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One Wealth Map LLC

Portfolio Manager
One Wealth Map LLC
Performance
+2.49% (2026 Q1)
AUM (13F)
$212.83M
# of Holdings
84
Performance Rank
Allocation (Top 20)
74.67%

One Wealth Map LLC Holdings Map

Top 50 One Wealth Map LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CWB
SPDR SERIES TRUST
18.44%371.5K$37.8M
-6.09%(-24.10K)
2025-Q1: 382.5K shares2025-Q2: 410.5K shares2025-Q3: 399.8K shares2025-Q4: 395.6K shares2026-Q1: 371.5K shares
$69.36(+52.88%)
2026-03-31
EDV
VANGUARD WORLD FD
5.63%181.7K$11.5M
+17.47%(+27.02K)
2025-Q1: 162.4K shares2025-Q2: 182.7K shares2025-Q3: 188.3K shares2025-Q4: 154.7K shares2026-Q1: 181.7K shares
$73.89(-15.30%)
2026-03-31
TIP
ISHARES TR
3.93%72.4K$8.1M
+3.59%(+2.51K)
2025-Q1: 67.9K shares2025-Q2: 72.5K shares2025-Q3: 68.9K shares2025-Q4: 69.9K shares2026-Q1: 72.4K shares
$108.53(+2.39%)
2026-03-31
BLV
VANGUARD BD INDEX FDS
3.79%113.9K$7.8M
+2.14%(+2.38K)
2025-Q1: 97.8K shares2025-Q2: 109.0K shares2025-Q3: 107.3K shares2025-Q4: 111.5K shares2026-Q1: 113.9K shares
$76.99(-11.69%)
2026-03-31
VCLT
VANGUARD SCOTTSDALE FDS
3.69%101.7K$7.6M
-2.79%(-2.91K)
2025-Q1: 90.6K shares2025-Q2: 99.2K shares2025-Q3: 97.6K shares2025-Q4: 104.6K shares2026-Q1: 101.7K shares
$76.13(-2.16%)
2026-03-31
DES
WISDOMTREE TR
3.46%183.6K$7.1M
-2.36%(-4.44K)
2025-Q1: 155.0K shares2025-Q2: 171.8K shares2025-Q3: 173.6K shares2025-Q4: 188.0K shares2026-Q1: 183.6K shares
$29.52(+28.64%)
2026-03-31
DLN
WISDOMTREE TR
3.39%73.9K$7.0M
-2.11%(-1.59K)
2025-Q1: 67.4K shares2025-Q2: 73.1K shares2025-Q3: 72.1K shares2025-Q4: 75.5K shares2026-Q1: 73.9K shares
$65.03(+45.81%)
2026-03-31
XLP
SELECT SECTOR SPDR TR
3.37%82.1K$6.9M
-2.52%(-2.12K)
2025-Q1: 68.3K shares2025-Q2: 74.8K shares2025-Q3: 76.9K shares2025-Q4: 84.2K shares2026-Q1: 82.1K shares
$75.54(+12.16%)
2026-03-31
XLI
SELECT SECTOR SPDR TR
3.2%37.9K$6.6M
-4.39%(-1.74K)
2025-Q1: 36.9K shares2025-Q2: 39.5K shares2025-Q3: 38.3K shares2025-Q4: 39.7K shares2026-Q1: 37.9K shares
$105.28(+64.91%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
3.13%109.1K$6.4M
-7.10%(-8.33K)
2025-Q1: 48.2K shares2025-Q2: 53.6K shares2025-Q3: 54.4K shares2025-Q4: 117.4K shares2026-Q1: 109.1K shares
$43.16(+33.53%)
2026-03-31

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