Omni 360 Wealth, Inc. Incresed Positions in Q4 2025

Omni 360 Wealth, Inc.

  • $195 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
9.69K
+ 6.7%
$55.75 - $58.83 $540K - $570K
154K $9.7B
XLG
Invesco Exchange Traded Fd Tr

ETFs
20.6K
+ 138.63%
$56.5 - $60.52 $1.17M - $1.25M
35.5K $2.09B
IDEV
Ishares Core Msci Intl Develop

ETFs
7.55K
+ 8.59%
$79.1 - $82.39 $597K - $622K
95.5K $8.14B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.67K
+ 3.91%
$142.79 - $150.05 $524K - $551K
97.6K $14.8B
IEMG
Ishares Inc

ETFs
9.67K
+ 12.92%
N/A
84.5K $5.98B
Vanguard Malvern Fds
13.3K
+ 88.49%
N/A
28.3K $2.22B
DFIV
Dimensional ETF Tr

ETFs
6.17K
+ 5.83%
$45.13 - $48.25 $278K - $298K
112K $5.77B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.43K
+ 13.78%
$137.47 - $143.13 $472K - $491K
28.3K $4.19B
Blackrock ETF Trust
15.8K
+ 229.05%
N/A
22.7K $883M
XTEN
Bondbloxx ETF Tr Bloomberg 10
12.7K
+ 78.9%
N/A
28.8K $1.34B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.04K
+ 15.99%
$57.9 - $61.26 $408K - $431K
51.1K $3.11B
XLV
Select Sector Spdr Fund Health

ETFs
2.31K
+ 53.41%
$141.95 - $152.82 $328K - $353K
6.64K $1.05B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.47K
+ 14.55%
$185.12 - $192.11 $271K - $281K
11.5K $2.29B
IVE
Ishares S&P 500 Value ETF

ETFs
1.4K
+ 22.35%
$202.52 - $212.07 $284K - $297K
7.68K $1.67B
SPY
Spdr S&P 500 ETF Trust

ETFs
394
+ 9.74%
$653.02 - $687.39 $257K - $271K
4.44K $3.07B
JPIE
J P Morgan Exchange Traded Fd
7.99K
+ 11.64%
$46.18 - $46.47 $369K - $371K
76.6K $3.55B
GLDM
World Gold Trust

ETFs
2.59K
+ 40.45%
$76.32 - $86.69 $198K - $225K
9K $825M
VEA
Vanguard Ftse Developed Market

ETFs
4.42K
+ 93.51%
$59.18 - $62.09 $262K - $275K
9.16K $594M
DGRO
Ishares Core Dividend Growth E

ETFs
2.29K
+ 6.27%
$66.93 - $69.17 $153K - $158K
38.8K $2.76B
EFV
Msci Eafe Value ETF

ETFs
432
+ 1.04%
$66.73 - $70.99 $28.8K - $30.7K
41.8K $3.07B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.37K
+ 5.36%
$78.65 - $79.19 $265K - $267K
66.2K $5.22B
VGIT
Vanguard Intermediate Term Tre

ETFs
4.25K
+ 3.97%
$59.84 - $60.54 $255K - $258K
111K $6.69B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8
+ 0.03%
$191.01 - $199.18 $1.53K - $1.59K
26.2K $5.31B
VLUE
Ishares Msci Usa Value Factor

ETFs
106
+ 1.15%
$122.29 - $132.67 $13K - $14.1K
9.32K $1.34B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.45K
+ 42.49%
$49.98 - $50.59 $172K - $174K
11.6K $585M
IQLT
Ishares Msci Intl Quality Fact

ETFs
426
+ 0.82%
$43.84 - $45.35 $18.7K - $19.3K
52.6K $2.47B
FNDF
Schwab Fundamental Intl Large

ETFs
834
+ 3.09%
$42.35 - $45.18 $35.3K - $37.7K
27.9K $1.31B
Tidal Trust I
5.01K
+ 12.42%
N/A
45.3K $1.16B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.25K
+ 7.63%
$49.98 - $50.22 $213K - $214K
60K $2.97B
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.22K
+ 4.78%
$44.13 - $46.37 $54K - $56.8K
26.8K $1.3B
IYG
Ishares Tr

ETFs
1.05K
+ 7.47%
$86.19 - $90.17 $90.3K - $94.5K
15.1K $1.38B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.29K
+ 46.54%
$50.83 - $51.07 $116K - $117K
7.21K $367M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
443
+ 4.44%
$88.45 - $91.41 $39.2K - $40.5K
10.4K $975M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
5.86K
+ 31.29%
$12.5 - $12.88 $73.3K - $75.5K
24.6K $311M
Blackrock ETF Trust Ii
1.48K
+ 16.66%
N/A
10.4K $550M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22
+ 0.07%
$37.61 - $39.41 $827 - $867
31.2K $1.26B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
584
+ 4.4%
$37.0 - $39.93 $21.6K - $23.3K
13.9K $567M
VEU
Vanguard Ftse All World Ex Us

ETFs
26
+ 0.24%
$70.2 - $73.89 $1.83K - $1.92K
10.6K $815M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
39
+ 0.3%
$63.25 - $66.24 $2.47K - $2.58K
12.9K $899M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
573
+ 9.13%
$117.68 - $124.18 $67.4K - $71.2K
6.85K $814M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.26K
+ 6.51%
$23.37 - $23.7 $52.7K - $53.4K
36.9K $867M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.06K
+ 8.19%
$23.02 - $24.23 $24.5K - $25.8K
14.1K $352M
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 1.21%
N/A
3.76K $845M
MUB
Ishares National Muni Bond ETF

ETFs
367
+ 15.62%
$106.36 - $107.61 $39K - $39.5K
2.72K $293M
MBB
Ishares Tr

ETFs
365
+ 7.41%
$94.9 - $96.23 $34.6K - $35.1K
5.29K $507M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
111
+ 1.34%
$42.26 - $44.28 $4.69K - $4.92K
8.38K $387M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.01%
$459.47 - $491.71 $459 - $492
18.5K $8.7B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
189
+ 4.89%
$100.68 - $106.15 $19K - $20.1K
4.06K $436M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10
+ 0.22%
$92.24 - $96.56 $922 - $966
4.62K $458M
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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