Olio Financial Planning Purchases and Sells in Q2 2025

Olio Financial Planning

$317 Million
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	49.5K + 6.51%	$53.65 - $67.02 $2.66M - $3.32M	810K $54.3M
VEA	3.42K + 0.43%	$45.65 - $57.01 $156K - $195K	794K $45.3M
VTV	12.4K + 4.25%	$153.67 - $176.74 $1.9M - $2.18M	303K $53.6M
FBND	29.9K + 3.5%	$44.68 - $45.96 $1.33M - $1.37M	884K $40.4M
DFAT	16K + 8.84%	$44.8 - $53.97 $715K - $861K	196K $10.6M
VTEB	27.2K + 39.84%	$48.13 - $49.85 $1.31M - $1.36M	95.4K $4.68M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUSA	2.29K New	$101.97 - $126.75 $234K - $291K	2.29K $290K
NFLX	200 New	$855.86 - $1339.13 $171K - $268K	200 $267K
NSC	970 New	$206.34 - $257.46 $200K - $250K	970 $248K
TSLA	670 New	$221.86 - $362.89 $149K - $243K	670 $212K
RYT	4.94K New	N/A	4.94K $0

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-14.7K - 8.69%	$24.32 - $27.87 $358K - $410K	155K $4.1M
BAH	-4.28K - 37.77%	$99.97 - $129.69 $428K - $555K	7.05K $734K
BSV	-3.99K - 47.75%	$77.74 - $78.78 $310K - $314K	4.37K $343K
BIV	-4.1K - 35.47%	$75.05 - $77.34 $308K - $317K	7.47K $577K
BRK-B	-245 - 10.72%	$483.48 - $539.8 $118K - $132K	2.04K $991K
AAPL	-189 - 2.21%	$172.42 - $223.89 $32.6K - $42.3K	8.37K $1.72M

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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