OMNI 360 Wealth, Inc.
Q4 2024 13F Holdings
- Locationplainsboro, NJ
- Num holdings
122
- Value ($000)
$159,646
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002010436
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $12.46M | 8 % | 96,912 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $11.67M | 7 % | 169,260 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $7.40M | 5 % | 132,979 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.00M | 4 % | 17,434 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $5.72M | 4 % | 88,756 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.55M | 4 % | 95,711 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.44M | 3 % | 24,949 | ||
AAPL APPLE INC | COM | 037833100 | $4.36M | 3 % | 17,412 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.10M | 3 % | 53,013 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $3.61M | 2 % | 69,098 |
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