Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OLIO Financial Planning (CIK 1906766) reported $361.0M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($64.7M, 17.93%), DFUS ($62.6M, 17.34%), VEA ($52.4M, 14.52%), FBND ($46.5M, 12.87%), VTI ($37.4M, 10.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $64.7M | 17.93% | 329,930 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $62.6M | 17.34% | 882,588 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $52.4M | 14.52% | 818,156 | Trimmed |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $46.5M | 12.87% | 1.0M | Added |
| 5 | VTI | VANGUARD INDEX FDS | $37.4M | 10.37% | 116,729 | Trimmed |
| 6 | VOE | VANGUARD INDEX FDS | $18.3M | 5.07% | 99,296 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $14.4M | 3.98% | 230,282 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $10.9M | 3.03% | 145,683 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $4.8M | 1.32% | 155,478 | Trimmed |
| 10 | VTEB | VANGUARD MUN BD FDS | $4.4M | 1.23% | 88,724 | Added |
| 11 | SPEM | SPDR INDEX SHS FDS | $3.2M | 0.88% | 67,973 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $3.0M | 0.82% | 13,636 | Trimmed |
| 13 | AAPL | APPLE INC | $2.8M | 0.79% | 11,188 | Added |
| 14 | SPSB | SPDR SERIES TRUST | $2.4M | 0.66% | 78,632 | Added |
| 15 | ESGD | ISHARES TR | $2.2M | 0.60% | 22,605 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 0.59% | 39,523 | Trimmed |
| 17 | VXUS | VANGUARD STAR FDS | $1.9M | 0.54% | 25,118 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $1.5M | 0.41% | 2,505 | Added |
| 19 | ESGU | ISHARES TR | $1.5M | 0.40% | 10,282 | Added |
| 20 | VO | VANGUARD INDEX FDS | $1.3M | 0.36% | 4,577 | Trimmed |
| 21 | SCHE | SCHWAB STRATEGIC TR | $1.3M | 0.35% | 38,742 | Trimmed |
| 22 | JMST | J P MORGAN EXCHANGE TRADED F | $994,365 | 0.28% | 19,505 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $916,710 | 0.25% | 1,913 | Trimmed |
| 24 | ESGE | ISHARES INC | $866,477 | 0.24% | 19,056 | Trimmed |
| 25 | EMXC | ISHARES INC | $867,935 | 0.24% | 11,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31