Loading…
CIK 0001957840 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("onyx-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $306K | 0.1%Prev: 0.1% | 920 SH | Increased+45 SH |
| CATERPILLAR INC | COM | $866K | 0.3%Prev: 0.2% | 1,068 SH | Increased+9 SH |
| DFA INVT DIMENSIONS GROUP IN | REAL ESTATE SECU | $10.9M | 3.9% | 450,449 SH | New |
| DFA INVT DIMENSIONS GROUP IN | U.S. CORE EQTY 1 | $1.7M | 0.6% | 21,168 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $5.7M | 2.1% | 143,209 SH | New |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $2.2M | 0.8%Prev: 0.7% | 56,512 SH | Increased+17,586 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $19.8M | 7.1% | 426,830 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $13.5M | 4.8% | 266,427 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $166.6M | 59.4% | 3,748,047 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $1.3M | 0.5% | 15,418 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $44.0M | 15.7%Prev: 15.9% | 1,187,338 SH | Increased+39,938 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.4M | 0.5%Prev: 0.4% | 23,766 SH | Increased+7,184 SH |
| GLACIER BANCORP INC NEW | COM | $3.4M | 1.2%Prev: 1.8% | 79,793 SH | Decreased-3,712 SH |
| ISHARES TR | CORE MSCI EAFE | $234K | 0.1% | 2,419 SH | New |
| MICROSOFT CORP | COM | $3.7M | 1.3%Prev: 1.7% | 7,248 SH | Decreased-93 SH |
| NUVEEN PFD & INCOME OPPORTUN | COM | $342K | 0.1%Prev: 0.1% | 50,149 SH | Increased+12,301 SH |
| NVIDIA CORPORATION | COM | $214K | 0.1% | 938 SH | New |
| ORACLE CORP | COM | $577K | 0.2%Prev: 0.5% | 4,201 SH | Decreased+49 SH |
| PHILIP MORRIS INTL INC | COM | $317K | 0.1%Prev: 0.1% | 1,659 SH | Increased+57 SH |
| REVVITY INC | COM | $1.7M | 0.6%Prev: 0.4% | 11,369 SH | Increased |
| STRYKER CORPORATION | COM | $308K | 0.1% | 1,118 SH | New |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $538K | 0.2% | 5,968 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $495K | 0.2% | 2,291 SH | New |
| 13F-HR |
| 0001957840-25-000002 |
| $226.0M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001957840-26-000004 | $277.5M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003993 | $210.9M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001957840-26-000003 | $240.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002287 | $189.0M | View |