ONE Advisory Partners, LLC

Q1 2025 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    48

  • Value ($000)

    $234,141

  • Date Filed
    04/14/2025
  • Form type
    13F-HR
  • CIK
    0001819695
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$36.99M
16 %

65,828

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
$31.68M
14 %

687,491

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$17.30M
7 %

101,206

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$16.26M
7 %

175,142

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$14.96M
6 %

306,739

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$11.05M
5 %

57,962

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$9.72M
4 %

164,973

EFG
EFG

ISHARES TR

EAFE GRWTH ETF
$8.05M
3 %

80,495

OEF
OEF

ISHARES TR

S&P 100 ETF
$7.46M
3 %

27,548

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$7.31M
3 %

147,369

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 48