| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | SMARTRENT INC | $0 | – | -31,086 | -100.0% | -0.04% | – | |
| F | Exit | FORD MTR CO DEL | $0 | – | -10,886 | -100.0% | -0.06% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -814 | -100.0% | -0.10% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,294 | -100.0% | -0.10% | – |
| NKSH | Exit | NATIONAL BANKSHARES INC VA | $0 | – | -8,703 | -100.0% | -0.10% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -2,394 | -100.0% | -0.12% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -8,059 | -100.0% | -0.12% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,005 | -100.0% | -0.12% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,582 | -100.0% | -0.13% | – |
| MKL | Exit | MARKEL GROUP INC | $0 | – | -187 | -100.0% | -0.13% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -6,177 | -100.0% | -0.13% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -6,075 | -100.0% | -0.14% | – |
| TENB | Exit | TENABLE HLDGS INC | $0 | – | -7,500 | -100.0% | -0.16% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,807 | -100.0% | -0.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,132 | -100.0% | -0.17% | – |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -7,242 | -100.0% | -0.17% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -918 | -100.0% | -0.18% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -13,015 | -100.0% | -0.18% | – |
| AEG | Exit | AEGON N V | $0 | – | -84,149 | -100.0% | -0.19% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,340 | -100.0% | -0.22% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -9,873 | -100.0% | -0.23% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,263 | -100.0% | -0.23% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,809 | -100.0% | -0.29% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -11,755 | -100.0% | -0.29% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -2,124 | -100.0% | -0.32% | – |
| GOOD | Exit | GLADSTONE COMMERCIAL CORP | $0 | – | -58,100 | -100.0% | -0.33% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,123 | -100.0% | -0.35% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -4,600 | -100.0% | -0.45% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -10,101 | -100.0% | -0.49% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -18,581 | -100.0% | -0.61% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -20,039 | -100.0% | -0.65% | – |
| BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORcl a | $0 | – | -14,017 | -100.0% | -0.72% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -33,828 | -100.0% | -0.73% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -29,912 | -100.0% | -0.75% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -17,586 | -100.0% | -0.78% | – |
| BWMN | Exit | BOWMAN CONSULTING GROUP LTD | $0 | – | -63,782 | -100.0% | -0.84% | – |
| AAPL | Exit | APPLE INC | $0 | – | -10,736 | -100.0% | -0.86% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -32,228 | -100.0% | -1.39% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -49,682 | -100.0% | -1.65% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -90,029 | -100.0% | -1.66% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -73,918 | -100.0% | -1.67% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -80,048 | -100.0% | -1.90% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -99,741 | -100.0% | -2.04% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -110,212 | -100.0% | -2.68% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -241,386 | -100.0% | -2.71% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -40,084 | -100.0% | -3.00% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -168,923 | -100.0% | -3.69% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -63,509 | -100.0% | -3.90% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -146,094 | -100.0% | -5.16% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -163,375 | -100.0% | -10.58% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -329,930 | -100.0% | -11.20% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -573,346 | -100.0% | -11.77% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -234,402 | -100.0% | -23.38% | – |
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.