Olio Financial Planning Incresed Positions in Q1 2025

Olio Financial Planning

  • $288 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
88.3K
+ 11.53%
$44.41 - $45.98 $3.92M - $4.06M
854K $38.9M
VEA
Vanguard Ftse Developed Market

ETFs
30.5K
+ 4.01%
$47.4 - $52.99 $1.44M - $1.61M
791K $40.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
95.2K
+ 14.31%
$59.61 - $66.71 $5.67M - $6.35M
760K $45.7M
VTV
Vanguard Value ETF

ETFs
8.64K
+ 3.06%
$167.73 - $179.21 $1.45M - $1.55M
291K $49.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
16.6K
+ 13.15%
$56.51 - $62.98 $936K - $1.04M
143K $8.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.4K
+ 40.77%
$29.82 - $30.1 $608K - $614K
70.4K $2.12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.94K
+ 23.06%
$37.07 - $40.63 $368K - $404K
53K $2.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.15K
+ 3.77%
$156.61 - $168.02 $493K - $528K
86.6K $13.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 7.17%
$442.66 - $534.52 $67.7K - $81.8K
2.29K $1.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
764
+ 3.24%
$75.32 - $84.77 $57.5K - $64.8K
24.4K $2.01M
DFAT
Dimensional ETF Tr U S Target

ETFs
15.2K
+ 9.23%
$50.44 - $58.1 $769K - $886K
180K $9.29M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.04K
+ 39.16%
$37.84 - $44.02 $115K - $134K
10.8K $415K
MCO
Moodys Corp

Financial Services
158
+ 27.53%
$437.8 - $527.48 $69.2K - $83.3K
732 $340K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
553
+ 2.76%
$32.74 - $36.2 $18.1K - $20K
20.6K $721K
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.89%
$114.1 - $135.66 $2.28K - $2.71K
2.27K $300K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
542
+ 7.28%
$33.84 - $37.77 $18.3K - $20.5K
7.98K $293K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
3.67K
+ 17.53%
$5.37 - $5.91 $19.7K - $21.7K
24.6K $142K
KR
Kroger CO

Consumer Defensive
2
+ 0.06%
$58.36 - $67.72 $117 - $135
3.43K $232K
D
Dominion Energy, Inc

Utilities
33
+ 0.57%
$52.85 - $57.43 $1.74K - $1.9K
5.86K $328K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.15%
$890.62 - $1076.86 $5.34K - $6.46K
285 $269K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
193
+ 1.51%
$54.25 - $57.64 $10.5K - $11.1K
13K $715K
META
Meta Platforms, Inc.

Communication Services
13
+ 2.39%
$576.36 - $736.67 $7.49K - $9.58K
558 $321K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
23
+ 0.4%
$39.96 - $43.3 $919 - $996
5.82K $237K
MSFT
Microsoft Corp

Technology
83
+ 6.85%
$375.39 - $447.2 $31.2K - $37.1K
1.29K $485K
VO
Vanguard Mid Cap ETF

ETFs
32
+ 0.61%
$251.87 - $277.95 $8.06K - $8.89K
5.31K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.07%
$507.05 - $563.67 $507 - $564
1.37K $699K
AAPL
Apple Inc.

Technology
78
+ 0.92%
$209.68 - $247.1 $16.4K - $19.3K
8.56K $1.9M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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