OF

OLIO Financial Planning

13F
OLIO Financial Planning
Last update 2024-10-16 52 Stocks (0 new)
Value $238.00 Mil Turnover 0 %
Countries:
Top Holdings: VTI(23.02%)VEA(12.42%)BIV(11.33%)VTV(11.07%)BSV(5.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
OLIO Financial Planning Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
229,747
54709.720
+0.33%
23.020
+0.07%
0.020
+13.34%
+25.08%
440602.207
 
VEA 		Vanguard FTSE Developed Markets ETF
615,950
29510.150
+0.27%
12.420
+0.03%
0.020
+3.12%
+4.91%
137683.596
 
BIV 		Vanguard Intermediate-Term Bond ETF
351,857
26917.040
+0.13%
11.330
+0.01%
0.140
-1.04%
-0.65%
18841.535
 
VTV 		Vanguard Value ETF
175,566
26303.260
+0.20%
11.070
+0.02%
0.030
+9.59%
+19.55%
126648.429
 
BSV 		Vanguard Short-Term Bond ETF
159,486
12275.620
+0.12%
5.170
+0.01%
0.040
-0.41%
+0.55%
33159.948
 
DFUS 		Dimensional U.S. Equity Market ETF
201,694
10488.090
+0.49%
4.410
+0.02%
0.110
+13.66%
+25.89%
11972.403
 
VOE 		Vanguard Mid-Cap Value ETF
67,047
9755.400
+0.17%
4.100
+0.01%
0.070
+10.83%
+18.50%
17565.451
 
VBR 		Vanguard Small Cap Value ETF
39,904
7260.190
+0.23%
3.050
+0.01%
0.030
+13.32%
+17.61%
31953.502
 
SCHE 		Schwab Emerging Markets Equity ETF
246,945
6099.540
+0.32%
2.570
+0.01%
0.070
+8.03%
+15.01%
9516.638
 
VEU 		Vanguard FTSE All-World ex-US ETF
94,922
5326.080
+0.05%
2.240
0%
0.020
+4.00%
+7.45%
39158.426
 

OLIO Financial Planning's Historical Top Holdings Breakdowns

OLIO Financial Planning's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.07%
●
255.18 ($272.76) 283.2
$296.71
8.78%
Add 0.33%
229,747
748
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.03%
●
47.6 ($50.85) 53.31
$50.25
-1.18%
Add 0.27%
615,950
1,629
DFUS 		Dimensional U.S. Equity Market ETF2024-09-30Add
+0.02%
●
56.04 ($59.87) 62.2
$65.25
8.99%
Add 0.49%
201,694
993
VTV 		Vanguard Value ETF2024-09-30Add
+0.02%
●
159.75 ($167.43) 174.57
$178.73
6.75%
Add 0.2%
175,566
350
SCHE 		Schwab Emerging Markets Equity ETF2024-09-30Add
+0.01%
●
25.45 ($27.07) 29.53
$28.51
5.32%
Add 0.32%
246,945
783
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.01%
●
74.26 ($77.1) 78.84
$75.88
-1.58%
Add 0.13%
351,857
458
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.01%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Add 0.12%
159,486
197
VOE 		Vanguard Mid-Cap Value ETF2024-09-30Add
+0.01%
●
149.02 ($158.97) 167.67
$171.84
8.10%
Add 0.17%
67,047
113
VBR 		Vanguard Small Cap Value ETF2024-09-30Add
+0.01%
●
179.99 ($192.23) 201.6
$211.66
10.11%
Add 0.23%
39,904
92
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.01%
●
214.77 ($227.22) 237.72
$253.14
11.41%
Add 5.92%
2,004
112

OLIO Financial Planning Total Holding History ($B)

To

OLIO Financial Planning's Asset Allocation

To

OLIO Financial Planning Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OLIO Financial Planning's Hypothetical Growth since 2024-09-30

OLIO Financial Planning's Yearly Returns

Year Portfolio % % Excess Gain %

OLIO Financial Planning's Holdings Heat Map

Size field:

OLIO Financial Planning's Holdings Bubble Chart

OLIO Financial Planning News

  • 1

Discussions on OLIO Financial Planning

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.