Instuitional Investor - Omnia Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Omnia Family Wealth, Llc |
| Portfolio Value | $233,344,357 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 270,541 | $76,842,031 | 32.93% | |
| 2. | GLD | 65,710 | $15,971,473 | 6.84% | |
| 3. | Ishares Tr | 153,599 | $15,470,491 | 6.62% | |
| 4. | Ishares Tr | 158,353 | $12,359,452 | 5.29% | |
| 5. | Vanguard Tax-Managed Fds | 228,454 | $12,064,644 | 5.17% |
