OLIO Financial Planning

Business address
1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102
Top securities (13F)
DFUS, VTV, VEA, FBND, VTI, VOE, DFAT, VEU, SCHD, VTEB, VBR, SPEM, SPSB, VWO, AAPL, ESGD, VXUS, SCHE, VO, and ESGU
State of incorporation
VA
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OLIO Financial Planning has filed 16 SEC EDGAR filings since 31 Jan 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-21531
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-21531
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-21531
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-21531
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-21531
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-21531
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-21531
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-21531
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-21531
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-21531
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-21531
13F-HR Open Document Open Filing 13 Jan 2023 31 Dec 2022 028-21531
13F-HR Open Document Open Filing 19 Oct 2022 30 Sep 2022 028-21531
13F-HR Open Document Open Filing 15 Jul 2022 30 Jun 2022 028-21531
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-21531
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-21531