$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $655,519 | -0.0% | 2,123 | 0.0% | 0.34% | -4.8% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $592,805 | -1.8% | 11,755 | 0.0% | 0.31% | -6.4% | |
| TENB | TENABLE HLDGS INC | $356,325 | +24.5% | 7,500 | 0.0% | 0.18% | +18.7% | |
| GLD | SPDR GOLD TR | $284,357 | +6.4% | 1,552 | 0.0% | 0.15% | +1.4% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $257,065 | +20.5% | 801 | 0.0% | 0.13% | +14.7% |
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.