Onyx Financial Advisors

Onyx Financial Advisors as of March 31, 2025

Portfolio Holdings for Onyx Financial Advisors

Onyx Financial Advisors holds 17 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 61.7 $117M 3.5M 32.99
Dimensional Etf Trust World Ex Us Core (DFAX) 15.9 $30M 1.1M 26.20
Dimensional Etf Trust Short Duration F (DFSD) 8.8 $17M 349k 47.52
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.1 $7.8M 153k 50.73
Dimensional Etf Trust Us Real Estate E (DFAR) 4.0 $7.6M 320k 23.77
Microsoft Corporation (MSFT) 1.4 $2.7M 7.1k 375.37
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $1.5M 36k 42.06
PerkinElmer (RVTY) 0.6 $1.2M 11k 105.80
Dimensional Etf Trust Us Equity Market (DFUS) 0.6 $1.1M 19k 60.48
Dimensional Etf Trust Inflation Prote (DFIP) 0.6 $1.1M 26k 42.11
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $820k 17k 49.60
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $628k 10k 61.33
Oracle Corporation (ORCL) 0.3 $578k 4.1k 139.82
Caterpillar (CAT) 0.2 $347k 1.1k 329.75
Philip Morris International (PM) 0.1 $251k 1.6k 158.76
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $208k 7.7k 26.89
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $100k 13k 7.96