Instuitional Investor - Olio Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Olio Financial Planning |
| Portfolio Value | $289,326,225 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 290,708 | $50,216,860 | 17.36% | |
| 2. | Dimensional Etf Trust | 760,383 | $45,987,962 | 15.89% | |
| 3. | Vanguard Tax-Managed Fds | 790,625 | $40,187,470 | 13.89% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 854,166 | $38,992,678 | 13.48% | |
| 5. | Vanguard Index Fds | 134,946 | $37,088,581 | 12.82% |
