Instuitional Investor - Oneascent Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Oneascent Wealth Management Llc |
| Portfolio Value | $242,507 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Unified Ser Tr | 2,300,602 | $51,726 | 21.32% | |
| 2. | Unified Ser Tr | 1,073,108 | $31,796 | 13.11% | |
| 3. | Unified Ser Tr | 839,965 | $26,982 | 11.12% | |
| 4. | Vanguard Scottsdale Funds | 258,273 | $14,980 | 6.17% | |
| 5. | Unified Ser Tr | 426,154 | $12,420 | 5.12% |
