$167 Million is the total value of Onyx Financial Advisors, LLC's 13 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 69.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 17.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 3.6% |
| REVVITY INC | 7 | Q2 2024 | 1.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 1.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 0.8% |
| VANGUARD INDEX FDS | 6 | Q1 2024 | 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 | 2024-10-22 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-19 |
| 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.