OLIO Financial Planning 13F 持仓 · 2026年Q2
OLIO Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 4.03 亿美元。前几大持仓：VTV（18.36%）、DFUS（18.23%）、VEA（14.69%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $74.0M | 18.36% | 339,638 | 增持 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $73.5M | 18.23% | 896,829 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $59.2M | 14.69% | 830,924 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $49.3M | 12.24% | 1.1M | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $41.8M | 10.36% | 112,899 | 减持 |
| 6 | VOE | VANGUARD INDEX FDS | $20.3M | 5.03% | 102,577 | 增持 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $16.3M | 4.05% | 233,804 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $12.2M | 3.02% | 145,173 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $5.1M | 1.27% | 161,377 | 增持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $4.3M | 1.07% | 85,515 | 减持 |
| 11 | SPEM | SPDR INDEX SHS FDS | $3.6M | 0.90% | 70,419 | 增持 |
| 12 | VBR | VANGUARD INDEX FDS | $3.3M | 0.81% | 13,459 | 减持 |
| 13 | AAPL | APPLE INC | $3.0M | 0.75% | 10,420 | 减持 |
| 14 | SPSB | SPDR SERIES TRUST | $2.7M | 0.66% | 89,293 | 增持 |
| 15 | ESGD | ISHARES TR | $2.2M | 0.56% | 21,848 | 减持 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.56% | 37,510 | 减持 |
| 17 | VXUS | VANGUARD STAR FDS | $2.1M | 0.52% | 24,315 | 减持 |
| 18 | ESGU | ISHARES TR | $1.7M | 0.42% | 10,384 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $1.6M | 0.39% | 2,276 | 减持 |
| 20 | VO | VANGUARD INDEX FDS | $1.4M | 0.35% | 17,384 | 增持 |
| 21 | SCHE | SCHWAB STRATEGIC TR | $1.3M | 0.32% | 35,599 | 减持 |
| 22 | EMXC | ISHARES INC | $1.1M | 0.26% | 10,430 | 减持 |
| 23 | JMST | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.26% | 20,171 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $946,238 | 0.23% | 1,891 | 减持 |
| 25 | ESGE | ISHARES INC | $924,808 | 0.23% | 16,910 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR