OLIO Financial Planning - Portfolio overview

OLIO Financial Planning has 77 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 17.86%
2. DFUS - DIMENSIONAL ETF TRUST, 17.27%
3. VEA - VANGUARD TAX-MANAGED FDS, 14.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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