Instuitional Investor - Olio Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Olio Financial Planning |
| Portfolio Value | $340,860,425 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 824,792 | $59,747,931 | 17.53% | |
| 2. | Vanguard Index Fds - VALUE ETF | 317,127 | $59,141,031 | 17.35% | |
| 3. | Vanguard Tax-Managed Fds | 810,999 | $48,595,032 | 14.26% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 922,423 | $42,652,832 | 12.51% | |
| 5. | Vanguard Index Fds | 124,300 | $40,791,646 | 11.97% |
Hedge Fund Resource Center 
