One Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Francisco, CA
CIK
0001725297
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 208 519,368 SPLG, AAPL, VTEB, ESGU 13F-HR 2/13/2024 000195175724000245
Q3 2023 189 449,918 SPLG, AAPL, MUB, ESGU 13F-HR 11/1/2023 000195175723000659
Q2 2023 209 474,675 SPLG, AAPL, ESGU, QUAL 13F-HR 8/14/2023 000195175723000512
Q1 2023 198 432,901 SPLG, AAPL, ESGU, SCHZ 13F-HR 5/15/2023 000195175723000305
Q4 2022 630 437,878 SPLG, ESGU, AAPL, IWF 13F-HR 2/14/2023 000172529723000001
Q3 2022 176 305,590 SPLG, ESGU, AAPL, GOVT 13F-HR 11/14/2022 000172529722000006
Q2 2022 189 373,453 SPLG, ESGU, AAPL, MUB 13F-HR 8/15/2022 000172529722000005
Q1 2022 198 408,448 ESGU, SPLG, AAPL, IWF 13F-HR 5/16/2022 000172529722000004
Q4 2021 196 394,295 ESGU, IWF, AAPL, SPLG 13F-HR 2/14/2022 000172529722000002
Q3 2021 215 341,079 IWF, ESGU, AAPL, VEA 13F-HR 11/15/2021 000176656421000005
Q2 2021 177 315,842 IWF, VEA, ESGU, AAPL 13F-HR 8/16/2021 000184905521000006
Q1 2021 157 260,858 IWF, VEA, VLUE, AAPL 13F-HR 5/17/2021 000172529721000002
Q4 2020 127 184,108 IWF, VEA, DVY, AAPL 13F-HR 2/16/2021 000172529721000001
Q3 2020 92 144,990 IWF, VEA, DVY, AAPL 13F-HR 11/16/2020 000172529720000005
Q2 2020 83 125,899 IWF, VEA, DVY, AAPL 13F-HR 8/14/2020 000172529720000004
Q1 2020 88 100,914 IWF, VEA, DVY, AAPL 13F-HR 5/15/2020 000172529720000002
Q4 2019 113 135,375 IWF, VEA, DVY, AAPL 13F-HR 2/13/2020 000172529720000001
Q3 2019 111 114,402 IWF, DVY, VEA, IJS 13F-HR 11/14/2019 000172529719000004
Q2 2019 120 120,873 IWF, VEA, DVY, AAPL 13F-HR 8/14/2019 000172529719000003
Q1 2019 592 122,478 IWF, VEA, DVY, IJS 13F-HR 5/15/2019 000172529719000002
Q4 2018 106 100,410 IWF, DVY, VEA, IJS 13F-HR 2/15/2019 000172529719000001
Q3 2018 577 130,671 IWF, DVY, VEA, IJS 13F-HR 11/15/2018 000172529718000004
Q2 2018 582 125,222 IWF, DVY, VEA, IJS 13F-HR 8/14/2018 000172529718000003
Q1 2018 524 113,361 IWF, VEA, DVY, IJS 13F-HR 5/15/2018 000172529718000002
Q4 2017 577 123,073 IWF, VEA, DVY, IJS 13F-HR 2/14/2018 000172529718000001