Instuitional Investor - One Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | One Wealth Advisors, Llc |
| Portfolio Value | $519,368,831 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,257,805 | $70,311,283 | 13.53% | |
| 2. | AAPL | 192,194 | $37,003,103 | 7.12% | |
| 3. | Vanguard Mun Bd Fds | 395,184 | $20,174,143 | 3.88% | |
| 4. | Ishares Tr | 178,416 | $18,719,436 | 3.6% | |
| 5. | Ishares Tr | 120,795 | $17,785,489 | 3.42% |
