OLIO Financial Planning
CIK 1906766
13F filing for Q2 2026・No. 4,463
- Holdings
- US$403.11M
- Quarter change
- +US$42.15M
- Entries
- 68
- Net bought (estimate)
- +US$4.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 5
- Cut 27
- Added 16
- Corporate actions 0
- Unchanged 24
Largest holdings
68 stocks worth US$403.11M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 339,638 | US$74.02M | 18.36% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 896,829 | US$73.49M | 18.23% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 830,924 | US$59.2M | 14.69% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 1,084,423 | US$49.33M | 12.24% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 112,899 | US$41.78M | 10.36% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 102,577 | US$20.27M | 5.03% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 233,804 | US$16.34M | 4.05% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 145,173 | US$12.16M | 3.02% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 161,377 | US$5.12M | 1.27% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Cut | 85,515 | US$4.33M | 1.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.