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 INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 116,482 | -111,631 | 6,337,792,000 | -5,099,843,000 | 3.00 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 83,775 | -55,419 | 4,392,323,000 | -2,816,534,000 | 2.08 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEF | OPTION | 35,994 | -22,795 | 3,477,083,000 | -2,153,790,000 | 1.65 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 10,019 | -7,279 | 1,069,328,000 | -755,957,000 | 0.51 | |
Hist
| 06/30/2023 |
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Booz Allen Hamilton Holding Corp
| BAH | Common | 13,917 | -4,485 | 1,553,137,000 | -370,261,000 | 0.74 | |
Hist
| 06/30/2023 |
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RAYTHEON TECHNOLOGIES CORP
| RTX | COM | 2,292 | -1,814 | 224,524,000 | -189,854,000 | 0.11 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 1,652 | -781 | 328,746,000 | -117,807,000 | 0.16 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JMST | Common | 5,556 | -1,389 | 281,411,000 | -58,588,000 | 0.13 | |
Hist
| 06/30/2023 |
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NORFOLK SOUTHERN CORP
| NSC | Common | 1,011 | -125 | 229,254,000 | -50,679,000 | 0.11 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGD | Common | 19,847 | -832 | 1,447,442,000 | 88,005,000 | 0.69 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 234,952 | -4,571 | 51,755,286,000 | 5,960,740,000 | 24.53 | |
Hist
| 06/30/2023 |
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