Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.1% |
ISHARES TR | 20 | Q3 2023 | 6.4% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.6% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 6.1% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 4.9% |
ISHARES TR | 20 | Q3 2023 | 5.5% |
ISHARES TR | 20 | Q3 2023 | 5.2% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.3% |
ISHARES TR | 20 | Q3 2023 | 4.4% |
ISHARES TR | 20 | Q3 2023 | 5.3% |
View Omega Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-24 |
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.