Instuitional Investor - Oneascent Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Oneascent Wealth Management Llc |
| Portfolio Value | $302,455,924 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Unified Ser Tr | 2,561,902 | $58,206,417 | 19.24% | |
| 2. | Unified Ser Tr | 954,737 | $41,108,092 | 13.59% | |
| 3. | Unified Ser Tr | 1,168,065 | $40,031,102 | 13.24% | |
| 4. | Unified Ser Tr | 448,430 | $18,078,781 | 5.98% | |
| 5. | Unified Ser Tr | 581,253 | $17,321,339 | 5.73% |