Omnia Family Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ
- Location,
- CIK0001696136
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
0 | $0 | 13F-HR | Apr 23, 2025 | 000195175725000438 | |||
79 | $241.95M | VTI, GQ9, SGOV, VEA | RESTATEMENT | Feb 27, 2025 | 000195175725000276 | ||
79 | $233.34M | VTI, GQ9, SGOV, IEFA | 13F-HR | Nov 6, 2024 | 000195175724001177 | ||
78 | $236.24M | VTI, SGOV, GQ9, IEFA | 13F-HR | Aug 14, 2024 | 000195175724000759 | ||
74 | $213.47M | VTI, SGOV, GQ9, IEFA | 13F-HR | Apr 30, 2024 | 000195175724000419 | ||
64 | $195.11M | VTI, SGOV, SPY, IEFA | 13F-HR | Feb 5, 2024 | 000195175724000206 | ||
65 | $161.33M | VTI, IEFA, KRE, GQ9 | 13F-HR | Nov 1, 2023 | 000195175723000670 | ||
65 | $147.18M | VTI, IEFA, VWO, SGOV | 13F-HR | Jul 31, 2023 | 000195175723000448 | ||
65 | $130.02M | VTI, IEFA, IAU, GQ9 | 13F-HR | May 11, 2023 | 000195175723000291 | ||
70 | $123.57M | VTI, IEFA, XLP, IAU | 13F-HR | Jan 31, 2023 | 000195175723000089 | ||
61 | $121.66M | VTI, SGOV, VEA, GQ9 | 13F-HR | Oct 27, 2022 | 000169613622000005 | ||
64 | $135.87M | VTI, SGOV, IEFA, GQ9 | 13F-HR | Jul 22, 2022 | 000169613622000003 | ||
69 | $150.57M | VTI, VEA, GQ9, SHY | 13F-HR | May 6, 2022 | 000169613622000002 | ||
75 | $164.42M | VTI, VEA, GQ9, AAPL | 13F-HR | Feb 4, 2022 | 000169613622000001 | ||
69 | $145.36M | VTI, VEA, GQ9, VWO | 13F-HR | Nov 3, 2021 | 000169613621000004 | ||
67 | $156.37M | VTI, VEA, TAIL, IVOL | 13F-HR | Aug 3, 2021 | 000169613621000003 | ||
66 | $134.81M | VTI, VEA, TAIL, IVOL | 13F-HR | May 12, 2021 | 000169613621000002 | ||
72 | $109.58B | VTI, TLT, TIP, GQ9 | 13F-HR | Feb 8, 2021 | 000169613621000001 | ||
71 | $104.82M | TLT, VTI, TAIL, GQ9 | 13F-HR | Oct 28, 2020 | 000169613620000005 | ||
70 | $101.98B | TLT, VTI, TAIL, GQ9 | 13F-HR | Aug 4, 2020 | 000169613620000004 | ||
74 | $96.14M | VTI, TLT, SHY, GQ9 | 13F-HR | May 5, 2020 | 000169613620000003 | ||
100 | $218.13M | VTI, VEA, VTI, VEA | RESTATEMENT | Feb 5, 2020 | 000169613620000002 | ||
88 | $137.02M | VTI, VEA, TLT, SCHB | 13F-HR | Nov 12, 2019 | 000169613619000005 | ||
94 | $198.25M | VTI, VEA, VWO, TLT | 13F-HR | Aug 7, 2019 | 000169613619000004 | ||
601 | $202.85M | VTI, VEA, VWO, TLT | 13F-HR | May 15, 2019 | 000169613619000003 | ||
576 | $185.30M | VTI, VEA, VWO, TLT | 13F-HR | Feb 26, 2019 | 000169613619000002 | ||
589 | $218.34M | VTI, VEA, VWO, IEFA | 13F-HR | Nov 14, 2018 | 000169613618000004 | ||
577 | $213.85M | VTI, VEA, VWO, IEFA | 13F-HR | Aug 10, 2018 | 000169613618000003 | ||
612 | $217.79M | VEA, VTI, VWO, TIP | 13F-HR | May 11, 2018 | 000169613618000002 | ||
614 | $218.49M | VEA, VTI, VWO, TIP | 13F-HR | Feb 2, 2018 | 000169613618000001 | ||
637 | $206.22M | VEA, VTI, VWO, TIP | 13F-HR | Nov 14, 2017 | 000169613617000005 | ||
716 | $208.90M | VTI, VEA, VWO, TIP | 13F-HR | Aug 10, 2017 | 000169613617000004 | ||
728 | $206.14M | VTI, VEA, VWO, TIP | RESTATEMENT | May 15, 2017 | 000169613617000003 | ||
752 | $201.67M | VTI, VEA, VWO, TIP | 13F-HR | Apr 3, 2017 | 000169613617000001 |