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One Wealth Advisors, LLC

13F
One Wealth Advisors, LLC
Last update 2025-05-07 281 Stocks (59 new)
Value $670.00 Mil Turnover 12 %
Countries:
One Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
789,599
51,924.1
-7.97%
7.750
-0.70%
0.080
+16.31%
+7.28%
72,650.5
 
AAPL
Apple Inc
177,153
39,350.9
-4.61%
5.870
-0.32%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
VTEB
Vanguard Tax-Exempt Bond ETF
549,496
27,266.0
+1.40%
4.070
+0.06%
0.080
+1.46%
-1.04%
35,522.6
 
QUAL
iShares MSCI USA Quality Factor ETF
146,729
25,074.5
+10.46%
3.740
+0.35%
0.050
+11.80%
+3.73%
53,275.9
 
IVW
iShares S&P 500 Growth ETF
237,552
22,052.0
-0.10%
3.290
0%
0.040
+22.25%
+9.68%
61,196.8
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
477,643
22,009.8
-3.18%
3.290
-0.11%
0.070
+1.80%
+3.29%
32,682.4
 
IVV
iShares Core S&P 500 ETF
35,763
20,095.0
-6.82%
3.000
-0.23%
0.000
+16.28%
+7.30%
623,345.3
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
409,279
19,956.4
-2.13%
2.980
-0.07%
0.130
+17.28%
+7.96%
19,260.2
 
SCHZ
Schwab US Aggregate Bond ETF
826,880
19,150.5
+3.30%
2.860
+0.09%
0.220
+1.56%
+3.29%
8,508.1
 
MUB
iShares National Muni Bond ETF
144,024
15,185.9
-17.37%
2.270
-0.48%
0.040
+1.42%
-0.99%
38,356.0
 

One Wealth Advisors, LLC's Historical Top Holdings Breakdowns

One Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-1.78%
96.1 ($101.94) 106.32
$110.53
8.43%
Reduce -53.46%
107,904
-123,961
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
2025-03-31
New Buy
New Buy
+1.06%
43.99 ($45.54) 46.79
$45.24
-0.66%
New holding
151,776
151,776
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.74%
85.29 ($89.02) 92.57
$85.62
-3.82%
Reduce -75.9%
18,075
-56,923
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
New Buy
New Buy
+0.71%
45.72 ($49.35) 51.73
$52.62
6.63%
New holding
103,956
103,956
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.70%
64.88 ($69.16) 72.1
$73.50
6.28%
Reduce -7.97%
789,599
-68,422
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.60%
185.78 ($193.5) 198.58
$197.76
2.20%
Add 39.87%
74,003
21,096
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.56%
50.83 ($53.83) 55.94
$60.17
11.78%
Add 107.34%
134,749
69,761
HIMU
iShares High Yield Muni Active ETF
2025-03-31
New Buy
New Buy
+0.52%
49.18 ($50.01) 50.72
$47.85
-4.32%
New holding
70,238
70,238
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.48%
104.71 ($106.35) 107.68
$103.83
-2.37%
Reduce -17.37%
144,024
-30,274
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Reduce
Reduce
-0.43%
54.25 ($56.1) 57.64
$63.20
12.66%
Reduce -26.4%
146,036
-52,373

One Wealth Advisors, LLC Total Holding History ($B)

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One Wealth Advisors, LLC's Asset Allocation

To

One Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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