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Home > Institutional Investor > Oneascent Financial Services Llc > 13F Holdings

Instuitional Investor - Oneascent Financial Services Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,411,704 $78,914 9.79%
2.
Unified Ser Tr
 2,988,319 $68,841 8.54%
3.
Unified Ser Tr
 1,204,438 $37,327 4.63%
4.
Unified Ser Tr
 1,353,750 $33,891 4.2%
5.
Spdr Series Trust
 660,047 $32,157 3.99%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)