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Home > Institutional Investor > Oneascent Family Office, Llc > Profile

Instuitional Investor - Oneascent Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Oneascent Family Office, Llc
Portfolio Value $107,488
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Unified Ser Tr
 357,868 $8,155 7.59%
2.
Unified Ser Tr
 209,840 $7,013 6.52%
3.
Microsoft Corp
 MSFT 12,736 $4,812 4.48%
4.
Schwab Strategic Trust
 FNDF 181,076 $4,407 4.1%
5.
Sector Spdr Trust
 XLB 42,940 $4,013 3.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)