Titelia

Holdings of OLIO Financial Planning

70 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.7 % of the equity sleeve

Sector breakdown

  • Technology 1.3 %
  • Funds 0.5 %
  • Financials 0.5 %
  • Industrials 0.3 %
  • Communication 0.3 %
  • Consumer discretionary 0.3 %
  • Consumer staples 0.2 %
  • Utilities 0.2 %
  • Health care 0.2 %
  • Energy 0.1 %
  • Unattributed 96.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • BM 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US69360.2M $99.86 %
2BM1515.5K $0.14 %

Positions

RankCompanySharesValueWeight
1Vanguard Value ETF 329,93064.7M $
2Dimensional ETF Trust 882,58862.6M $
3Vanguard FTSE Developed Markets ETF 818,15652.4M $
4Fidelity Total Bond ETF 1,018,20646.5M $
5Vanguard Total Stock Market ETF 116,72937.4M $
6Vanguard Index Funds 99,29618.3M $
7Dimensional U S Targeted Value ETF 230,28214.4M $
8Vanguard FTSE All-World ex-US ETF 145,68310.9M $
9Schwab US Dividend Equity ETF 155,4784.8M $
10Vanguard Tax-Exempt Bond Index ETF 88,7244.4M $
11State Street SPDR Portfolio Emerging Markets ETF 67,9733.2M $
12Vanguard Index Funds 13,6363M $
13Apple Inc 11,1882.8M $
14SPDR Series Trust 78,6322.4M $
15iShares ESG Aware MSCI EAFE ETF 22,6052.2M $
16Vanguard International Equity Index Funds 39,5232.1M $
17Vanguard Total International S 25,1181.9M $
18Vanguard S&P 500 ETF 2,5051.5M $
19iShares ESG Aware MSCI USA ETF 10,2821.5M $
20Vanguard Mid-Cap ETF 4,5771.3M $
21Schwab Emerging Markets Equity ETF 38,7421.3M $
22JPMorgan Ultra-Short Municipal Income ETF 19,505994.4K $
23Berkshire Hathaway Inc 1,913916.7K $
24Ishares Inc 11,034867.9K $
25iShares ESG Aware MSCI EM ETF 19,056866.5K $
26State Street SPDR Portfolio S& 10,142801.8K $
27NVIDIA Corp 4,427772K $
28Amazon.com Inc 3,535736.2K $
29SPDR Gold Shares 1,619696.6K $
30Booz Allen Hamilton Holding Corp 8,160636.7K $
31Invesco QQQ Trust Series 1 1,084625.7K $
32Schwab US Broad Market ETF 24,779621.9K $
33JPMorgan Chase & Co 2,015592.7K $
34Intuitive Surgical Inc 1,175541.7K $
35iShares ESG Aware MSCI USA Small-Cap ETF 11,143523.9K $
36iShares National Muni Bond ETF 4,915521.7K $
37Aegon Ltd 71,009515.5K $
38Norfolk Southern Corp 1,653474.4K $
39Microsoft Corp 1,277472.5K $
40iShares Core S&P 500 ETF 650424.5K $
41RTX Corp 2,155415.7K $
42Dominion Energy Inc 6,560405.5K $
43iShares Core S&P Total U.S. Stock Market ETF 2,847405.4K $
44Alphabet Inc 1,394399.8K $
45Carlisle Cos Inc 1,196399K $
46Exxon Mobil Corp 2,256382.8K $
47Meta Platforms Inc 639365.6K $
48Chevron Corp 1,728357.5K $
49State Street SPDR Portfolio Developed World ex-US ETF 7,781355.2K $
50Alphabet Inc 1,232354.3K $
51iShares ESG Optimized MSCI USA ETF 2,547336.5K $
52Gladstone Commercial Corp 29,050332K $
53Moody's Corp 711310.1K $
54SELECT SECTOR SPDR TRUST (THE) 2,272301.9K $
55Costco Wholesale Corp 279277.7K $
56State Street SPDR S&P 500 ETF Trust 426277K $
57Applied Materials Inc 775264.9K $
58Walmart Inc 2,022251.3K $
59Science Applications International Corp 2,615248.2K $
60Kroger Co/The 3,408246.6K $
61CSX Corp 5,600229.9K $
62Advanced Micro Devices Inc 1,118227.4K $
63iShares Bitcoin Trust ETF 5,902226.8K $
64State Street SPDR Portfolio Ag 8,777224.9K $
65Vanguard Short-term Bond Etf 2,766216.9K $
66DFA Dimensional US Marketwide Value ETF 4,238205.4K $
67Leidos Holdings Inc 1,303202.6K $
68American Electric Power Co Inc 1,540201.9K $
69Manhattan Bridge Capital Inc 62,98463K $
70SMARTRENT INC 15,53623.3K $