Instuitional Investor - Oneascent Family Office, Llc
Fund Profile
Filing Period:
| Fund Name: | Oneascent Family Office, Llc |
| Portfolio Value | $198,120,873 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Unified Ser Tr | 252,565 | $12,080,175 | 6.1% | |
| 2. | Unified Ser Tr - ONEA CORE BD ETF | 435,281 | $9,887,408 | 4.99% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 12,431 | $8,537,474 | 4.31% | |
| 4. | XLE | 110,315 | $5,858,829 | 2.96% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 74,720 | $5,719,827 | 2.89% |