Instuitional Investor - Olio Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Olio Financial Planning |
| Portfolio Value | $360,958,145 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 329,930 | $64,732,347 | 17.93% | |
| 2. | Dimensional Etf Trust | 882,588 | $62,584,324 | 17.34% | |
| 3. | Vanguard Tax-Managed Fds | 818,156 | $52,427,461 | 14.52% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,018,206 | $46,450,568 | 12.87% | |
| 5. | Vanguard Index Fds | 116,729 | $37,447,862 | 10.37% |
Hedge Fund Resource Center 
