OLIO Financial Planning
CIK: 0001906766SEC EDGAR →
Portfolio Value
$356.5M
Holdings
71
As of
Q4 2025
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 856,242 | $63.5M | 17.81% |
| 2 | VANGUARD INDEX FDS | 325,982 | $62.3M | 17.46% |
| 3 | VANGUARD TAX-MANAGED FDS | 826,598 | $51.6M | 14.48% |
| 4 | FIDELITY MERRIMACK STR TR | 975,741 | $44.9M | 12.60% |
| 5 | VANGUARD INDEX FDS | 118,730 | $39.8M | 11.17% |
| 6 | VANGUARD INDEX FDS | 97,602 | $17.3M | 4.86% |
| 7 | DIMENSIONAL ETF TRUST | 226,387 | $13.5M | 3.78% |
| 8 | VANGUARD INTL EQUITY INDEX F | 143,360 | $10.5M | 2.96% |
| 9 | SCHWAB STRATEGIC TR | 159,440 | $4.4M | 1.23% |
| 10 | VANGUARD MUN BD FDS | 85,142 | $4.3M | 1.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (71)
$63.5M · 856K shares
$62.3M · 326K shares
$51.6M · 827K shares
$44.9M · 976K shares
$39.8M · 119K shares
$17.3M · 98K shares
$13.5M · 226K shares
$10.5M · 143K shares
$4.4M · 159K shares
$4.3M · 85K shares
$3.2M · 68K shares
$3.0M · 14K shares
$2.8M · 10K shares
$2.3M · 77K shares
$2.2M · 41K shares
$2.1M · 23K shares
$1.7M · 23K shares
$1.5M · 10K shares
$1.4M · 5K shares
$1.3M · 40K shares
$979K · 2K shares
$945K · 19K shares
$885K · 4K shares
$877K · 12K shares
$856K · 1K shares
$850K · 19K shares
$836K · 10K shares
$713K · 4K shares
$667K · 1K shares
$665K · 1K shares
$662K · 2K shares
$649K · 25K shares
$638K · 2K shares
$584K · 1K shares
$568K · 7K shares
$568K · 831 shares
$547K · 71K shares
$528K · 5K shares
$520K · 11K shares
$481K · 3K shares
$477K · 2K shares
$458K · 694 shares
$415K · 1K shares
$413K · 2K shares
$383K · 7K shares
$382K · 1K shares
$354K · 3K shares
$347K · 3K shares
$345K · 8K shares
$327K · 2K shares
$324K · 1K shares
$309K · 29K shares
$306K · 66K shares
$293K · 574 shares
$290K · 426 shares
$266K · 5K shares
$263K · 2K shares
$263K · 3K shares
$240K · 279 shares
$239K · 1K shares
$235K · 1K shares
$226K · 9K shares
$225K · 5K shares
$225K · 2K shares
$224K · 5K shares
$214K · 3K shares
$210K · 3K shares
$209K · 466 shares
$203K · 6K shares
$62K · 31K shares
$44K · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $341.9M | 95.9% |
| Technology | 7 | $4.9M | 1.4% |
| Unknown | 3 | $2.3M | 0.6% |
| Industrials | 5 | $2.0M | 0.6% |
| Communication Services | 3 | $1.2M | 0.3% |
| Consumer Cyclical | 2 | $1.1M | 0.3% |
| Consumer Defensive | 3 | $679K | 0.2% |
| Healthcare | 1 | $665K | 0.2% |
| Real Estate | 2 | $615K | 0.2% |
| Energy | 2 | $610K | 0.2% |
| Utilities | 1 | $383K | 0.1% |
| Basic Materials | 1 | $44K | 0.0% |