One Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OW One Wealth Advisors, LLC | Institutional Filer | ▼ 1.88% | $803.0M | 304 |
Current Portfolio Holdings
Showing all 304 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 683K | $52.3M | 6.51% |
| 2 | AAPL | Apple Inc. | Technology | 141K | $35.9M | 4.47% |
| 3 | IVE | ISHARES TR | — | 131K | $27.6M | 3.43% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 463K | $26.9M | 3.35% |
| 5 | MUB | ISHARES TR | — | 251K | $26.6M | 3.31% |
| 6 | IVW | ISHARES TR | — | 226K | $25.6M | 3.19% |
| 7 | VTEB | VANGUARD MUN BD FDS | — | 492K | $24.6M | 3.06% |
| 8 | IVV | ISHARES TR | — | 36K | $23.3M | 2.91% |
| 9 | SCHZ | SCHWAB STRATEGIC TR | — | 852K | $19.8M | 2.46% |
| 10 | QUAL | ISHARES TR | — | 94K | $18.0M | 2.24% |
| 11 | IUSB | ISHARES TR | — | 366K | $16.9M | 2.11% |
| 12 | XTEN | BONDBLOXX ETF TRUST | — | 363K | $16.6M | 2.07% |
| 13 | OEF | ISHARES TR | — | 49K | $15.6M | 1.94% |
| 14 | CORO | BLACKROCK ETF TRUST | — | 447K | $14.4M | 1.79% |
| 15 | ESGU | ISHARES TR | — | 101K | $14.3M | 1.79% |
Showing 1 to 15 of 304 holdings