$213 Million is the total value of OLIO Financial Planning's 53 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $743,687 | +2.7% | 2,123 | 0.0% | 0.35% | +1.7% | |
| GOOD | GLADSTONE COMMERCIAL CORP | $706,496 | -1.7% | 58,100 | 0.0% | 0.33% | -2.6% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $617,020 | -3.6% | 11,755 | 0.0% | 0.29% | -4.3% | |
| ESGE | ISHARES INCesg awr msci em | $394,095 | -4.3% | 13,015 | 0.0% | 0.18% | -5.1% | |
| TENB | TENABLE HLDGS INC | $336,000 | +2.9% | 7,500 | 0.0% | 0.16% | +1.9% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $212,126 | -5.7% | 1,294 | 0.0% | 0.10% | -6.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.