OMNI 360 Wealth, Inc.
Q1 2025 13F Holdings
- Locationplainsboro, NJ
- Num holdings
161
- Value ($000)
$170,842
- Date Filed04/30/2025
- Form type13F-HR
- CIK0002010436
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $12.30M | 7 % | 100,824 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $11.58M | 7 % | 176,066 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $7.10M | 4 % | 137,839 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $6.49M | 4 % | 94,171 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $6.27M | 4 % | 17,364 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.21M | 4 % | 104,519 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $4.76M | 3 % | 61,445 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.56M | 3 % | 58,284 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.39M | 3 % | 25,678 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $4.16M | 2 % | 105,791 |
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