Instuitional Investor - Oneascent Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Oneascent Wealth Management Llc |
Portfolio Value | $271,495 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Unified Ser Tr | 2,293,771 | $52,264 | 19.25% | |
2. | Unified Ser Tr | 1,137,753 | $43,451 | 16% | |
3. | Unified Ser Tr | 980,301 | $31,811 | 11.72% | |
4. | Vanguard Scottsdale Funds | 185,327 | $11,084 | 4.08% | |
5. | Unified Ser Tr | 342,266 | $11,076 | 4.08% |