Investor
OLIO Financial Planning
CIK 0001906766 · filed 2026-04-14 · SEC filing
13F book
$361M
Positions
72
2 new · 1 sold
Largest name
17.9%
Vanguard Index Fds
Est. mark
−$744.8K
Price effect on 70 names still held. Flow $5.21M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 329.9K | $64.7M | 17.9% | $1.7M | Added$2.47M |
| Dimensional Etf Trust | — | 882.6K | $62.6M | 17.3% | −$2.79M | Added−$923.2K |
| Vanguard Tax-Managed Fds | — | 818.2K | $52.4M | 14.5% | $1.32M | Cut$789.9K |
| Fidelity Merrimack Str Tr | — | 1.02M | $46.5M | 12.9% | −$409.8K | Added$1.53M |
| Vanguard Index Fds | — | 116.7K | $37.4M | 10.4% | −$1.69M | Cut−$2.36M |
| Vanguard Index Fds | — | 99.3K | $18.3M | 5.1% | $674.4K | Added$986.6K |
| Dimensional Etf Trust | — | 230.3K | $14.4M | 4.0% | $658.8K | Added$902K |
| Vanguard Intl Equity Index F | — | 145.7K | $10.9M | 3.0% | $220.8K | Added$395.2K |
| Schwab Strategic Tr | — | 155.5K | $4.77M | 1.3% | $505.3K | Cut$396.6K |
| Vanguard Mun Bd Fds | — | 88.7K | $4.43M | 1.2% | −$34.1K | Added$144.6K |
| Spdr Index Shs Fds | — | 68K | $3.19M | 0.9% | $6.76K | Added$24.9K |
| Vanguard Index Fds | — | 13.6K | $2.96M | 0.8% | $74.5K | Cut−$12.7K |
| Apple Inc. | AAPL | 11.2K | $2.84M | 0.8% | −$187.3K | Added$21.1K |
| Spdr Series Trust | — | 78.6K | $2.36M | 0.7% | −$9.96K | Added$48K |
| Ishares Tr | — | 22.6K | $2.16M | 0.6% | $12K | Added$14.9K |
| Vanguard Intl Equity Index F | — | 39.5K | $2.14M | 0.6% | $11.5K | Cut−$53.2K |
| Vanguard Star Fds | — | 25.1K | $1.94M | 0.5% | $38.2K | Added$213.6K |
| Vanguard Index Fds | — | 2.5K | $1.5M | 0.4% | −$40.1K | Added$640.5K |
| Ishares Tr | — | 10.3K | $1.45M | 0.4% | −$76.2K | Added−$48.2K |
| Vanguard Index Fds | — | 4.58K | $1.31M | 0.4% | −$13.9K | Cut−$97.7K |
| Schwab Strategic Tr | — | 38.7K | $1.28M | 0.4% | $7.75K | Cut−$29.1K |
| J P Morgan Exchange Traded F | — | 19.5K | $994.4K | 0.3% | $742 | Added$48.7K |
| Berkshire Hathaway Inc Del | — | 1.91K | $916.7K | 0.3% | −$44.9K | Cut−$63K |
| Ishares Inc | — | 11K | $867.9K | 0.2% | $66K | Cut−$10K |
| Ishares Inc | — | 19.1K | $866.5K | 0.2% | $24.8K | Cut$16.2K |
| Spdr Series Trust | — | 10.1K | $801.8K | 0.2% | −$34.9K | Held |
| Nvidia Corp | NVDA | 4.43K | $772K | 0.2% | −$46.4K | Added$58.9K |
| Amazon Com Inc | AMZN | 3.54K | $736.2K | 0.2% | −$79.7K | Cut−$149.4K |
| Spdr Gold Tr | — | 1.62K | $696.6K | 0.2% | $54.7K | Added$58.2K |
| Booz Allen Hamilton Hldg Cor | — | 8.16K | $636.7K | 0.2% | −$42.7K | Added$68.1K |
| Invesco Qqq Tr | — | 1.08K | $625.7K | 0.2% | −$40.2K | Cut−$41.5K |
| Schwab Strategic Tr | — | 24.8K | $621.9K | 0.2% | −$28K | Held |
| Jpmorgan Chase & Co. | — | 2.02K | $592.7K | 0.2% | −$56.6K | Cut−$69.8K |
| Intuitive Surgical Inc | ISRG | 1.18K | $541.7K | 0.1% | −$123.8K | Held |
| Ishares Tr | — | 11.1K | $523.9K | 0.1% | $11.6K | Cut$3.36K |
| Ishares Tr | — | 4.92K | $521.7K | 0.1% | −$4.72K | Cut−$6.97K |
| Aegon Ltd | — | 71K | $515.5K | 0.1% | −$32K | Held |
| Norfolk Southn Corp | — | 1.65K | $474.4K | 0.1% | −$2.84K | Held |
| Microsoft Corp | MSFT | 1.28K | $472.5K | 0.1% | −$137.2K | Added−$111.6K |
| Ishares Tr | — | 650 | $424.5K | 0.1% | −$20.6K | Cut−$144.5K |
| RTX Corp | RTX | 2.15K | $415.7K | 0.1% | $20.5K | Cut$1.77K |
| Dominion Energy, Inc | D | 6.56K | $405.5K | 0.1% | $21.1K | Added$22.3K |
| Ishares Tr | — | 2.85K | $405.4K | 0.1% | −$17.8K | Cut−$75.8K |
| Alphabet Inc | — | 1.39K | $399.8K | 0.1% | −$35.9K | Added−$16.1K |
| Carlisle Cos Inc | — | 1.2K | $399K | 0.1% | $16.5K | Held |
| Exxon Mobil Corp | — | 2.26K | $382.8K | 0.1% | $111.3K | Cut$35K |
| Meta Platforms, Inc. | META | 639 | $365.6K | 0.1% | −$56.5K | Cut−$92.8K |
| Chevron Corp New | CVX | 1.73K | $357.5K | 0.1% | $94.1K | Added$94.3K |
| Spdr Index Shs Fds | — | 7.78K | $355.2K | 0.1% | $9.65K | Held |
| Alphabet Inc | — | 1.23K | $354.3K | 0.1% | −$26.2K | Added$29.6K |
| Ishares Tr | — | 2.55K | $336.5K | 0.1% | −$18.5K | Held |
| Gladstone Commercial Corp | — | 29.1K | $332K | 0.1% | $22.1K | Held |
| Moodys Corp | — | 711 | $310.1K | 0.1% | −$43.1K | Added$16.7K |
| Select Sector Spdr Tr | — | 2.27K | $301.9K | 0.1% | −$25.2K | Held |
| Costco Whsl Corp New | — | 279 | $277.7K | 0.1% | $37.4K | Held |
| Spdr S&P 500 Etf Tr | — | 426 | $277K | 0.1% | −$13.4K | Held |
| Applied Matls Inc | — | 775 | $264.9K | 0.1% | — | New |
| Walmart Inc. | WMT | 2.02K | $251.3K | 0.1% | $26K | Held |
| Science Applications Intl Co | — | 2.62K | $248.2K | 0.1% | −$15K | Held |
| Kroger Co | KR | 3.41K | $246.6K | 0.1% | $33.7K | Cut$32K |
| Csx Corp | CSX | 5.6K | $229.9K | 0.1% | $26.9K | Held |
| Advanced Micro Devices Inc | AMD | 1.12K | $227.4K | 0.1% | −$12K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 5.9K | $226.8K | 0.1% | −$60.4K | Added−$40.1K |
| Spdr Series Trust | — | 8.78K | $224.9K | 0.1% | −$1.14K | Held |
| Invesco Exchange Traded Fd T | — | 4.94K | $223.4K | 0.1% | −$1.23K | Held |
| Vanguard Bd Index Fds | — | 2.77K | $216.9K | 0.1% | −$1.06K | Added$6.86K |
| Dimensional Etf Trust | — | 4.24K | $205.4K | 0.1% | $7.94K | Cut−$19.7K |
| Leidos Holdings, Inc. | LDOS | 1.3K | $202.6K | 0.1% | −$32.4K | Held |
| American Elec Pwr Co Inc | — | 1.54K | $201.9K | 0.1% | — | New |
| Manhattan Brdg Cap Inc | — | 63K | $63K | 0.0% | −$229.9K | Cut−$243.3K |
| Northern Dynasty Minerals Lt | — | 22.4K | $31.4K | 0.0% | −$12.8K | Held |
| SmartRent, Inc. | SMRT | 15.5K | $23.3K | 0.0% | −$8.08K | Cut−$39.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.