13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001802635
Total reported value
$220.1M
$220.1M
84 檔
25.4%
In Q1 2024, One Wealth Map LLC's U.S. equity holdings reached a combined market value of $220.1M, distributed across 84 disclosed stock positions.
During Q1 2024, One Wealth Map LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CWB, EDV, TIP) accounted for 25.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 17.07% | -0.41% | -15.97% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 7.41% | +0.62% | -15.31% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.48% | +0.12% | -19.65% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.00% | +0.07% | -14.99% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.91% | +0.06% | -15.55% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.23% | +0.14% | -19.14% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.15% | +0.22% | -12.34% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.99% | +0.14% | -10.59% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 2.95% | +0.18% | -10.47% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.93% | +0.52% | -10.48% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.88% | — | -12.77% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.71% | -0.02% | -12.88% | |
| 13 | XLB | Ss Materials Select Sector | ETF-Other | 2.70% | +0.01% | -10.77% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.26% | -0.06% | -12.56% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 2.23% | -0.17% | -6.84% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.87% | +0.11% | -17.47% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.67% | +0.09% | -16.64% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.60% | -0.04% | -11.37% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.29% | +0.04% | -16.19% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.23% | +0.07% | -18.35% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.02% | +0.03% | -16.97% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.01% | +0.05% | -16.59% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.97% | — | -12.79% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.21% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | — | -37.99% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.83% | +0.02% | +10.22% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.25% | — | |
| 28 | PID | Invesco International Divide | ETF-Other | 0.81% | +0.01% | +12.69% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.78% | +0.07% | -11.82% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.16% | — | |
| 31 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.76% | +0.07% | -11.39% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.42% | — | |
| 33 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.70% | +0.32% | — | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.65% | +0.08% | — | |
| 35 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.61% | +0.07% | -10.15% | |
| 36 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.61% | +0.04% | -12.34% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.59% | +0.04% | — | |
| 38 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.58% | -0.01% | -8.14% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | +0.03% | -9.53% | |
| 40 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.57% | -0.09% | -8.00% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | -0.17% | — | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.57% | +0.03% | -9.42% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | +0.03% | — | |
| 44 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.55% | -0.11% | -2.00% | |
| 45 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.51% | -0.12% | +2.54% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.51% | -0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.01% | — | |
| 48 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.44% | — | — | |
| 49 | COR | Cencora Inc | Stock-Healthcare | 0.40% | — | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.04% | — |
According to official SEC Form 13F filings, One Wealth Map LLC reported a total U.S. public equity portfolio value of $220.1M across 84 disclosed positions in Q1 2024.
During Q1 2024, One Wealth Map LLC's top holdings by market value included CWB (17.1%)、EDV (7.4%)、TIP (4.5%). The largest single position, CWB, represented 17.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, One Wealth Map LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.