Instuitional Investor - Omnia Family Wealth, Llc
Fund Profile
Filing Period:
Fund Name: | Omnia Family Wealth, Llc |
Portfolio Value | $276,025,256 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 325,915 | $99,352,887 | 35.99% | |
2. | GLD | 60,820 | $18,539,761 | 6.72% | |
3. | Ishares Tr | 168,284 | $16,944,516 | 6.14% | |
4. | Vanguard Tax-Managed Fds | 232,021 | $13,227,489 | 4.79% | |
5. | Ishares Tr - CORE MSCI EAFE | 151,899 | $12,680,529 | 4.59% |