OLIO Financial Planning

Est. AUM

$361.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$64.7M	329930	17.93%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$62.6M	882588	17.34%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$52.4M	818156	14.52%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$46.5M	1018206	12.87%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$37.4M	116729	10.37%	SOLE
6	VANGUARD INDEX FDS	MCAP VL IDXVIP	$18.3M	99296	5.07%	SOLE
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$14.4M	230282	3.98%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$10.9M	145683	3.03%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.8M	155478	1.32%	SOLE
10	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.4M	88724	1.23%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$3.2M	67973	0.88%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$3.0M	13636	0.82%	SOLE
13	APPLE INC	COM	$2.8M	11188	0.79%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	78632	0.65%	SOLE
15	ISHARES TR	ESG AW MSCI EAFE	$2.2M	22605	0.60%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.1M	39523	0.59%	SOLE
17	VANGUARD STAR FDS	VG TL INTL STK F	$1.9M	25118	0.54%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2505	0.41%	SOLE
19	ISHARES TR	ESG AWR MSCI USA	$1.5M	10282	0.40%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$1.3M	4577	0.36%	SOLE
21	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	38742	0.35%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$994K	19505	0.28%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$916K	1913	0.25%	SOLE
24	ISHARES INC	MSCI EMRG CHN	$867K	11034	0.24%	SOLE
25	ISHARES INC	ESG AWR MSCI EM	$866K	19056	0.24%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$801K	10142	0.22%	SOLE
27	NVIDIA CORPORATION	COM	$771K	4427	0.21%	SOLE
28	AMAZON COM INC	COM	$736K	3535	0.20%	SOLE
29	SPDR GOLD TR	GOLD SHS	$696K	1619	0.19%	SOLE
30	BOOZ ALLEN HAMILTON HLDG COR	CL A	$636K	8160	0.18%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$625K	1084	0.17%	SOLE
32	SCHWAB STRATEGIC TR	US BRD MKT ETF	$621K	24779	0.17%	SOLE
33	JPMORGAN CHASE & CO	COM	$592K	2015	0.16%	SOLE
34	INTUITIVE SURGICAL INC	COM NEW	$541K	1175	0.15%	SOLE
35	ISHARES TR	ESG AWARE MSCI	$523K	11143	0.14%	SOLE
36	ISHARES TR	NATIONAL MUN ETF	$521K	4915	0.14%	SOLE
37	AEGON LTD	AMER REG 1 CERT	$515K	71009	0.14%	SOLE
38	NORFOLK SOUTHN CORP	COM	$474K	1653	0.13%	SOLE
39	MICROSOFT CORP	COM	$472K	1277	0.13%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$424K	650	0.12%	SOLE
41	RTX CORPORATION	COM	$415K	2155	0.11%	SOLE
42	ISHARES TR	CORE S&P TTL STK	$405K	2847	0.11%	SOLE
43	DOMINION ENERGY INC	COM	$405K	6560	0.11%	SOLE
44	CARLISLE COS INC	COM	$399K	1196	0.11%	SOLE
45	ALPHABET INC	CAP STK CL C	$399K	1394	0.11%	SOLE
46	EXXON MOBIL CORP	COM	$382K	2256	0.11%	SOLE
47	META PLATFORMS INC	CL A	$365K	639	0.10%	SOLE
48	CHEVRON CORPORATION	COM	$357K	1728	0.10%	SOLE
49	SPDR INDEX SHS FDS	STATE STREET SPD	$355K	7781	0.10%	SOLE
50	ALPHABET INC	CAP STK CL A	$354K	1232	0.10%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.