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CIK: 0001802635
Total reported value
$220.1M
$220.1M
76 檔
28.5%
As reported in its official Q4 2024 Form 13F filing, One Wealth Map LLC's tracked investment portfolio stood at $220.1M with 76 total positions.
During Q4 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 28.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 18.45% | -0.41% | -3.81% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 6.91% | +0.62% | -3.47% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.54% | +0.12% | -1.97% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.13% | +0.06% | +2.85% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.12% | +0.07% | +3.42% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.41% | +0.22% | +2.94% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.36% | +0.14% | -1.24% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.23% | +0.14% | -0.66% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 3.15% | +0.18% | +0.32% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.04% | +0.52% | +2.09% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 3.01% | — | -1.79% | |
| 12 | XLB | Ss Materials Select Sector | ETF-Other | 2.67% | +0.01% | +2.16% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.64% | -0.02% | -2.44% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 2.51% | -0.17% | -0.66% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.44% | -0.06% | -3.38% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.05% | +0.11% | -1.69% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.88% | +0.09% | -3.93% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.83% | -0.04% | -7.92% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.26% | +0.07% | -0.82% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.02% | +0.03% | -1.50% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.00% | +0.05% | -2.29% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.93% | +0.04% | -5.20% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.89% | +0.07% | -5.05% | |
| 24 | PID | Invesco International Divide | ETF-Other | 0.87% | +0.01% | +3.44% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.85% | +0.02% | +4.22% | |
| 26 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.81% | +0.07% | -3.20% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.42% | -10.45% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.25% | -19.36% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.21% | -12.25% | |
| 30 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.69% | +0.07% | +1.81% | |
| 31 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.69% | -0.09% | +3.48% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | +0.03% | +2.27% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.66% | +0.03% | +2.58% | |
| 34 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.66% | -0.01% | +5.79% | |
| 35 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.63% | -0.11% | -13.22% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.16% | -8.55% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | -0.17% | -20.35% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.59% | +0.08% | -26.59% | |
| 39 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.58% | +0.04% | +3.12% | |
| 40 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.57% | -0.12% | +0.56% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.55% | +0.04% | -8.16% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.03% | -9.29% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -9.30% | |
| 44 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.47% | +0.32% | -10.16% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | -0.32% | EXIT | |
| 46 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.41% | +0.03% | -12.93% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.40% | -0.01% | +15.36% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.04% | +11.74% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.35% | +0.01% | -9.68% | |
| 50 | KMX | Carmax Inc | Stock-Consumer Disc | 0.33% | — | -10.15% |
According to official SEC Form 13F filings, One Wealth Map LLC reported a total U.S. public equity portfolio value of $220.1M across 76 disclosed positions in Q4 2024.
During Q4 2024, One Wealth Map LLC's top holdings by market value included CWB (18.4%)、EDV (6.9%)、TIP (4.5%). The largest single position, CWB, represented 18.4% of total portfolio value.
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In Q4 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.
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