0001085146-24-000186.txt : 20240110 0001085146-24-000186.hdr.sgml : 20240110 20240110145723 ACCESSION NUMBER: 0001085146-24-000186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Onyx Financial Advisors, LLC CENTRAL INDEX KEY: 0001957840 ORGANIZATION NAME: IRS NUMBER: 202434014 STATE OF INCORPORATION: ID FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22749 FILM NUMBER: 24526253 BUSINESS ADDRESS: STREET 1: 2400 E 25TH STREET CITY: IDAHO FALLS STATE: ID ZIP: 83404 BUSINESS PHONE: 2085226400 MAIL ADDRESS: STREET 1: 2400 E 25TH STREET CITY: IDAHO FALLS STATE: ID ZIP: 83404 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001957840 XXXXXXXX 12-31-2023 12-31-2023 false Onyx Financial Advisors, LLC

2400 E 25TH STREET IDAHO FALLS ID 83404

13F HOLDINGS REPORT 028-22749 000134881 801-107355 N Lyndsay Goody 208-522-6400 /s/Lyndsay Goody Idaho Falls ID 01-10-2024 0 13 136828524 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CATERPILLAR INC COM 149123101 BBG001S5PJ06 304704 1031 SH SOLE 0 0 1031 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 807293 19040 SH SOLE 0 0 19040 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 11565814 246029 SH SOLE 0 0 246029 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 BBG01J9W4CB4 1604169 31879 SH SOLE 0 0 31879 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 BBG01J6LTBL5 330384 6178 SH SOLE 0 0 6178 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 89904200 3075751 SH SOLE 0 0 3075751 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 1247080 24061 SH SOLE 0 0 24061 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 4444758 195460 SH SOLE 0 0 195460 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 21955217 899067 SH SOLE 0 0 899067 MICROSOFT CORP COM 594918104 BBG001S5TD05 2633443 7003 SH SOLE 0 0 7003 ORACLE CORP COM 68389X105 BBG001S5SJG6 428938 4068 SH SOLE 0 0 4068 REVVITY INC COM 714046109 BBG001SBKS35 1242745 11369 SH SOLE 0 0 11369 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 359779 1517 SH SOLE 0 0 1517