Olio Financial Planning Purchases in Q2 2025

Olio Financial Planning

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
49.5K
+ 6.51%
$53.65 - $67.02 $2.66M - $3.32M
810K $54.3M
VEA
Vanguard Ftse Developed Market

ETFs
3.42K
+ 0.43%
$45.65 - $57.01 $156K - $195K
794K $45.3M
VTV
Vanguard Value ETF

ETFs
12.4K
+ 4.25%
$153.67 - $176.74 $1.9M - $2.18M
303K $53.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
29.9K
+ 3.5%
$44.68 - $45.96 $1.33M - $1.37M
884K $40.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
16K
+ 8.84%
$44.8 - $53.97 $715K - $861K
196K $10.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
27.2K
+ 39.84%
$48.13 - $49.85 $1.31M - $1.36M
95.4K $4.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.75K
+ 3.33%
$54.19 - $67.22 $257K - $319K
147K $9.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.71K
+ 3.13%
$141.87 - $164.49 $385K - $446K
89.3K $14.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.5K
+ 25.47%
$34.72 - $42.74 $469K - $577K
66.5K $2.84M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.37K
+ 166.38%
$50.52 - $50.92 $473K - $477K
15K $763K
NFLX
Netflix Inc

Communication Services
200
New
$855.86 - $1339.13 $171K - $268K
200 $267K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
48.2K
+ 196.31%
$4.85 - $5.95 $234K - $287K
72.8K $398K
NSC
Norfolk Southern Corp

Industrials
970
New
$206.34 - $257.46 $200K - $250K
970 $248K
TSLA
Tesla, Inc.

Consumer Cyclical
670
New
$221.86 - $362.89 $149K - $243K
670 $212K
VBR
Vanguard Small Cap Value ETF

ETFs
229
+ 1.52%
$162.76 - $195.77 $37.3K - $44.8K
15.3K $2.98M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.32K
+ 6.13%
$29.82 - $30.19 $129K - $130K
74.8K $2.26M
META
Meta Platforms, Inc.

Communication Services
61
+ 10.93%
$484.66 - $738.09 $29.6K - $45K
619 $456K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
154
+ 1.92%
$108.06 - $135.3 $16.6K - $20.8K
8.17K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$498.8 - $620.9 $499 - $621
750 $465K
GOOG
Alphabet Inc.

Communication Services
52
+ 3.02%
$146.58 - $180.01 $7.62K - $9.36K
1.77K $314K
D
Dominion Energy, Inc

Utilities
603
+ 10.29%
$49.66 - $58.0 $29.9K - $35K
6.46K $365K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
134
+ 1.24%
$33.46 - $41.33 $4.48K - $5.54K
10.9K $451K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 7.37%
$908.13 - $1056.85 $19.1K - $22.2K
306 $302K
KR
Kroger CO

Consumer Defensive
2
+ 0.06%
$64.62 - $74.0 $129 - $148
3.43K $246K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
27
+ 0.46%
$36.25 - $42.28 $979 - $1.14K
5.84K $247K
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.94K
New
N/A
4.94K $0
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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