Olio Financial Planning Purchases in Q4 2024

Olio Financial Planning

  • $284 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
463K
+ 229.8%
$61.52 - $66.5 $28.5M - $30.8M
665K $42.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
654K
+ 584.46%
$44.87 - $46.86 $29.3M - $30.6M
766K $34.4M
VTV
Vanguard Value ETF

ETFs
107K
+ 60.66%
$168.32 - $181.87 $17.9M - $19.4M
282K $47.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
122K
+ 281.21%
$54.54 - $61.04 $6.65M - $7.44M
165K $9.2M
VEA
Vanguard Ftse Developed Market

ETFs
144K
+ 23.41%
$47.57 - $52.44 $6.86M - $7.56M
760K $36.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
16.4K
+ 24.45%
$160.89 - $176.18 $2.64M - $2.89M
83.4K $13.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43.1K
New
$38.37 - $42.82 $1.65M - $1.85M
43.1K $1.65M
SPSB
Spdr Portfolio Short Term Corp

ETFs
50K
New
$29.77 - $30.19 $1.49M - $1.51M
50K $1.49M
VEU
Vanguard Ftse All World Ex Us

ETFs
31.1K
+ 32.73%
$57.29 - $63.1 $1.78M - $1.96M
126K $7.23M
NVDA
Nvidia Corp

Technology
4.55K
New
$117.0 - $148.88 $532K - $677K
4.55K $610K
JPM
Jpmorgan Chase & CO

Financial Services
2.27K
New
$205.18 - $250.29 $467K - $569K
2.27K $545K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.59K
New
$124.26 - $134.12 $446K - $481K
3.59K $461K
CSL
Carlisle Companies Inc

Industrials
1.2K
New
$368.67 - $480.91 $441K - $575K
1.2K $441K
XOM
Exxon Mobil Corp

Energy
3.68K
New
$105.51 - $125.37 $388K - $461K
3.68K $395K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
7.76K
New
$41.09 - $45.94 $319K - $356K
7.76K $326K
META
Meta Platforms, Inc.

Communication Services
545
New
$554.08 - $632.68 $302K - $345K
545 $321K
RTX
Raytheon Technologies Corp

Industrials
2.25K
New
$114.45 - $127.21 $257K - $286K
2.25K $260K
COST
Costco Wholesale Corp

Consumer Defensive
279
New
$873.59 - $994.69 $244K - $278K
279 $255K
KR
Kroger CO

Consumer Defensive
3.43K
New
$55.21 - $63.3 $189K - $217K
3.43K $209K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
113K
+ 219.47%
$26.93 - $84.95 $3.04M - $9.59M
164K $4.49M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.67K
+ 18.41%
$75.65 - $83.47 $278K - $306K
23.6K $1.8M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
20.9K
New
$5.22 - $5.86 $109K - $122K
20.9K $118K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.07K
+ 31.72%
$55.45 - $61.08 $170K - $188K
12.8K $707K
NSC
Norfolk Southern Corp

Industrials
533
+ 52.72%
$230.6 - $277.0 $123K - $148K
1.54K $362K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 8.92%
$521.84 - $558.82 $58.4K - $62.6K
1.37K $736K
VO
Vanguard Mid Cap ETF

ETFs
234
+ 4.64%
$261.5 - $284.63 $61.2K - $66.6K
5.28K $1.39M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.37K
+ 13.4%
$33.39 - $37.66 $79.1K - $89.3K
20.1K $669K
MSFT
Microsoft Corp

Technology
58
+ 5.03%
$406.35 - $454.46 $23.6K - $26.4K
1.21K $510K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
96
+ 1.68%
$40.38 - $44.35 $3.88K - $4.26K
5.79K $237K
Aegon LTD
84.1K
New
N/A
84.1K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.47%
$442.29 - $483.08 $4.42K - $4.83K
2.13K $966K
D
Dominion Energy, Inc

Utilities
152
+ 2.68%
$52.63 - $60.92 $8K - $9.26K
5.83K $313K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.8K
+ 160.06%
$22.01 - $66.82 $348K - $1.06M
25.7K $582K
Activity Summary
Buys All Purchases 34 New Holdings 15 Increased Positions 19 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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