Onyx Financial Advisors
Latest statistics and disclosures from Onyx Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001957840
Tip: Access up to 7 years of quarterly data
Positions held by Onyx Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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