Olio Financial Planning has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $250 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $59.7M, Vanguard Ftse Developed Market with a value of $30.9M, Vanguard Value ETF with a value of $28.6M, Vanguard Bd Index Fd Inc Inter with a value of $26.5M, and Vanguard Bd Index Fd Inc Short with a value of $12.2M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $238M to 250M.

Below you can find more details about Olio Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $250 Million
ETFs: $240 Million
Technology: $3.33 Million
Industrials: $2.78 Million
Financial Services: $1.73 Million
Consumer Cyclical: $1.02 Million
Real Estate: $804,000
Utilities: $279,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 52
  • Current Value $250 Million
  • Prior Value $238 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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