Omega Financial Group, LLC
Q1 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
80
- Value ($000)
$260,545
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001767982
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $22.70M | 9 % | 250,767 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.66M | 6 % | 168,444 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $13.06M | 5 % | 270,019 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $12.31M | 5 % | 117,732 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.91M | 5 % | 21,190 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.46M | 4 % | 179,235 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $10.21M | 4 % | 389,579 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $9.65M | 4 % | 80,614 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.18M | 4 % | 121,355 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $8.83M | 3 % | 138,967 |
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