ONE PLUS ONE WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Jupiter, FL
CIK
0001860132
Alternate names
One + One Wealth Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 92 164,420 SILJ, SGDJ, ICOW, ECOW RESTATEMENT 1/22/2024 000186013224000002
Q3 2023 88 153,582 SH, PSQ, SILJ, SGDJ 13F-HR 10/12/2023 000186013223000005
Q2 2023 91 156,549 SILJ, SGDJ, ICOW, XAR 13F-HR 7/17/2023 000186013223000004
Q1 2023 86 141,068 SILJ, SGDJ, ICOW, TLT 13F-HR 4/13/2023 000186013223000003
Q4 2022 90 142,878 SGDJ, TLT, ICOW, ECOW 13F-HR 1/18/2023 000186013223000002
Q3 2022 90 122,850 WIZ, SGDJ, INVESCO EXCH TRADED FD TR II, EWU 13F-HR 10/18/2022 000186013222000002
Q2 2022 91 131,918 WIZ, GDXJ, SILJ, IDLB 13F-HR 7/12/2022 000160658722001297
Q1 2022 90 150,917 WIZ, GDXJ, IDLB, EWU 13F-HR 5/9/2022 000160658722001027
Q4 2021 96 144,818 WIZ, GDXJ, IDLB, FYT 13F-HR 2/2/2022 000160658722000250
Q3 2021 87 138,705 WIZ, GDXJ, PSCE, EWU 13F-HR 11/15/2021 000160658721001626
Q2 2021 83 144,979 WIZ, GDX, PSCE, EWU 13F-HR 7/29/2021 000160658721000965
Q1 2021 95 127,895 WIZ, GDX, FYT, VBR 13F-HR 5/3/2021 000160658721000531
Additional filings from One Plus One Wealth Management, LLC that have since been restated