Instuitional Investor - Olio Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Olio Financial Planning |
| Portfolio Value | $284,706,981 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 282,070 | $47,754,435 | 16.77% | |
| 2. | Dimensional Etf Trust | 665,186 | $42,405,634 | 14.89% | |
| 3. | Vanguard Index Fds | 144,279 | $41,813,426 | 14.68% | |
| 4. | Vanguard Tax-Managed Fds | 760,169 | $36,351,270 | 12.76% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 765,888 | $34,365,395 | 12.07% |
