OLIO Financial Planning

Q1 2025 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    59

  • Value ($000)

    $289,326

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001906766
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Created with Highcharts 12.1.2OLIO Financial PlanningHighcharts.com
VANGUARD INDEX FDS 17.36%
DIMENSIONAL ETF TRUST 15.89%
VANGUARD TAX-MANAGED FDS 13.89%
FIDELITY MERRIMACK STR TR 13.48%
VANGUARD INDEX FDS 12.82%
VANGUARD INDEX FDS 4.80%
DIMENSIONAL ETF TRUST 3.21%
VANGUARD INTL EQUITY INDEX F 2.99%
SCHWAB STRATEGIC TR 1.64%
VANGUARD MUN BD FDS 1.17%
VANGUARD INDEX FDS 0.97%
SPDR SER TR 0.73%
SPDR INDEX SHS FDS 0.72%
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$50.22M
17 %

290,708

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$45.99M
16 %

760,383

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$40.19M
14 %

790,625

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$38.99M
14 %

854,166

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$37.09M
13 %

134,946

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$13.90M
5 %

86,587

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$9.29M
3 %

180,443

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$8.65M
3 %

142,548

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$4.74M
2 %

169,399

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$3.39M
1 %

68,256

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