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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 $107,363,804
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 171,456 $9,584,372 8.92%
2.
Ishares Trust
 IEF 69,522 $7,315,789 6.81%
3.
Dimensional Etf Trust
 104,137 $5,449,477 5.07%
4.
Ishares Trust
 IEF 17,098 $5,183,598 4.82%
5.
Ishares Tr
 60,322 $3,840,129 3.57%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)