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Lyndsay Goody

@Onyx Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$182.281MTotal holdings14
Assets growth rate0.07%Assets growth rate (2-Q avg)4.6%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Onyx Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 182.281M in assets, with a quarterly growth rate of 0.07% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Lyndsay Goody, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Increased 0.02%
63.99%
$116.63M
3.372M shares@ $34.59 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 3.8%
14.78%
$26.924M
1.083M shares@ $24.87 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 2.3%
8.44%
$15.384M
328,160 shares@ $46.89 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 4.37%
3.75%
$6.833M
293,634 shares@ $23.27 avg price
DUSBDimensional Etf Trust
Recent Activity
Increased 13.11%
3.51%
$6.385M
126,220 shares@ $50.6 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.24%
1.64%
$2.973M
7,053 shares@ $421.53 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 36.33%
0.8%
$1.444M
34,984 shares@ $41.28 avg price
RVTYRevvity Inc
Recent Activity
0.7%
$1.269M
11,369 shares@ $111.61 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -3.37%
0.65%
$1.18M
18,507 shares@ $63.75 avg price
DFIPDimensional Etf Trust
Recent Activity
Increased 67.97%
0.55%
$987,140
24,379 shares@ $40.5 avg price