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Home > Institutional Investor > One Wealth Advisors, Llc > Profile

Instuitional Investor - One Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: One Wealth Advisors, Llc
Portfolio Value $673,997,527
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 858,021 $59,151,962 8.77%
2.
Apple Inc.
 AAPL 185,721 $46,508,352 6.9%
3.
Vanguard Mun Bd Fds
 541,897 $27,165,297 4.03%
4.
Ishares Trust
 IEF 237,794 $24,143,273 3.58%
5.
Ishares Tr
 132,830 $23,654,293 3.5%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)