Onyx Financial Advisors
Latest statistics and disclosures from Onyx Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001957840
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Positions held by Onyx Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Onyx Financial Advisors
Onyx Financial Advisors holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 69.0 | $69M | 2.9M | 24.28 | ||
Dimensional Etf Trust World Ex Us Core (DFAX) | 17.5 | $18M | 815k | 21.60 | ||
Dimensional Etf Trust Short Duration F (DFSD) | 7.0 | $7.0M | 152k | 46.09 | ||
Dimensional Etf Trust Us Real Estate E (DFAR) | 2.2 | $2.2M | 104k | 21.15 | ||
PerkinElmer (PKI) | 1.6 | $1.6M | 11k | 140.22 | ||
Dimensional Etf Trust Us Equity Etf (DFUS) | 1.1 | $1.1M | 27k | 41.61 | ||
Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $777k | 19k | 41.52 | ||
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $305k | 5.9k | 51.79 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $290k | 1.5k | 191.21 | ||
Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $228k | 10k | 22.35 |
Past Filings by Onyx Financial Advisors
SEC 13F filings are viewable for Onyx Financial Advisors going back to 2022
- Onyx Financial Advisors 2022 Q4 filed Jan. 24, 2023