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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 $234,140,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 65,828 $36,988,981 15.8%
2.
Ishares Tr
 687,491 $31,679,570 13.53%
3.
Ishares Tr - MSCI USA QLT FCT
 101,206 $17,295,051 7.39%
4.
Ishares Trust
 IEF 175,142 $16,258,416 6.94%
5.
Blackrock Etf Trust
 306,739 $14,956,617 6.39%
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)