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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$637M
$471,000 0.17% of portfolio
29,050
Q4 2024 Reduced 50.0%

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
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