Instuitional Investor - One Wealth Management Investment & Advisory Services, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 119,586 $44,969,169 20.03%
2. IEF 62,296 $29,754,599 13.25%
3. AAPL 51,702 $9,954,221 4.43%
4. AMZN 57,544 $8,743,235 3.89%
5.
Ishares Tr
65,770 $7,130,126 3.17%