ONE Advisory Partners

Latest statistics and disclosures from ONE Advisory Partners's latest quarterly 13F-HR filing:

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Positions held by ONE Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ONE Advisory Partners

ONE Advisory Partners holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.8 $37M -8% 66k 561.90
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Ishares Tr Core Total Usd (IUSB) 13.5 $32M -2% 688k 46.08
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Ishares Tr Msci Usa Qlt Fct (QUAL) 7.4 $17M +17% 101k 170.89
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Ishares Tr S&p 500 Grwt Etf (IVW) 6.9 $16M +3% 175k 92.83
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Blackrock Etf Trust Ishares Us Equit (DYNF) 6.4 $15M +4% 307k 48.76
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Ishares Tr S&p 500 Val Etf (IVE) 4.7 $11M +57% 58k 190.58
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Ishares Tr Eafe Value Etf (EFV) 4.2 $9.7M -24% 165k 58.94
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Ishares Tr Eafe Grwth Etf (EFG) 3.4 $8.0M -40% 81k 100.00
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Ishares Tr S&p 100 Etf (OEF) 3.2 $7.5M +131% 28k 270.83
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.1 $7.3M -2% 147k 49.62
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Ishares Tr 10-20 Yr Trs Etf (TLH) 3.0 $7.1M +690% 68k 103.75
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Ishares Tr U.s. Tech Etf (IYW) 2.9 $6.9M +4% 49k 140.44
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NVIDIA Corporation (NVDA) 2.9 $6.7M NEW 62k 108.38
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.7 $6.4M -8% 139k 46.31
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $5.3M +71% 134k 39.37
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Ishares Gold Tr Ishares New (IAU) 2.0 $4.6M +124% 78k 58.96
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $4.5M +3% 86k 52.38
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.8 $4.2M -23% 143k 29.54
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Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $4.0M +3% 20k 202.13
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Ishares Tr Hdg Msci Eafe (HEFA) 1.4 $3.3M NEW 91k 36.29
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Ishares Tr National Mun Etf (MUB) 1.4 $3.2M -24% 30k 105.44
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.9 $2.2M 72k 30.31
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $2.1M -30% 17k 121.91
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.8M +3% 20k 90.59
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $928k 1.7k 559.39
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $838k +13% 8.9k 93.66
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Ishares Msci Emrg Chn (EMXC) 0.3 $747k -48% 14k 55.09
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $743k +9% 2.4k 306.74
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Ishares Tr Morningstar Valu (ILCV) 0.3 $739k NEW 9.1k 81.45
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $579k NEW 18k 31.69
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Ishares Core Msci Emkt (IEMG) 0.2 $532k NEW 9.9k 53.97
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $495k 22k 22.98
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Ishares Tr Europe Etf (IEV) 0.2 $464k +9% 8.0k 58.20
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $460k +33% 10k 45.51
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $449k +43% 19k 23.16
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $435k -4% 3.7k 116.39
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Ishares Tr Mbs Etf (MBB) 0.2 $421k -8% 4.5k 93.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $386k 725.00 532.58
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Ishares Tr High Yld Systm B (HYDB) 0.2 $370k 7.9k 47.09
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $320k -3% 4.4k 73.45
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Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $309k 6.1k 50.87
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Apple (AAPL) 0.1 $303k +7% 1.4k 222.13
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Microsoft Corporation (MSFT) 0.1 $290k +5% 772.00 375.39
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Ishares Tr Msci Usa Value (VLUE) 0.1 $272k 2.6k 106.65
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Qualcomm (QCOM) 0.1 $246k 1.6k 153.61
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $223k 476.00 469.30
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.1 $222k -11% 5.7k 38.97
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $202k NEW 1.7k 122.01
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Past Filings by ONE Advisory Partners

SEC 13F filings are viewable for ONE Advisory Partners going back to 2020

View all past filings