Instuitional Investor - Omnia Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Omnia Family Wealth, Llc |
| Portfolio Value | $239,075,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 317,733 | $87,325,661 | 36.53% | |
| 2. | GLD | 61,170 | $17,625,524 | 7.37% | |
| 3. | Ishares Tr | 152,674 | $15,369,692 | 6.43% | |
| 4. | Ishares Tr - CORE MSCI EAFE | 152,058 | $11,503,188 | 4.81% | |
| 5. | Vanguard Tax-Managed Fds | 209,115 | $10,629,299 | 4.45% |
