§ 13F · FUND PROFILE
OLIO Financial Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317.1T (13F)Positions · 64Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$356.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 856K | $63.5T | 17.8% | NEW |
| 2 | VTV | VANGUARD INDEX FDS | 326K | $62.3T | 17.5% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 827K | $51.6T | 14.5% | NEW |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 976K | $44.9T | 12.6% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 119K | $39.8T | 11.2% | NEW |
| 6 | VOE | VANGUARD INDEX FDS | 98K | $17.3T | 4.9% | NEW |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 226K | $13.5T | 3.8% | NEW |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 143K | $10.5T | 3.0% | NEW |
| 9 | SCHD | SCHWAB STRATEGIC TR | 159K | $4.4T | 1.2% | NEW |
| 10 | VTEB | VANGUARD MUN BD FDS | 85K | $4.3T | 1.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLIO SIGNAL
AC read
OLIO Financial Planning is a Other fund managing $317066.1 trillion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed