Instuitional Investor - Omnia Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Omnia Family Wealth, Llc |
| Portfolio Value | $241,952,663 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 318,992 | $92,447,000 | 38.21% | |
| 2. | GLD | 66,985 | $16,219,078 | 6.7% | |
| 3. | Ishares Tr | 153,040 | $15,352,973 | 6.35% | |
| 4. | Vanguard Tax-Managed Fds | 249,676 | $11,939,527 | 4.93% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 157,034 | $11,036,350 | 4.56% |
