ONE Advisory Partners, LLC holdings history

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79 is the total number of securities ONE Advisory Partners, LLC has owned. The longest ONE Advisory Partners, LLC has owned a single stock is 14 quarters.

ONE Advisory Partners, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR141414.77%20.07%27.85%Q2 2020Q3 202314
ESGU ISHARES TR14142.16%11.19%17.58%Q2 2020Q3 202314
EFG ISHARES TR14144.34%6.85%8.70%Q2 2020Q3 202314
GOVT ISHARES TR14140.32%5.76%8.41%Q2 2020Q3 202314
MUB ISHARES TR14142.14%4.43%6.02%Q2 2020Q3 202314
ESGE ISHARES INC14140.36%3.09%7.32%Q2 2020Q3 202314
VLUE ISHARES TR14140.24%2.61%4.51%Q2 2020Q3 202314
SPY SPDR S&P 500 ETF TR14140.36%0.90%3.27%Q2 2020Q3 202314
TLT ISHARES TR14140.20%0.71%2.27%Q2 2020Q3 202314
USMV ISHARES TR850.30%2.42%4.34%Q2 2020Q3 202313
IJR ISHARES TR12120.14%2.30%3.93%Q2 2020Q1 202312
TFI SPDR SER TR12120.44%1.90%3.94%Q3 2020Q2 202312
MBB ISHARES TR12120.15%0.57%3.02%Q4 2020Q3 202312
BRKA BERKSHIRE HATHAWAY INC...12120.22%0.26%0.31%Q2 2020Q1 202312
IUSB ISHARES TR11117.03%9.88%12.73%Q1 2021Q3 202311
EFV ISHARES TR11114.52%6.42%7.83%Q1 2021Q3 202311
IHI ISHARES TR10100.15%1.37%3.16%Q2 2020Q3 202210
IJT ISHARES TR10100.21%0.31%0.50%Q3 2020Q4 202210
IXN ISHARES TR990.67%2.75%3.55%Q2 2020Q2 20229
TLH ISHARES TR990.24%1.37%2.56%Q3 2021Q3 20239
IEFA ISHARES TR990.40%1.35%3.67%Q2 2020Q2 20229
SUB ISHARES TR810.14%0.66%1.12%Q2 2021Q3 20239
SHM SPDR SER TR510.17%0.57%0.94%Q1 2021Q3 20239
MTUM ISHARES TR620.44%1.65%4.18%Q1 2021Q3 20238
IYE ISHARES TR880.33%1.27%2.03%Q1 2021Q4 20228
OEF ISHARES TR880.14%0.69%0.92%Q4 2021Q3 20238
LQD ISHARES TR510.13%4.09%8.53%Q2 2020Q3 20237
IGSB ISHARES TR770.24%3.12%4.42%Q2 2020Q4 20217
COMT ISHARES US ETF TR770.62%1.47%2.55%Q2 2021Q4 20227
FALN ISHARES TR771.16%1.42%2.45%Q1 2021Q3 20227
BND VANGUARD BD INDEX FDS430.12%0.15%0.19%Q1 2021Q3 20237
QUAL ISHARES TR660.67%5.38%9.56%Q2 2022Q3 20236
TIP ISHARES TR660.18%1.99%3.51%Q3 2021Q4 20226
SHYG ISHARES TR330.17%1.92%3.08%Q2 2020Q2 20236
IVLU ISHARES TR510.19%1.04%1.24%Q1 2022Q3 20236
IFRA ISHARES TR660.62%0.71%0.83%Q2 2022Q3 20236
IWB ISHARES TR660.46%0.54%0.65%Q2 2022Q3 20236
IYH ISHARES TR510.13%0.23%0.33%Q1 2022Q3 20236
IEV ISHARES TR660.14%0.23%0.33%Q2 2022Q3 20236
AOA ISHARES TR310.12%0.14%0.16%Q3 2020Q3 20236
EEMV ISHARES INC550.13%1.05%2.76%Q2 2022Q2 20235
VTEB VANGUARD MUN BD FDS550.18%0.39%0.90%Q3 2022Q3 20235
CMDY ISHARES US ETF TR550.17%0.26%0.50%Q4 2021Q4 20225
IXJ ISHARES TR550.14%0.17%0.27%Q3 2022Q3 20235
VMBS VANGUARD SCOTTSDALE FDS442.96%3.79%4.64%Q4 2022Q3 20234
IYW ISHARES TR442.12%3.00%4.12%Q4 2022Q3 20234
ICVT ISHARES TR440.24%0.86%1.27%Q1 2022Q4 20224
ACWI ISHARES TR440.17%0.23%0.24%Q4 2022Q3 20234
SPEM SPDR INDEX SHS FDS332.62%3.23%3.55%Q1 2023Q3 20233
IXG ISHARES TR331.60%2.08%2.47%Q2 2021Q4 20213
EELV INVESCO EXCH TRADED FD...330.48%1.94%2.71%Q2 2022Q4 20223
NEAR ISHARES US ETF TR210.24%1.12%1.58%Q2 2020Q3 20233
SCHP SCHWAB STRATEGIC TR210.52%1.11%1.66%Q2 2022Q3 20233
IVW ISHARES TR210.17%0.97%2.20%Q2 2022Q3 20233
EMB ISHARES TR330.77%0.85%1.02%Q1 2023Q3 20233
SPSM SPDR SER TR330.13%0.85%1.22%Q3 2022Q1 20233
SPIB SPDR SERIES TRUST330.24%0.35%0.50%Q2 2020Q4 20203
IEF ISHARES TR330.21%0.24%0.25%Q2 2020Q4 20203
IEMG ISHARES INC330.17%0.23%0.27%Q1 2023Q3 20233
SPLB SPDR SERIES TRUST330.18%0.23%0.32%Q2 2020Q4 20203
XLE SELECT SECTOR SPDR TR330.16%0.18%0.20%Q2 2022Q4 20223
VTWO VANGUARD SCOTTSDALE FDS330.13%0.13%0.14%Q3 2022Q1 20233
AGG ISHARES TR330.12%0.13%0.14%Q4 2022Q2 20233
HDV ISHARES TR221.63%1.86%2.09%Q2 2022Q3 20222
IYG ISHARES TR221.62%1.71%1.80%Q2 2020Q3 20202
SUSL ISHARES TR220.46%0.54%0.62%Q1 2022Q2 20222
EEM ISHARES TR220.39%0.40%0.41%Q3 2022Q4 20222
LDEM ISHARES TR110.13%0.18%0.23%Q1 2022Q3 20232
EVRG EVERGY INC220.17%0.17%0.17%Q3 2022Q4 20222
SHY ISHARES TR220.16%0.17%0.17%Q3 2022Q4 20222
ITM VANECK ETF TRUST110.14%0.16%0.18%Q2 2022Q3 20232
SPLG SPDR SERIES TRUST110.14%0.16%0.17%Q2 2020Q4 20202
TFLO ISHARES TR113.54%3.54%3.54%Q3 2023Q3 20231
IJS ISHARES TR111.48%1.48%1.48%Q2 2022Q2 20221
IJH ISHARES TR111.39%1.39%1.39%Q3 2023Q3 20231
IYF ISHARES TR110.26%0.26%0.26%Q3 2020Q3 20201
RESE WISDOMTREE TR110.14%0.14%0.14%Q4 2020Q4 20201
BRKB BERKSHIRE HATHAWAY INC...110.14%0.14%0.14%Q3 2023Q3 20231
IVE ISHARES TR110.14%0.14%0.14%Q2 2022Q2 20221
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of ONE Advisory Partners, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by ONE Advisory Partners, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ONE Advisory Partners, LLC owns currently or has owned in the past.