0001085146-23-000131.txt : 20230113 0001085146-23-000131.hdr.sgml : 20230113 20230113171756 ACCESSION NUMBER: 0001085146-23-000131 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230113 EFFECTIVENESS DATE: 20230113 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: 23529640 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 12-31-2022 12-31-2022 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 01-13-2023 0 41 184037634 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 377037 4488 SH SOLE 4488 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1164811 8964 SH SOLE 8964 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 655795 2123 SH SOLE 2123 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 1923398 18402 SH SOLE 18402 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 391760 1476 SH SOLE 1476 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 4652872 112389 SH SOLE 112389 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 2575279 57203 SH SOLE 57203 0 0 GLADSTONE COMMERCIAL CORP COM 376536108 BBG001SK8138 1047100 56600 SH SOLE 56600 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 213290 801 SH SOLE 801 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 374702 12461 SH SOLE 12461 0 0 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 372212 7841 SH SOLE 7841 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 5630873 58789 SH SOLE 58789 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 239363 623 SH SOLE 623 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1359437 20679 SH SOLE 20679 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1457446 17197 SH SOLE 17197 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1825285 17298 SH SOLE 17298 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 339999 6945 SH SOLE 6945 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 262056 1092 SH SOLE 1092 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 279933 1136 SH SOLE 1136 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 414378 4106 SH SOLE 4106 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4031996 170342 SH SOLE 170342 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 2451804 32457 SH SOLE 32457 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 7208857 139194 SH SOLE 139194 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 267353 1552 SH SOLE 1552 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 603751 11755 SH SOLE 11755 0 0 TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 286125 7500 SH SOLE 7500 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 19428515 261417 SH SOLE 261417 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 8732647 115892 SH SOLE 115892 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1204326 16764 SH SOLE 16764 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 205894 4341 SH SOLE 4341 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 6258989 46280 SH SOLE 46280 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 747195 3666 SH SOLE 3666 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 5884061 37093 SH SOLE 37093 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 446553 2433 SH SOLE 2433 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 45794546 239523 SH SOLE 239523 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 18461212 131518 SH SOLE 131518 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 11437635 228113 SH SOLE 228113 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2921570 74123 SH SOLE 74123 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 3180227 64260 SH SOLE 64260 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1507074 29139 SH SOLE 29139 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 17420278 413330 SH SOLE 413330 0 0