Olio Financial Planning Portfolio Holdings

Olio Financial Planning

  • $284 Million
  • Q4 2024

Olio Financial Planning has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $284 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $47.8M, Dimensional ETF Tr U S Equity with a value of $42.4M, Vanguard Total Stock Market Et with a value of $41.8M, Vanguard Ftse Developed Market with a value of $36.4M, and Fidelity Merrimack Str Tr Tota with a value of $34.4M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $267M to 284M.

Below you can find more details about Olio Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $273 Million
Technology: $3.54 Million
Industrials: $2.52 Million
Financial Services: $1.78 Million
Consumer Cyclical: $1.24 Million
Communication Services: $883,000
Real Estate: $589,000
Consumer Defensive: $464,000
Other: $708,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.8 Million 16.8% of portfolio
282,070
Q4 2024 Added 60.66%
$0
$42.4 Million 14.92% of portfolio
665,186
Q4 2024 Added 229.8%
$0
$41.8 Million 14.71% of portfolio
144,279
Q4 2024 Reduced 37.2%
$0
$36.4 Million 12.79% of portfolio
760,169
Q4 2024 Added 23.41%
$0
$34.4 Million 12.09% of portfolio
765,888
Q4 2024 Added 584.46%
$0
$13.5 Million 4.75% of portfolio
83,442
Q4 2024 Added 24.45%
$0
$9.2 Million 3.23% of portfolio
165,201
Q4 2024 Added 281.21%
$0
$7.23 Million 2.54% of portfolio
125,986
Q4 2024 Added 32.73%
$0
$4.49 Million 1.58% of portfolio
164,378
Q4 2024 Added 219.47%
$0
$4.34 Million 1.53% of portfolio
58,051
Q4 2024 Reduced 83.5%
$0
$3.45 Million 1.21% of portfolio
68,918
Q4 2024 Reduced 7.73%
$0
$3.36 Million 1.18% of portfolio
16,935
Q4 2024 Reduced 57.56%
$0
$2.94 Million 1.03% of portfolio
37,989
Q4 2024 Reduced 76.18%
$0
$2.19 Million 0.77% of portfolio
49,663
Q4 2024 Reduced 37.81%
$3.59T
$2.12 Million 0.75% of portfolio
8,485
Q4 2024 Reduced 19.58%
$0
$1.92 Million 0.67% of portfolio
72,083
Q4 2024 Reduced 70.81%
$0
$1.8 Million 0.63% of portfolio
23,602
Q4 2024 Added 18.41%
$0
$1.65 Million 0.58% of portfolio
43,088
Q4 2024 New
$0
$1.49 Million 0.53% of portfolio
50,043
Q4 2024 New
$0
$1.51 Million 0.53% of portfolio
25,639
Q4 2024 Reduced 9.07%
$18B
$1.46 Million 0.51% of portfolio
11,334
Q4 2024 Reduced 18.9%
$0
$1.39 Million 0.49% of portfolio
5,279
Q4 2024 Added 4.64%
$2.4T
$983,000 0.35% of portfolio
4,481
Q4 2024 Reduced 7.03%
$600B
$966,000 0.34% of portfolio
2,133
Q4 2024 Added 0.47%
$0
$736,000 0.26% of portfolio
1,367
Q4 2024 Added 8.92%
$0
$724,000 0.25% of portfolio
10,142
Q4 2024 Reduced 13.41%
$0
$707,000 0.25% of portfolio
12,766
Q4 2024 Added 31.72%
$0
$669,000 0.24% of portfolio
20,052
Q4 2024 Added 13.4%
$0
$639,000 0.22% of portfolio
1,250
Q4 2024 Reduced 1.19%
$367B
$610,000 0.21% of portfolio
4,546
Q4 2024 New
$0
$582,000 0.2% of portfolio
25,676
Q4 2024 Added 160.06%
$1.21T
$562,000 0.2% of portfolio
2,953
Q4 2024 New
$0
$529,000 0.19% of portfolio
4,971
Q4 2024 Reduced 41.98%
$780B
$545,000 0.19% of portfolio
2,274
Q4 2024 New
$3.33T
$510,000 0.18% of portfolio
1,211
Q4 2024 Added 5.03%
$637M
$471,000 0.17% of portfolio
29,050
Q4 2024 Reduced 50.0%
$21B
$441,000 0.16% of portfolio
1,196
Q4 2024 New
$0
$461,000 0.16% of portfolio
3,588
Q4 2024 New
$0
$440,000 0.15% of portfolio
749
Q4 2024 Reduced 18.41%
$459B
$395,000 0.14% of portfolio
3,681
Q4 2024 New
$87.7B
$376,000 0.13% of portfolio
1,553
Q4 2023 Reduced 1.83%
$59.3B
$362,000 0.13% of portfolio
1,544
Q4 2024 Added 52.72%
$44.3B
$313,000 0.11% of portfolio
5,828
Q4 2024 Added 2.68%
$0
$300,000 0.11% of portfolio
1,294
Q2 2023 New
$0
$326,000 0.11% of portfolio
7,757
Q4 2024 New
$0
$311,000 0.11% of portfolio
1,297
Q4 2024 Reduced 35.28%
$1.43T
$321,000 0.11% of portfolio
545
Q4 2024 New
$4.93B
$295,000 0.1% of portfolio
7,500
Q2 2022 Reduced 25.0%
$89.1B
$271,000 0.1% of portfolio
574
Q4 2024 Reduced 72.98%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $284 Million
  • Prior Value $267 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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