Instuitional Investor - Oneascent Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Oneascent Wealth Management Llc |
| Portfolio Value | $230,694 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Unified Ser Tr | 2,221,821 | $50,611 | 21.94% | |
| 2. | Unified Ser Tr | 952,921 | $31,845 | 13.8% | |
| 3. | Unified Ser Tr | 979,614 | $27,992 | 12.13% | |
| 4. | Northern Lts Fd Tr Iv | 319,564 | $7,590 | 3.29% | |
| 5. | Victory Portfolios Ii | 220,662 | $7,564 | 3.28% |
