HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
996,342 | +52,497 | $51,919 |
| SPLG | 996,342 | +52,497 | $51,919 |
| APPLE INC |
173,605 | -5,767 | $33,674 |
| AAPL | 173,605 | -5,767 | $33,674 |
| ISHARES TR (ESGU) |
228,475 | -3,251 | $22,267 |
| ESGU | 228,475 | -3,251 | $22,267 |
| ISHARES TR (QUAL) |
137,264 | +11,199 | $18,513 |
| QUAL | 137,264 | +11,199 | $18,513 |
| ISHARES TR (EFG) |
185,019 | +22,005 | $17,653 |
| EFG | 185,019 | +22,005 | $17,653 |
| SPDR SER TR (TFI) |
374,440 | +101,371 | $17,284 |
| TFI | 374,440 | +101,371 | $17,284 |
| SCHWAB STRATEGIC TR |
363,900 | +18,486 | $16,798 |
| SCHZ | 363,900 | +18,486 | $16,798 |
| ISHARES TR (IVV) |
34,169 | +3,580 | $15,229 |
| IVV | 34,169 | +3,580 | $15,229 |
| ISHARES TR (IUSB) |
296,901 | +38,269 | $13,500 |
| IUSB | 296,901 | +38,269 | $13,500 |
| ISHARES TR (IWF) |
40,380 | +83 | $11,112 |
| IWF | 40,380 | +83 | $11,112 |
| ISHARES TR (MBB) |
112,164 | +5,280 | $10,461 |
| MBB | 112,164 | +5,280 | $10,461 |
| ISHARES TR (MUB) |
95,425 | -7,972 | $10,185 |
| MUB | 95,425 | -7,972 | $10,185 |
| ISHARES TR (IYW) |
92,417 | +5,652 | $10,061 |
| IYW | 92,417 | +5,652 | $10,061 |
| ISHARES TR (GOVT) |
403,707 | +8,642 | $9,245 |
| GOVT | 403,707 | +8,642 | $9,245 |
| ISHARES TR (IVLU) |
355,510 | +22,733 | $9,048 |
| IVLU | 355,510 | +22,733 | $9,048 |
| ISHARES TR (EFV) |
177,825 | +10,955 | $8,703 |
| EFV | 177,825 | +10,955 | $8,703 |
| ISHARES INC (IEMG) |
165,221 | +14,859 | $8,144 |
| IEMG | 165,221 | +14,859 | $8,144 |
| ISHARES TR (EUSB) |
181,931 | -3,839 | $7,747 |
| EUSB | 181,931 | -3,839 | $7,747 |
| ISHARES TR (USMV) |
101,758 | +10,025 | $7,564 |
| USMV | 101,758 | +10,025 | $7,564 |
| ISHARES TR (SUSL) |
97,523 | -9,919 | $7,550 |
| SUSL | 97,523 | -9,919 | $7,550 |
| ISHARES TR (IEV) |
133,791 | -1,023 | $6,762 |
| IEV | 133,791 | -1,023 | $6,762 |
| BLACKROCK ETF TRUST (LCTU) |
117,621 | -72 | $5,745 |
| LCTU | 117,621 | -72 | $5,745 |
| ISHARES TR (TLH) |
46,035 | +689 | $5,099 |
| TLH | 46,035 | +689 | $5,099 |
| ISHARES TR (DSI) |
57,235 | +1,137 | $4,817 |
| DSI | 57,235 | +1,137 | $4,817 |
| ISHARES TR (EAGG) |
95,845 | -20,864 | $4,521 |
| EAGG | 95,845 | -20,864 | $4,521 |
| ISHARES TR (USXF) |
120,406 | +2,408 | $4,329 |
| USXF | 120,406 | +2,408 | $4,329 |
| ISHARES TR (OEF) |
19,956 | +2,588 | $4,132 |
| OEF | 19,956 | +2,588 | $4,132 |
| ISHARES TR (DVY) |
36,447 | UNCH | $4,129 |
| DVY | 36,447 | UNCH | $4,129 |
| ISHARES TR (SUSC) |
181,070 | +15,596 | $4,118 |
| SUSC | 181,070 | +15,596 | $4,118 |
| MICROSOFT CORP |
11,320 | -16 | $3,855 |
| MSFT | 11,320 | -16 | $3,855 |
| ISHARES TR (DMXF) |
60,049 | +328 | $3,658 |
| DMXF | 60,049 | +328 | $3,658 |
| ISHARES TR (SUB) |
32,096 | -3,160 | $3,339 |
| SUB | 32,096 | -3,160 | $3,339 |
| ISHARES TR (ESGD) |
42,242 | +258 | $3,081 |
| ESGD | 42,242 | +258 | $3,081 |
| ISHARES TR (IJS) |
29,278 | -181 | $2,784 |
| IJS | 29,278 | -181 | $2,784 |
| ISHARES INC (ESGE) |
87,607 | -9,603 | $2,771 |
| ESGE | 87,607 | -9,603 | $2,771 |
| SPDR SER TR (SHM) |
56,210 | +21,598 | $2,645 |
| SHM | 56,210 | +21,598 | $2,645 |
| ISHARES TR (ESML) |
69,164 | -805 | $2,457 |
| ESML | 69,164 | -805 | $2,457 |
| ISHARES TR (LQD) |
21,603 | -4,064 | $2,336 |
| LQD | 21,603 | -4,064 | $2,336 |
| META PLATFORMS INC |
7,832 | -550 | $2,248 |
| META | 7,832 | -550 | $2,248 |
| ISHARES TR (LDEM) |
49,767 | +4,226 | $2,228 |
| LDEM | 49,767 | +4,226 | $2,228 |
| TESLA INC |
8,175 | UNCH | $2,140 |
| TSLA | 8,175 | UNCH | $2,140 |
| VANGUARD TAX MANAGED FDS (VEA) |
45,649 | -65 | $2,108 |
| VEA | 45,649 | -65 | $2,108 |
| ALPHABET INC |
14,947 | +14 | $1,789 |
| GOOGL | 14,947 | +14 | $1,789 |
| TAIWAN SEMICONDUCTOR MFG LTD |
16,711 | +75 | $1,686 |
| TSM | 16,711 | +75 | $1,686 |
| AMAZON COM INC |
12,673 | +16 | $1,652 |
| AMZN | 12,673 | +16 | $1,652 |
| ALPHABET INC |
13,585 | +23 | $1,643 |
| GOOG | 13,585 | +23 | $1,643 |
| ISHARES TR (SUSA) |
17,483 | -106 | $1,637 |
| SUSA | 17,483 | -106 | $1,637 |
| ORACLE CORP |
13,335 | +10,954 | $1,588 |
| ORCL | 13,335 | +10,954 | $1,588 |
| ISHARES TR (IJH) |
5,989 | +42 | $1,566 |
| IJH | 5,989 | +42 | $1,566 |
| ISHARES TR (TLT) |
14,888 | +117 | $1,533 |
| TLT | 14,888 | +117 | $1,533 |
See Full List: All Stocks Held By One Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By One Wealth Advisors LLC
|
Size ($ in 1000's)
At 06/30/2023: $474,672 At 03/31/2023: $432,899 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 |
