OLIO Financial Planning

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), OLIO Financial Planning reported 52 stock positions worth $237.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.4%) and Vanguard Intermediate-Term B (BIV, 11.3%). Compared with Q4 2023, it reduced 14. The biggest sale was Fidelity Total Bond ETF (FBND, shares −4%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001906766
Portfolio Value
$237.7M (Q1 2024)
SEC Filing
0001085146-24-001805 ↗ filed Apr 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $237.7M $237.7M Q1 2024 Q2 2024: $237.1M Q2 2024 Q3 2024: $237.7M Q3 2024 Q4 2024: $284.7M Q4 2024 Q1 2025: $289.3M Q1 2025 Q2 2025: $317.1M Q2 2025 Q3 2025: $340.9M Q3 2025 Q4 2025: $356.5M Q4 2025 Q1 2026: $361.0M Q1 2026 Q2 2026: $403.1M Q2 2026

Holdings 52 stocks · $237.7M

VTI VG Morningstar TS MKT ETF-US 23.02% 229,747 $54.7M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 12.42% 615,950 $29.5M Reduce -0.5%
BIV Vanguard Intermediate-Term B 11.33% 351,857 $26.9M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 11.07% 175,566 $26.3M Reduce -0.8%
BSV Vanguard Short-Term Bond ETF 5.17% 159,486 $12.3M Reduce -0.8%
DFUS Dimensional US Eq MKT ETF 4.41% 201,694 $10.5M Reduce -1.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 4.10% 67,047 $9.8M Reduce -0.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.05% 39,904 $7.3M Reduce -0.3%
SCHE Schwab Emrg Mrkts Eqty ETF 2.57% 246,945 $6.1M Reduce -0.9%
VEU Vanguard Ftse All-World Ex-U 2.24% 94,922 $5.3M Reduce -0.3%
FBND Fidelity Total Bond ETF 2.17% 111,897 $5.2M Reduce -3.5%
SCHD Schwab US DVD Equity ETF 1.65% 51,453 $3.9M No change
VTEB Vanguard Tax-Exempt Bond ETF 1.60% 74,695 $3.8M Reduce -0.3%
SCHP Schwab U.S. Tips ETF 1.53% 69,705 $3.6M No change
VWO Vanguard Ftse Emerging Marke 1.38% 79,859 $3.3M No change
IEF iShares 7-10 Year Treasury B 1.28% 31,460 $3.0M No change
DFAT Dimensional US Target Value 0.96% 43,336 $2.3M Reduce -1.6%
AAPL Apple Inc. 0.86% 10,551 $2.0M No change
ESGU iShares ESG Aware MSCI USA 0.80% 17,993 $1.9M No change
BAH Booz Allen Hamilton Holdings 0.75% 13,976 $1.8M No change
VXUS Vanguard Total Intl Stock 0.69% 28,196 $1.6M No change
ESGD iShares Trust iShares ESG Aw 0.63% 19,932 $1.5M No change
BND Vanguard Total Bond Market 0.58% 18,680 $1.4M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.50% 5,045 $1.2M No change
MUB iShares National Muni Bond E 0.39% 8,567 $929K No change
MCO Moody's Corp. 0.35% 2,124 $830K No change
GOOD Gladstone Commercial Corp. 0.33% 58,100 $780K No change
BRK.B Berkshire Hathaway Inc. Class B 0.32% 2,123 $759K No change
AMZN Amazon.com Inc. 0.31% 4,820 $739K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.29% 11,712 $687K No change
ESGE iShares Inc. iShares ESG Awar 0.24% 17,682 $567K No change
SCHB Schwab US Broad Market ETF 0.23% 9,873 $552K No change
VOO Vanguard S&P 500 ETF 0.23% 1,255 $550K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.23% 9,692 $538K No change
QQQ Invesco QQQ Trust Series 1 0.22% 1,265 $520K No change
BWMN Bowman Consulting Group Ltd. 0.20% 13,000 $467K No change
IVV iShares Core S&P 500 ETF 0.18% 918 $440K No change
MSFT Microsoft Corp. 0.18% 1,153 $433K No change
VB Vanguard Most SM-Cap ETF-Usd 0.18% 2,004 $432K No change
TENB Tenable Holdings Inc. 0.15% 7,500 $352K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.13% 6,069 $308K No change
LDOS Leidos Holdings Inc. 0.13% 2,849 $308K No change
GLD SPDR Gold Shares 0.13% 1,553 $297K No change
D Dominion Energy Inc. 0.11% 5,676 $267K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.11% 7,844 $267K No change
XLK SS Technology Select Sector 0.11% 1,294 $250K No change
NSC Norfolk Southern Corp. 0.10% 1,011 $239K No change
TSLA Tesla Inc. 0.09% 876 $222K No change
SUB iShares Short-Term National 0.09% 2,093 $221K Reduce -0.7%
DFUV Dimensional US Marketwide Va 0.09% 5,698 $213K No change
SAIC Science Applications Inte 0.09% 1,628 $203K No change
SMRT Smartrent Inc. 0.04% 31,086 $101K No change

Portfolio Sells Q4 2023 → Q1 2024

FBND Fidelity Total Bond ETF Reduce -3.5% 2.17% −0.07
DFUS Dimensional US Eq MKT ETF Reduce -1.5% 4.41% −0.05
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.8% 11.07% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -0.8% 5.17% −0.02
DFAT Dimensional US Target Value Reduce -1.6% 0.96% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.9% 2.57% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.7% 4.10% −0.01
VEA Vanguard Ftse Developed ETF Reduce -0.5% 12.42% −0.01
SUB iShares Short-Term National Reduce -0.7% 0.09% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.3% 1.60% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.3% 2.24% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.3% 3.05% +0.01
BIV Vanguard Intermediate-Term B Reduce -0.1% 11.33% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 23.02% +0.07

Portfolio Buys Q4 2023 → Q1 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 68$403.1MVTV, DFUS, VEA, FBND, VTI
Q1 2026 72$361.0MVTV, DFUS, VEA, FBND, VTI
Q4 2025 71$356.5MDFUS, VTV, VEA, FBND, VTI
Q3 2025 67$340.9MDFUS, VTV, VEA, FBND, VTI
Q2 2025 64$317.1MDFUS, VTV, VEA, FBND, VTI
Q1 2025 59$289.3MVTV, DFUS, VEA, FBND, VTI
Q4 2024 59$284.7MVTV, DFUS, VTI, VEA, FBND
Q3 2024 52$237.7MVTI, VEA, BIV, VTV, BSV
Q2 2024 52$237.1MVTI, VEA, BIV, VTV, BSV
Q1 2024 52$237.7MVTI, VEA, BIV, VTV, BSV