Olio Financial Planning Portfolio Holdings

Olio Financial Planning

  • $267 Million
  • Q3 2024

Olio Financial Planning has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $65.1M, Vanguard Ftse Developed Market with a value of $32.5M, Vanguard Value ETF with a value of $30.6M, Vanguard Bd Index Fd Inc Inter with a value of $27.6M, and Vanguard Bd Index Fd Inc Short with a value of $12.5M.

Examining the 13F form we can see an increase of $16.9M in the current position value, from $250M to 267M.

Below you can find more details about Olio Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
ETFs: $256 Million
Technology: $4 Million
Industrials: $2.84 Million
Financial Services: $1.98 Million
Consumer Cyclical: $1.13 Million
Real Estate: $943,000
Utilities: $328,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$2.46 Million 0.92% of portfolio
10,551
Q3 2024 Added 0.02%
$18.8B
$2.27 Million 0.85% of portfolio
13,976
Q4 2023 Reduced 0.29%
$90B
$1.01 Million 0.38% of portfolio
2,124
Q3 2023 New
$602B
$977,000 0.37% of portfolio
2,123
Q4 2022 Reduced 12.53%
$667M
$943,000 0.35% of portfolio
58,100
Q1 2023 Added 2.65%
$2.29T
$898,000 0.34% of portfolio
4,820
Q4 2023 Added 0.23%
$3.3T
$496,000 0.19% of portfolio
1,153
Q4 2023 Added 1.86%
$21.9B
$464,000 0.17% of portfolio
2,849
Q4 2023 New
$45.8B
$328,000 0.12% of portfolio
5,676
Q4 2023 Reduced 8.11%
$372M
$313,000 0.12% of portfolio
13,000
Q4 2023 Reduced 79.62%
$4.82B
$303,000 0.11% of portfolio
7,500
Q2 2022 Reduced 25.0%
$1.27T
$229,000 0.09% of portfolio
876
Q4 2023 Reduced 12.84%
$59.3B
$251,000 0.09% of portfolio
1,011
Q4 2023 New
$6.39B
$226,000 0.08% of portfolio
1,628
Q4 2023 New
$360M
$54,000 0.02% of portfolio
31,086
Q3 2023 Reduced 4.08%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $267 Million
  • Prior Value $250 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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