Omega Financial Group, LLC
Q4 2024 13F Holdings
- Locationsanta barbara, CA
- Num holdings
80
- Value ($000)
$264,268
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001767982
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $22.27M | 8 % | 250,005 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $15.53M | 6 % | 160,259 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $13.61M | 5 % | 118,110 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.65M | 5 % | 21,496 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $12.47M | 5 % | 261,070 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $11.27M | 4 % | 406,585 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.02M | 4 % | 176,813 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $10.06M | 4 % | 80,504 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $8.57M | 3 % | 26,590 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.52M | 3 % | 121,282 |
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