News + Filings Holdings
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OLIO Financial Planning
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 1,276 | 1,276 | 519,689,000 | 519,689,000 | 0.25 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 9,748 | 9,748 | 504,009,000 | 504,009,000 | 0.24 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 1,059 | 1,059 | 277,214,000 | 277,214,000 | 0.13 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 2,213 | 2,213 | 230,241,000 | 230,241,000 | 0.11 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 1,294 | 1,294 | 224,975,000 | 224,975,000 | 0.11 | |
Hist
| 06/30/2023 |
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GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 6,454 | 6,454 | 210,013,000 | 210,013,000 | 0.10 | |
Hist
| 06/30/2023 |
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SmartRent, Inc.
| SMRT | Common | 32,407 | 32,407 | 124,119,000 | 124,119,000 | 0.06 | |
Hist
| 06/30/2023 |
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