Olio Financial Planning Sells in Q3 2025

Olio Financial Planning

  • $340 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12.8K
- 13.46%
$48.5 - $50.19 $623K - $645K
82.6K $4.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-450
- 36.38%
$546.99 - $602.2 $246K - $271K
787 $472K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.11K
- 8.89%
$87.05 - $93.19 $184K - $197K
21.6K $2.01M
MCO
Moodys Corp

Financial Services
-156
- 21.37%
$472.69 - $521.32 $73.7K - $81.3K
574 $273K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 9.48%
$915.95 - $994.57 $26.6K - $28.8K
277 $256K
AMZN
Amazon Com Inc

Consumer Cyclical
-195
- 4.89%
$211.65 - $238.24 $41.3K - $46.5K
3.79K $831K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.03K
- 17.62%
$41.91 - $44.87 $43.2K - $46.2K
4.81K $215K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.04K
- 1.39%
$30.02 - $30.29 $31.2K - $31.4K
73.7K $2.23M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-3.69K
- 5.07%
$5.28 - $5.81 $19.5K - $21.4K
69.1K $380K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-879
- 6.78%
$62.54 - $68.42 $55K - $60.1K
12.1K $815K
MUB
Ishares National Muni Bond ETF

ETFs
-22
- 0.44%
$103.24 - $106.68 $2.27K - $2.35K
4.94K $525K
MSFT
Microsoft Corp

Technology
-17
- 1.42%
$491.09 - $535.64 $8.35K - $9.11K
1.18K $612K
JPM
Jpmorgan Chase & CO

Financial Services
-130
- 5.85%
$282.78 - $316.06 $36.8K - $41.1K
2.09K $660K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.44%
$459.11 - $506.91 $4.13K - $4.56K
2.03K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
-104
- 15.52%
$293.94 - $444.72 $30.6K - $46.3K
566 $251K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1
- -0.0%
$23.82 - $25.84 $23.8 - $25.8
24.8K $637K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-732
- 3.64%
$39.06 - $43.42 $28.6K - $31.8K
19.4K $841K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-433
- 1.85%
$68.24 - $73.73 $29.5K - $31.9K
23K $1.69M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.39K
- 2.99%
$30.13 - $33.37 $41.8K - $46.3K
45K $1.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-450
- 2.94%
$195.41 - $212.37 $87.9K - $95.6K
14.8K $3.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.72K
- 4.56%
$66.38 - $71.68 $446K - $482K
141K $10M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.94K
- 4.42%
$42.67 - $46.91 $126K - $138K
63.6K $2.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-352
- 0.85%
$49.43 - $54.52 $17.4K - $19.2K
41.2K $2.23M
AAPL
Apple Inc.

Technology
-94
- 1.12%
$202.38 - $256.87 $19K - $24.1K
8.28K $2.11M
VTI
Vanguard Total Stock Market Et

ETFs
-5.61K
- 4.32%
$303.93 - $329.86 $1.71M - $1.85M
124K $40.8M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Olio Financial Planning Portfolio

Follow Olio Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email