Instuitional Investor - Olio Financial Planning
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 856,242 | $63,507,487 | 17.81% | |
| 2. | Vanguard Index Fds - VALUE ETF | 325,982 | $62,259,257 | 17.46% | |
| 3. | Vanguard Tax-Managed Fds | 826,598 | $51,637,559 | 14.48% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 975,741 | $44,923,093 | 12.6% | |
| 5. | Vanguard Index Fds | 118,730 | $39,806,486 | 11.17% |
Hedge Fund Resource Center 
