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One Wealth Map LLC13F | |
| One Wealth Map LLC | |
| Last update 2026-05-05 | 103 Stocks (10 new) |
| Value $213.00 Mil | Turnover 6 % |
One Wealth Map LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWB |
State Street SPDR Bloomberg Convertible Securities ETF
State Street SPDR Bloomberg Convertible Securities ETF
| 371,488 | 37,843.5 | -6.09% | 17.780 | -1.15% | 0.660 | +15.83% | +19.02% | 6,161.2 | ||
EDV |
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
| 181,690 | 11,548.2 | +17.47% | 5.430 | +0.81% | 0.280 | +3.35% | +2.86% | 4,333.1 | ||
TIP | iShares TIPS Bond ETF | 72,435 | 8,065.6 | +3.59% | 3.790 | +0.13% | 0.050 | +1.62% | +1.48% | 14,908.2 | ||
BLV | Vanguard Long-Term Bond ETF | 113,876 | 7,778.9 | +2.14% | 3.650 | +0.08% | 0.130 | +3.19% | +1.94% | 5,980.9 | ||
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 101,681 | 7,576.3 | -2.79% | 3.560 | -0.11% | 0.100 | +3.88% | +2.07% | 9,259.1 | ||
DES |
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
| 183,610 | 7,094.7 | -2.36% | 3.330 | -0.08% | 0.340 | +14.63% | +23.12% | 2,197.1 | ||
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 73,930 | 6,952.4 | -2.11% | 3.270 | -0.07% | 0.120 | +8.84% | +9.86% | 6,099.9 | ||
XLP |
State Street Consumer Staples Select Sector SPDR ETF
State Street Consumer Staples Select Sector SPDR ETF
| 82,057 | 6,906.7 | -2.52% | 3.250 | -0.09% | 0.050 | +5.12% | +10.42% | 14,478.8 | ||
XLI |
State Street Industrial Select Sector SPDR ETF
State Street Industrial Select Sector SPDR ETF
| 37,940 | 6,562.2 | -4.39% | 3.080 | -0.15% | 0.020 | +12.63% | +17.43% | 31,950.3 | ||
XLE |
State Street Energy Select Sector SPDR ETF
State Street Energy Select Sector SPDR ETF
| 109,115 | 6,421.4 | -7.10% | 3.020 | -0.21% | 0.020 | -11.85% | +22.08% | 36,565.3 |
One Wealth Map LLC's Historical Top Holdings Breakdowns
One Wealth Map LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLOT | iShares Floating Rate Bond ETF | 2026-03-31 | New Buy New Buy | +2.21% | 50.76 ($50.93) 51.04 | $51.05 | 0.24% | New holding | 92,513 | 92,513 | |
CWB |
State Street SPDR Bloomberg Convertible Securities ETF
State Street SPDR Bloomberg Convertible Securities ETF
| 2026-03-31 | Reduce Reduce | -1.15% | 89.04 ($93.36) 95.73 | $105.50 | 13.00% | Reduce -6.09% | 371,488 | -24,096 | |
EDV |
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
| 2026-03-31 | Add Add | +0.81% | 63.97 ($66.11) 69.14 | $66.08 | -0.05% | Add 17.47% | 181,690 | 27,017 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2026-03-31 | Reduce Reduce | -0.62% | 54.7 ($56.13) 57.84 | $55.72 | -0.73% | Reduce -41.9% | 30,819 | -22,222 | |
BKNG | Booking Holdings Inc | 2026-03-31 | Add Add | +0.35% | 154.83 ($184.02) 219.68 | $181.46 | -1.39% | Add 2184.08% | 114,775 | 4,390 | |
GOOGL | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.22% | 273.5 ($314.21) 343.69 | $337.39 | 7.38% | Reduce -19.51% | 5,197 | -1,260 | |
MAS | Masco Corp | 2026-03-31 | New Buy New Buy | +0.22% | 58.6 ($67.62) 77.82 | $79.97 | 18.26% | New holding | 6,512 | 6,512 | |
XLE |
State Street Energy Select Sector SPDR ETF
State Street Energy Select Sector SPDR ETF
| 2026-03-31 | Reduce Reduce | -0.21% | 45.13 ($53.64) 62.56 | $53.84 | 0.37% | Reduce -7.1% | 109,115 | -8,334 | |
CRM | Salesforce Inc | 2026-03-31 | New Buy New Buy | +0.20% | 178.16 ($207.19) 266.12 | $158.37 | -23.56% | New holding | 2,292 | 2,292 | |
DHC | Diversified Healthcare Trust | 2026-03-31 | Sold Out Sold Out | -0.20% | 4.98 ($6.34) 7.55 | $9.49 | 49.68% | Sold Out | 0 | -67,963 |
One Wealth Map LLC Total Holding History ($B)
One Wealth Map LLC's Asset Allocation
One Wealth Map LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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One Wealth Map LLC's Hypothetical Growth since 2026-03-31
One Wealth Map LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
One Wealth Map LLC's Holdings Heat Map
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One Wealth Map LLC's Holdings Bubble Chart
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