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Home > Institutional Investor > One Advisory Partners, Llc > 13F Holdings

Instuitional Investor - One Advisory Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 647,595 $30,333,357 9.3%
2.
Ishares Trust
 IEF 39,417 $26,260,667 8.05%
3.
Blackrock Etf Trust
 398,529 $23,425,523 7.18%
4.
Loar Holdings Inc.
 LOAR 293,319 $23,406,856 7.17%
5.
Ishares Trust
 IEF 162,591 $19,629,645 6.02%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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