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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$2.12 Million 0.75% of portfolio
8,485
Q4 2024 Reduced 19.58%
$1.94T
$983,000 0.35% of portfolio
4,481
Q4 2024 Reduced 7.03%
$683B
$966,000 0.34% of portfolio
2,133
Q4 2024 Added 0.47%
$270B
$610,000 0.21% of portfolio
4,546
Q4 2024 New
$951B
$562,000 0.2% of portfolio
2,953
Q4 2024 New
$720B
$545,000 0.19% of portfolio
2,274
Q4 2024 New
$2.8T
$510,000 0.18% of portfolio
1,211
Q4 2024 Added 5.03%
$496B
$395,000 0.14% of portfolio
3,681
Q4 2024 New
$1.3T
$321,000 0.11% of portfolio
545
Q4 2024 New
$419B
$255,000 0.09% of portfolio
279
Q4 2024 New
$818B
$259,000 0.09% of portfolio
642
Q4 2024 Reduced 26.71%

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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