Notify me when ONE Advisory Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 67 | $326,299,742 | +$33,829,060 | -$21,911,901 | +$11,917,159 | IUSB, IVV, DYNF, LOAR, IVW | 13F-HR | 05 Nov 2025, 21:13 |
| Q2 2025 | 61 | $299,492,460 | +$67,612,471 | -$27,512,419 | +$40,100,052 | IUSB, IVV, LOAR, QUAL, IVW | 13F-HR | 25 Jul 2025, 14:50 |
| Q1 2025 | 48 | $234,140,700 | +$36,192,783 | -$24,416,917 | +$11,775,866 | IVV, IUSB, QUAL, IVW, DYNF | 13F-HR | 14 Apr 2025, 08:28 |
| Q4 2024 | 45 | $225,301,389 | +$10,389,990 | -$9,068,823 | +$1,321,167 | IVV, IUSB, IVW, QUAL, DYNF | 13F-HR | 21 Jan 2025, 08:38 |
| Q3 2024 | 46 | $227,868,773 | +$17,145,679 | -$16,227,296 | +$918,383 | IVV, IUSB, IVW, QUAL, DYNF | 13F-HR | 17 Oct 2024, 09:25 |
| Q2 2024 | 45 | $216,888,802 | +$22,259,729 | -$13,167,319 | +$9,092,410 | IVV, IUSB, IVW, QUAL, DYNF | Restatement | 07 Aug 2024, 14:31 |
| Q1 2024 | 43 | $203,518,550 | +$43,301,082 | -$41,714,908 | +$1,586,174 | IVV, IUSB, QUAL, DYNF, IVW | 13F-HR | 11 Apr 2024, 11:02 |
| Q4 2023 | 42 | $190,425,872 | +$27,127,458 | -$22,552,676 | +$4,574,782 | IVV, IUSB, QUAL, EFV, EFG | 13F-HR | 26 Jan 2024, 10:47 |
| Q3 2023 | 43 | $171,194,830 | +$33,364,425 | -$33,041,382 | +$323,043 | IVV, IUSB, QUAL, EFV, EFG | 13F-HR | 16 Oct 2023, 08:37 |
| Q2 2023 | 39 | $177,695,457 | +$6,519,356 | -$5,193,853 | +$1,325,503 | IVV, IUSB, QUAL, EFG, VMBS | 13F-HR | 12 Jul 2023, 09:17 |
| Q1 2023 | 42 | $170,021,332 | +$38,521,707 | -$33,023,971 | +$5,497,736 | IVV, IUSB, QUAL, EFG, VMBS | 13F-HR | 12 Apr 2023, 14:49 |
| Q4 2022 | 48 | $156,893,836 | +$24,944,050 | -$22,483,202 | +$2,460,848 | IVV, IUSB, ESGU, EFV, EFG | 13F-HR | 25 Jan 2023, 08:17 |
| Q3 2022 | 48 | $145,018,000 | +$33,870,766 | -$30,876,466 | +$2,994,300 | IVV, IUSB, GOVT, ESGU, EFG | 13F-HR | 17 Oct 2022, 08:27 |
| Q2 2022 | 44 | $150,962,000 | +$23,946,842 | -$23,468,691 | +$478,151 | IVV, ESGU, IUSB, EFV, GOVT | 13F-HR | 22 Jul 2022, 18:39 |
| Q1 2022 | 34 | $171,713,000 | +$25,411,793 | -$21,159,114 | +$4,252,679 | IVV, ESGU, IUSB, EFV, GOVT | 13F-HR | 03 May 2022, 21:14 |
| Q4 2021 | 31 | $175,580,000 | +$16,889,190 | -$9,473,231 | +$7,415,959 | ESGU, IVV, IUSB, EFG, EFV | 13F-HR | 24 Jan 2022, 12:14 |
| Q3 2021 | 28 | $161,129,000 | +$21,077,804 | -$17,607,241 | +$3,470,563 | ESGU, IVV, EFG, IUSB, EFV | 13F-HR | 18 Oct 2021, 15:18 |
| Q2 2021 | 31 | $162,743,000 | +$12,239,377 | -$9,309,794 | +$2,929,583 | IVV, ESGU, GOVT, EFV, IUSB | 13F-HR | 16 Jul 2021, 16:51 |
| Q1 2021 | 28 | $152,302,000 | +$39,214,326 | -$36,975,194 | +$2,239,132 | IVV, ESGU, GOVT, EFV, IUSB | 13F-HR | 19 Apr 2021, 13:31 |
| Q4 2020 | 26 | $146,020,000 | +$16,824,608 | -$14,285,793 | +$2,538,815 | IVV, ESGU, EFG, LQD, ESGE | 13F-HR | 19 Jan 2021, 15:49 |
| Q3 2020 | 27 | $131,703,000 | +$5,690,641 | -$4,607,246 | +$1,083,395 | IVV, ESGU, EFG, LQD, GOVT | 13F-HR | 19 Oct 2020, 11:40 |
| Q2 2020 | 24 | $123,913,000 | $0 | $0 | $0 | IVV, ESGU, EFG, LQD, GOVT | 13F-HR | 29 Sep 2020, 10:02 |