§ 13F · FUND PROFILE
OLIO Financial Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317M (13F)Positions · 64Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$467K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 330K | $65M | 17.9% | +1% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 883K | $63M | 17.3% | +3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 818K | $52M | 14.5% | −1% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 1.02M | $46M | 12.9% | +4% |
| 5 | VTI | VANGUARD INDEX FDS | 117K | $37M | 10.4% | −2% |
| 6 | VOE | VANGUARD INDEX FDS | 99K | $18M | 5.1% | +2% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 230K | $14M | 4.0% | +2% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 146K | $11M | 3.0% | +2% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 155K | $5M | 1.3% | −2% |
| 10 | VTEB | VANGUARD MUN BD FDS | 89K | $4M | 1.2% | +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 $317 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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