WealthOne, LLC
Q3 2023 13F Holdings
- Locationalbany, NY
- Num holdings
85
- Value ($000)
$247,634
- Date Filed10/12/2023
- Form type13F-HR
- CIK0001763608
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $45.09M | 18 % | 326,927 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $40.37M | 16 % | 148,241 | ||
AAPL APPLE INC | COM | 037833100 | $17.38M | 7 % | 101,538 | ||
SMMD ISHARES TR | RUSEL 2500 ETF | 46435G268 | $13.63M | 6 % | 249,984 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $10.43M | 4 % | 63,653 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $9.06M | 4 % | 191,888 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $8.68M | 4 % | 87,772 | ||
XLY SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | $8.36M | 3 % | 51,941 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.24M | 3 % | 39,582 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.75M | 3 % | 156,560 |
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