§ 13F · FUND PROFILE
OLIO Financial Planning.
AUM · $403M (13F)Positions · 68Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$221K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 340K | $74M | 18.4% | +3% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 897K | $73M | 18.2% | +2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 831K | $59M | 14.7% | +2% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 1.08M | $49M | 12.2% | +7% |
| 5 | VTI | VANGUARD INDEX FDS | 113K | $42M | 10.4% | −3% |
| 6 | VOE | VANGUARD INDEX FDS | 103K | $20M | 5.0% | +3% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 234K | $16M | 4.1% | +2% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 145K | $12M | 3.0% | ±0% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 161K | $5M | 1.3% | +4% |
| 10 | VTEB | VANGUARD MUN BD FDS | 86K | $4M | 1.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLIO SIGNAL
AC read
OLIO Financial Planning is a Other fund managing $403 million in assets. The fund runs a portfolio of 68 positions.
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