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Home > Institutional Investor > Oneascent Wealth Management Llc > 13F Holdings

Instuitional Investor - Oneascent Wealth Management Llc

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%
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)