One Wealth Advisors, LLC

CIK Number: 0001725297

719.09M
Market Value
281
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 6, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPLG SPDR Portfolio ...
75.67
-0.05% 789.6K -7.97% 51.92M 49.83 7.75% Share
2 AAPL Apple Inc.
230.94
-0.28% 177.15K -4.61% 39.35M 116.14 5.87% Share
3 VTEB Vanguard Tax-Ex...
48.90
+0.04% 549.5K +1.40% 27.27M 50.96 4.07% Share
4 QUAL iShares MSCI US...
188.06
-0.03% 146.73K +10.46% 25.07M 135.85 3.74% Share
5 IVW iShares S&P 500...
115.54
+0.08% 237.55K -0.1% 22.05M 83.75 3.29% Share
6 IUSB iShares Core To...
46.10
-0.07% 477.64K -3.18% 22.01M 47.12 3.29% Share
7 IVV iShares Core S&...
646.33
-0.05% 35.76K -6.82% 20.09M 422.33 3.00% Share
8 DYNF BlackRock U.S. ...
56.95
+0.15% 409.28K -2.13% 19.96M 45.19 2.98% Share
9 SCHZ Schwab U.S. Agg...
23.14
-0.1% 826.88K +3.30% 19.15M 23.67 2.86% Share
10 MUB iShares Nationa...
104.05
-0.01% 144.02K -17.37% 15.19M 107.99 2.27% Share
11 EFV iShares MSCI EA...
67.07
-0.56% 250.8K -16.29% 14.78M 53.41 2.21% Share
12 OEF iShares S&P 100...
320.35
-0.11% 54.03K +20.32% 14.63M 224.91 2.18% Share
13 IVE iShares S&P 500...
201.40
-0.12% 74K +39.87% 14.1M 185.82 2.11% Share
14 ESGU iShares ESG Awa...
140.56
-0.03% 108.41K -7.31% 13.22M 95.43 1.97% Share
15 IWF iShares Russell...
449.11
+0.02% 35K -4.73% 12.64M 227.1 1.89% Share
16 IYW iShares U.S. Te...
184.03
+0.04% 82.85K -0.69% 11.64M 96.43 1.74% Share
17 EFG iShares MSCI EA...
112.31
+0.22% 107.9K -53.46% 10.79M 97.87 1.61% Share
18 MBB iShares MBS ETF
93.43
-0.16% 101.73K -11.98% 9.54M 95.52 1.42% Share
19 LCTU BlackRock U.S. ...
70.08
-0.03% 150.96K -6.38% 9.15M 44.91 1.37% Share
20 IVLU iShares Edge MS...
35.03
-0.53% 300.63K -2.91% 9.11M 22.61 1.36% Share
21 EMXC iShares MSCI Em...
64.70
+0.50% 146.04K -26.4% 8.05M 57.4 1.20% Share
22 IEMG iShares Core MS...
62.49
+0.60% 134.75K +107.34% 7.27M 52.87 1.09% Share
23 IEV iShares Europe ...
64.33
-0.3% 121.92K -0.22% 7.1M 39.59 1.06% Share
24 XTEN Bondbloxx Bloom...
45.63
-0.15% 151.78K +100.00% 7.07M 46.57 1.06% Share
25 BINC Blackrock Etf T...
52.88
+0.02% 130.77K +2.55% 6.85M 53.41 1.02% Share
26 SUSL iShares ESG MSC...
112.61
+0.02% 70.16K -14.49% 6.72M 71.48 1.00% Share
27 SUSC iShares ESG USD...
23.22
-0.12% 267.36K -6.68% 6.17M 23.79 0.92% Share
28 EAGG iShares ESG U.S...
47.35
-0.07% 119.65K +12.21% 5.68M 48.47 0.85% Share
29 USXF iShares ESG Adv...
56.13
+0.15% 120.2K -0.01% 5.61M 36.74 0.84% Share
30 MSFT Microsoft Corpo...
516.95
-0.62% 14.87K +11.04% 5.58M 281.42 0.83% Share
31 GOOG Alphabet Inc.
204.31
-0.3% 33.5K -6.94% 5.23M 147.48 0.78% Share
32 GLDM SPDR Gold MiniS...
66.00
-0.19% 79.09K +93.78% 4.9M 56.78 0.73% Share
33 XLG Invesco S&P 500...
55.10
-0.05% 103.96K +100.00% 4.78M 46.02 0.71% Share
34 TLH iShares 10-20 Y...
100.01
-0.22% 45.4K +3.81% 4.71M 109.13 0.70% Share
35 SPMO Invesco S&P 500...
117.37
+0.05% 50.16K -4.57% 4.64M 95.01 0.69% Share
36 DSI iShares MSCI KL...
121.23
+0.14% 43.72K -7.21% 4.48M 75.8 0.67% Share
37 EUSB iShares ESG Adv...
43.42
-0.07% 95.48K -7.89% 4.14M 44.3 0.62% Share
38 DVY iShares Select ...
137.87
-0.23% 30.54K -2.2% 4.1M 93.63 0.61% Share
39 META Meta Platforms,...
767.37
-2.27% 6.68K -10.02% 3.85M 268.39 0.58% Share
40 GGOV BlackRock ETF T...
50.12
0.00% 70.24K +100.00% 3.48M 49.53 0.52% Share
41 USMV iShares MSCI US...
93.45
-0.07% 37K +13.95% 3.47M 73.74 0.52% Share
42 GOOGL Alphabet Inc.
203.47
-0.21% 21.18K -2.08% 3.28M 112.85 0.49% Share
43 AMZN Amazon.com, Inc...
231.50
+0.20% 16.09K +7.73% 3.06M 144.87 0.46% Share
44 TSM Taiwan Semicond...
241.34
+1.03% 17.78K +1.66% 2.96M 108.84 0.44% Share
45 HEFA iShares Currenc...
39.15
+0.24% 81.32K +886.07% 2.95M 36.13 0.44% Share
46 V Visa Inc.
342.66
-0.53% 8.1K +0.52% 2.84M 235.89 0.42% Share
47 LQD iShares iBoxx $...
109.54
-0.18% 25.82K +4.37% 2.81M 112.8 0.42% Share
48 WDFC WD-40 Company
218.81
-0.53% 11.5K -7.26% 2.81M 203.24 0.42% Share
49 DMXF iShares ESG Adv...
75.41
-0.02% 39K -32.51% 2.63M 56.89 0.39% Share
50 IJS iShares S&P Sma...
105.72
+0.08% 26.76K +0.25% 2.61M 91.41 0.39% Share
51 FLL Full House Reso...
3.59
+1.13% 578.96K +127.02% 2.42M 4.14 0.36% Share
52 WFC Wells Fargo & C...
77.47
+0.47% 33.1K +19.38% 2.38M 54.84 0.35% Share
53 UNH UnitedHealth Gr...
308.50
+1.48% 4.46K +20.26% 2.33M 472.5 0.35% Share
54 MGRC McGrath RentCor...
121.39
+1.53% 20.83K +23.56% 2.32M 106.86 0.35% Share
55 VEA Vanguard Develo...
58.80
-0.12% 44.7K +14.18% 2.27M 43.48 0.34% Share
56 ILCV iShares Morning...
86.30
-0.07% 26.74K +100.00% 2.18M 81.45 0.33% Share
57 ITOT iShares Core S&...
140.57
+0.01% 17.84K +243.46% 2.18M 121.12 0.33% Share
58 PYPL PayPal Holdings...
69.53
+0.43% 32.04K +14.33% 2.09M 72.04 0.31% Share
59 EMB iShares J.P. Mo...
93.95
+0.11% 22.94K +40.60% 2.08M 92.63 0.31% Share
60 IAU iShares Gold Tr...
62.83
-0.17% 34.01K +100.00% 2.01M 58.96 0.30% Share
61 SUSA iShares MSCI US...
130.75
+0.07% 17.38K +0.03% 2M 81.12 0.30% Share
62 IWB iShares Russell...
353.15
-0.03% 6.46K -27.36% 1.98M 292.46 0.30% Share
63 JPM JPMorgan Chase ...
291.42
+0.32% 8.05K -1.56% 1.97M 140.28 0.29% Share
64 BKNG Booking Holding...
5533.94
+1.46% 412 +22.26% 1.9M 3195.08 0.28% Share
65 TSLA Tesla, Inc.
335.06
+1.36% 7.16K -7.99% 1.85M 185.79 0.28% Share
66 NVDA NVIDIA Corporat...
182.01
+0.86% 16.87K -1.8% 1.83M 37.57 0.27% Share
67 THRO iShares U.S. Th...
36.73
+0.15% 57.31K +100.00% 1.82M 31.69 0.27% Share
68 ESGD iShares ESG Awa...
91.51
-0.16% 20.27K -1.13% 1.66M 70.54 0.25% Share
69 ESGE iShares ESG Awa...
40.76
+0.48% 47.09K -11.94% 1.65M 34.18 0.25% Share
70 TLT iShares 20+ Yea...
86.17
-0.27% 18.07K -75.9% 1.65M 95.92 0.25% Share
71 MCK McKesson Corpor...
670.97
-0.31% 2.34K -2.94% 1.58M 412.14 0.24% Share
72 TFI SPDR Nuveen Blo...
44.59
+0.03% 34.6K -1.67% 1.56M 46.83 0.23% Share
73 IJH iShares Core S&...
63.67
+0.23% 26.18K -1.53% 1.53M 44.9 0.23% Share
74 CPRT Copart, Inc.
47.34
+0.54% 26.47K +0.49% 1.5M 36.7 0.22% Share
75 GOVT iShares U.S. Tr...
22.84
-0.07% 61.32K +4.71% 1.41M 23.4 0.21% Share
76 TSCO Tractor Supply ...
61.09
+1.00% 25.39K +3.64% 1.4M 49.68 0.21% Share
77 AGG iShares Core U....
98.84
-0.1% 13.61K +100.00% 1.35M 98.92 0.20% Share
78 MSI Motorola Soluti...
461.39
+0.23% 3.04K +1.17% 1.33M 230.92 0.20% Share
79 EW Edwards Lifesci...
78.30
+0.05% 18.3K +54.16% 1.33M 80.05 0.20% Share
80 ORCL Oracle Corporat...
248.86
+0.23% 9.16K -14.85% 1.28M 113.04 0.19% Share
81 LCTD BlackRock World...
52.11
-0.09% 27.61K -17.84% 1.28M 42.2 0.19% Share
82 ORLY O'Reilly Automo...
101.39
-0.15% 888 +33.73% 1.27M 1084.26 0.19% Share
83 IGM iShares Expande...
118.06
-0.01% 13.08K +41.15% 1.19M 67.82 0.18% Share
84 FIS Fidelity Nation...
69.78
-1.48% 15.85K +56.29% 1.18M 76.12 0.18% Share
85 IWD iShares Russell...
198.29
0.00% 6.27K -56.08% 1.18M 178.73 0.18% Share
86 EMGF iShares MSCI Em...
53.88
+0.29% 24.29K +14.70% 1.14M 42.28 0.17% Share
87 JNJ Johnson & Johns...
176.30
-0.19% 6.71K +12.08% 1.11M 153.35 0.17% Share
88 GDDY GoDaddy Inc.
143.85
-1.44% 6.07K -20.17% 1.09M 104.09 0.16% Share
89 FI Fiserv, Inc.
137.09
+0.29% 4.71K +93.67% 1.04M 165.79 0.16% Share
90 CDW CDW Corporation
165.88
+1.29% 6.33K +44.67% 1.01M 163.83 0.15% Share
91 NFLX Netflix, Inc.
1244.71
+0.47% 1.07K -0.92% 1M 395.03 0.15% Share
92 SPGI S&P Global Inc.
551.06
-0.97% 1.89K +31.09% 959.8K 406.67 0.14% Share
93 RTX RTX Corporation
155.51
+0.92% 7.17K +100.00% 949.61K 132.46 0.14% Share
94 MDT Medtronic plc
92.80
-0.24% 10.45K +100.00% 946.41K 89.86 0.14% Share
95 EEM iShares MSCI Em...
50.22
+0.56% 21.6K +15.90% 944.05K 40.83 0.14% Share
96 BRK-B Berkshire Hatha...
478.53
+0.28% 1.77K -8.99% 943.73K 289.9 0.14% Share
97 HLN Haleon plc
9.69
+0.41% 90.43K +10.28% 930.57K 8.47 0.14% Share
98 SAP Sap Se
276.57
-0.46% 3.38K +0.33% 906.79K 164.64 0.14% Share
99 VWO Vanguard Emergi...
51.73
+0.72% 19.77K +17.65% 894.86K 43.15 0.13% Share
100 HDB HDFC Bank Limit...
75.42
+0.56% 13.2K +9.52% 877.27K 63.79 0.13% Share
101 SONY Sony Group Corp...
28.38
-1.25% 34.4K -0.22% 873.42K 18.55 0.13% Share
102 SHEL Shell plc
71.49
-0.5% 11.91K +69.13% 872.76K 70.44 0.13% Share
103 SLQD iShares 0-5 Yea...
50.60
-0.03% 16.93K +100.00% 851.14K 50.28 0.13% Share
104 HPQ HP Inc.
26.81
+0.26% 30.31K +35.35% 846.09K 30.44 0.13% Share
105 MET MetLife, Inc.
77.75
+0.54% 10.44K +206.67% 838.39K 80.81 0.13% Share
106 MFC Manulife Financ...
30.64
+0.86% 25.96K -0.98% 808.72K 22.65 0.12% Share
107 GVI iShares Interme...
106.68
-0.04% 7.49K +100.00% 793.88K 106.02 0.12% Share
108 STIP iShares 0-5 Yea...
103.03
-0.02% 7.54K +100.00% 780.47K 103.47 0.12% Share
109 ODFL Old Dominion Fr...
150.44
-0.46% 4.63K +105.42% 765.37K 163.9 0.11% Share
110 GILD Gilead Sciences...
117.99
-0.32% 6.8K +100.00% 761.83K 112.05 0.11% Share
111 VUG Vanguard Growth...
462.05
-0.01% 2.02K 0.00% 748.32K 195.12 0.11% Share
112 VLUE iShares MSCI US...
117.24
+0.25% 7K -10.97% 747.07K 94.13 0.11% Share
113 ABBV AbbVie Inc.
206.48
-0.1% 3.44K +44.58% 720.33K 184.62 0.11% Share
114 QCOM QUALCOMM Incorp...
158.93
+0.68% 4.64K +22.04% 712.75K 157.96 0.11% Share
115 CMCSA Comcast Corpora...
33.42
-0.07% 19.09K +59.74% 704.42K 40.4 0.11% Share
116 BAC Bank of America...
47.91
+2.08% 16.77K +72.58% 699.74K 34.58 0.10% Share
117 URI United Rentals,...
914.55
+0.62% 1.1K +100.00% 689.37K 626.7 0.10% Share
118 BK The Bank of New...
101.73
+0.72% 8.19K +49.74% 686.73K 65.58 0.10% Share
119 SUB iShares Short-T...
106.86
-0.02% 6.39K -54.64% 675.1K 106.14 0.10% Share
120 IEFA iShares Core MS...
86.02
-0.13% 8.86K -3.97% 670.11K 61.64 0.10% Share
121 VTV Vanguard Value ...
180.25
-0.01% 3.85K -1.76% 665.22K 140.37 0.10% Share
122 ASML ASML Holding N....
747.54
+0.72% 985 +100.00% 652.69K 662.63 0.10% Share
123 PM Philip Morris I...
166.51
+0.19% 4.07K +5.31% 651.12K 95.14 0.10% Share
124 SUSB iShares ESG 1-5...
25.18
-0.06% 25.85K -74.17% 646.07K 24.96 0.10% Share
125 APP AppLovin Corpor...
438.51
-0.04% 2.44K -47.33% 645.73K 84.82 0.10% Share
126 PHYL PGIM Active Hig...
35.45
-0.01% 18.3K +4.64% 637.1K 34.74 0.10% Share
127 AXP American Expres...
306.92
+0.47% 2.34K +82.97% 630.12K 247.38 0.09% Share
128 FMX Fomento Económi...
85.26
+0.01% 6.38K +25.73% 622.27K 123.06 0.09% Share
129 BIV Vanguard Interm...
77.17
-0.08% 8.07K -6.12% 618.07K 77.98 0.09% Share
130 SCHW The Charles Sch...
96.21
+0.10% 7.77K +100.00% 608.47K 78.28 0.09% Share
131 POOL Pool Corporatio...
316.34
-1.68% 1.91K +26.32% 608.05K 347.92 0.09% Share
132 TEAM Atlassian Corpo...
169.24
+1.34% 2.83K -9.58% 600.55K 128.68 0.09% Share
133 GS The Goldman Sac...
730.84
+0.02% 1.1K +66.36% 599.83K 466.59 0.09% Share
134 ABT Abbott Laborato...
130.34
-1.07% 4.4K +29.51% 583.42K 114.81 0.09% Share
135 MO Altria Group, I...
66.00
+0.28% 9.43K -1.44% 575.28K 42.73 0.09% Share
136 VLO Valero Energy C...
136.88
+0.06% 4.33K -1.55% 571.34K 124.86 0.09% Share
137 CVX Chevron Corpora...
155.48
-0.68% 3.4K +5.58% 569.7K 128.73 0.09% Share
138 VV Vanguard Large ...
297.03
0.00% 2.2K +100.00% 565.47K 257.03 0.08% Share
139 IDCC InterDigital, I...
269.82
+0.40% 2.68K -25.59% 553.68K 107.07 0.08% Share
140 ENVX Enovix Corporat...
10.17
-0.39% 75K 0.00% 550.5K 9.34 0.08% Share
141 ACIW ACI Worldwide, ...
47.26
+1.50% 10.04K -0.95% 549.18K 44.71 0.08% Share
142 CSCO Cisco Systems, ...
66.93
+1.10% 8.77K +25.19% 541.06K 50.27 0.08% Share
143 AIG American Intern...
80.42
+0.51% 6.15K +27.40% 534.86K 77.17 0.08% Share
144 HPE Hewlett Packard...
21.61
+2.15% 34.3K -3.85% 533.57K 21.08 0.08% Share
145 EXPE Expedia Group, ...
206.73
-0.34% 3.14K -2.21% 528K 147.35 0.08% Share
146 THC Tenet Healthcar...
171.32
-0.41% 3.83K +20.72% 515.67K 134.37 0.08% Share
147 HEZU iShares Currenc...
41.48
-0.17% 13.14K +1.66% 512.03K 36.63 0.08% Share
148 SPOT Spotify Technol...
728.13
-0.64% 919 -2.23% 505.48K 334.72 0.08% Share
149 T AT&T Inc.
28.91
+0.14% 17.65K +3.43% 499.06K 22.26 0.07% Share
150 CVLT Commvault Syste...
179.76
-0.14% 3.05K -4.06% 480.85K 121.68 0.07% Share