account_balance
Investment manager · 13F filer · SEC CIK 1906766
OLIO Financial Planning
Reported value$402Mas of Sep 30, 2026
Positions70 4 new, 2 sold out
Top 10 weight87.9%DFUS alone is 18%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
18.4%
VTVVanguard Index FDS
18.3%
VEAVanguard Tax-Managed FDS
14.6%
FBNDFidelity Merrimack STR Tr
12.1%Added +4%
VTIVanguard Index FDS
10.3%Trimmed −2%
VOEVanguard Index FDS
5.1%
DFATDimensional ETF Trust
3.9%
VEUVanguard Intl Equity Index F
2.8%
SCHD1.3%
VTEB1.1%
SPEM0.9%
AAPL0.9%DFUSDimensional ETF Trust
18.4%
VTVVanguard Index FDS
18.3%
VEAVanguard Tax-Managed FDS
14.6%
FBNDFidelity Merrimack STR Tr
12.1%Added +4%
VTIVanguard Index FDS
10.3%Trimmed −2%
VOEVanguard Index FDS
5.1%
DFAT3.9%
VEU2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 18.4% Held
VTV Vanguard Index FDS 18.3% Held
VEA Vanguard Tax-Managed FDS 14.6% Held
FBND Fidelity Merrimack STR Tr 12.1% Added +4%
VTI Vanguard Index FDS 10.3% Trimmed −2%
VOE Vanguard Index FDS 5.1% Held
DFAT Dimensional ETF Trust 3.9% Held
VEU Vanguard Intl Equity Index F 2.8% Trimmed −7%
SCHD Schwab Strategic Tr 1.3% Held
VTEB Vanguard Mun Bd FDS 1.1% Added +4%
SPEM SPDR Index SHS FDS 0.9% Added +4%
AAPL Apple Inc. 0.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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