OneAscent Financial Services LLC
13F Portfolio Filings
- Most recent 13FQ
- Location,
- CIK0001780985
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
0 | $0 | 13F-HR | May 5, 2025 | 000178098525000003 | |||
468 | $1.18M | OACP, KRE, VOO, OAIM | 13F-HR | Feb 12, 2025 | 000178098525000001 | ||
183 | $139.00K | NVDA, AAPL, MSFT, BRK.B | 13F-HR | Nov 7, 2024 | 000178098524000005 | ||
250 | $719.00K | OACP, KRE, UNIFIED SER TR, OAIM | 13F-HR | Jul 17, 2024 | 000178098524000003 | ||
381 | $905.00K | KRE, OACP, UNIFIED SER TR, OAIM | 13F-HR | Apr 16, 2024 | 000178098524000001 | ||
365 | $806.00K | KRE, OACP, OAIM, UNIFIED SER TR | 13F-HR | Jan 11, 2024 | 000176679124000002 | ||
273 | $385.00K | OACP, OAIM, VANGUARD SCOTTSDALE FDS, UNIFIED SER TR | 13F-HR | Oct 13, 2023 | 000178098523000003 | ||
122 | $226.00K | OACP, OAIM, VANGUARD SCOTTSDALE FDS, UNIFIED SER TR | 13F-HR | Jul 10, 2023 | 000180118423000004 | ||
175 | $247.00K | OACP, OAIM, VGSH, UNIFIED SER TR | 13F-HR | Apr 17, 2023 | 000178098523000002 | ||
180 | $236.00K | OACP, UNIFIED SER TR, OAIM, VGSH | 13F-HR | Jan 12, 2023 | 000178098523000001 | ||
192 | $251.99M | OACP, UNIFIED SER TR, OAIM, VGSH | 13F-HR | Nov 2, 2022 | 000178098522000004 | ||
224 | $220.53M | OACP, UNIFIED SER TR, VGSH, TIMOTHY PLAN | 13F-HR | Aug 8, 2022 | 000178098522000003 | ||
145 | $139.91M | UNIFIED SER TR, VANGUARD SCOTTSDALE FDS, OACP, VANGUARD SCOTTSDALE FDS | 13F-HR | May 12, 2022 | 000178098522000001 | ||
137 | $52.40M | AAPL, GOOGL, MSFT, AMZN | 13F-HR | Feb 8, 2022 | 000172604122000002 | ||
91 | $74.98M | VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, BLES, BIBL | 13F-HR | Nov 12, 2021 | 000173347221000005 | ||
146 | $101.70M | VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, BLES, BIBL | 13F-HR | Apr 27, 2021 | 000178098521000004 | ||
128 | $93.73M | VANGUARD SCOTTSDALE FDS, IBD, VANGUARD SCOTTSDALE FDS, BLES | RESTATEMENT | Feb 8, 2021 | 000178098521000003 | ||
190 | $191.64M | VANGUARD SCOTTSDALE FDS, IBD, VANGUARD SCOTTSDALE FDS, AAPL | 13F-HR | Nov 2, 2020 | 000178098520000004 | ||
175 | $149.52M | VANGUARD SCOTTSDALE FDS, IBD, VANGUARD SCOTTSDALE FDS, SPY | 13F-HR | Jul 21, 2020 | 000178098520000003 | ||
154 | $132.80M | VANGUARD SCOTTSDALE FDS, IBD, VANGUARD SCOTTSDALE FDS, AAPL | 13F-HR | Apr 14, 2020 | 000178098520000002 | ||
179 | $180.87M | VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, IBD, AAPL | 13F-HR | Feb 11, 2020 | 000178098520000001 | ||
18 | $22.40M | AAPL, META, SPY, MINT | 13F-HR | Nov 15, 2019 | 000178098519000002 | ||
224 | $146.00M | VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, IBD, AAPL | 13F-HR | Aug 15, 2019 | 000178098519000001 |