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Home > Institutional Investor > Oneascent Family Office, Llc > Profile

Instuitional Investor - Oneascent Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Oneascent Family Office, Llc
Portfolio Value $55,069
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Unified Ser Tr
 319,167 $7,176 13.03%
2.
Unified Ser Tr
 177,923 $5,715 10.37%
3.
Schwab Strategic Trust
 FNDF 179,776 $4,325 7.85%
4.
Sector Spdr Trust
 XLB 45,372 $3,887 7.05%
5.
Unified Ser Tr
 76,022 $2,253 4.09%
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)