$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BWMN | New | BOWMAN CONSULTING GROUP LTD | $1,787,810 | – | 63,782 | +100.0% | 0.84% | – |
| MCO | New | MOODYS CORP | $671,601 | – | 2,124 | +100.0% | 0.32% | – |
| AEG | New | AEGON N V | $403,916 | – | 84,149 | +100.0% | 0.19% | – |
| D | New | DOMINION ENERGY INC | $275,927 | – | 6,177 | +100.0% | 0.13% | – |
| MKL | New | MARKEL GROUP INC | $275,356 | – | 187 | +100.0% | 0.13% | – |
| NKSH | New | NATIONAL BANKSHARES INC VA | $217,924 | – | 8,703 | +100.0% | 0.10% | – |
| DHR | New | DANAHER CORPORATION | $201,954 | – | 814 | +100.0% | 0.10% | – |
| F | New | FORD MTR CO DEL | $135,209 | – | 10,886 | +100.0% | 0.06% | – |
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.