One Wealth Advisors, LLC - Q3 2018 holdings

$131 Million is the total value of One Wealth Advisors, LLC's 577 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 22.5% .

 Value Shares↓ Weighting
AAPL SellApple Inc$1,789,000
-2.8%
7,925
-20.3%
1.37%
-6.8%
BBY SellBest Buy Co Inc$1,300,000
-0.9%
16,289
-7.4%
1.00%
-5.1%
VLO SellValero Energy Corp$1,281,000
-12.8%
11,265
-15.0%
0.98%
-16.5%
TGT SellTarget Corp$980,000
+13.6%
11,114
-2.0%
0.75%
+8.9%
RF SellRegions Financial Corp$895,000
+2.9%
48,387
-1.1%
0.68%
-1.4%
LYB SellLyondellBasell Industries NV$816,000
-9.0%
7,963
-2.5%
0.62%
-12.8%
TSS SellTotal System Services Inc$789,000
+11.4%
7,979
-4.7%
0.60%
+6.9%
CDNS SellCadence Design Systems Inc$747,000
-8.7%
16,481
-12.7%
0.57%
-12.4%
MED SellMedifast Inc$748,000
-4.5%
3,369
-31.1%
0.57%
-8.5%
JPM SellJPMorgan Chase & Co$736,000
+5.6%
6,519
-2.6%
0.56%
+1.1%
FITB SellFifth Third Bancorp$722,000
-2.2%
25,699
-0.1%
0.55%
-6.1%
ARCB SellArcBest Corp$711,000
+2.2%
14,645
-3.9%
0.54%
-2.2%
MPC SellMarathon Petroleum Corp$679,000
+10.0%
8,489
-3.5%
0.52%
+5.5%
YUM SellYum Brands Inc$674,000
+13.3%
7,415
-2.6%
0.52%
+8.6%
DIS SellWalt Disney Co$568,000
+10.7%
4,856
-0.8%
0.44%
+6.1%
BA SellBoeing Co$562,000
-24.0%
1,512
-31.4%
0.43%
-27.1%
CVS SellCVS Health Corp$501,000
-6.2%
6,363
-23.3%
0.38%
-10.1%
HI SellHillenbrand Inc$492,000
+8.4%
9,408
-2.3%
0.38%
+3.9%
ARCH SellArch Coal Inc$493,000
+6.2%
5,519
-6.6%
0.38%
+1.6%
TSM SellTaiwan Semiconductor Manufacturing Co Ltd$490,000
+20.7%
11,090
-0.1%
0.38%
+15.7%
GWW SellW.W. Grainger Inc$441,000
+11.1%
1,233
-4.1%
0.34%
+6.3%
EME SellEMCOR Group Inc$429,000
-2.7%
5,706
-1.5%
0.33%
-6.8%
MAR SellMarriott International Inc$413,000
+3.8%
3,127
-0.4%
0.32%
-0.6%
GILD SellGilead Sciences Inc$404,000
-37.4%
5,233
-42.5%
0.31%
-40.0%
RDSB SellRoyal Dutch Shell PLC$401,000
-2.4%
5,650
-0.1%
0.31%
-6.4%
CAG SellConagra Brands Inc$399,000
-5.9%
11,735
-1.1%
0.30%
-10.0%
MET SellMetLife Inc$396,000
+4.5%
8,476
-2.6%
0.30%0.0%
SAP SellSAP SE ADR$381,000
+5.0%
3,100
-1.2%
0.29%
+0.7%
PHM SellPulteGroup Inc$377,000
-15.1%
15,169
-1.7%
0.29%
-18.6%
VOYA SellVoya Financial Inc$374,000
+3.9%
7,526
-1.7%
0.29%
-0.3%
AFL SellAflac Inc$370,000
+6.6%
7,860
-2.6%
0.28%
+2.2%
SLB SellSchlumberger Ltd$368,000
-9.4%
5,997
-0.9%
0.28%
-13.0%
ASGN SellASGN Inc$339,000
-0.9%
4,298
-1.7%
0.26%
-5.1%
JNPR SellJuniper Networks Inc$334,000
+8.1%
11,161
-0.8%
0.26%
+3.6%
MANH SellManhattan Associates Inc$331,000
+13.4%
6,062
-2.3%
0.25%
+8.6%
GCI SellGannett Co Inc$326,000
-7.4%
32,571
-1.1%
0.25%
-11.4%
WU SellThe Western Union Co$323,000
-27.9%
16,937
-23.2%
0.25%
-31.0%
SKM SellSK Telecom Co Ltd$303,000
+15.2%
10,853
-3.8%
0.23%
+10.5%
CNI SellCanadian National Railway Co$294,000
+8.9%
3,273
-0.8%
0.22%
+4.2%
IBM SellInternational Business Machines Corp$288,000
-23.4%
1,906
-29.1%
0.22%
-26.7%
PG SellProcter & Gamble Co$280,000
-58.6%
3,363
-61.2%
0.21%
-60.4%
ADBE SellAdobe Systems Inc$277,000
-37.8%
1,025
-43.9%
0.21%
-40.3%
IWD SelliShares Russell 1000 Valueexchange traded fund$276,000
-14.6%
2,164
-18.8%
0.21%
-18.2%
EVR SellEvercore Inc$274,000
-4.9%
2,728
-0.2%
0.21%
-8.7%
LRCX SellLam Research Corp$275,000
-22.8%
1,811
-12.1%
0.21%
-26.1%
ANTM SellAnthem Inc$266,000
+7.7%
969
-6.6%
0.20%
+3.6%
TVPT SellTravelport Worldwide Ltd$261,000
-45.6%
15,499
-40.1%
0.20%
-47.8%
TSCO SellTractor Supply Co$256,000
+3.6%
2,814
-12.9%
0.20%
-0.5%
MBT SellMobile TeleSystems PJSC$256,000
-22.2%
29,974
-19.5%
0.20%
-25.5%
MRTN SellMarten Transport Ltd$236,000
-12.3%
11,204
-2.5%
0.18%
-15.8%
FICO SellFair Isaac Corp$236,000
+3.5%
1,034
-12.1%
0.18%
-0.5%
ADM SellArcher-Daniels Midland Co$219,000
+0.5%
4,353
-8.6%
0.17%
-3.4%
KSS SellKohl's Corp$220,000
+0.5%
2,956
-1.5%
0.17%
-4.0%
AEG SellAegon NV$218,000
-29.9%
33,829
-35.7%
0.17%
-32.7%
OMC SellOmnicom Group Inc$217,000
-12.9%
3,169
-3.1%
0.17%
-16.6%
MORN SellMorningstar Inc$214,000
-5.7%
1,701
-4.0%
0.16%
-9.4%
ATR SellAptarGroup Inc$213,000
+13.3%
1,977
-1.9%
0.16%
+8.7%
BLKB SellBlackbaud Inc$208,000
-3.3%
2,053
-2.1%
0.16%
-7.6%
GOOGL SellAlphabet Inc A$206,000
+5.1%
171
-1.7%
0.16%
+0.6%
EA SellElectronic Arts Inc$204,000
-17.7%
1,696
-3.6%
0.16%
-21.2%
UL SellUnilever PLC ADR$199,000
-1.0%
3,618
-0.5%
0.15%
-5.6%
AGN SellAllergan plc$197,000
+7.1%
1,036
-6.3%
0.15%
+2.7%
EXPO SellExponent Inc$197,000
+2.6%
3,672
-7.4%
0.15%
-1.3%
CDK SellCDK Global Inc$192,000
-5.0%
3,068
-1.0%
0.15%
-8.7%
ROST SellRoss Stores Inc$192,000
-16.2%
1,935
-28.3%
0.15%
-19.7%
ROK SellRockwell Automation Inc$192,000
+8.5%
1,024
-3.7%
0.15%
+4.3%
COLM SellColumbia Sportswear Co$189,000
-3.6%
2,034
-4.9%
0.14%
-7.6%
CRL SellCharles River Laboratories International Inc$187,000
-27.0%
1,387
-39.1%
0.14%
-29.9%
DOFSQ SellDiamond Offshore Drilling Inc$184,000
-55.6%
9,221
-53.6%
0.14%
-57.4%
CLGX SellCoreLogic Inc$176,000
-5.4%
3,572
-0.4%
0.14%
-9.4%
IX SellORIX Corp$169,000
-1.7%
2,091
-4.0%
0.13%
-5.8%
ITUB SellItau Unibanco Holding SA$166,000
+5.1%
15,141
-0.5%
0.13%
+0.8%
WB SellWeibo Corp$156,000
-18.3%
2,137
-0.5%
0.12%
-22.2%
TECH SellBio- Techne Corp$151,000
-1.3%
740
-28.5%
0.12%
-4.9%
IPAR SellInter Parfums Inc$150,000
+14.5%
2,322
-5.4%
0.12%
+9.5%
SIVB SellSVB Financial Group$147,000
+6.5%
474
-0.8%
0.11%
+1.8%
CASY SellCasey's General Stores Inc$145,000
+21.8%
1,120
-1.1%
0.11%
+16.8%
CAJ SellCanon Inc$142,000
-6.6%
4,481
-3.9%
0.11%
-9.9%
SHI SellSinopec Shanghai Petrochemical Co Ltd$135,000
-2.9%
2,229
-3.8%
0.10%
-7.2%
POOL SellPool Corp$132,000
-6.4%
790
-15.2%
0.10%
-10.6%
MASI SellMasimo Corp$132,000
+10.9%
1,063
-12.4%
0.10%
+6.3%
EBS SellEmergent BioSolutions Inc$128,000
+26.7%
1,944
-2.5%
0.10%
+21.0%
LSTR SellLandstar System Inc$126,000
+9.6%
1,030
-1.9%
0.10%
+4.3%
SSL SellSasol Ltd$124,000
+5.1%
3,208
-0.4%
0.10%
+1.1%
CPRT SellCopart Inc$123,000
-10.2%
2,394
-1.2%
0.09%
-13.8%
CTSH SellCognizant Technology Solutions Corp A$123,000
-67.9%
1,596
-67.1%
0.09%
-69.3%
IART SellIntegra Lifesciences Holdings Corp$118,000
-2.5%
1,786
-4.5%
0.09%
-7.2%
NAVG SellNavigators Group Inc$116,000
+18.4%
1,674
-2.2%
0.09%
+14.1%
PBF SellPBF Energy Inc$115,000
+17.3%
2,312
-1.0%
0.09%
+12.8%
GRFS SellGrifols SA$114,000
-1.7%
5,319
-1.2%
0.09%
-6.5%
URI SellUnited Rentals Inc$113,000
+9.7%
690
-0.7%
0.09%
+4.9%
FWRD SellForward Air Corp$112,000
+19.1%
1,557
-2.0%
0.09%
+14.7%
DORM SellDorman Products Inc$111,000
+7.8%
1,439
-4.6%
0.08%
+3.7%
HDB SellHDFC Bank Ltd$111,000
-11.2%
1,177
-0.8%
0.08%
-15.0%
CACI SellCACI International Inc$104,000
+6.1%
565
-2.8%
0.08%
+2.6%
WPP SellWPP PLC$105,000
-7.9%
1,436
-1.3%
0.08%
-12.1%
MPW SellMedical Properties Trust Inc$101,000
+5.2%
6,763
-0.7%
0.08%0.0%
CRS SellCarpenter Technology Corp$101,000
+12.2%
1,705
-0.8%
0.08%
+6.9%
LANC SellLancaster Colony Corp$100,000
+6.4%
670
-1.5%
0.08%
+2.7%
CLB SellCore Laboratories NV$99,000
-52.9%
858
-48.4%
0.08%
-54.8%
UNF SellUniFirst Corp$99,000
-3.9%
569
-2.7%
0.08%
-7.3%
AEL SellAmerican Equity Investment Life Holding Co$97,000
-4.0%
2,746
-2.4%
0.07%
-8.6%
JJSF SellJ&J Snack Foods Corp$97,000
-3.0%
643
-1.5%
0.07%
-7.5%
STBZ SellState Bank Financial Corp$96,000
-11.1%
3,192
-1.0%
0.07%
-15.1%
ICUI SellICU Medical Inc$91,000
-7.1%
321
-4.2%
0.07%
-10.3%
RLI SellRLI Corp$90,000
+16.9%
1,143
-1.5%
0.07%
+13.1%
CBRE SellCBRE Group Inc$89,000
-10.1%
2,028
-2.5%
0.07%
-13.9%
UGI SellUGI Corp$88,000
+6.0%
1,575
-0.8%
0.07%
+1.5%
SSB SellSouth St Corp Com$87,000
-6.5%
1,055
-2.0%
0.07%
-9.5%
SBH SellSally Beauty Holdings Inc$83,000
-3.5%
4,512
-15.9%
0.06%
-7.2%
BFAM SellBright Horizons Family Solutions Inc$82,000
-10.9%
695
-22.8%
0.06%
-13.7%
ECOL SellUS Ecology Inc$80,000
+11.1%
1,078
-5.3%
0.06%
+7.0%
TS SellTenaris SA ADR$80,000
-8.0%
2,378
-1.1%
0.06%
-11.6%
EHC SellEncompass Health Corp$78,000
+13.0%
1,001
-1.9%
0.06%
+9.1%
MNRO SellMonro Inc$79,000
+17.9%
1,134
-2.3%
0.06%
+11.1%
WWW SellWolverine World Wide Inc$77,000
+8.5%
1,958
-4.0%
0.06%
+3.5%
MKSI SellMKS Instruments Inc$77,000
-18.1%
956
-2.9%
0.06%
-21.3%
SONC SellSonic Corp$76,000
+18.8%
1,757
-4.8%
0.06%
+13.7%
RBC SellRegal Beloit Corp$74,000
-3.9%
898
-4.2%
0.06%
-6.6%
ARW SellArrow Electronics Inc$74,000
-2.6%
1,005
-0.8%
0.06%
-6.6%
ENV SellEnvestnet Inc$75,000
+5.6%
1,236
-3.7%
0.06%0.0%
UTHR SellUnited Therapeutics Corp$73,000
+10.6%
569
-2.9%
0.06%
+5.7%
RAVN SellRaven Industries Inc$70,000
+14.8%
1,539
-3.6%
0.05%
+10.2%
MFC SellManulife Financial Corp$71,000
-6.6%
3,990
-5.2%
0.05%
-11.5%
RGA SellReinsurance Group of America Inc$70,000
+6.1%
482
-2.4%
0.05%
+1.9%
BCPC SellBalchem Corp$71,000
+9.2%
632
-4.8%
0.05%
+3.8%
KNSL SellKinsale Cap Group Inc Com$68,000
+15.3%
1,058
-1.6%
0.05%
+10.6%
AAON SellAAON Inc$66,000
+11.9%
1,744
-2.5%
0.05%
+8.5%
PKX SellPOSCO ADR$67,000
-15.2%
1,017
-5.0%
0.05%
-19.0%
SLF SellSun Life Finl Inc Com$65,000
-4.4%
1,632
-3.6%
0.05%
-7.4%
PCH SellPotlatchDeltic Corp$62,000
-13.9%
1,388
-2.5%
0.05%
-17.5%
NFX SellNewfield Exploration Co$61,000
-6.2%
2,132
-1.0%
0.05%
-9.6%
CBM SellCambrex Corp$61,000
+29.8%
894
-1.2%
0.05%
+23.7%
IPG SellThe Interpublic Group of Companies Inc$60,000
-6.2%
2,628
-3.9%
0.05%
-9.8%
WD SellWalker & Dunlop Inc$59,000
-7.8%
1,110
-3.2%
0.04%
-11.8%
DISCA SellDiscovery Inc$55,000
+14.6%
1,715
-1.5%
0.04%
+10.5%
BIG SellBig Lots Inc$55,000
-3.5%
1,327
-2.0%
0.04%
-8.7%
NMR SellNomura Holdings Inc$51,000
-3.8%
10,579
-3.8%
0.04%
-7.1%
SCSC SellScanSource Inc$50,000
-5.7%
1,253
-4.3%
0.04%
-9.5%
TEN SellTenneco Inc$50,000
-5.7%
1,184
-1.1%
0.04%
-9.5%
ANSS SellAnsys Inc$49,000
-81.4%
265
-82.5%
0.04%
-82.5%
WEX SellWEX Inc$41,000
-68.7%
202
-70.6%
0.03%
-70.5%
SEIC SellSEI Investments Co$29,000
-3.3%
472
-2.7%
0.02%
-8.3%
MKL SellMarkel Corp$29,000
-19.4%
24
-27.3%
0.02%
-24.1%
HMC SellHonda Motor Co Ltd$26,0000.0%875
-3.3%
0.02%
-4.8%
LII SellLennox International Inc$25,000
-67.5%
113
-70.8%
0.02%
-68.9%
BSMX SellBanco Santander Mexico SA$24,000
+4.3%
3,127
-8.6%
0.02%0.0%
CHA SellChina Telecom Corp Ltd$22,0000.0%450
-4.1%
0.02%
-5.6%
RTN SellRaytheon Co$21,000
-8.7%
101
-14.4%
0.02%
-11.1%
MFG SellMizuho Financial Group Inc$20,000
-4.8%
5,856
-3.9%
0.02%
-11.8%
AMG SellAffiliated Managers Group Inc$17,000
-15.0%
122
-8.3%
0.01%
-18.8%
CLDR SellCloudera Inc$10,000
-54.5%
549
-66.6%
0.01%
-55.6%
TEL SellTE Connectivity Ltd$8,000
-20.0%
88
-22.8%
0.01%
-25.0%
ABB SellABB Ltd$8,000
-11.1%
358
-13.3%
0.01%
-14.3%
NTAP SellNetApp Inc$6,000
-33.3%
74
-33.3%
0.01%
-28.6%
FCAU SellFiat Chrysler Automobiles NV$6,000
-40.0%
367
-33.0%
0.01%
-37.5%
NVO SellNovo Nordisk A/S$7,000
-12.5%
138
-15.3%
0.01%
-16.7%
FIVE SellFive Below Inc$6,0000.0%43
-28.3%
0.01%0.0%
MEOH SellMethanex Corp$5,0000.0%68
-11.7%
0.00%0.0%
IRDM SellIridium Communications Inc$5,000
+25.0%
217
-21.7%
0.00%
+33.3%
MCK SellMcKesson Corp$5,000
-97.0%
40
-96.8%
0.00%
-97.0%
LGND SellLigand Pharmaceuticals Inc$5,0000.0%19
-26.9%
0.00%0.0%
ELY SellCallaway Golf Co$5,0000.0%222
-13.6%
0.00%0.0%
HZNP SellHorizon Pharma Plc$5,000
-16.7%
239
-29.7%
0.00%
-20.0%
BRKS SellBrooks Automation Inc$4,000
-20.0%
110
-33.3%
0.00%
-25.0%
EGN SellEnergen Corp$4,000
-20.0%
41
-39.7%
0.00%
-25.0%
PHG SellRoyal Philips NV ADR$4,000
-20.0%
98
-20.3%
0.00%
-25.0%
MRCY SellMercury Systems Inc$4,0000.0%67
-41.7%
0.00%0.0%
NTGR SellNetgear Inc$4,000
-20.0%
60
-16.7%
0.00%
-25.0%
NVS SellNovartis Ag$4,0000.0%50
-3.8%
0.00%0.0%
OXM SellOxford Industries Inc$4,0000.0%40
-11.1%
0.00%0.0%
HELE SellHelen Of Troy Ltd$4,0000.0%31
-16.2%
0.00%0.0%
NOK SellNokia Oyj$2,0000.0%389
-2.5%
0.00%0.0%
ATVI SellActivision Blizzard Inc$2,000
-99.2%
20
-99.4%
0.00%
-99.0%
IDTI SellIntegrated Device Technology Inc$2,000
-50.0%
49
-57.8%
0.00%
-33.3%
HTHT SellHuazhu Group Ltd$2,000
-66.7%
64
-58.4%
0.00%
-60.0%
RY SellRoyal Bank of Canada$3,000
-98.4%
37
-98.5%
0.00%
-98.7%
ENTG SellEntegris Inc$3,000
-25.0%
103
-18.9%
0.00%
-33.3%
EGBN SellEagle Bancorp Inc$2,000
-33.3%
30
-31.8%
0.00%0.0%
KHC SellThe Kraft Heinz Co$1,000
-99.3%
10
-99.6%
0.00%
-99.1%
HD SellThe Home Depot Inc$1,000
-66.7%
7
-58.8%
0.00%
-50.0%
GOLD SellBarrick Gold Corp$1,000
-75.0%
95
-67.4%
0.00%
-66.7%
ING SellING Groep NV$1,000
-96.8%
88
-95.9%
0.00%
-96.0%
VIAV ExitViavi Solutions Inc$0-3
-100.0%
0.00%
A SellAgilent Technologies Inc$0
-100.0%
5
-99.9%
0.00%
-100.0%
AVDL ExitAvadel Pharmaceuticals PLC$0-224
-100.0%
-0.00%
IAG ExitIamgold Corp$0-214
-100.0%
-0.00%
UTSI ExitUTStarcom Holdings Corp$0-188
-100.0%
-0.00%
WEB ExitWeb.com Group Inc$0-80
-100.0%
-0.00%
AVT ExitAvnet Inc$0-46
-100.0%
-0.00%
HOPE ExitHope Bancorp Inc$0-156
-100.0%
-0.00%
TJX ExitTJX Companies Inc$0-33
-100.0%
-0.00%
RACE ExitFerrari NV$0-19
-100.0%
-0.00%
BWA ExitBorgWarner Inc$0-75
-100.0%
-0.00%
AMTD ExitTD Ameritrade Holding Corp$0-53
-100.0%
-0.00%
CP ExitCanadian Pacific Railway Ltd$0-13
-100.0%
-0.00%
OMCL ExitOmnicell Inc$0-79
-100.0%
-0.00%
BEAT ExitBioTelemetry Inc$0-93
-100.0%
-0.00%
JOBS Exit51job Inc$0-38
-100.0%
-0.00%
KNX ExitKnight Swift Transn Hldgs Inc$0-119
-100.0%
-0.00%
KFY ExitKorn/Ferry International$0-86
-100.0%
-0.00%
PTR ExitPetroChina Co Ltd$0-75
-100.0%
-0.01%
ANDV ExitAndeavor$0-77
-100.0%
-0.01%
MDSO ExitMedidata Solutions Inc$0-152
-100.0%
-0.01%
QQQ ExitInvesco QQQ Trustexchange traded fund$0-70
-100.0%
-0.01%
IPAS ExitiPass Inc$0-76,700
-100.0%
-0.02%
LB ExitL Brands Inc$0-753
-100.0%
-0.02%
SNA ExitSnap-on Inc$0-225
-100.0%
-0.03%
TRV ExitThe Travelers Companies Inc$0-300
-100.0%
-0.03%
IWV ExitiShares Russell 3000exchange traded fund$0-340
-100.0%
-0.04%
WNC ExitWabash National Corp$0-3,432
-100.0%
-0.05%
LAD ExitLithia Motors Inc Class A$0-683
-100.0%
-0.05%
XLF ExitFinancial Select Sector SPDR ETFexchange traded fund$0-2,475
-100.0%
-0.05%
SGH ExitSMART Global Holdings Inc$0-2,772
-100.0%
-0.07%
MMS ExitMaximus Inc$0-1,506
-100.0%
-0.08%
IPGP ExitIPG Photonics Corp$0-448
-100.0%
-0.08%
NVR ExitNVR Inc$0-37
-100.0%
-0.09%
UBNT ExitUbiquiti Networks Inc$0-1,401
-100.0%
-0.10%
INTC ExitIntel Corp$0-2,481
-100.0%
-0.10%
BTTGY ExitBT Group PLC$0-8,638
-100.0%
-0.10%
ILG ExitILG Inc$0-3,854
-100.0%
-0.10%
WOR ExitWorthington Industries Inc$0-3,245
-100.0%
-0.11%
WAT ExitWaters Corp$0-810
-100.0%
-0.12%
APLE ExitApple Hospitality Reit Inc Com New$0-9,026
-100.0%
-0.13%
IDCC ExitInterDigital Inc$0-2,219
-100.0%
-0.14%
STLD ExitSteel Dynamics Inc$0-4,577
-100.0%
-0.17%
GIS ExitGeneral Mills Inc$0-4,927
-100.0%
-0.17%
BAX ExitBaxter International Inc$0-3,215
-100.0%
-0.19%
COO ExitThe Cooper Companies Inc$0-1,077
-100.0%
-0.20%
MSI ExitMotorola Solutions Inc$0-2,271
-100.0%
-0.21%
LUMN ExitCenturyLink Inc$0-15,594
-100.0%
-0.23%
TTEC ExitTTEC Holdings Inc$0-9,283
-100.0%
-0.26%
CE ExitCelanese Corp$0-3,174
-100.0%
-0.28%
NVDA ExitNVIDIA Corp$0-1,534
-100.0%
-0.29%
LPX ExitLouisiana-Pacific Corp$0-14,808
-100.0%
-0.32%
ESRX ExitExpress Scripts Holding Co$0-5,715
-100.0%
-0.35%
WMT ExitWal-Mart Stores Inc$0-5,180
-100.0%
-0.36%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-11-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR24Q3 202313.1%
VANGUARD INTL EQUITY INDEX F24Q3 20236.7%
Meta Platforms Inc Class A24Q3 20230.6%
Cisco Systems Inc Total24Q3 20230.7%
Edwards Lifesciences Corp Total24Q3 20230.3%
Tractor Supply Co Total24Q3 20230.4%
Heritage Commerce Corp Total24Q3 20230.1%
ISHARES TR23Q3 202321.8%
VANGUARD TAX-MANAGED FDS23Q3 202313.8%
ISHARES TR23Q3 20237.4%

View One Wealth Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-15
13F-HR2024-02-13
13F-HR2023-11-01
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14

View One Wealth Advisors, LLC's complete filings history.

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