Olio Financial Planning Reduced Holdings in Q4 2024

Olio Financial Planning

  • $284 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-85.5K
- 37.2%
$280.04 - $302.45 $23.9M - $25.8M
144K $41.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-294K
- 83.5%
$74.5 - $78.37 $21.9M - $23M
58.1K $4.34M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-121K
- 76.18%
$77.02 - $78.58 $9.36M - $9.55M
38K $2.94M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-175K
- 70.81%
$26.63 - $30.23 $4.66M - $5.29M
72.1K $1.92M
VBR
Vanguard Small Cap Value ETF

ETFs
-23K
- 57.56%
$197.36 - $217.3 $4.53M - $4.99M
16.9K $3.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-30.2K
- 37.81%
$44.04 - $49.49 $1.33M - $1.49M
49.7K $2.19M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2.64K
- 18.9%
$128.36 - $186.0 $339K - $491K
11.3K $1.46M
MCO
Moodys Corp

Financial Services
-1.55K
- 72.98%
$454.04 - $500.88 $704K - $776K
574 $271K
GOOD
Gladstone Commercial Corp

Real Estate
-29.1K
- 50.0%
$15.57 - $17.66 $452K - $513K
29.1K $471K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.75K
- 20.86%
$124.61 - $133.96 $468K - $503K
14.2K $1.83M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.78K
- 7.73%
$49.79 - $51.14 $288K - $295K
68.9K $3.45M
AAPL
Apple Inc.

Technology
-2.07K
- 19.58%
$221.69 - $259.02 $458K - $535K
8.49K $2.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.56K
- 9.07%
$58.88 - $64.8 $151K - $166K
25.6K $1.51M
VB
Vanguard Small Cap ETF

ETFs
-707
- 35.28%
$233.76 - $261.58 $165K - $185K
1.3K $311K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.57K
- 13.41%
$69.3 - $74.3 $109K - $117K
10.1K $724K
IVV
Ishares Core S&P 500 ETF

ETFs
-169
- 18.41%
$570.51 - $610.59 $96.4K - $103K
749 $440K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-404
- 5.15%
$34.13 - $37.35 $13.8K - $15.1K
7.44K $253K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-326
- 5.37%
$50.67 - $50.9 $16.5K - $16.6K
5.74K $291K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 1.19%
$481.22 - $538.17 $7.22K - $8.07K
1.25K $639K
TSLA
Tesla, Inc.

Consumer Cyclical
-234
- 26.71%
$213.65 - $479.86 $50K - $112K
642 $259K
AMZN
Amazon Com Inc

Consumer Cyclical
-339
- 7.03%
$180.88 - $232.93 $61.3K - $79K
4.48K $983K
Activity Summary
Buys All Purchases 34 New Holdings 15 Increased Positions 19 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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