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Home > Institutional Investor > Olio Financial Planning > Profile

Instuitional Investor - Olio Financial Planning

Fund Profile
Filing Period:
Fund Name: Olio Financial Planning
Portfolio Value $238,780,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 230,097 $54,792,911 22.94%
2.
Vanguard Tax-Managed Fds
 619,213 $29,666,480 12.42%
3.
Vanguard Bond Index Funds
 BND 352,095 $26,935,248 11.28%
4.
Vanguard Index Fds
 176,904 $26,503,722 11.09%
5.
Vanguard Bond Index Funds
 BND 160,712 $12,369,985 5.18%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)