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 TAX-MANAGED FUNDS
| VEA | FD | 542,502 | 129,172 | 25,052,774,000 | 7,632,496,000 | 11.87 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 309,440 | 48,023 | 23,279,233,000 | 3,850,718,000 | 11.03 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 154,893 | 23,375 | 22,010,356,000 | 3,549,144,000 | 10.43 | |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 60,705 | 14,425 | 8,400,453,000 | 2,141,464,000 | 3.98 | |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 138,358 | 22,466 | 10,455,737,000 | 1,723,090,000 | 4.96 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 90,895 | 33,692 | 4,128,451,000 | 1,553,172,000 | 1.96 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 220,724 | 50,382 | 5,436,434,000 | 1,404,438,000 | 2.58 | |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 49,322 | 16,865 | 3,581,832,000 | 1,130,028,000 | 1.70 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 39,952 | 2,859 | 6,608,145,000 | 724,084,000 | 3.13 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 9,708 | 744 | 1,883,171,000 | 718,360,000 | 0.89 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 89,429 | 15,306 | 3,637,997,000 | 716,427,000 | 1.72 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 74,606 | 10,346 | 3,746,713,000 | 566,486,000 | 1.78 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 18,180 | 983 | 1,771,823,000 | 314,377,000 | 0.84 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 4,571 | 905 | 1,006,485,000 | 259,290,000 | 0.48 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 4,808 | 320 | 626,840,000 | 249,803,000 | 0.30 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 915 | 292 | 407,825,000 | 168,462,000 | 0.19 | |
Hist
| 06/30/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 29,610 | 471 | 1,660,534,000 | 153,460,000 | 0.79 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 18,568 | 1,804 | 1,349,708,000 | 145,382,000 | 0.64 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,131 | 39 | 385,298,000 | 123,242,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
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iShares, Inc.
| EMXC | Common | 8,271 | 430 | 429,927,000 | 57,715,000 | 0.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGE | Common | 13,015 | 554 | 411,664,000 | 36,962,000 | 0.20 | |
Hist
| 06/30/2023 |
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GLADSTONE COMMERCIAL CORP
| GOOD | Common | 58,100 | 1,500 | 718,697,000 | -328,403,000 | 0.34 | |
Hist
| 06/30/2023 |
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