| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 3 | Q2 2024 | 9.0% |
| ISHARES TR | 3 | Q2 2024 | 7.3% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.1% |
| ISHARES TR | 3 | Q2 2024 | 4.8% |
| ISHARES TR | 3 | Q2 2024 | 3.7% |
| ISHARES TR | 3 | Q2 2024 | 3.4% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 3.4% |
| APPLE INC | 3 | Q2 2024 | 2.8% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 2.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.3% |
View OMNI 360 Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-08 |
View OMNI 360 Wealth, Inc.'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.