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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001906766

OLIO Financial Planning

MCLEAN, VA · File #028-21531

Latest AUM
$356.5M
Positions
71
Top-10 Concentration
88.8%
Filings
12

Sector Allocation

Technology
1.3%$4.7M
Industrials
0.3%$1.2M
Financials
0.3%$1.2M
Healthcare
0.2%$665,473
Energy
0.2%$611,026
Consumer Staples
0.1%$439,892
Utilities
0.1%$383,219

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V401856,242$63.5M18.06%
2VANGUARD INDEX FDS922908744325,982$62.3M17.71%
3VANGUARD TAX-MANAGED FDS921943858826,598$51.6M14.69%
4FIDELITY MERRIMACK STR TR316188309975,741$44.9M12.78%
5VANGUARD INDEX FDS922908769118,730$39.8M11.32%
6VANGUARD INDEX FDS92290851297,602$17.3M4.92%
7DIMENSIONAL ETF TRUST25434V609226,387$13.5M3.83%
8VANGUARD INTL EQUITY INDEX F922042775143,360$10.5M3.00%
9SCHWAB STRATEGIC TR808524797159,440$4.4M1.24%
10VANGUARD MUN BD FDS92290774685,142$4.3M1.22%
11SPDR INDEX SHS FDS78463X50967,587$3.2M0.90%
12VANGUARD INDEX FDS92290861114,048$3.0M0.85%
13APPLE INCAAPL10,367$2.8M0.80%
14SPDR SERIES TRUST78464A47476,703$2.3M0.66%
15VANGUARD INTL EQUITY INDEX F92204285840,726$2.2M0.62%
16ISHARES TR46435G51622,574$2.1M0.61%
17VANGUARD STAR FDS92190976822,843$1.7M0.49%
18ISHARES TR46435G42510,084$1.5M0.43%
19VANGUARD INDEX FDS9229086294,866$1.4M0.40%
20SCHWAB STRATEGIC TR80852470639,868$1.3M0.37%