OLIO Financial Planning: 13F holdings
CIK 19067662026Q2
| Positions | 68 |
|---|---|
| Reported value | $403.1m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTV VANGUARD INDEX FDS | 339,638 | $74.0m | 18.4% |
| DFUS DIMENSIONAL ETF TRUST | 896,829 | $73.5m | 18.2% |
| VEA VANGUARD TAX-MANAGED FDS | 830,924 | $59.2m | 14.7% |
| FBND FIDELITY MERRIMACK STR TR | 1,084,423 | $49.3m | 12.2% |
| VTI VANGUARD INDEX FDS | 112,899 | $41.8m | 10.4% |
| VOE VANGUARD INDEX FDS | 102,577 | $20.3m | 5.0% |
| DIMENSIONAL ETF TRUST | 233,804 | $16.3m | 4.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 145,173 | $12.2m | 3.0% |
| SCHD SCHWAB STRATEGIC TR | 161,377 | $5.1m | 1.3% |
| VTEB VANGUARD MUN BD FDS | 85,515 | $4.3m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906766")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.