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OLIO Financial Planning

Q1 2026 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    72

  • Value ($000)

    $360,958

  • Date Filed
    04/14/2026
  • 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
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$64.73M
18 %

329,930

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$62.58M
17 %

882,588

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$52.43M
15 %

818,156

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$46.45M
13 %

1,018,206

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$37.45M
10 %

116,729

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$18.3M
5 %

99,296

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$14.38M
4 %

230,282

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$10.94M
3 %

145,683

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$4.77M
1 %

155,478

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VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$4.43M
1 %

88,724

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