HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
229,747 | -350 | $54,710 |
| VTI | 229,747 | -350 | $54,710 |
| VANGUARD TAX MANAGED FDS (VEA) |
615,950 | -3,263 | $29,510 |
| VEA | 615,950 | -3,263 | $29,510 |
| VANGUARD BD INDEX FDS (BIV) |
351,857 | -238 | $26,917 |
| BIV | 351,857 | -238 | $26,917 |
| VANGUARD INDEX FDS (VTV) |
175,566 | -1,338 | $26,303 |
| VTV | 175,566 | -1,338 | $26,303 |
| VANGUARD BD INDEX FDS (BSV) |
159,486 | -1,226 | $12,276 |
| BSV | 159,486 | -1,226 | $12,276 |
| DIMENSIONAL ETF TRUST (DFUS) |
201,694 | -3,142 | $10,488 |
| DFUS | 201,694 | -3,142 | $10,488 |
| VANGUARD INDEX FDS (VOE) |
67,047 | -441 | $9,755 |
| VOE | 67,047 | -441 | $9,755 |
| VANGUARD INDEX FDS (VBR) |
39,904 | -114 | $7,260 |
| VBR | 39,904 | -114 | $7,260 |
| SCHWAB STRATEGIC TR |
246,945 | -2,186 | $6,100 |
| SCHE | 246,945 | -2,186 | $6,100 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
94,922 | -280 | $5,326 |
| VEU | 94,922 | -280 | $5,326 |
| FIDELITY MERRIMACK STR TR |
111,897 | -4,103 | $5,158 |
| FBND | 111,897 | -4,103 | $5,158 |
| SCHWAB STRATEGIC TR |
51,453 | UNCH | $3,927 |
| SCHD | 51,453 | UNCH | $3,927 |
| VANGUARD MUN BD FDS (VTEB) |
74,695 | -231 | $3,814 |
| VTEB | 74,695 | -231 | $3,814 |
| SCHWAB STRATEGIC TR |
69,705 | UNCH | $3,641 |
| SCHP | 69,705 | UNCH | $3,641 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
79,859 | UNCH | $3,273 |
| VWO | 79,859 | UNCH | $3,273 |
| ISHARES TR (IEF) |
31,460 | UNCH | $3,040 |
| IEF | 31,460 | UNCH | $3,040 |
| DIMENSIONAL ETF TRUST (DFAT) |
43,336 | -728 | $2,292 |
| DFAT | 43,336 | -728 | $2,292 |
| ISHARES TR (ESGU) |
17,993 | UNCH | $1,894 |
| ESGU | 17,993 | UNCH | $1,894 |
| VANGUARD STAR FDS (VXUS) |
28,196 | UNCH | $1,633 |
| VXUS | 28,196 | UNCH | $1,633 |
| ISHARES TR (ESGD) |
19,932 | UNCH | $1,505 |
| ESGD | 19,932 | UNCH | $1,505 |
| VANGUARD BD INDEX FDS (BND) |
18,680 | UNCH | $1,377 |
| BND | 18,680 | UNCH | $1,377 |
| VANGUARD INDEX FDS (VO) |
5,045 | UNCH | $1,180 |
| VO | 5,045 | UNCH | $1,180 |
| ISHARES TR (MUB) |
8,567 | UNCH | $929 |
| MUB | 8,567 | UNCH | $929 |
| MOODYS CORP |
2,124 | UNCH | $830 |
| MCO | 2,124 | UNCH | $830 |
| GLADSTONE COMMERCIAL CORP |
58,100 | UNCH | $780 |
| GOOD | 58,100 | UNCH | $780 |
 BERKSHIRE HATHAWAY INC DEL |
$759 | ||
| BRK.B | 2,123 | UNCH | $759 |
| SPDR SER TR (SPTM) |
11,712 | UNCH | $687 |
| SPTM | 11,712 | UNCH | $687 |
| ISHARES INC (ESGE) |
17,682 | UNCH | $567 |
| ESGE | 17,682 | UNCH | $567 |
| SCHWAB STRATEGIC TR |
9,873 | UNCH | $552 |
| SCHB | 9,873 | UNCH | $552 |
| VANGUARD INDEX FDS (VOO) |
1,255 | UNCH | $550 |
| VOO | 1,255 | UNCH | $550 |
| ISHARES INC (EMXC) |
9,692 | UNCH | $538 |
| EMXC | 9,692 | UNCH | $538 |
| INVESCO QQQ TR |
1,265 | UNCH | $520 |
| QQQ | 1,265 | UNCH | $520 |
| MICROSOFT CORP |
1,153 | UNCH | $485 |
| MSFT | 1,153 | UNCH | $485 |
| BOWMAN CONSULTING GROUP LTD |
13,000 | UNCH | $467 |
| BWMN | 13,000 | UNCH | $467 |
| ISHARES TR (IVV) |
918 | UNCH | $440 |
| IVV | 918 | UNCH | $440 |
| VANGUARD INDEX FDS (VB) |
2,004 | UNCH | $432 |
| VB | 2,004 | UNCH | $432 |
| LEIDOS HOLDINGS INC |
2,849 | UNCH | $373 |
| LDOS | 2,849 | UNCH | $373 |
| TENABLE HLDGS INC |
7,500 | UNCH | $352 |
| TENB | 7,500 | UNCH | $352 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
6,069 | UNCH | $308 |
| JMST | 6,069 | UNCH | $308 |
| SPDR GOLD TR (GLD) |
1,553 | UNCH | $297 |
| GLD | 1,553 | UNCH | $297 |
| DOMINION ENERGY INC |
5,676 | UNCH | $267 |
| D | 5,676 | UNCH | $267 |
| SPDR INDEX SHS FDS (SPDW) |
7,844 | UNCH | $267 |
| SPDW | 7,844 | UNCH | $267 |
| SELECT SECTOR SPDR TR (XLK) |
1,294 | UNCH | $250 |
| XLK | 1,294 | UNCH | $250 |
| NORFOLK SOUTHN CORP |
1,011 | UNCH | $239 |
| NSC | 1,011 | UNCH | $239 |
| ISHARES TR (SUB) |
2,093 | -15 | $221 |
| SUB | 2,093 | -15 | $221 |
| DIMENSIONAL ETF TRUST (DFUV) |
5,698 | UNCH | $213 |
| DFUV | 5,698 | UNCH | $213 |
| SCIENCE APPLICATIONS INTL CO |
1,628 | UNCH | $203 |
| SAIC | 1,628 | UNCH | $203 |
| TESLA INC |
876 | UNCH | $154 |
| TSLA | 876 | UNCH | $154 |
| SMARTRENT INC |
31,086 | UNCH | $83 |
| SMRT | 31,086 | UNCH | $83 |
| APPLE INC |
10,551 | UNCH | $2 |
| AAPL | 10,551 | UNCH | $2 |
See Full List: All Stocks Held By OLIO Financial Planning
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By OLIO Financial Planning
|
Size ($ in 1000's)
At 03/31/2024: $233,147 At 12/31/2023: $238,782 OLIO Financial Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from OLIO Financial Planning 13F filings. Link to 13F filings: SEC filings |
