OLIO Financial Planning — 13F holdings

OLIO Financial Planning reported 70 holdings worth $402M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $73.9M (18.4%)
  2. VTV VANGUARD INDEX FDS — $73.6M (18.3%)
  3. VEA VANGUARD TAX-MANAGED FDS — $58.8M (14.6%)
  4. FBND FIDELITY MERRIMACK STR TR — $48.8M (12.1%)
  5. VTI VANGUARD INDEX FDS — $41.2M (10.3%)
  6. VOE VANGUARD INDEX FDS — $20.4M (5.1%)
  7. DIMENSIONAL ETF TRUST — $15.7M (3.9%)
  8. VEU VANGUARD INTL EQUITY INDEX F — $11.2M (2.8%)
  9. SCHD SCHWAB STRATEGIC TR — $5.21M (1.3%)
  10. VTEB VANGUARD MUN BD FDS — $4.23M (1.1%)