0001085146-22-003479.txt : 20221019 0001085146-22-003479.hdr.sgml : 20221019 20221018183125 ACCESSION NUMBER: 0001085146-22-003479 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221019 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221019 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: 221316877 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 09-30-2022 09-30-2022 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 10-18-2022 0 42 168422 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 509 4509 SH SOLE 4509 0 0 APPLE INC COM 037833100 1394 10084 SH SOLE 10084 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 648 2427 SH SOLE 2427 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1204 13032 SH SOLE 13032 0 0 DANAHER CORPORATION COM 235851102 381 1476 SH SOLE 1476 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3389 87294 SH SOLE 87294 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1729 38916 SH SOLE 38916 0 0 GLADSTONE COMMERCIAL CORP COM 376536108 916 59100 SH SOLE 59100 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 214 801 SH SOLE 801 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 385 13910 SH SOLE 13910 0 0 ISHARES INC MSCI EMRG CHN 46434G764 347 7841 SH SOLE 7841 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 8672 90342 SH SOLE 90342 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 219 4302 SH SOLE 4302 0 0 ISHARES TR CORE S&P500 ETF 464287200 223 623 SH SOLE 623 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1215 21646 SH SOLE 21646 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1510 19020 SH SOLE 19020 0 0 ISHARES TR NATIONAL MUN ETF 464288414 5404 52683 SH SOLE 52683 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 220 4375 SH SOLE 4375 0 0 MICROSOFT CORP COM 594918104 258 1109 SH SOLE 1109 0 0 NORFOLK SOUTHN CORP COM 655844108 243 1160 SH SOLE 1160 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 470 5737 SH SOLE 5737 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2721 121480 SH SOLE 121480 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2071 31183 SH SOLE 31183 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 9655 186391 SH SOLE 186391 0 0 SPDR GOLD TR GOLD SHS 78463V107 275 1780 SH SOLE 1780 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 516 11699 SH SOLE 11699 0 0 TENABLE HLDGS INC COM 88025T102 261 7500 SH SOLE 7500 0 0 TESLA INC COM 88160R101 201 759 SH SOLE 759 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 16865 229515 SH SOLE 229515 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8466 113154 SH SOLE 113154 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1186 16633 SH SOLE 16633 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4977 40874 SH SOLE 40874 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 707 3763 SH SOLE 3763 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4715 32879 SH SOLE 32879 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 434 2538 SH SOLE 2538 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 39059 217637 SH SOLE 217637 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 15774 127745 SH SOLE 127745 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 15405 347271 SH SOLE 347271 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2064 56576 SH SOLE 56576 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2926 60785 SH SOLE 60785 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 849 18544 SH SOLE 18544 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9745 268012 SH SOLE 268012 0 0