Onyx Financial Advisors

Latest statistics and disclosures from Onyx Financial Advisors's latest quarterly 13F-HR filing:

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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