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Company Main View
  Name: OLIO Financial Planning
  City: MCLEAN
  State: VA
  Zip: 22102
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $237,670,000
  Total Value Change : $-1,112,000
  Securities Held Change : 0
   
All Securities Held : 52
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 0
  Unchanged Positions : 38
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $262.30 $54,710,000 229,747 23.02% -83,000 -350 0.023    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 2 - $49.56 $29,510,000 615,950 12.42% -156,000 -3,263 0.028    Closed - End Fund - F...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 3 - $74.55 $26,917,000 351,857 11.33% -18,000 -238 0.219    Closed - End Fund - Debt
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 4 - $163.65 $26,303,000 175,566 11.07% -201,000 -1,338 0.032    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 5 - $76.40 $12,276,000 159,486 5.17% -94,000 -1,226 0.03    Closed - End Fund - E...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 6 - $57.62 $10,488,000 201,694 4.41% -163,000 -3,142 0.022    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 7 - $155.59 $9,755,000 67,047 4.1% -65,000 -441 0.075    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 8 - $190.08 $7,260,000 39,904 3.05% -21,000 -114 0.033    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 9 - $27.20 $6,100,000 246,945 2.57% -54,000 -2,186 0.091    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 10 - $57.31 $5,326,000 94,922 2.24% -16,000 -280 0.019    Closed - End Fund - F...
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 11 - $0.00 $5,158,000 111,897 2.17% -190,000 -4,103 0.039    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 13 - $50.10 $3,814,000 74,695 1.6% -12,000 -231 0.004    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 17 - $54.33 $2,292,000 43,336 0.96% -38,000 -728 0.005    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 49 - $104.63 $221,000 2,093 0.09% -1,000 -15 0.002    Closed - End Fund - Debt
      14 Records Found
  1    
Page 1 of 1
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