Olio Financial Planning Top Holdings and 13F Report (2025) About Olio Financial PlanningInvestment ActivityOlio Financial Planning has $317.07 million in total holdings as of June 30, 2025.Olio Financial Planning owns shares of 64 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.99% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Olio Financial Planning has purchased 59 new stocks and bought additional shares in 22 stocks.Olio Financial Planning sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $54,280,081Vanguard Value ETF $53,564,197Vanguard FTSE Developed Markets ETF $45,268,317Fidelity Total Bond ETF $40,444,927Vanguard Total Stock Market ETF $39,484,179 Largest New Holdings this Quarter 464288802 - iShares MSCI USA ESG Select ETF $290,638 Holding64110L106 - Netflix $267,826 Holding655844108 - Norfolk Southern $248,232 Holding88160R101 - Tesla $212,833 Holding46137V282 - Invesco S&P 500 Equal Weight Technology ETF $201,331 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 49,526 shares (about $3.32M)Vanguard Value ETF 12,360 shares (about $2.18M)Fidelity Total Bond ETF 29,876 shares (about $1.37M)Vanguard Tax-Exempt Bond ETF 27,192 shares (about $1.33M)Dimensional U.S. Targeted Value ETF 15,954 shares (about $860.88K) Largest Sales this Quarter Vanguard Total Stock Market ETF 5,034 shares (about $1.53M)Booz Allen Hamilton 4,281 shares (about $445.78K)Schwab US Dividend Equity ETF 14,729 shares (about $390.32K)Vanguard Intermediate-Term Bond ETF 4,104 shares (about $317.42K)Vanguard Short-Term Bond ETF 3,990 shares (about $314.00K) 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 PortfolioSectorDFUSDimensional U.S. Equity ETF$54,280,081$3,319,231 ▲6.5%809,90917.1%ETFVTVVanguard Value ETF$53,564,197$2,184,505 ▲4.3%303,06816.9%ETFVEAVanguard FTSE Developed Markets ETF$45,268,317$194,803 ▲0.4%794,04214.3%ETFFBNDFidelity Total Bond ETF$40,444,927$1,366,827 ▲3.5%884,04212.8%ETFVTIVanguard Total Stock Market ETF$39,484,179$1,529,985 ▼-3.7%129,91212.5%ETFVOEVanguard Mid-Cap Value ETF$14,686,285$446,180 ▲3.1%89,3004.6%ETFDFATDimensional U.S. Targeted Value ETF$10,597,557$860,876 ▲8.8%196,3973.3%ETFVEUVanguard FTSE All-World ex-US ETF$9,901,111$319,026 ▲3.3%147,2943.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,679,796$1,333,218 ▲39.8%95,4481.5%ETFSCHDSchwab US Dividend Equity ETF$4,098,754$390,318 ▼-8.7%154,6701.3%ETFVBRVanguard Small-Cap Value ETF$2,980,565$44,658 ▲1.5%15,2840.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,843,664$577,332 ▲25.5%66,5340.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,257,186$130,391 ▲6.1%74,7660.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,117,102$56,833 ▼-2.6%23,7290.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,054,441$62,122 ▼-2.9%41,5370.6%ETFAAPLApple$1,718,050$38,776 ▼-2.2%8,3740.5%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,618,647$78,003 ▼-4.6%23,4280.5%ETFSCHESchwab Emerging Markets Equity ETF$1,399,381$242,388 ▼-14.8%46,4290.4%ETFVOVanguard Mid-Cap ETF$1,254,763$231,420 ▼-15.6%4,4840.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,105,672$20,836 ▲1.9%8,1720.3%ManufacturingBRK.BBerkshire Hathaway$991,457$119,014 ▼-10.7%2,0410.3%FinanceAMZNAmazon.com$874,050$50,021 ▼-5.4%3,9840.3%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$818,2320.0%12,9590.3%ManufacturingESGEiShares ESG Aware MSCI EM ETF$788,179$18,919 ▼-2.3%20,1220.2%ManufacturingVOOVanguard S&P 500 ETF$770,104$6,815 ▼-0.9%1,3560.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$763,648$476,968 ▲166.4%14,9970.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$759,5350.0%10,1420.2%ETFBAHBooz Allen Hamilton$734,429$445,781 ▼-37.8%7,0530.2%Business ServicesQQQInvesco QQQ$682,3790.0%1,2370.2%FinanceNVDANVIDIA$668,433$36,336 ▼-5.2%4,2310.2%Computer and TechnologyJPMJPMorgan Chase & Co.$644,760$14,496 ▼-2.2%2,2240.2%FinanceISRGIntuitive Surgical$638,5070.0%1,1750.2%MedicalAEGON LTD$609,2390.0%84,1490.2%AMER REG 1 CERTMSFTMicrosoft$596,638$47,273 ▼-7.3%1,1990.2%Computer and TechnologySCHBSchwab US Broad Market ETF$590,549$24 ▼0.0%24,7820.2%ETFBIVVanguard Intermediate-Term Bond ETF$577,368$317,417 ▼-35.5%7,4650.2%ETFMUBiShares National Muni Bond ETF$518,012$1,358 ▼-0.3%4,9580.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$484,4750.0%3,5880.2%ETFGLDSPDR Gold Shares$473,4010.0%1,5530.1%FinanceIVViShares Core S&P 500 ETF$465,407$621 ▲0.1%7500.1%ETFMETAMeta Platforms$457,243$45,059 ▲10.9%6190.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$451,696$5,538 ▲1.2%10,9290.1%ETFCSLCarlisle Companies$446,5870.0%1,1960.1%Multi-Sector ConglomeratesGOODGladstone Commercial$416,2870.0%29,0500.1%FinanceMCOMoody's$366,228$1,003 ▼-0.3%7300.1%FinanceDDominion Energy$365,354$34,082 ▲10.3%6,4640.1%UtilitiesBSVVanguard Short-Term Bond ETF$343,587$313,997 ▼-47.8%4,3660.1%ETFRTXRTX$328,545$2,628 ▼-0.8%2,2500.1%AerospaceXLKTechnology Select Sector SPDR Fund$327,6800.0%1,2940.1%ETFGOOGAlphabet$314,756$9,226 ▲3.0%1,7740.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$314,122$9,070 ▼-2.8%7,7580.1%ETFXOMExxon Mobil$310,033$7,869 ▼-2.5%2,8760.1%EnergyCOSTCostco Wholesale$303,337$20,817 ▲7.4%3060.1%Retail/WholesaleSUSAiShares MSCI USA ESG Select ETF$290,638$290,638 ▲New Holding2,2930.1%ETFNFLXNetflix$267,826$267,826 ▲New Holding2000.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$263,1040.0%4260.1%FinanceTENBTenable$253,3500.0%7,5000.1%Computer and TechnologyNSCNorfolk Southern$248,232$248,232 ▲New Holding9700.1%TransportationDFUVDimensional US Marketwide Value ETF$247,086$1,142 ▲0.5%5,8440.1%ETFKRKroger$246,062$143 ▲0.1%3,4300.1%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$213,9400.0%8,3570.1%ETFTSLATesla$212,833$212,833 ▲New Holding6700.1%Auto/Tires/TrucksRSPTInvesco S&P 500 Equal Weight Technology ETF$201,331$201,331 ▲New Holding4,9370.1%ETFLOANManhattan Bridge Capital$72,799$48,231 ▲196.3%72,7980.0%FinanceShowing 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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