One Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
281
- Value ($000)
$669,919
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001725297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $51.92M | 8 % | 789,599 | ||
AAPL APPLE INC | COM | 037833100 | $39.35M | 6 % | 177,153 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $27.27M | 4 % | 549,496 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $25.07M | 4 % | 146,729 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $22.05M | 3 % | 237,552 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $22.01M | 3 % | 477,643 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.09M | 3 % | 35,763 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $19.96M | 3 % | 409,279 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $19.15M | 3 % | 826,880 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $15.19M | 2 % | 144,024 |
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