OLIO Financial Planning

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mclean, VA
CIK
0001906766
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 52 237,669 VTI, VEA, BIV, VTV 13F-HR 10/15/2024 000108514624004925
Q2 2024 52 237,117 VTI, VEA, BIV, VTV 13F-HR 7/12/2024 000108514624002947
Q1 2024 52 237,669 VTI, VEA, BIV, VTV 13F-HR 4/15/2024 000108514624001805
Q4 2023 52 238,780 VTI, VEA, BIV, VTV 13F-HR 1/10/2024 000108514624000184
Q3 2023 53 213,000 VTI, VEA, BIV, VTV 13F-HR 10/19/2023 000108514623003784
Q2 2023 47 210,971 VTI, VEA, BIV, VTV 13F-HR 7/13/2023 000108514623002700
Q1 2023 42 193,357 VTI, BIV, VEA, VTV 13F-HR 4/11/2023 000108514623001633
Q4 2022 41 184,037 VTI, BIV, VTV, VEA 13F-HR 1/13/2023 000108514623000131
Q3 2022 42 168,422 VTI, BIV, VTV, VEU 13F-HR 10/18/2022 000108514622003479
Q2 2022 43 178,122 VTI, VEU, BIV, VTV 13F-HR 7/15/2022 000108514622002410
Q1 2022 47 174,932 VTI, VEU, VTV, BIV 13F-HR 4/20/2022 000108514622001480
Q4 2021 41 168,353 VTI, VEU, VTV, BIV 13F-HR 1/31/2022 000108514622000389