One Wealth Advisors, LLC
305 holdingsFiling period: 2026-03-31Current AUM: $885.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 683.4K | $52.3M | $60.1M | 6.78% | +102.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 141.5K | $35.9M | $43.7M | 4.94% | -7,899 | 2026-03-31 |
| 3 | IVE | ISHARES TR | 130.6K | $27.6M | $30.3M | 3.42% | -2,875 | 2026-03-31 |
| 4 | DYNF | BLACKROCK ETF TRUST | 462.7K | $26.9M | $31.2M | 3.52% | -67,871 | 2026-03-31 |
| 5 | MUB | ISHARES TR | 250.6K | $26.6M | $26.5M | 2.99% | +9.7K | 2026-03-31 |
| 6 | IVW | ISHARES TR | 226.4K | $25.6M | $30.6M | 3.46% | +9.7K | 2026-03-31 |
| 7 | VTEB | VANGUARD MUN BD FDS | 492.3K | $24.6M | $24.4M | 2.76% | +13.3K | 2026-03-31 |
| 8 | IVV | ISHARES TR | 35.7K | $23.3M | $26.8M | 3.03% | -563 | 2026-03-31 |
| 9 | SCHZ | SCHWAB STRATEGIC TR | 851.9K | $19.8M | $19.4M | 2.19% | +54.7K | 2026-03-31 |
| 10 | QUAL | ISHARES TR | 93.9K | $18.0M | $20.6M | 2.33% | -982 | 2026-03-31 |
| 11 | IUSB | ISHARES TR | 366.0K | $16.9M | $16.6M | 1.88% | +22.7K | 2026-03-31 |
| 12 | XTEN | BONDBLOXX ETF TRUST | 362.8K | $16.6M | $16.1M | 1.81% | +23.0K | 2026-03-31 |
| 13 | OEF | ISHARES TR | 49.0K | $15.6M | $18.1M | 2.04% | -2,444 | 2026-03-31 |
| 14 | CORO | BLACKROCK ETF TRUST | 446.6K | $14.4M | $15.9M | 1.80% | -- | 2026-03-31 |
| 15 | ESGU | ISHARES TR | 101.4K | $14.3M | $16.6M | 1.87% | -4,575 | 2026-03-31 |
| 16 | EFV | ISHARES TR | 192.0K | $14.3M | $15.5M | 1.75% | -95,558 | 2026-03-31 |
| 17 | IWF | ISHARES TR | 30.0K | $12.8M | $14.2M | 1.60% | -3,561 | 2026-03-31 |
| 18 | GOVT | ISHARES TR | 545.7K | $12.5M | $12.2M | 1.38% | +456.8K | 2026-03-31 |
| 19 | ACWX | ISHARES TR | 182.3K | $12.5M | $13.7M | 1.55% | -- | 2026-03-31 |
| 20 | THRO | BLACKROCK ETF TRUST | 337.8K | $12.2M | $14.4M | 1.63% | +20.4K | 2026-03-31 |
| 21 | LMUB | ISHARES TR | 243.9K | $12.2M | $12.1M | 1.37% | -- | 2026-03-31 |
| 22 | MBB | ISHARES TR | 126.2K | $12.0M | $11.7M | 1.32% | +3.4K | 2026-03-31 |
| 23 | IVLU | ISHARES TR | 291.4K | $11.6M | $12.7M | 1.43% | -6,896 | 2026-03-31 |
| 24 | BAI | BLACKROCK ETF TRUST | 332.2K | $10.9M | $13.7M | 1.55% | +20.9K | 2026-03-31 |
| 25 | AVEM | AMERICAN CENTY ETF TR | 124.4K | $10.0M | $11.1M | 1.26% | +20.9K | 2026-03-31 |
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