Notify me when One Wealth Map LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 77 | $196,528,236 | +$22,790,214 | -$6,630,068 | +$16,160,146 | CWB, EDV, VCLT, BLV, TIP | 13F-HR | 04 Feb 2026, 14:56 |
| Q3 2025 | 81 | $188,071,561 | +$2,290,004 | -$5,580,017 | -$3,290,013 | CWB, EDV, TIP, BLV, VCLT | 13F-HR | 12 Nov 2025, 16:41 |
| Q2 2025 | 81 | $182,184,329 | +$16,463,123 | -$955,436 | +$15,507,687 | CWB, EDV, TIP, BLV, VCLT | 13F-HR | 23 Jul 2025, 16:45 |
| Q1 2025 | 76 | $150,240,302 | +$1,136,299 | -$1,311,429 | -$175,130 | CWB, EDV, TIP, BLV, VCLT | 13F-HR | 22 Apr 2025, 13:45 |
| Q4 2024 | 76 | $164,595,706 | +$2,419,388 | -$7,304,693 | -$4,885,305 | CWB, EDV, TIP, VCLT, BLV | 13F-HR | 24 Feb 2025, 15:31 |
| Q3 2024 | 76 | $169,699,144 | +$7,743,062 | -$7,031,242 | +$711,820 | CWB, EDV, TIP, VCLT, BLV | 13F-HR | 16 Oct 2024, 11:35 |
| Q2 2024 | 87 | $161,898,441 | +$3,167,400 | -$928,243 | +$2,239,157 | CWB, EDV, TIP, BLV, VCLT | 13F-HR | 23 Jul 2024, 15:55 |
| Q1 2024 | 84 | $151,059,237 | +$17,591,040 | -$23,681,095 | -$6,090,055 | CWB, EDV, TIP, BLV, VCLT | 13F-HR | 23 Apr 2024, 18:33 |
| Q4 2023 | 61 | $158,233,200 | +$58,485,294 | -$52,624,591 | +$5,860,703 | CWB, EDV, TIP, BLV, VCLT | 13F-HR | 09 Feb 2024, 17:04 |
| Q3 2023 | 59 | $144,585,299 | +$4,780,467 | -$1,987,626 | +$2,792,841 | VTIP, BIL, BSV, CWB, TIP | 13F-HR | 16 Oct 2023, 18:23 |
| Q2 2023 | 58 | $150,585,146 | +$927,790 | -$10,619,955 | -$9,692,165 | VTIP, BSV, BIL, CWB, TIP | 13F-HR | 14 Jul 2023, 18:21 |
| Q1 2023 | 55 | $156,970,399 | +$138,545,485 | -$100,198,231 | +$38,347,254 | VTIP, BIL, BSV, CWB, TIP | 13F-HR | 14 Apr 2023, 19:44 |
| Q4 2022 | 70 | $118,187,133 | +$4,606,518 | -$4,342,522 | +$263,996 | BND, VTI, BSV, VGIT, VEA | 13F-HR | 17 Jan 2023, 13:12 |
| Q3 2022 | 70 | $106,178,000 | +$542,833 | -$16,809,838 | -$16,267,005 | BND, VTI, BSV, VO, VEA | 13F-HR | 17 Oct 2022, 13:32 |
| Q2 2022 | 73 | $136,242,000 | +$18,444,601 | -$20,344,011 | -$1,899,410 | BND, VTI, BSV, VO, VEA | 13F-HR | 02 Aug 2022, 20:08 |
| Q1 2022 | 54 | $146,725,000 | +$8,148,272 | -$18,608,646 | -$10,460,374 | BND, VTI, BSV, VGIT, VO | 13F-HR | 11 Apr 2022, 17:28 |
| Q4 2021 | 67 | $158,241,000 | +$114,579,766 | -$109,416,149 | +$5,163,617 | BND, VTI, BSV, VGIT, VEA | 13F-HR | 25 Feb 2022, 19:32 |
| Q3 2021 | 41 | $162,601,000 | +$3,379,438 | -$1,692,978 | +$1,686,460 | CWB, XT, DTEC, VTI, DGRO | 13F-HR | 12 Oct 2021, 12:34 |
| Q2 2021 | 46 | $163,212,000 | +$714,165 | -$7,648,503 | -$6,934,338 | CWB, XT, DTEC, VTI, DGRO | 13F-HR | 22 Jul 2021, 11:16 |
| Q1 2021 | 45 | $166,449,000 | +$20,787,187 | -$1,336,829 | +$19,450,358 | CWB, XT, DTEC, VTI, AAXJ | 13F-HR | 23 Apr 2021, 16:31 |
| Q3 2020 | 41 | $127,298,000 | +$63,058,939 | -$52,757,410 | +$10,301,529 | CWB, DTEC, XT, BKLN, VTI | 13F-HR | 01 Dec 2020, 16:37 |
| Q2 2020 | 46 | $112,983,000 | +$7,160,287 | -$11,720,546 | -$4,560,259 | CWB, LQD, BKLN, VTI, AGZD | 13F-HR | 17 Jul 2020, 16:37 |
| Q1 2020 | 48 | $105,392,000 | $0 | $0 | $0 | CWB, LQD, BKLN, VTI, AGZ | 13F-HR | 14 May 2020, 13:31 |