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  Name: Onyx Financial Advisors LLC
  City: IDAHO FALLS
  State: ID
  Zip: 83404
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,665,000
  Total Value Change : $24,837,000
  Securities Held Change : 2
   
All Securities Held : 15
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 10
  Unchanged Positions : 1
  Decreased Positions : 2

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 11 New $0.00 $463,000 11,214 0.29% 463,000 11,214 0.012    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 15 New $342.87 $230,000 682 0.14% 230,000 682 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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