Olio Financial Planning Portfolio Holdings
Olio Financial Planning
- $250 Million
- Q2 2024
Olio Financial Planning has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $250 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 $61.3M, Vanguard Ftse Developed Market with a value of $30.4M, Vanguard Value ETF with a value of $28.1M, Vanguard Bd Index Fd Inc Inter with a value of $26.3M, and Vanguard Bd Index Fd Inc Short with a value of $12.2M.
Examining the 13F form we can see an increase of $540K in the current position value, from $250M to 250M.
Below you can find more details about Olio Financial Planning portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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