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Home > Institutional Investor > Omni 360 Wealth, Inc. > Profile

Instuitional Investor - Omni 360 Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Omni 360 Wealth, Inc.
Portfolio Value $170,842,131
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 100,824 $12,301,530 7.2%
2.
Spdr Series Trust
 176,066 $11,578,118 6.78%
3.
Dimensional Etf Trust
 137,839 $7,097,343 4.15%
4.
Ishares Tr - CORE MSCI INTL
 94,171 $6,487,440 3.8%
5.
Ishares Trust
 IEF 17,364 $6,270,071 3.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)