OMNI 360 Wealth, Inc.
13F Portfolio Filings
Most recent 13F
Q1 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
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