Olio Financial Planning Portfolio Holdings by Sector
Olio Financial Planning
- $250 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA VTV BIV BSV DFUS VOE VBR SCHE 36 stocks |
$178,513
71.33% of portfolio
|
- |
  18  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$61,259
24.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
BAH BWMN 2 stocks |
$2,563
1.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,221
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$931
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$894
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$863
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT TENB 2 stocks |
$841
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
GOOD 1 stocks |
$829
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
LDOS SAIC 2 stocks |
$606
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D 1 stocks |
$278
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$217
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$173
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
SMRT 1 stocks |
$74
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|