Institutional Fund
Olio Financial Planning
Mclean, VACIK 19067665 filings on record
Portfolio Value
$360.96M
Q1 2026
Holdings
72
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.3%
from $356.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.9%
- Dimensional ETF Trust17.3%
- Vanguard Tax-Managed Fds14.5%
- Fidelity Merrimack Str Tr12.9%
- Vanguard Index Fds10.4%
- Vanguard Index Fds5.1%
- Other21.9%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 329.9K | $64.73M | 17.9% | +3.9K | Added |
| 2 | Dimensional ETF Trust | 882.6K | $62.58M | 17.3% | +26.3K | Added |
| 3 | Vanguard Tax-Managed Fds | 818.2K | $52.43M | 14.5% | −8.4K | Reduced |
| 4 | Fidelity Merrimack Str Tr | 1.02M | $46.45M | 12.9% | +42.5K | Added |
| 5 | Vanguard Index Fds | 116.7K | $37.45M | 10.4% | −2.0K | Reduced |
| 6 | Vanguard Index Fds | 99.3K | $18.30M | 5.1% | +1.7K | Added |
| 7 | Dimensional ETF Trust | 230.3K | $14.38M | 4.0% | +3.9K | Added |
| 8 | Vanguard Intl Equity Index F | 145.7K | $10.94M | 3.0% | +2.3K | Added |
| 9 | Schwab Strategic Tr | 155.5K | $4.77M | 1.3% | −4.0K | Reduced |
| 10 | Vanguard Mun Bd Fds | 88.7K | $4.43M | 1.2% | +3.6K | Added |
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