$100 Million is the total value of Onyx Financial Advisors, LLC's 10 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $69,263,986 | – | 2,852,718 | +100.0% | 69.00% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $17,602,917 | – | 814,950 | +100.0% | 17.54% | – | |
| New | DIMENSIONAL ETF TRUSTshort duration f | $7,010,592 | – | 152,107 | +100.0% | 6.98% | – | |
| New | DIMENSIONAL ETF TRUSTus real estate e | $2,206,504 | – | 104,326 | +100.0% | 2.20% | – | |
| PKI | New | PERKINELMER INC | $1,594,161 | – | 11,369 | +100.0% | 1.59% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $1,102,804 | – | 26,503 | +100.0% | 1.10% | – |
| New | DIMENSIONAL ETF TRUST | $776,746 | – | 18,708 | +100.0% | 0.77% | – | |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $304,940 | – | 5,888 | +100.0% | 0.30% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $289,680 | – | 1,515 | +100.0% | 0.29% | – |
| New | DIMENSIONAL ETF TRUSTintl core equity | $228,037 | – | 10,203 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 69.2% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 17.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.8% |
| REVVITY INC | 4 | Q3 2023 | 1.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 1.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 0.8% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 0.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 0.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 0.2% |
View Onyx Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-24 |
View Onyx Financial Advisors, 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.