$194 Million is the total value of Omega Financial Group, LLC's 81 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -95,709 | -100.0% | -1.81% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -159,013 | -100.0% | -3.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.