0001085146-22-001480.txt : 20220421 0001085146-22-001480.hdr.sgml : 20220421 20220420204353 ACCESSION NUMBER: 0001085146-22-001480 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220421 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220421 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: 22839468 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 03-31-2022 03-31-2022 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 04-19-2022 0 47 174932 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AEGON N V NY REGISTRY SHS 007924103 207 39038 SH SOLE 39038 0 0 AMAZON COM INC COM 023135106 745 228 SH SOLE 228 0 0 APPLE INC COM 037833100 1679 9615 SH SOLE 9615 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 871 2468 SH SOLE 2468 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1658 18874 SH SOLE 18874 0 0 DANAHER CORPORATION COM 235851102 433 1476 SH SOLE 1476 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1707 34814 SH SOLE 34814 0 0 DOMINION ENERGY INC COM 25746U109 203 2386 SH SOLE 2386 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 939 18868 SH SOLE 18868 0 0 GLADSTONE COMMERCIAL CORP COM 376536108 1301 59100 SH SOLE 59100 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 287 793 SH SOLE 793 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 444 12093 SH SOLE 12093 0 0 ISHARES INC MSCI EMRG CHN 46434G764 295 5078 SH SOLE 5078 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 10837 100838 SH SOLE 100838 0 0 ISHARES TR CORE MSCI EAFE 46432F842 289 4159 SH SOLE 4159 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 333 5003 SH SOLE 5003 0 0 ISHARES TR CORE S&P500 ETF 464287200 266 587 SH SOLE 587 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1380 18716 SH SOLE 18716 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1602 15810 SH SOLE 15810 0 0 ISHARES TR NATIONAL MUN ETF 464288414 7549 68852 SH SOLE 68852 0 0 MICROSOFT CORP COM 594918104 317 1028 SH SOLE 1028 0 0 NORFOLK SOUTHN CORP COM 655844108 324 1136 SH SOLE 1136 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 529 5337 SH SOLE 5337 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3184 114652 SH SOLE 114652 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1300 16484 SH SOLE 16484 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12052 198518 SH SOLE 198518 0 0 SPDR GOLD TR GOLD SHS 78463V107 426 2358 SH SOLE 2358 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 650 11699 SH SOLE 11699 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 104 11902 SH SOLE 11902 0 0 TENABLE HLDGS INC COM 88025T102 578 10000 SH SOLE 10000 0 0 TESLA INC COM 88160R101 270 251 SH SOLE 251 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14014 171108 SH SOLE 171108 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7069 90748 SH SOLE 90748 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1809 22749 SH SOLE 22749 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 467 8904 SH SOLE 8904 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4720 31534 SH SOLE 31534 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 731 3074 SH SOLE 3074 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4607 26185 SH SOLE 26185 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 302 1419 SH SOLE 1419 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 41509 182319 SH SOLE 182319 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 16170 109422 SH SOLE 109422 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 23883 414712 SH SOLE 414712 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 982 21285 SH SOLE 21285 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1066 20683 SH SOLE 20683 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2249 37647 SH SOLE 37647 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2391 49777 SH SOLE 49777 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 204 802 SH SOLE 802 0 0