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Disclosery

13F-HR filed by OLIO Financial Planning

OLIO Financial Planning filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-13, with 41 holding rows worth $184,037,634.

Accession
0001085146-23-000131
Filer
CIK 1906766
Filed
2023-01-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 41 entries on the cover page, a total value of $184,037,634 stated on the cover page (in dollars after the unit check, H1), rows summing to $184,037,634 with VALUE read as dollars as filed, 13F file number 028-21531. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM239,523$45,794,546dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS261,417$19,428,515dollars as filed
Vanguard Value ETF922908744SHS131,518$18,461,212dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS413,330$17,420,278dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS228,113$11,437,635dollars as filed
Vanguard Short-Term Bond ETF921937827SHS115,892$8,732,647dollars as filed
Schwab US TIPS ETF808524870SHS139,194$7,208,857dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS46,280$6,258,989dollars as filed
Vanguard Small-Cap Value ETF922908611SHS37,093$5,884,061dollars as filed
ISHARES TR4642874407-10 YR TRSY BD58,789$5,630,873dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF112,389$4,652,872dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF170,342$4,031,996dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF64,260$3,180,227dollars as filed
VWO922042858SHS74,123$2,921,570dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF57,203$2,575,279dollars as filed
SCHD808524797COM32,457$2,451,804dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock18,402$1,923,398dollars as filed
ISHARES TR464288414NATIONAL MUN ETF17,298$1,825,285dollars as filed
VANGUARD STAR FDS921909768COM29,139$1,507,074dollars as filed
ISHARES TR46435G425COM17,197$1,457,446dollars as filed
ISHARES TR46435G516COM20,679$1,359,437dollars as filed
Vanguard Total Bond Market ETF921937835SHS16,764$1,204,326dollars as filed
Apple Inc037833100COM8,964$1,164,811dollars as filed
GLADSTONE COMMERCIAL CORP376536108COM56,600$1,047,100dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,666$747,195dollars as filed
Berkshire Hathaway Inc084670702COM2,123$655,795dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS11,755$603,751dollars as filed
Vanguard Small-Cap ETF922908751SHS2,433$446,553dollars as filed
Raytheon Technologies Corporation75513E101COM4,106$414,378dollars as filed
Danaher Corporation235851102COM1,476$391,760dollars as filed
Amazon.com, Inc023135106COM4,488$377,037dollars as filed
ISHARES INC46434G863COM12,461$374,702dollars as filed
ISHARES INC46434G764MSCI EMRG CHN7,841$372,212dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF6,945$339,999dollars as filed
TENABLE HLDGS INC88025T102COM7,500$286,125dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,136$279,933dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,552$267,353dollars as filed
Microsoft Corp594918104COM1,092$262,056dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS623$239,363dollars as filed
INVESCO QQQ TR46090E103COM801$213,290dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS4,341$205,894dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-000131this filing2023-01-13acceptance time not in the bulk data set