 ▲0.2%8,5670.4%ETFMCOMoody's$829,7670.0%2,1240.3%FinanceGOODGladstone Commercial$779,7020.0%58,1000.3%FinanceBRK.BBerkshire Hathaway$759,1220.0%2,1230.3%FinanceAMZNAmazon.com$739,2920.0%4,8200.3%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$686,9090.0%11,7120.3%ETFESGEiShares ESG Aware MSCI EM ETF$566,7090.0%17,6820.2%ManufacturingSCHBSchwab US Broad Market ETF$551,984$6,933 ▲1.3%9,8730.2%ETFVOOVanguard S&P 500 ETF$549,6530.0%1,2550.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$537,9060.0%9,6920.2%ManufacturingQQQInvesco QQQ$520,295$4,936 ▲1.0%1,2650.2%FinanceBWMNBowman Consulting Group$467,2200.0%13,0000.2%Business ServicesIVViShares Core S&P 500 ETF$439,7220.0%9180.2%ETFMSFTMicrosoft$432,6130.0%1,1530.2%Computer and TechnologyVBVanguard Small-Cap ETF$432,403$24,166 ▲5.9%2,0040.2%ETFTENBTenable$352,1250.0%7,5000.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$307,5770.0%6,0690.1%ETFLDOSLeidos$307,5220.0%2,8490.1%AerospaceGLDSPDR Gold Shares$297,3530.0%1,5530.1%FinanceDDominion Energy$267,1060.0%5,6760.1%UtilitiesSPDWSPDR Portfolio Developed World ex-US ETF$266,6960.0%7,8440.1%ETFXLKTechnology Select Sector SPDR Fund$249,8330.0%1,2940.1%ETFNSCNorfolk Southern$239,1320.0%1,0110.1%TransportationTSLATesla$221,7860.0%8760.1%Auto/Tires/TrucksSUBiShares Short-Term National Muni Bond ETF$220,6030.0%2,0930.1%ETFDFUVDimensional US Marketwide Value ETF$212,8760.0%5,6980.1%ETFSAICScience Applications International$203,1100.0%1,6280.1%Computer and TechnologySMRTSmartRent$101,0300.0%31,0860.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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