| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 9.1% |
| ISHARES TR | 23 | Q2 2024 | 6.4% |
| ISHARES TR | 23 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 4.9% |
| ISHARES TR | 23 | Q2 2024 | 5.2% |
| ISHARES TR | 23 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 6.1% |
| ISHARES TR | 23 | Q2 2024 | 5.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 5.3% |
View Omega Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-13 |
View Omega Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.