Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPLG) | 1,025,677 | -232,128 | $63,110 |
SPLG | 1,025,677 | -232,128 | $63,110 |
APPLE INC | 219,114 | +26,920 | $37,574 |
AAPL | 219,114 | +26,920 | $37,574 |
ISHARES TR (IUSB) | 479,155 | +193,585 | $21,845 |
IUSB | 479,155 | +193,585 | $21,845 |
ISHARES TR (QUAL) | 121,806 | +1,011 | $20,019 |
QUAL | 121,806 | +1,011 | $20,019 |
VANGUARD MUN BD FDS (VTEB) | 391,026 | -4,158 | $19,786 |
VTEB | 391,026 | -4,158 | $19,786 |
ISHARES TR (IVV) | 33,571 | -1,322 | $17,649 |
IVV | 33,571 | -1,322 | $17,649 |
ISHARES TR (ESGU) | 136,395 | -42,021 | $15,680 |
ESGU | 136,395 | -42,021 | $15,680 |
SCHWAB STRATEGIC TR | 334,803 | +32,244 | $15,401 |
SCHZ | 334,803 | +32,244 | $15,401 |
BLACKROCK ETF TRUST (DYNF) | 321,201 | +321,201 | $14,261 |
DYNF | 321,201 | +321,201 | $14,261 |
ISHARES TR (IVW) | 156,998 | +83,653 | $13,257 |
IVW | 156,998 | +83,653 | $13,257 |
ISHARES TR (IWF) | 36,480 | -3,314 | $12,296 |
IWF | 36,480 | -3,314 | $12,296 |
ISHARES TR (MUB) | 109,724 | +30,268 | $11,806 |
MUB | 109,724 | +30,268 | $11,806 |
ISHARES TR (IYW) | 85,784 | +4,296 | $11,586 |
IYW | 85,784 | +4,296 | $11,586 |
ISHARES TR (EFG) | 111,027 | -18,662 | $11,524 |
EFG | 111,027 | -18,662 | $11,524 |
BLACKROCK ETF TRUST (LCTU) | 199,159 | -1,291 | $11,434 |
LCTU | 199,159 | -1,291 | $11,434 |
ISHARES TR (EFV) | 188,052 | -58,658 | $10,230 |
EFV | 188,052 | -58,658 | $10,230 |
ISHARES TR (OEF) | 36,999 | -17,571 | $9,154 |
OEF | 36,999 | -17,571 | $9,154 |
ISHARES TR (MBB) | 97,607 | +7,439 | $9,021 |
MBB | 97,607 | +7,439 | $9,021 |
ISHARES TR (IVE) | 47,279 | +44,985 | $8,832 |
IVE | 47,279 | +44,985 | $8,832 |
ISHARES TR (IVLU) | 299,209 | -25,382 | $8,447 |
IVLU | 299,209 | -25,382 | $8,447 |
ISHARES TR (SUSL) | 89,106 | -8,468 | $8,363 |
SUSL | 89,106 | -8,468 | $8,363 |
ISHARES INC (EMXC) | 130,959 | +56,196 | $7,539 |
EMXC | 130,959 | +56,196 | $7,539 |
ISHARES TR (SUSC) | 326,221 | +42,607 | $7,500 |
SUSC | 326,221 | +42,607 | $7,500 |
ISHARES TR (TLT) | 71,606 | -6,476 | $6,775 |
TLT | 71,606 | -6,476 | $6,775 |
ISHARES TR (IEV) | 119,213 | -12,653 | $6,637 |
IEV | 119,213 | -12,653 | $6,637 |
ISHARES TR (DSI) | 59,994 | -885 | $6,048 |
DSI | 59,994 | -885 | $6,048 |
ISHARES TR (EUSB) | 133,831 | +5,732 | $5,732 |
EUSB | 133,831 | +5,732 | $5,732 |
ISHARES TR (EAGG) | 118,467 | +605 | $5,575 |
EAGG | 118,467 | +605 | $5,575 |
ISHARES TR (USXF) | 116,743 | +6,184 | $5,271 |
USXF | 116,743 | +6,184 | $5,271 |
MICROSOFT CORP | 12,424 | +1,071 | $5,227 |
MSFT | 12,424 | +1,071 | $5,227 |
ISHARES TR (DVY) | 34,071 | -2,275 | $4,197 |
DVY | 34,071 | -2,275 | $4,197 |
ISHARES TR (HEFA) | 116,993 | +116,993 | $4,081 |
HEFA | 116,993 | +116,993 | $4,081 |
META PLATFORMS INC | 8,208 | +934 | $3,986 |
META | 8,208 | +934 | $3,986 |
WD 40 CO | 15,096 | -900 | $3,824 |
WDFC | 15,096 | -900 | $3,824 |
BLACKROCK ETF TRUST II (BINC) | 71,250 | +71,250 | $3,738 |
BINC | 71,250 | +71,250 | $3,738 |
ISHARES TR (TLH) | 33,858 | +2,816 | $3,556 |
TLH | 33,858 | +2,816 | $3,556 |
ISHARES TR (USMV) | 42,423 | -24,425 | $3,546 |
USMV | 42,423 | -24,425 | $3,546 |
ISHARES TR (DMXF) | 50,830 | -105 | $3,463 |
DMXF | 50,830 | -105 | $3,463 |
ALPHABET INC | 19,243 | +4,511 | $2,904 |
GOOGL | 19,243 | +4,511 | $2,904 |
ISHARES TR (IJS) | 28,242 | +237 | $2,902 |
IJS | 28,242 | +237 | $2,902 |
ISHARES TR (LQD) | 26,553 | -793 | $2,892 |
LQD | 26,553 | -793 | $2,892 |
ISHARES TR (IXC) | 63,111 | +22,835 | $2,711 |
IXC | 63,111 | +22,835 | $2,711 |
TAIWAN SEMICONDUCTOR MFG LTD | 18,588 | +1,931 | $2,540 |
TSM | 18,588 | +1,931 | $2,540 |
AMAZON COM INC | 13,694 | +1,000 | $2,470 |
AMZN | 13,694 | +1,000 | $2,470 |
VANGUARD TAX MANAGED FDS (VEA) | 48,368 | +2,675 | $2,427 |
VEA | 48,368 | +2,675 | $2,427 |
ISHARES INC (IEMG) | 44,013 | -55,837 | $2,271 |
IEMG | 44,013 | -55,837 | $2,271 |
VISA INC | 7,434 | +1,773 | $2,075 |
V | 7,434 | +1,773 | $2,075 |
ALPHABET INC | 13,507 | +17 | $2,057 |
GOOG | 13,507 | +17 | $2,057 |
ISHARES TR (SUSA) | 17,668 | -67 | $1,929 |
SUSA | 17,668 | -67 | $1,929 |
ISHARES TR (IFRA) | 42,955 | +2,198 | $1,863 |
IFRA | 42,955 | +2,198 | $1,863 |
See Full List: All Stocks Held By One Wealth Advisors LLC
— Including:
Biggest new positions
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See Details: Top 10 Stocks Held By One Wealth Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $574,665 At 12/31/2023: $519,367 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 |