OMNI 360 Wealth, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Plainsboro, NJ
CIK
0002010436
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 123 152,910 SPLG, ITOT, IWF, DFAT 13F-HR 10/24/2024 000201043624000004
Q2 2024 112 134,620 SPLG, ITOT, IWF, DFAT 13F-HR 7/19/2024 000201043624000003
Q1 2024 109 123,051 SPLG, ITOT, DFAT, IWF 13F-HR 4/19/2024 000201043624000002
Q4 2023 96 107,363 SPLG, ITOT, DFAT, IWF 13F-HR 2/8/2024 000201043624000001