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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
SCHPSchwab Strategic Tr
Recent Activity
Exited
0%
$204,706
3,817 shares@ $53.64 avg price
MGKVanguard World Fd
Recent Activity
Exited
0%
$203,794
633 shares@ $321.95 avg price