0001085146-22-000389.txt : 20220131 0001085146-22-000389.hdr.sgml : 20220131 20220128175155 ACCESSION NUMBER: 0001085146-22-000389 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220128 EFFECTIVENESS DATE: 20220131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OLIO Financial Planning CENTRAL INDEX KEY: 0001906766 IRS NUMBER: 475598884 STATE OF INCORPORATION: VA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21531 FILM NUMBER: 22570482 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 13F-HR LIVE false false false 0001906766 XXXXXXXX 12-31-2021 12-31-2021 false OLIO Financial Planning

1751 PINNACLE DRIVE SUITE 600 MCLEAN VA 22102

13F HOLDINGS REPORT 028-21531 N Andrew Miller 703-349-9299 /s/Andrew Miller McLean VA 01-27-2022 0 41 168353 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 795 238 SH SOLE 238 0 0 APPLE INC COM 037833100 1692 9526 SH SOLE 9526 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 512 1711 SH SOLE 1711 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1428 16843 SH SOLE 16843 0 0 DANAHER CORPORATION COM 235851102 436 1326 SH SOLE 1326 0 0 GLADSTONE COMMERCIAL CORP COM 376536108 1497 58100 SH SOLE 58100 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 293 7360 SH SOLE 7360 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 11805 102649 SH SOLE 102649 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 355 5003 SH SOLE 5003 0 0 ISHARES TR CORE S&P500 ETF 464287200 301 632 SH SOLE 632 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 962 12112 SH SOLE 12112 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 492 4561 SH SOLE 4561 0 0 ISHARES TR NATIONAL MUN ETF 464288414 7778 66886 SH SOLE 66886 0 0 MICROSOFT CORP COM 594918104 277 825 SH SOLE 825 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 487 5658 SH SOLE 5658 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3490 117838 SH SOLE 117838 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 511 6325 SH SOLE 6325 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 13040 207349 SH SOLE 207349 0 0 SPDR GOLD TR GOLD SHS 78463V107 354 2068 SH SOLE 2068 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 738 12624 SH SOLE 12624 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 95 11902 SH SOLE 11902 0 0 TENABLE HLDGS INC COM 88025T102 551 10000 SH SOLE 10000 0 0 TESLA INC COM 88160R101 265 251 SH SOLE 251 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 13579 154972 SH SOLE 154972 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6551 81041 SH SOLE 81041 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1405 16575 SH SOLE 16575 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 731 13260 SH SOLE 13260 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4100 27273 SH SOLE 27273 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 699 2744 SH SOLE 2744 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4136 23123 SH SOLE 23123 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 251 1111 SH SOLE 1111 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43027 178209 SH SOLE 178209 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 14993 101920 SH SOLE 101920 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 25358 413800 SH SOLE 413800 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 289 5850 SH SOLE 5850 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1044 19012 SH SOLE 19012 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2443 38436 SH SOLE 38436 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 230 4511 SH SOLE 4511 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 203 2767 SH SOLE 2767 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 895 10180 SH SOLE 10180 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 265 994 SH SOLE 994 0 0