Olio Financial Planning Purchases and Sells in Q4 2024

Olio Financial Planning

$284 Million
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	463K + 229.8%	$61.52 - $66.5 $28.5M - $30.8M	665K $42.4M
FBND	654K + 584.46%	$44.87 - $46.86 $29.3M - $30.6M	766K $34.4M
VTV	107K + 60.66%	$168.32 - $181.87 $17.9M - $19.4M	282K $47.8M
DFAT	122K + 281.21%	$54.54 - $61.04 $6.65M - $7.44M	165K $9.2M
VEA	144K + 23.41%	$47.57 - $52.44 $6.86M - $7.56M	760K $36.4M
VOE	16.4K + 24.45%	$160.89 - $176.18 $2.64M - $2.89M	83.4K $13.5M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPEM	43.1K New	$38.37 - $42.82 $1.65M - $1.85M	43.1K $1.65M
SPSB	50K New	$29.77 - $30.19 $1.49M - $1.51M	50K $1.49M
NVDA	4.55K New	$117.0 - $148.88 $532K - $677K	4.55K $610K
GOOG	2.95K New	$163.08 - $198.16 $482K - $585K	2.95K $562K
JPM	2.27K New	$205.18 - $250.29 $467K - $569K	2.27K $545K
ITOT	3.59K New	$124.26 - $134.12 $446K - $481K	3.59K $461K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-85.5K - 37.2%	$280.04 - $302.45 $23.9M - $25.8M	144K $41.8M
BIV	-294K - 83.5%	$74.5 - $78.37 $21.9M - $23M	58.1K $4.34M
BSV	-121K - 76.18%	$77.02 - $78.58 $9.36M - $9.55M	38K $2.94M
SCHE	-175K - 70.81%	$26.63 - $30.23 $4.66M - $5.29M	72.1K $1.92M
VBR	-23K - 57.56%	$197.36 - $217.3 $4.53M - $4.99M	16.9K $3.36M
VWO	-30.2K - 37.81%	$44.04 - $49.49 $1.33M - $1.49M	49.7K $2.19M

Activity Summary All Purchases 34 New Holdings 15 Increased Positions 19 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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