HoldingsChannel.com
Omega Financial Group LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 219,566 +5,731 $12,414
     SCHM219,566+5,731$12,414
SCHWAB STRATEGIC TR 147,944 +3,230 $7,967
     SCHZ147,944+3,230$7,967
SCHWAB STRATEGIC TR 168,214 +28,590 $7,935
     SCHH168,214+28,590$7,935
ISHARES TR (IWB) 45,380 -2,110 $7,467
     IWB45,380-2,110$7,467
INVESCO EXCH TRD SLF IDX FD 346,453 -1,870 $7,379
     BSCK346,453-1,870$7,379
SCHWAB STRATEGIC TR 101,383 +11,578 $7,191
     SCHX101,383+11,578$7,191
VANGUARD INDEX FDS (VNQ) 72,208 -1,554 $6,733
     VNQ72,208-1,554$6,733
ISHARES TR (DVY) 60,713 -2,058 $6,190
     DVY60,713-2,058$6,190
SCHWAB STRATEGIC TR 63,934 +1,629 $4,458
     SCHA63,934+1,629$4,458
SCHWAB STRATEGIC TR 171,933 +23,956 $4,321
     SCHE171,933+23,956$4,321
SCHWAB STRATEGIC TR 114,577 +4,307 $3,650
     SCHF114,577+4,307$3,650
ISHARES TR (LQD) 27,721 -530 $3,534
     LQD27,721-530$3,534
INVESCO EXCHNG TRADED FD TR (PHB) 183,537 +27,221 $3,493
     PHB183,537+27,221$3,493
INVESCO EXCHNG TRADED FD TR (PCY) 117,837 +17,098 $3,435
     PCY117,837+17,098$3,435
ISHARES TR (HYG) 39,271 -1,326 $3,423
     HYG39,271-1,326$3,423
ISHARES TR (EMB) 29,010 -76 $3,288
     EMB29,010-76$3,288
SPDR SERIES TRUST (IBND) 95,609 +1,335 $3,184
     IBND95,609+1,335$3,184
SPDR SERIES TRUST (MDYV) 55,809 +2,258 $2,864
     MDYV55,809+2,258$2,864
SPDR S&P 500 ETF TR (SPY) 9,212 -346 $2,734
     SPY9,212-346$2,734
SPDR INDEX SHS FDS (RWO) 48,053 -665 $2,492
     RWO48,053-665$2,492
ISHARES TR (AGG) 20,823 -478 $2,357
     AGG20,823-478$2,357
ISHARES TR (IYR) 23,783 +796 $2,225
     IYR23,783+796$2,225
SCHWAB STRATEGIC TR 69,151 +2,119 $2,199
     SCHC69,151+2,119$2,199
SPDR SERIES TRUST (SHM) 38,978 +14,309 $1,910
     SHM38,978+14,309$1,910
ISHARES TR (IJR) 22,845 +1,144 $1,778
     IJR22,845+1,144$1,778
SPDR SERIES TRUST (TFI) 34,348 +1,434 $1,741
     TFI34,348+1,434$1,741
ISHARES TR (CMF) 27,619 +8,103 $1,692
     CMF27,619+8,103$1,692
INVESCO QQQ TR 8,911 +1,814 $1,683
     QQQ8,911+1,814$1,683
ISHARES TR (IVV) 5,543 +56 $1,655
     IVV5,543+56$1,655
ISHARES TR (IJH) 6,906 +326 $1,334
     IJH6,906+326$1,334
SPDR INDEX SHS FDS (EWX) 29,585 +731 $1,285
     EWX29,585+731$1,285
ISHARES TR (IJJ) 7,282 +417 $1,164
     IJJ7,282+417$1,164
ISHARES TR (IEFA) 18,990 +1,573 $1,160
     IEFA18,990+1,573$1,160
INDEXIQ ETF TR (AGGE) 57,323 -1,604 $1,111
     AGGE57,323-1,604$1,111
ISHARES TR (SCZ) 18,658 +1,139 $1,068
     SCZ18,658+1,139$1,068
ISHARES INC (IEMG) 21,102 +1,167 $1,034
     IEMG21,102+1,167$1,034
ISHARES TR (IGOV) 19,830 -444 $1,001
     IGOV19,830-444$1,001
DBX ETF TR (HYLB) 18,353 -99 $919
     HYLB18,353-99$919
JP MORGAN EXCHANGE TRADED FD (JPMB) 17,992 -481 $911
     JPMB17,992-481$911
SCHWAB STRATEGIC TR 29,877 -975 $871
     SCHK29,877-975$871
SCHWAB STRATEGIC TR 9,564 +244 $803
     SCHG9,564+244$803
INVESCO EXCH TRD SLF IDX FD 37,606 +16,882 $793
     BSCJ37,606+16,882$793
JOHN HANCOCK ETF TRUST (JHMD) 26,792 +210 $746
     JHMD26,792+210$746
VISA INC 4,040 -269 $695
     V4,040-269$695
APPLE INC 2,945 +12 $660
     AAPL2,945+12$660
SPDR SERIES TRUST (SPMD) 15,419 -151 $523
     SPMD15,419-151$523
ISHARES INC (EEMS) 12,375 +770 $521
     EEMS12,375+770$521
ISHARES TR (IWL) 7,414 -158 $511
     IWL7,414-158$511
WISDOMTREE TR 13,095 -86 $466
     DGRS13,095-86$466
ISHARES TR (IJK) 1,959 -29 $439
     IJK1,959-29$439

See Full List: All Stocks Held By Omega Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Omega Financial Group LLC

Size ($ in 1000's)
At 09/30/2019: $142,607
At 06/30/2019: $135,386

Omega Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Omega Financial Group LLC 13F filings. Link to 13F filings: SEC filings

Omega Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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