One Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationsan francisco, CA
- Num holdings
250
- Value ($000)
$673,998
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001725297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $59.15M | 9 % | 858,021 | ||
AAPL APPLE INC | COM | 037833100 | $46.51M | 7 % | 185,721 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $27.17M | 4 % | 541,897 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $24.14M | 4 % | 237,794 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $23.65M | 4 % | 132,830 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.59M | 3 % | 38,379 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $22.45M | 3 % | 231,865 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $22.30M | 3 % | 493,312 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $21.43M | 3 % | 418,187 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $18.57M | 3 % | 174,298 |
Rows Per Page
10
- 10
- 50
- 100