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Omega Financial Group, LLC

Q2 2019 Holdings

Filed 2019-08-02 | 61 holdings | $135.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$3.5K110,2702.6%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$3.9K147,9772.9%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$4.5K62,3053.3%
Schwab Strategic TR(SCHH)US REIT ETF808524847$6.2K139,6244.6%
Ishares TR(DVY)SELECT DIVID ETF464287168$6.2K62,7714.6%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$6.3K89,8054.7%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$6.4K73,7624.8%
Invesco Exch TRD SLF IDX FD(BSCK)BULSHS 2020 CB46138J502$7.4K348,3235.5%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$7.7K144,7145.7%
Ishares TR(IWB)RUS 1000 ETF464287622$7.7K47,4905.7%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$12.2K213,8359.0%
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