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Home > Institutional Investor > One Advisory Partners, Llc > Profile

Instuitional Investor - One Advisory Partners, Llc

Fund Profile
Filing Period:
Fund Name: One Advisory Partners, Llc
Portfolio Value $225,301,389
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,028 $42,401,545 18.81%
2.
Ishares Tr
 702,824 $31,767,639 14.1%
3.
Ishares Trust
 IEF 168,873 $17,145,639 7.61%
4.
Ishares Tr - MSCI USA QLT FCT
 86,034 $15,320,893 6.8%
5.
Blackrock Etf Trust
 294,290 $15,082,356 6.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)