Loading…
CIK 0001906766 • 6 13F filings • Apr 11, 2025 – Jul 17, 2026
Import this data to Google Sheets with:
=jivedata("olio-financial-planning","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $239K | 0.1% | 1,118 SH | New |
| AEGON LTD | AMER REG 1 CERT | $547K | 0.2%Prev: 0.2% | 71,009 SH | Decreased-13,140 SH |
| ALPHABET INC | CAP STK CL A | $325K | 0.1% | 1,038 SH | New |
| ALPHABET INC | CAP STK CL C | $416K | 0.1%Prev: 0.1% | 1,325 SH | Decreased-571 SH |
| AMAZON COM INC | COM | $886K | 0.2%Prev: 0.2% | 3,837 SH | Increased+48 SH |
| APPLE INC | COM | $2.8M | 0.8%Prev: 0.6% | 10,367 SH | Increased+2,087 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $980K | 0.3%Prev: 0.3% | 1,949 SH | Decreased-83 SH |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $569K | 0.2%Prev: 0.2% | 6,741 SH | Decreased-312 SH |
| CARLISLE COS INC | COM | $383K | 0.1%Prev: 0.1% | 1,196 SH | Decreased |
| CHEVRON CORP NEW | COM | $263K | 0.1% | 1,727 SH | New |
| COSTCO WHSL CORP NEW | COM | $240K | 0.1%Prev: 0.1% | 279 SH | Decreased+2 SH |
| CSX CORP | COM | $203K | 0.1% | 5,600 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $63.5M | 17.8%Prev: 17.5% | 856,242 SH | Increased+31,450 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $225K | 0.1%Prev: 0.1% | 4,831 SH | Increased+17 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.5M | 3.8%Prev: 3.6% | 226,387 SH | Increased+14,980 SH |
| DOMINION ENERGY INC | COM | $383K | 0.1%Prev: 0.1% | 6,541 SH | Decreased+64 SH |
| EXXON MOBIL CORP | COM | $348K | 0.1%Prev: 0.1% | 2,890 SH | Increased-2 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $44.9M | 12.6%Prev: 12.5% | 975,741 SH | Increased+53,318 SH |
| GLADSTONE COMMERCIAL CORP | COM | $310K | 0.1%Prev: 0.1% | 29,050 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $665K | 0.2%Prev: 0.2% | 1,175 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $225K | 0.1%Prev: 0.1% | 4,937 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $667K | 0.2%Prev: 0.1% | 1,086 SH | Increased+299 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $267K | 0.1%Prev: 0.1% | 5,375 SH | Decreased+1,115 SH |
| ISHARES INC | ESG AWR MSCI EM | $850K | 0.2%Prev: 0.2% | 19,251 SH | Increased-139 SH |
| ISHARES INC | MSCI EMRG CHN | $878K | 0.2%Prev: 0.2% | 12,080 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $481K | 0.1%Prev: 0.2% | 3,237 SH | Decreased-351 SH |
| ISHARES TR | CORE S&P500 ETF | $569K | 0.2%Prev: 0.2% | 831 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $2.1M | 0.6%Prev: 0.6% | 22,574 SH | Increased+955 SH |
| ISHARES TR | ESG AWARE MSCI | $521K | 0.1%Prev: 0.1% | 11,322 SH | Increased+298 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.5M | 0.4%Prev: 0.4% | 10,084 SH | Increased+1,552 SH |
| ISHARES TR | ESG OPTIMIZED | $355K | 0.1%Prev: 0.1% | 2,547 SH | Increased+254 SH |
| ISHARES TR | NATIONAL MUN ETF | $529K | 0.1%Prev: 0.2% | 4,936 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $946K | 0.3%Prev: 0.3% | 18,564 SH | Increased+1,701 SH |
| JPMORGAN CHASE & CO. | COM | $662K | 0.2%Prev: 0.2% | 2,056 SH | Increased-38 SH |
| KROGER CO | COM | $215K | 0.1%Prev: 0.1% | 3,435 SH | Decreased+2 SH |
| LEIDOS HOLDINGS INC | COM | $235K | 0.1%Prev: 0.1% | 1,303 SH | Decreased-154 SH |
| MANHATTAN BRDG CAP INC | COM | $306K | 0.1%Prev: 0.0% | 65,875 SH | Increased-3,233 SH |
| META PLATFORMS INC | CL A | $458K | 0.1%Prev: 0.1% | 694 SH | Decreased+23 SH |
| MICROSOFT CORP | COM | $584K | 0.2%Prev: 0.2% | 1,208 SH | Decreased+26 SH |
| MOODYS CORP | COM | $293K | 0.1%Prev: 0.1% | 574 SH | Increased |
| NORFOLK SOUTHN CORP | COM | $477K | 0.1%Prev: 0.1% | 1,653 SH | Decreased+7 SH |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $44K | 0.0% | 22,420 SH | New |
| NVIDIA CORPORATION | COM | $713K | 0.2%Prev: 0.2% | 3,823 SH | Decreased-432 SH |
| RTX CORPORATION | COM | $414K | 0.1%Prev: 0.1% | 2,257 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.3M | 0.4%Prev: 0.4% | 39,868 SH | Decreased-5,175 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $650K | 0.2%Prev: 0.2% | 24,779 SH | Increased-2 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.4M | 1.2%Prev: 1.3% | 159,440 SH | Increased+900 SH |
| SCIENCE APPLICATIONS INTL CO | COM | $263K | 0.1% | 2,615 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $327K | 0.1% | 2,272 SH | New |
| SMARTRENT INC | COM CL A | $63K | 0.0% | 31,086 SH | New |
| SPDR GOLD TR | GOLD SHS | $638K | 0.2%Prev: 0.2% | 1,611 SH | Increased+56 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $346K | 0.1%Prev: 0.1% | 7,781 SH | Increased+23 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.2M | 0.9%Prev: 0.9% | 67,587 SH | Increased+3,995 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $290K | 0.1%Prev: 0.1% | 426 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $3.4M | 0.9% | 95,622 SH | New |
| TESLA INC | COM | $210K | 0.1%Prev: 0.1% | 466 SH | Decreased-100 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $210K | 0.1%Prev: 0.1% | 2,665 SH | Decreased-1,657 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $17.3M | 4.9%Prev: 4.8% | 97,602 SH | Increased+3,700 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 0.4%Prev: 0.4% | 4,866 SH | Decreased+55 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $856K | 0.2%Prev: 0.2% | 1,366 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.0M | 0.8%Prev: 0.9% | 14,048 SH | Decreased-786 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $39.8M | 11.2%Prev: 12.0% | 118,730 SH | Decreased-5,570 SH |
| VANGUARD INDEX FDS | VALUE ETF | $62.3M | 17.5%Prev: 17.4% | 325,982 SH | Increased+8,855 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $10.5M | 3.0%Prev: 2.9% | 143,360 SH | Increased+2,788 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.2M | 0.6%Prev: 0.7% | 40,726 SH | Decreased-459 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.3M | 1.2%Prev: 1.2% | 85,142 SH | Increased+2,537 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 0.5%Prev: 0.5% | 22,843 SH | Increased-152 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $51.6M | 14.5%Prev: 14.3% | 826,598 SH | Increased+15,599 SH |
| WALMART INC | COM | $225K | 0.1% | 2,022 SH | New |
| 13F-HR |
| 0001906766-26-000003 |
| $403.1M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003673 | $317.1M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001906766-26-000002 | $361.0M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002064 | $289.3M | View |