Olio Financial Planning Incresed Positions in Q3 2025

Olio Financial Planning

  • $340 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
14.1K
+ 4.64%
$175.51 - $186.57 $2.47M - $2.62M
317K $59.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.9K
+ 1.84%
$67.01 - $72.84 $997K - $1.08M
825K $59.7M
VEA
Vanguard Ftse Developed Market

ETFs
17K
+ 2.14%
$56.02 - $60.3 $950K - $1.02M
811K $48.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.4K
+ 4.34%
$45.26 - $46.63 $1.74M - $1.79M
922K $42.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
15K
+ 7.64%
$53.36 - $59.69 $801K - $896K
211K $12.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.6K
+ 5.15%
$164.63 - $174.58 $758K - $803K
93.9K $16.4M
NSC
Norfolk Southern Corp

Industrials
676
+ 69.69%
$259.49 - $300.41 $175K - $203K
1.65K $494K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.87K
+ 2.5%
$26.38 - $27.95 $102K - $108K
159K $4.33M
VO
Vanguard Mid Cap ETF

ETFs
327
+ 7.29%
$279.83 - $293.74 $91.5K - $96.1K
4.81K $1.41M
GOOG
Alphabet Inc.

Communication Services
122
+ 6.88%
$175.16 - $255.24 $21.4K - $31.1K
1.9K $461K
NVDA
Nvidia Corp

Technology
24
+ 0.57%
$153.3 - $186.58 $3.68K - $4.48K
4.26K $793K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.87K
+ 12.44%
$50.81 - $51.07 $94.8K - $95.3K
16.9K $860K
IVV
Ishares Core S&P 500 ETF

ETFs
81
+ 10.8%
$620.67 - $670.08 $50.3K - $54.3K
831 $556K
GLD
Spdr Gold Trust

ETFs
2
+ 0.13%
$300.96 - $355.47 $602 - $711
1.56K $552K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.74%
$567.77 - $614.76 $5.68K - $6.15K
1.37K $836K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.31%
$144.19 - $167.33 $1.01K - $1.17K
2.26K $377K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
95
+ 0.87%
$41.34 - $45.65 $3.93K - $4.34K
11K $496K
META
Meta Platforms, Inc.

Communication Services
52
+ 8.4%
$695.21 - $791.73 $36.2K - $41.2K
671 $492K
D
Dominion Energy, Inc

Utilities
13
+ 0.2%
$56.32 - $62.1 $732 - $807
6.48K $396K
XOM
Exxon Mobil Corp

Energy
16
+ 0.56%
$105.83 - $117.22 $1.69K - $1.88K
2.89K $326K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
420
+ 5.03%
$25.21 - $25.99 $10.6K - $10.9K
8.78K $226K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.01%
$76.16 - $78.59 $76.2 - $78.6
7.47K $583K
KR
Kroger CO

Consumer Defensive
3
+ 0.09%
$64.52 - $74.35 $194 - $223
3.43K $231K
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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