Instuitional Investor - Olio Financial Planning
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 809,909 | $54,280,081 | 17.12% | |
| 2. | Vanguard Index Fds - VALUE ETF | 303,068 | $53,564,197 | 16.89% | |
| 3. | Vanguard Tax-Managed Fds | 794,042 | $45,268,317 | 14.28% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 884,042 | $40,444,927 | 12.76% | |
| 5. | Vanguard Index Fds | 129,912 | $39,484,179 | 12.45% |
Hedge Fund Resource Center 
