Olio Financial Planning Purchases in Q4 2025

Olio Financial Planning

  • $351 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
31.5K
+ 3.81%
$71.0 - $74.64 $2.23M - $2.35M
856K $62.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
53.3K
+ 5.78%
$46.2 - $46.85 $2.46M - $2.5M
976K $45.1M
VEA
Vanguard Ftse Developed Market

ETFs
15.6K
+ 1.92%
$59.18 - $62.09 $923K - $969K
827K $50.7M
VTV
Vanguard Value ETF

ETFs
8.86K
+ 2.79%
$182.87 - $189.72 $1.62M - $1.68M
326K $61M
AAPL
Apple Inc.

Technology
2.09K
+ 25.21%
$245.27 - $275.25 $512K - $574K
10.4K $2.77M
DFAT
Dimensional ETF Tr U S Target

ETFs
15K
+ 7.09%
$55.75 - $58.83 $835K - $881K
226K $12.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.7K
+ 3.94%
$169.53 - $176.53 $627K - $653K
97.6K $17M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.79K
+ 1.98%
$70.2 - $73.89 $196K - $206K
143K $10.5M
XLK
Technology Sector Spdr

ETFs
978
+ 75.58%
$278.39 - $304.13 $272K - $297K
2.27K $654K
GOOGL
Alphabet Inc.

Communication Services
1.04K
New
$236.57 - $291.31 $246K - $302K
1.04K $286K
CVX
Chevron Corp

Energy
1.73K
New
$148.9 - $157.72 $257K - $272K
1.73K $267K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.55K
+ 18.19%
$142.82 - $150.36 $222K - $233K
10.1K $1.48M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4K
+ 6.28%
$45.45 - $48.31 $182K - $193K
67.6K $3.21M
SAIC
Science Applications International Corp

Technology
2.62K
New
$88.62 - $102.83 $232K - $269K
2.62K $231K
WMT
Walmart Inc.

Consumer Defensive
2.02K
New
$101.18 - $109.03 $205K - $220K
2.02K $208K
CSX
Csx Corp

Industrials
5.6K
New
$34.88 - $36.67 $195K - $205K
5.6K $195K
QQQ
Invesco Qqq Trust, Series 1

ETFs
299
+ 37.99%
$589.5 - $635.77 $176K - $190K
1.09K $655K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.54K
+ 3.07%
$49.98 - $50.59 $127K - $128K
85.1K $4.28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
955
+ 4.42%
$91.84 - $96.06 $87.7K - $91.7K
22.6K $2.14M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.7K
+ 10.09%
$50.85 - $51.0 $86.5K - $86.8K
18.6K $945K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.98K
+ 4.04%
$30.13 - $30.32 $89.6K - $90.2K
76.7K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
48
+ 1.27%
$213.04 - $254.0 $10.2K - $12.2K
3.84K $900K
GLD
Spdr Gold Trust

ETFs
56
+ 3.6%
$354.79 - $403.15 $19.9K - $22.6K
1.61K $605K
SMRT
Smart Rent, Inc.

Technology
31.1K
New
$1.35 - $1.51 $42K - $46.9K
31.1K $44K
NAK
Northern Dynasty Minerals LTD

Basic Materials
22.4K
New
$1.18 - $2.76 $26.5K - $61.9K
22.4K $39K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
254
+ 11.08%
$132.94 - $139.8 $33.8K - $35.5K
2.55K $349K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
900
+ 0.57%
$26.44 - $27.53 $23.8K - $24.8K
159K $4.34M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23
+ 0.3%
$42.26 - $44.28 $972 - $1.02K
7.78K $340K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
298
+ 2.7%
$43.95 - $46.24 $13.1K - $13.8K
11.3K $501K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17
+ 0.35%
$43.57 - $45.71 $741 - $777
4.83K $217K
MSFT
Microsoft Corp

Technology
26
+ 2.2%
$496.82 - $542.07 $12.9K - $14.1K
1.21K $613K
D
Dominion Energy, Inc

Utilities
64
+ 0.99%
$58.49 - $61.69 $3.74K - $3.95K
6.54K $396K
Ishares Bitcoin Trust ETF
1.12K
+ 26.17%
N/A
5.38K $0
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.72%
$910.94 - $954.99 $1.82K - $1.91K
279 $254K
KR
Kroger CO

Consumer Defensive
2
+ 0.06%
$63.15 - $69.15 $126 - $138
3.44K $229K
VO
Vanguard Mid Cap ETF

ETFs
55
+ 1.14%
$286.27 - $296.23 $15.7K - $16.3K
4.87K $1.4M
NSC
Norfolk Southern Corp

Industrials
7
+ 0.43%
$279.53 - $300.15 $1.96K - $2.1K
1.65K $469K
META
Meta Platforms, Inc.

Communication Services
23
+ 3.43%
$609.01 - $751.67 $14K - $17.3K
694 $422K
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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