0001085146-24-001805.txt : 20240416 0001085146-24-001805.hdr.sgml : 20240416 20240415205724 ACCESSION NUMBER: 0001085146-24-001805 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OLIO Financial Planning CENTRAL INDEX KEY: 0001906766 ORGANIZATION NAME: IRS NUMBER: 475598884 STATE OF INCORPORATION: VA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21531 FILM NUMBER: 24845916 BUSINESS ADDRESS: STREET 1: 1751 PINNACLE DRIVE STREET 2: SUITE 600 CITY: MCLEAN STATE: VA ZIP: 22102 BUSINESS PHONE: 540-961-6706 MAIL ADDRESS: STREET 1: 1751 PINNACLE DRIVE STREET 2: SUITE 600 CITY: MCLEAN STATE: VA ZIP: 22102 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001906766 XXXXXXXX 03-31-2024 03-31-2024 false OLIO Financial Planning

1751 PINNACLE DRIVE SUITE 600 MCLEAN VA 22102

13F HOLDINGS REPORT 028-21531 000282355 801-11849 N Andrew Miller 703-349-9299 /s/Andrew Miller McLean VA 04-15-2024 0 52 237669218 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 739292 4820 SH SOLE 0 0 4820 APPLE INC COM 037833100 BBG001S5N8V8 2042516 10551 SH SOLE 0 0 10551 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 759122 2123 SH SOLE 0 0 2123 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 1777049 13976 SH SOLE 0 0 13976 BOWMAN CONSULTING GROUP LTD COM 103002101 BBG003BPV1R9 467220 13000 SH SOLE 0 0 13000 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 10488088 201694 SH SOLE 0 0 201694 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 212876 5698 SH SOLE 0 0 5698 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 2291608 43336 SH SOLE 0 0 43336 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 267106 5676 SH SOLE 0 0 5676 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 5158452 111897 SH SOLE 0 0 111897 GLADSTONE COMMERCIAL CORP COM 376536108 BBG001SK8138 779702 58100 SH SOLE 0 0 58100 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 520295 1265 SH SOLE 0 0 1265 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 566709 17682 SH SOLE 0 0 17682 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 537906 9692 SH SOLE 0 0 9692 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 3039947 31460 SH SOLE 0 0 31460 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 439722 918 SH SOLE 0 0 918 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1505066 19932 SH SOLE 0 0 19932 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1893764 17993 SH SOLE 0 0 17993 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 929434 8567 SH SOLE 0 0 8567 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 220603 2093 SH SOLE 0 0 2093 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 307577 6069 SH SOLE 0 0 6069 LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 307522 2849 SH SOLE 0 0 2849 MICROSOFT CORP COM 594918104 BBG001S5TD05 432613 1153 SH SOLE 0 0 1153 MOODYS CORP COM 615369105 BBG001S5VP87 829767 2124 SH SOLE 0 0 2124 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 239132 1011 SH SOLE 0 0 1011 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 6099542 246945 SH SOLE 0 0 246945 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 551984 9873 SH SOLE 0 0 9873 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 3926889 51453 SH SOLE 0 0 51453 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 3641390 69705 SH SOLE 0 0 69705 SCIENCE APPLICATIONS INTL CO COM 808625107 BBG003BW05L5 203110 1628 SH SOLE 0 0 1628 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 249833 1294 SH SOLE 0 0 1294 SMARTRENT INC COM CL A 83193G107 BBG00Z0H9PZ1 101030 31086 SH SOLE 0 0 31086 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 297353 1553 SH SOLE 0 0 1553 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 266696 7844 SH SOLE 0 0 7844 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 686909 11712 SH SOLE 0 0 11712 TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 352125 7500 SH SOLE 0 0 7500 TESLA INC COM 88160R101 BBG001SQKGD7 221786 876 SH SOLE 0 0 876 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 26917041 351857 SH SOLE 0 0 351857 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 12275620 159486 SH SOLE 0 0 159486 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1377184 18680 SH SOLE 0 0 18680 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 9755400 67047 SH SOLE 0 0 67047 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1180317 5045 SH SOLE 0 0 5045 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 549653 1255 SH SOLE 0 0 1255 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 7260187 39904 SH SOLE 0 0 39904 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 432403 2004 SH SOLE 0 0 2004 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 54709720 229747 SH SOLE 0 0 229747 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 26303263 175566 SH SOLE 0 0 175566 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 5326081 94922 SH SOLE 0 0 94922 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3273420 79859 SH SOLE 0 0 79859 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 3813927 74695 SH SOLE 0 0 74695 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1633118 28196 SH SOLE 0 0 28196 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 29510149 615950 SH SOLE 0 0 615950