Olio Financial Planning Portfolio Holdings by Sector

Olio Financial Planning

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA VTV BIV BSV DFUS VOE VBR SCHE 36 stocks	$190,895 71.45% of portfolio	18	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$65,055 24.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials BAH BWMN 2 stocks	$2,587 0.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,457 0.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$1,007 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$977 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate GOOD 1 stocks	$943 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$898 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT TENB 2 stocks	$799 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology LDOS SAIC 2 stocks	$690 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D 1 stocks	$328 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$251 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$229 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SMRT 1 stocks	$54 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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