Instuitional Investor - Olio Financial Planning
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 339,638 | $74,017,262 | 18.36% | |
| 2. | DFAC | 896,829 | $73,486,134 | 18.23% | |
| 3. | Vanguard Tax-Managed Fds | 830,924 | $59,203,342 | 14.69% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,084,423 | $49,330,386 | 12.24% | |
| 5. | Vanguard Index Fds | 112,899 | $41,777,331 | 10.36% |
Hedge Fund Resource Center 
