OLIO Financial Planning
Q2 2025 13F Holdings
- Locationmclean, VA
- Num holdings
64
- Value ($000)
$317,066
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001906766
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $54.28M | 17 % | 809,909 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $53.56M | 17 % | 303,068 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $45.27M | 14 % | 794,042 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $40.44M | 13 % | 884,042 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $39.48M | 13 % | 129,912 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $14.69M | 5 % | 89,300 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $10.60M | 3 % | 196,397 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $9.90M | 3 % | 147,294 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.68M | 2 % | 95,448 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.10M | 1 % | 154,670 |
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