$211 Million is the total value of OLIO Financial Planning's 47 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHR | Exit | DANAHER CORPORATION | $0 | – | -814 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 25.6% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 11.5% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.1% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 12.4% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 15.1% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 7.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 7.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.3% |
View OLIO Financial Planning's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 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 |
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.