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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 $193,822,964
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 104,901 $14,941,059 7.71%
2.
Spdr Series Trust
 176,528 $13,511,447 6.97%
3.
Dimensional Etf Trust
 168,765 $10,539,370 5.44%
4.
Ishares Tr - CORE MSCI INTL
 99,681 $8,330,320 4.3%
5.
Ishares Trust
 IEF 19,016 $8,108,462 4.18%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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