OLIO Financial Planning
- SEC CIK
- 0001906766
- 最新申報
- 2026/7/17
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/31 申報。只含多頭部位。
- 持股檔數
- 41
- 2021 年第 3 季沒有申報
- 總值
- $1.68 億
- 2021 年第 3 季沒有申報
OLIO Financial Planning 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 178,209 | $4,303 萬 | 25.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 413,800 | $2,536 萬 | 15.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 101,920 | $1,499 萬 | 8.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 154,972 | $1,358 萬 | 8.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 207,349 | $1,304 萬 | 7.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 102,649 | $1,181 萬 | 7.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 66,886 | $777.8 萬 | 4.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 81,041 | $655.1 萬 | 3.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 23,123 | $413.6 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 27,273 | $410.0 萬 | 2.4% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 117,838 | $349.0 萬 | 2.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 38,436 | $244.3 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 9,526 | $169.2 萬 | 1.0% | – | – | 歷史 |
| GOODGladstone Commercial Corp | COM | 58,100 | $149.7 萬 | 0.9% | – | – | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 16,843 | $142.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 16,575 | $140.5 萬 | 0.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,012 | $104.4 萬 | 0.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 12,112 | $96.2 萬 | 0.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 10,180 | $89.5 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 238 | $79.5 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 12,624 | $73.8 萬 | 0.4% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 13,260 | $73.1 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,744 | $69.9 萬 | 0.4% | – | – | – |
| TENBTenable Holdings, Inc. | COM | 10,000 | $55.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,711 | $51.2 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,325 | $51.1 萬 | 0.3% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,561 | $49.2 萬 | 0.3% | – | – | – |
| RTXRTX Corp | Stock | 5,658 | $48.7 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,326 | $43.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,003 | $35.5 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,068 | $35.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 632 | $30.1 萬 | 0.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,360 | $29.3 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,850 | $28.9 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 825 | $27.7 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 251 | $26.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 994 | $26.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,111 | $25.1 萬 | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,511 | $23.0 萬 | 0.1% | – | – | – |
| Vanguard World FD921910691 | ESG US CORP BD | 2,767 | $20.3 萬 | 0.1% | – | – | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 11,902 | $9.50 萬 | 0.1% | – | – | 歷史 |