0001085146-23-001633.txt : 20230411 0001085146-23-001633.hdr.sgml : 20230411 20230411153051 ACCESSION NUMBER: 0001085146-23-001633 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 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: 23813298 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 03-31-2023 03-31-2023 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 04-11-2023 0 42 193357742 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 486344 4708 SH SOLE 4708 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1565569 9494 SH SOLE 9494 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 655519 2123 SH SOLE 2123 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 1543845 16656 SH SOLE 16656 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 205161 814 SH SOLE 814 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 5832637 131277 SH SOLE 131277 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 342695 7701 SH SOLE 7701 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 3614312 78572 SH SOLE 78572 0 0 GLADSTONE COMMERCIAL CORP COM 376536108 BBG001SK8138 733803 58100 SH SOLE 58100 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 257065 801 SH SOLE 801 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 402850 12797 SH SOLE 12797 0 0 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 408008 8271 SH SOLE 8271 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 4149228 41860 SH SOLE 41860 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 336263 818 SH SOLE 818 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 1417044 19725 SH SOLE 19725 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1634432 18070 SH SOLE 18070 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1368729 12704 SH SOLE 12704 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 224853 2148 SH SOLE 2148 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 343493 6763 SH SOLE 6763 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 305736 1060 SH SOLE 1060 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 214332 1011 SH SOLE 1011 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 257066 2625 SH SOLE 2625 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 4687440 191168 SH SOLE 191168 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 2915720 39854 SH SOLE 39854 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 5354835 99885 SH SOLE 99885 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 284357 1552 SH SOLE 1552 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 592805 11755 SH SOLE 11755 0 0 TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 356325 7500 SH SOLE 7500 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 22158733 288750 SH SOLE 288750 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 9499347 124190 SH SOLE 124190 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1330269 18018 SH SOLE 18018 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 6961767 51926 SH SOLE 51926 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 768881 3645 SH SOLE 3645 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 6295021 39651 SH SOLE 39651 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 276947 1461 SH SOLE 1461 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 48087610 235608 SH SOLE 235608 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 19247063 139360 SH SOLE 139360 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 7811439 146090 SH SOLE 146090 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3495554 86523 SH SOLE 86523 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 3400755 67129 SH SOLE 67129 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1443967 26154 SH SOLE 26154 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 22089923 489039 SH SOLE 489039 0 0