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Disclosery

13F-HR filed by Onyx Financial Advisors, LLC

Onyx Financial Advisors, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-01-10, with 13 holding rows worth $136,828,524.

Accession
0001085146-24-000186
Filer
CIK 1957840
Filed
2024-01-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 13 entries on the cover page, a total value of $136,828,524 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,828,524 with VALUE read as dollars as filed, 13F file number 028-22749. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 23,075,751$89,904,200dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE899,067$21,955,217dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF246,029$11,565,814dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF195,460$4,444,758dollars as filed
Microsoft Corp594918104COM7,003$2,633,443dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED31,879$1,604,169dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF24,061$1,247,080dollars as filed
REVVITY INC714046109COM11,369$1,242,745dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF19,040$807,293dollars as filed
Oracle Corporation68389X105COM4,068$428,938dollars as filed
VTI922908769COM1,517$359,779dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF6,178$330,384dollars as filed
Caterpillar Inc.149123101COM1,031$304,704dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-000186this filing2024-01-10acceptance time not in the bulk data set