Data as of Q4 2025 (Dec 31, 2025)

OLIO Financial Planning

•CIK: 1906766•Filing: Q4 2025

**OLIO Financial Planning** manages $356M across a diversified portfolio of 71 positions. The strategy exhibits significant allocations to US and international equity exposure, highlighted by top holdings such as DFUS ($63.5M) and VTV ($62.3M). Further diversification is evident with substantial weights in VEA ($51.6M) and FBND ($44.9M). The portfolio maintains a broad global mandate, encompassing exposure to developed international markets via VEU ($10.5M).

Total AUM
$356.5M
QoQ Performance
+4.6%
Positions
50
Top 10 Concentration
87.6%
Latest Filing
Q4 2025

Top Holdings Allocation

DFUS
VTV
VEA
FBND
VTI
DFUS17.8%
VTV17.5%
VEA14.5%
FBND12.6%
VTI11.2%
VOE4.9%
DFAT3.8%
VEU3.0%

📈 Biggest Buys

FBND
FIDELITY MERRIMACK STR TR
+5.8%
12.6% of portfolio
DFUS
DIMENSIONAL ETF TRUST
+3.8%
17.8% of portfolio
VTV
VANGUARD INDEX FDS
+2.8%
17.5% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+1.9%
14.5% of portfolio
DFAT
DIMENSIONAL ETF TRUST
+7.1%
3.8% of portfolio

📉 Biggest Sells

VTI
VANGUARD INDEX FDS
-4.5%
11.2% of portfolio
GOOG
ALPHABET INC
-30.1%
0.1% of portfolio
SCHE
SCHWAB STRATEGIC TR
-11.5%
0.4% of portfolio
VBR
VANGUARD INDEX FDS
-5.3%
0.8% of portfolio
BSV
VANGUARD BD INDEX FDS
-38.3%
0.1% of portfolio

Sector Breakdown

Other96.7%
Technology1.6%
ETF0.5%
Financial0.5%
Consumer0.4%
Industrial0.1%
Utilities0.1%
Energy0.1%

🚪 Exited Positionssold since Q3 2025

BIV
VANGUARD BD INDEX FDS
SOLD
$583.0K
NFLX
NETFLIX INC
SOLD
$239.8K
TENB
TENABLE HLDGS INC
SOLD
$218.7K
VB
VANGUARD INDEX FDS
SOLD
$202.3K

Changes from Q3 2025

NEW8 new positions
↑31 increased
↓19 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFUS17.8%
DIMENSIONAL ETF TRUST
$63.5M
VTV17.5%
VANGUARD INDEX FDS
$62.3M
VEA14.5%
VANGUARD TAX-MANAGED FDS
$51.6M
FBND12.6%
FIDELITY MERRIMACK STR TR
$44.9M
VTI11.2%
VANGUARD INDEX FDS
$39.8M

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