Olio Financial Planning Portfolio Holdings
Olio Financial Planning
- $267 Million
- Q3 2024
Olio Financial Planning has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $65.1M, Vanguard Ftse Developed Market with a value of $32.5M, Vanguard Value ETF with a value of $30.6M, Vanguard Bd Index Fd Inc Inter with a value of $27.6M, and Vanguard Bd Index Fd Inc Short with a value of $12.5M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $250M to 267M.
Below you can find more details about Olio Financial Planning portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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