HoldingsChannel.com
One Wealth Advisors LLC Top Holdings
As of  03/31/2022, below is a summary of the One Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by One Wealth Advisors LLC. In the One Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by One Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the One Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
iShares ESG Aware MSCI USA ETF (ESGU) 397,317 +78,622 $40,268
     ESGU397,317+78,622$40,268
SPDR Portfolio S&P 500 ETF (SPLG) 664,463 +232,556 $35,303
     SPLG664,463+232,556$35,303
Apple Inc 171,854 +17,718 $30,007
     AAPL171,854+17,718$30,007
iShares Russell 1000 Growth (IWF) 82,700 -9,828 $22,960
     IWF82,700-9,828$22,960
ISHARES ESG ADVNC TTL USD BND ETF (EUSB) 297,258 +117,373 $13,814
     EUSB297,258+117,373$13,814
iShares National Muni Bond ETF (MUB) 105,841 +55,190 $11,604
     MUB105,841+55,190$11,604
Vanguard FTSE Developed Markets ETF (VEA) 231,516 -78,955 $11,120
     VEA231,516-78,955$11,120
iShares US Treasury Bond (GOVT) 443,879 +47,216 $11,057
     GOVT443,879+47,216$11,057
iShares MSCI EAFE Value (EFV) 219,165 -15,468 $11,015
     EFV219,165-15,468$11,015
Schwab US Aggregate Bond ETF (SCHZ) 209,334 +209,334 $10,586
     SCHZ209,334+209,334$10,586
iShares MSCI EAFE Growth ETF (EFG) 97,439 -45,446 $9,380
     EFG97,439-45,446$9,380
iShares Edge MSCI Min Vol USA (USMV) 107,370 -19,022 $8,329
     USMV107,370-19,022$8,329
iShares MSCI USA Value Factor ETF (VLUE) 75,697 -47,527 $7,916
     VLUE75,697-47,527$7,916
iShares SP Small Cap 600 Value ETF (IJS) 76,384 -11,866 $7,821
     IJS76,384-11,866$7,821
iShares Core Total USD Bond Market ETF (IUSB) 151,615 +16,547 $7,525
     IUSB151,615+16,547$7,525
iShares Select Dividend (DVY) 56,697 -645 $7,265
     DVY56,697-645$7,265
iShares Core S&P Mid Cap (IJH) 22,997 -3,355 $6,171
     IJH22,997-3,355$6,171
SPDR Nuveen Blmbg Barclays Muni Bd ETF (TFI) 123,980 +33,331 $5,936
     TFI123,980+33,331$5,936
ISHARES ESG ADVANCED MSCI USA ETF (USXF) 165,848 +27,768 $5,919
     USXF165,848+27,768$5,919
WisdomTree EmMkts ex Stt Ownd EntrprsETF 141,232 +45,594 $4,613
     XSOE141,232+45,594$4,613
iShares Core SP 500 (IVV) 10,159 +3,069 $4,609
     IVV10,159+3,069$4,609
Schwab US TIPS ETF (SCHP) 66,698 -32,623 $4,049
     SCHP66,698-32,623$4,049
Vanguard FTSE Emerging Markets ETF (VWO) 86,616 -34,627 $3,996
     VWO86,616-34,627$3,996
Select Sector Spdr Trust Shs Ben Int Energy (XLE) 51,095 -3,054 $3,906
     XLE51,095-3,054$3,906
iShares ESG MSCI USA Leaders ETF (SUSL) 47,533 +44,920 $3,764
     SUSL47,533+44,920$3,764
Ishares U S Technology Etf (IYW) 35,266 -320 $3,634
     IYW35,266-320$3,634
Schwab US Small Cap ETF (SCHA) 76,065 +30,352 $3,602
     SCHA76,065+30,352$3,602
iShares Fallen Angels USD Bond ETF (FALN) 117,635 -58,106 $3,266
     FALN117,635-58,106$3,266
iShares Edge MSCI Intl Value Factor ETF (IVLU) 125,406 +47,491 $3,192
     IVLU125,406+47,491$3,192
iShares ESG Advanced MSCI EAFE ETF (DMXF) 50,750 +21,159 $3,096
     DMXF50,750+21,159$3,096
iShares 10 20 Year Treasury Bond ETF (TLH) 22,005 +7,661 $2,962
     TLH22,005+7,661$2,962
Microsoft Corp 9,248 +1,520 $2,851
     MSFT9,248+1,520$2,851
iShares GSCI Cmd Dyn Roll Stgy ETF (COMT) 69,748 +25,035 $2,793
     COMT69,748+25,035$2,793
iShares Short Term National Muni Bond (SUB) 25,955 +4,184 $2,715
     SUB25,955+4,184$2,715
McGrath RentCorp 29,317 +6,330 $2,491
     MGRC29,317+6,330$2,491
iShares ESG Aware MSCI USA Small Cap ETF (ESML) 62,908 +6,278 $2,393
     ESML62,908+6,278$2,393
iShares SP 100 (OEF) 10,578 +10,578 $2,206
     OEF10,578+10,578$2,206
Tesla Motors Inc 1,966 +270 $2,119
     TSLA1,966+270$2,119
Meta Platforms Inc Class A 8,805 +2,064 $1,958
     FB8,805+2,064$1,958
Atlassian Corporation PLC 6,466 +6,466 $1,900
     TEAM6,466+6,466$1,900
iShares MBS (MBB) 17,107 -2,429 $1,743
     MBB17,107-2,429$1,743
iShares ESG U.S. Aggregate Bond ETF (EAGG) 33,455 +4,061 $1,728
     EAGG33,455+4,061$1,728
iShares ESG Aware MSCI EM ETF (ESGE) 42,077 +11,641 $1,545
     ESGE42,077+11,641$1,545
Alphabet Inc A 551 +14 $1,533
     GOOGL551+14$1,533
iShares ESG Aware MSCI EAFE ETF (ESGD) 20,317 -13,835 $1,498
     ESGD20,317-13,835$1,498
Taiwan Semiconductor Manufacturing Co Ltd 13,763 +2,273 $1,435
     TSM13,763+2,273$1,435
iShares Core MSCI EAFE (IEFA) 19,886 +4,567 $1,382
     IEFA19,886+4,567$1,382
iShares ESG USD Corporate Bond ETF (SUSC) 51,851 +51,851 $1,303
     SUSC51,851+51,851$1,303
Visa Inc Class A 5,793 +594 $1,285
     V5,793+594$1,285
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 10,528 +10,528 $1,273
     LQD10,528+10,528$1,273

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 03/31/2022: $408,448
At 12/31/2021: $394,295

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

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