Instuitional Investor - Oneascent Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Oneascent Wealth Management Llc |
| Portfolio Value | $250,609 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Unified Ser Tr | 2,213,218 | $50,986 | 20.34% | |
| 2. | Unified Ser Tr | 894,881 | $27,736 | 11.06% | |
| 3. | Unified Ser Tr | 981,212 | $24,566 | 9.8% | |
| 4. | Unified Ser Tr | 666,601 | $19,837 | 7.91% | |
| 5. | Vanguard Scottsdale Funds | 243,039 | $14,417 | 5.75% |
