Onyx Financial Advisors

Onyx Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Onyx Financial Advisors

Onyx Financial Advisors holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 63.5 $116M 3.4M 34.29
Dimensional Etf Trust World Ex Us Core (DFAX) 15.5 $28M 1.0M 27.01
Dimensional Etf Trust Short Duration F (DFSD) 8.4 $15M 321k 47.74
Dimensional Etf Trust Us Real Estate E (DFAR) 4.0 $7.2M 281k 25.64
Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.1 $5.7M 112k 50.77
Microsoft Corporation (MSFT) 1.7 $3.1M 7.1k 430.32
PerkinElmer (RVTY) 0.8 $1.5M 11k 127.75
Dimensional Etf Trust Us Equity Market (DFUS) 0.7 $1.2M 19k 62.20
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $1.1M 26k 43.19
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $836k 17k 50.65
Oracle Corporation (ORCL) 0.4 $700k 4.1k 170.40
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $614k 15k 42.28
Caterpillar (CAT) 0.2 $408k 1.0k 391.04
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $391k 6.2k 63.34
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $205k 3.8k 53.63
Vanguard World Mega Grwth Ind (MGK) 0.1 $204k 633.00 321.95