HoldingsChannel.com
One Wealth Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
iShares Russell 1000 Growth (IWF) 139,744 +16,414 $26,824
     IWF139,744+16,414$26,824
Vanguard FTSE Developed Markets ETF (VEA) 447,571 +62,161 $17,361
     VEA447,571+62,161$17,361
iShares Select Dividend (DVY) 180,892 +27,617 $14,602
     DVY180,892+27,617$14,602
Apple Inc 35,289 -3,372 $12,874
     AAPL35,289-3,372$12,874
iShares Core S&P Mid Cap (IJH) 48,292 +7,381 $8,587
     IJH48,292+7,381$8,587
iShares S&P Small Cap 600 Value ETF (IJS) 69,627 +13,541 $8,381
     IJS69,627+13,541$8,381
Vanguard FTSE Emerging Markets ETF (VWO) 200,076 +31,401 $7,925
     VWO200,076+31,401$7,925
McGrath RentCorp 31,893 UNCH $1,723
     MGRC31,893UNCH$1,723
Vanguard Total Stock Market ETF (VTI) 7,542 +1,360 $1,181
     VTI7,542+1,360$1,181
Amgen Inc 3,206 -502 $756
     AMGN3,206-502$756
iShares MSCI EAFE (EFA) 11,955 -939 $728
     EFA11,955-939$728
Ameriprise Financial Inc 4,554 -519 $683
     AMP4,554-519$683
Vanguard Growth ETF (VUG) 3,328 -4,500 $673
     VUG3,328-4,500$673
Visa Inc Class A 3,261 -223 $630
     V3,261-223$630
Microsoft Corp 3,050 +1,611 $621
     MSFT3,050+1,611$621
iShares Core MSCI Emerging Markets ETF (IEMG) 12,713 -12,558 $605
     IEMG12,713-12,558$605
Cisco Systems Inc 12,895 -114 $601
     CSCO12,895-114$601
iShares ESG MSCI USA ETF (ESGU) 8,512 +4,341 $596
     ESGU8,512+4,341$596
Booking Hldgs Inc 367 -6 $584
     BKNG367-6$584
eBay Inc 11,109 +526 $583
     EBAY11,109+526$583
Citrix Systems Inc 3,658 +1,158 $541
     CTXS3,658+1,158$541
Best Buy Co Inc 5,866 +307 $512
     BBY5,866+307$512
iShares Core MSCI EAFE (IEFA) 8,904 -15,865 $509
     IEFA8,904-15,865$509
The Western Union Co 23,302 -1,035 $504
     WU23,302-1,035$504
Citigroup Inc 9,843 -657 $503
     C9,843-657$503
Oracle Corp 8,931 -577 $494
     ORCL8,931-577$494
Vanguard Value ETF (VTV) 4,921 -6,833 $490
     VTV4,921-6,833$490
SAP SE ADR 3,437 -27 $481
     SAP3,437-27$481
Seagate Technology PLC 9,796 -2,230 $474
     STX9,796-2,230$474
Facebook Inc A 2,034 -31 $462
     FB2,034-31$462
Cardinal Health Inc 8,612 -960 $449
     CAH8,612-960$449
Taiwan Semiconductor Manufacturing Co Ltd 7,902 -589 $449
     TSM7,902-589$449
Starbucks Corp 5,759 -328 $424
     SBUX5,759-328$424
QUALCOMM Inc 4,395 -504 $401
     QCOM4,395-504$401
Eli Lilly and Co 2,433 -232 $399
     LLY2,433-232$399
Healthpeak Properties Ord 14,296 UNCH $394
     PEAK14,296UNCH$394
Alphabet Inc A 270 +20 $383
     GOOGL270+20$383
The Kroger Co 11,263 +52 $381
     KR11,263+52$381
MetLife Inc 10,240 -1,330 $374
     MET10,240-1,330$374
Tractor Supply Co 2,786 +23 $367
     TSCO2,786+23$367
Leidos Holdings Inc 3,746 -393 $351
     LDOS3,746-393$351
AmerisourceBergen Corp 3,467 +190 $349
     ABC3,467+190$349
VanEck Vectors AMT Free Interm Muni ETF (ITM) 6,802 UNCH $346
     ITM6,802UNCH$346
Edwards Lifesciences Corp 4,935 +3,370 $341
     EW4,935+3,370$341
Tesla Motors Inc 316 +316 $341
     TSLA316+316$341
Discovery Inc 15,858 +15,858 $335
     DISCA15,858+15,858$335
PayPal Holdings Inc 1,912 +1,912 $333
     PYPL1,912+1,912$333
Electronic Arts Inc 2,458 +2,458 $325
     EA2,458+2,458$325
Bristol Myers Squibb Company 5,272 +636 $310
     BMY5,272+636$310
iShares California Muni Bond ETF (CMF) 4,977 +265 $309
     CMF4,977+265$309

See Full List: All Stocks Held By One Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By One Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2020: $125,899
At 03/31/2020: $100,914

One Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from One Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

One Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.