Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 161,977 | +114 | $13,190 |
SCHM | 161,977 | +114 | $13,190 |
ISHARES TR (IYR) | 145,792 | +7,154 | $13,107 |
IYR | 145,792 | +7,154 | $13,107 |
ISHARES TR (ISTB) | 240,000 | +7,016 | $11,386 |
ISTB | 240,000 | +7,016 | $11,386 |
ISHARES TR (IJR) | 102,869 | +3,482 | $11,369 |
IJR | 102,869 | +3,482 | $11,369 |
ISHARES TR (AGG) | 112,152 | +7,986 | $10,984 |
AGG | 112,152 | +7,986 | $10,984 |
ISHARES TR (IVV) | 19,828 | +388 | $10,424 |
IVV | 19,828 | +388 | $10,424 |
ISHARES TR (IJH) | 155,866 | +125,439 | $9,467 |
IJH | 155,866 | +125,439 | $9,467 |
ISHARES TR (IWB) | 31,323 | -1,127 | $9,022 |
IWB | 31,323 | -1,127 | $9,022 |
ISHARES TR (IJJ) | 69,152 | +2,387 | $8,180 |
IJJ | 69,152 | +2,387 | $8,180 |
ISHARES TR (IEFA) | 100,939 | -1,930 | $7,492 |
IEFA | 100,939 | -1,930 | $7,492 |
ISHARES TR (HYG) | 91,826 | +1,831 | $7,138 |
HYG | 91,826 | +1,831 | $7,138 |
ISHARES TR (EMB) | 78,268 | +1,652 | $7,018 |
EMB | 78,268 | +1,652 | $7,018 |
ISHARES TR (SCZ) | 110,239 | +3,036 | $6,981 |
SCZ | 110,239 | +3,036 | $6,981 |
ISHARES TR (DVY) | 54,285 | -597 | $6,687 |
DVY | 54,285 | -597 | $6,687 |
VANGUARD INDEX FDS (VNQ) | 76,213 | -145 | $6,591 |
VNQ | 76,213 | -145 | $6,591 |
SCHWAB STRATEGIC TR | 96,523 | +2,548 | $5,990 |
SCHX | 96,523 | +2,548 | $5,990 |
ISHARES INC (IEMG) | 111,560 | +4,289 | $5,757 |
IEMG | 111,560 | +4,289 | $5,757 |
SCHWAB STRATEGIC TR | 277,435 | +8,020 | $5,632 |
SCHH | 277,435 | +8,020 | $5,632 |
VANGUARD CHARLOTTE FDS (BNDX) | 101,119 | +3,553 | $4,974 |
BNDX | 101,119 | +3,553 | $4,974 |
SPDR S&P 500 ETF TR (SPY) | 8,498 | -46 | $4,445 |
SPY | 8,498 | -46 | $4,445 |
ISHARES TR (EFG) | 40,756 | -539 | $4,230 |
EFG | 40,756 | -539 | $4,230 |
INVESCO QQQ TR | 9,024 | +525 | $4,007 |
QQQ | 9,024 | +525 | $4,007 |
ISHARES TR (CMF) | 60,997 | +2,827 | $3,510 |
CMF | 60,997 | +2,827 | $3,510 |
AFFIRM HLDGS INC | 93,568 | +16,528 | $3,486 |
AFRM | 93,568 | +16,528 | $3,486 |
ISHARES INC (EEMS) | 56,716 | +2,627 | $3,338 |
EEMS | 56,716 | +2,627 | $3,338 |
SCHWAB STRATEGIC TR | 129,144 | +4,191 | $3,261 |
SCHE | 129,144 | +4,191 | $3,261 |
SCHWAB STRATEGIC TR | 65,497 | +1,613 | $3,013 |
SCHZ | 65,497 | +1,613 | $3,013 |
ISHARES TR (EAGG) | 61,121 | +114 | $2,876 |
EAGG | 61,121 | +114 | $2,876 |
ISHARES TR (SUB) | 25,575 | +77 | $2,678 |
SUB | 25,575 | +77 | $2,678 |
INVESCO EXCH TRADED FD TR II (PHB) | 145,468 | +4,206 | $2,637 |
PHB | 145,468 | +4,206 | $2,637 |
ISHARES TR (IUSG) | 22,480 | +9 | $2,635 |
IUSG | 22,480 | +9 | $2,635 |
SCHWAB STRATEGIC TR | 64,912 | -772 | $2,533 |
SCHF | 64,912 | -772 | $2,533 |
INVESCO EXCH TRADED FD TR II (PCY) | 121,057 | +1,190 | $2,477 |
PCY | 121,057 | +1,190 | $2,477 |
ISHARES TR (ESML) | 53,966 | +5,918 | $2,173 |
ESML | 53,966 | +5,918 | $2,173 |
ISHARES TR (SUSL) | 20,976 | -2,653 | $1,969 |
SUSL | 20,976 | -2,653 | $1,969 |
ISHARES TR (SUSB) | 71,652 | -3,743 | $1,754 |
SUSB | 71,652 | -3,743 | $1,754 |
SPDR SER TR (MDYV) | 23,061 | -1,215 | $1,753 |
MDYV | 23,061 | -1,215 | $1,753 |
SPDR SER TR (RWR) | 17,264 | -1,156 | $1,627 |
RWR | 17,264 | -1,156 | $1,627 |
ISHARES TR (TLT) | 16,868 | +3,067 | $1,596 |
TLT | 16,868 | +3,067 | $1,596 |
INVESCO EXCHANGE TRADED FD T (PBP) | 64,800 | -182 | $1,457 |
PBP | 64,800 | -182 | $1,457 |
AMAZON COM INC | 7,624 | -998 | $1,375 |
AMZN | 7,624 | -998 | $1,375 |
SCHWAB STRATEGIC TR | 27,916 | -1,070 | $1,375 |
SCHA | 27,916 | -1,070 | $1,375 |
APPLE INC | 7,741 | +232 | $1,327 |
AAPL | 7,741 | +232 | $1,327 |
ISHARES INC (ESGE) | 37,933 | +408 | $1,223 |
ESGE | 37,933 | +408 | $1,223 |
VANGUARD INDEX FDS (VO) | 4,295 | -1,022 | $1,073 |
VO | 4,295 | -1,022 | $1,073 |
SPDR SER TR (TFI) | 22,897 | -91 | $1,064 |
TFI | 22,897 | -91 | $1,064 |
MICROSOFT CORP | 2,456 | +1 | $1,033 |
MSFT | 2,456 | +1 | $1,033 |
PIMCO ETF TR (MINT) | 10,195 | +233 | $1,025 |
MINT | 10,195 | +233 | $1,025 |
ISHARES TR (ESGD) | 12,439 | +309 | $994 |
ESGD | 12,439 | +309 | $994 |
ISHARES TR (LQD) | 8,844 | +11 | $963 |
LQD | 8,844 | +11 | $963 |
See Full List: All Stocks Held By Omega Financial Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Omega Financial Group LLC
Size ($ in 1000's)
At 03/31/2024: $244,437 At 12/31/2023: $233,772 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 |