StockDriftsStockDriftsTop 50 Olio Financial Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 17.93% | 329.9K | $64.7M | +1.21%(+3.95K) | $156.67(+31.82%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 17.34% | 882.6K | $62.6M | +3.08%(+26.35K) | $59.70(+32.11%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.52% | 818.2K | $52.4M | -1.02%(-8.44K) | $45.01(+53.24%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 12.87% | 1.02M | $46.5M | +4.35%(+42.47K) | $45.86(-0.68%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 10.37% | 116.7K | $37.4M | -1.69%(-2.00K) | $224.25(+59.20%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 5.07% | 99.3K | $18.3M | +1.74%(+1.69K) | $148.66(+30.33%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.98% | 230.3K | $14.4M | +1.72%(+3.90K) | $53.82(+24.76%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.03% | 145.7K | $10.9M | +1.62%(+2.32K) | $61.23(+32.72%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.32% | 155.5K | $4.8M | -2.48%(-3.96K) | $25.16(+25.93%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.23% | 88.7K | $4.4M | +4.21%(+3.58K) | $50.84(-1.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.92% |
| Top 20 Holdings Unweighted | +10.11% | +33.50% |
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