HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
219,566 | +5,731 | $12,414 |
| SCHM | 219,566 | +5,731 | $12,414 |
| SCHWAB STRATEGIC TR |
147,944 | +3,230 | $7,967 |
| SCHZ | 147,944 | +3,230 | $7,967 |
| SCHWAB STRATEGIC TR |
168,214 | +28,590 | $7,935 |
| SCHH | 168,214 | +28,590 | $7,935 |
| ISHARES TR (IWB) |
45,380 | -2,110 | $7,467 |
| IWB | 45,380 | -2,110 | $7,467 |
| INVESCO EXCH TRD SLF IDX FD |
346,453 | -1,870 | $7,379 |
| BSCK | 346,453 | -1,870 | $7,379 |
| SCHWAB STRATEGIC TR |
101,383 | +11,578 | $7,191 |
| SCHX | 101,383 | +11,578 | $7,191 |
| VANGUARD INDEX FDS (VNQ) |
72,208 | -1,554 | $6,733 |
| VNQ | 72,208 | -1,554 | $6,733 |
| ISHARES TR (DVY) |
60,713 | -2,058 | $6,190 |
| DVY | 60,713 | -2,058 | $6,190 |
| SCHWAB STRATEGIC TR |
63,934 | +1,629 | $4,458 |
| SCHA | 63,934 | +1,629 | $4,458 |
| SCHWAB STRATEGIC TR |
171,933 | +23,956 | $4,321 |
| SCHE | 171,933 | +23,956 | $4,321 |
| SCHWAB STRATEGIC TR |
114,577 | +4,307 | $3,650 |
| SCHF | 114,577 | +4,307 | $3,650 |
| ISHARES TR (LQD) |
27,721 | -530 | $3,534 |
| LQD | 27,721 | -530 | $3,534 |
| INVESCO EXCHNG TRADED FD TR (PHB) |
183,537 | +27,221 | $3,493 |
| PHB | 183,537 | +27,221 | $3,493 |
| INVESCO EXCHNG TRADED FD TR (PCY) |
117,837 | +17,098 | $3,435 |
| PCY | 117,837 | +17,098 | $3,435 |
| ISHARES TR (HYG) |
39,271 | -1,326 | $3,423 |
| HYG | 39,271 | -1,326 | $3,423 |
| ISHARES TR (EMB) |
29,010 | -76 | $3,288 |
| EMB | 29,010 | -76 | $3,288 |
| SPDR SERIES TRUST (IBND) |
95,609 | +1,335 | $3,184 |
| IBND | 95,609 | +1,335 | $3,184 |
| SPDR SERIES TRUST (MDYV) |
55,809 | +2,258 | $2,864 |
| MDYV | 55,809 | +2,258 | $2,864 |
| SPDR S&P 500 ETF TR (SPY) |
9,212 | -346 | $2,734 |
| SPY | 9,212 | -346 | $2,734 |
| SPDR INDEX SHS FDS (RWO) |
48,053 | -665 | $2,492 |
| RWO | 48,053 | -665 | $2,492 |
| ISHARES TR (AGG) |
20,823 | -478 | $2,357 |
| AGG | 20,823 | -478 | $2,357 |
| ISHARES TR (IYR) |
23,783 | +796 | $2,225 |
| IYR | 23,783 | +796 | $2,225 |
| SCHWAB STRATEGIC TR |
69,151 | +2,119 | $2,199 |
| SCHC | 69,151 | +2,119 | $2,199 |
| SPDR SERIES TRUST (SHM) |
38,978 | +14,309 | $1,910 |
| SHM | 38,978 | +14,309 | $1,910 |
| ISHARES TR (IJR) |
22,845 | +1,144 | $1,778 |
| IJR | 22,845 | +1,144 | $1,778 |
| SPDR SERIES TRUST (TFI) |
34,348 | +1,434 | $1,741 |
| TFI | 34,348 | +1,434 | $1,741 |
| ISHARES TR (CMF) |
27,619 | +8,103 | $1,692 |
| CMF | 27,619 | +8,103 | $1,692 |
| INVESCO QQQ TR |
8,911 | +1,814 | $1,683 |
| QQQ | 8,911 | +1,814 | $1,683 |
| ISHARES TR (IVV) |
5,543 | +56 | $1,655 |
| IVV | 5,543 | +56 | $1,655 |
| ISHARES TR (IJH) |
6,906 | +326 | $1,334 |
| IJH | 6,906 | +326 | $1,334 |
| SPDR INDEX SHS FDS (EWX) |
29,585 | +731 | $1,285 |
| EWX | 29,585 | +731 | $1,285 |
| ISHARES TR (IJJ) |
7,282 | +417 | $1,164 |
| IJJ | 7,282 | +417 | $1,164 |
| ISHARES TR (IEFA) |
18,990 | +1,573 | $1,160 |
| IEFA | 18,990 | +1,573 | $1,160 |
| INDEXIQ ETF TR (AGGE) |
57,323 | -1,604 | $1,111 |
| AGGE | 57,323 | -1,604 | $1,111 |
| ISHARES TR (SCZ) |
18,658 | +1,139 | $1,068 |
| SCZ | 18,658 | +1,139 | $1,068 |
| ISHARES INC (IEMG) |
21,102 | +1,167 | $1,034 |
| IEMG | 21,102 | +1,167 | $1,034 |
| ISHARES TR (IGOV) |
19,830 | -444 | $1,001 |
| IGOV | 19,830 | -444 | $1,001 |
| DBX ETF TR (HYLB) |
18,353 | -99 | $919 |
| HYLB | 18,353 | -99 | $919 |
| JP MORGAN EXCHANGE TRADED FD (JPMB) |
17,992 | -481 | $911 |
| JPMB | 17,992 | -481 | $911 |
| SCHWAB STRATEGIC TR |
29,877 | -975 | $871 |
| SCHK | 29,877 | -975 | $871 |
| SCHWAB STRATEGIC TR |
9,564 | +244 | $803 |
| SCHG | 9,564 | +244 | $803 |
| INVESCO EXCH TRD SLF IDX FD |
37,606 | +16,882 | $793 |
| BSCJ | 37,606 | +16,882 | $793 |
| JOHN HANCOCK ETF TRUST (JHMD) |
26,792 | +210 | $746 |
| JHMD | 26,792 | +210 | $746 |
| VISA INC |
4,040 | -269 | $695 |
| V | 4,040 | -269 | $695 |
| APPLE INC |
2,945 | +12 | $660 |
| AAPL | 2,945 | +12 | $660 |
| SPDR SERIES TRUST (SPMD) |
15,419 | -151 | $523 |
| SPMD | 15,419 | -151 | $523 |
| ISHARES INC (EEMS) |
12,375 | +770 | $521 |
| EEMS | 12,375 | +770 | $521 |
| ISHARES TR (IWL) |
7,414 | -158 | $511 |
| IWL | 7,414 | -158 | $511 |
| WISDOMTREE TR |
13,095 | -86 | $466 |
| DGRS | 13,095 | -86 | $466 |
| ISHARES TR (IJK) |
1,959 | -29 | $439 |
| IJK | 1,959 | -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 |
