Olio Financial Planning Sells in Q2 2025

Olio Financial Planning

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-14.7K
- 8.69%
$24.32 - $27.87 $358K - $410K
155K $4.1M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-4.28K
- 37.77%
$99.97 - $129.69 $428K - $555K
7.05K $734K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.99K
- 47.75%
$77.74 - $78.78 $310K - $314K
4.37K $343K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.1K
- 35.47%
$75.05 - $77.34 $308K - $317K
7.47K $577K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-245
- 10.72%
$483.48 - $539.8 $118K - $132K
2.04K $991K
AAPL
Apple Inc.

Technology
-189
- 2.21%
$172.42 - $223.89 $32.6K - $42.3K
8.37K $1.72M
VO
Vanguard Mid Cap ETF

ETFs
-827
- 15.57%
$228.54 - $279.83 $189K - $231K
4.48K $1.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.04K
- 14.76%
$24.38 - $30.18 $196K - $243K
46.4K $1.4M
XOM
Exxon Mobil Corp

Energy
-73
- 2.48%
$99.93 - $119.04 $7.29K - $8.69K
2.88K $310K
MUB
Ishares National Muni Bond ETF

ETFs
-13
- 0.26%
$102.31 - $105.8 $1.33K - $1.38K
4.96K $518K
MCO
Moodys Corp

Financial Services
-2
- 0.27%
$396.7 - $501.59 $793 - $1K
730 $366K
RTX
Raytheon Technologies Corp

Industrials
-18
- 0.79%
$113.75 - $148.48 $2.05K - $2.67K
2.25K $328K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1
- -0.0%
$19.1 - $23.83 $19.1 - $23.8
24.8K $590K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-483
- 2.34%
$30.87 - $39.17 $14.9K - $18.9K
20.1K $788K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 0.88%
$456.74 - $568.03 $5.48K - $6.82K
1.36K $770K
AMZN
Amazon Com Inc

Consumer Cyclical
-228
- 5.41%
$167.32 - $223.3 $38.1K - $50.9K
3.98K $874K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.13K
- 4.6%
$55.54 - $69.09 $62.7K - $78K
23.4K $1.62M
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 2.2%
$210.28 - $289.91 $10.5K - $14.5K
2.22K $644K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-637
- 2.61%
$73.02 - $90.22 $46.5K - $57.5K
23.7K $2.12M
MSFT
Microsoft Corp

Technology
-95
- 7.34%
$354.56 - $497.45 $33.7K - $47.3K
1.2K $596K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.26K
- 2.94%
$39.89 - $49.46 $50.1K - $62.1K
41.5K $2.05M
NVDA
Nvidia Corp

Technology
-230
- 5.16%
$94.31 - $157.99 $21.7K - $36.3K
4.23K $668K
VTI
Vanguard Total Stock Market Et

ETFs
-5.03K
- 3.73%
$243.75 - $303.93 $1.23M - $1.53M
130K $39.5M
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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