$193 Million is the total value of OLIO Financial Planning's 42 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $342,695 | – | 7,701 | +100.0% | 0.18% | – |
SUB | New | ISHARES TRshrt nat mun etf | $224,853 | – | 2,148 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 8 | Q3 2023 | 25.6% |
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 11.5% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 10.6% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 15.1% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 11.9% |
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 5.2% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.7% |
ISHARES TR | 8 | Q3 2023 | 7.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 4.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.3% |
View OLIO Financial Planning's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-31 |
View OLIO Financial Planning's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.