Instuitional Investor - Oneascent Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Oneascent Wealth Management Llc |
| Portfolio Value | $300,437,502 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Unified Ser Tr | 2,426,862 | $55,902,764 | 18.61% | |
| 2. | Unified Ser Tr | 1,161,419 | $41,172,294 | 13.7% | |
| 3. | Unified Ser Tr | 920,648 | $38,105,641 | 12.68% | |
| 4. | Unified Ser Tr | 435,877 | $15,966,192 | 5.31% | |
| 5. | Unified Ser Tr | 530,851 | $15,633,562 | 5.2% |