ONE WEALTH MAP LLC

PrivateCIK: 1802635
Location

LAS VEGAS, NV

94
Positions
$212.83M
Total AUM (reported)
2.77M
Total Shares

Allocation by class

TOTAL AUM$212.83M94 positions
STATE STREET SPD$40.28M18.9%
COM$21.43M10.1%
EXTENDED DUR$11.55M5.4%
STATE STREET CON$10.47M4.9%
TIPS BD ETF$8.07M3.8%
LONG TERM BOND$7.78M3.7%
LG-TERM COR BD$7.58M3.6%

Portfolio Concentration

Top 327.0%4–1023.2%11–2526.7%Rest23.2%TOP 1050.2%0%100%
Top 3$57.46M27.0%
4–10$49.29M23.2%
11–25$56.77M26.7%
Rest$49.31M23.2%

Top 3 weight

27.0%

Top 10 weight

50.2%

Voting Authority Distribution

Total shares with voting rights: 2.77M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.77M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares371.49K
TypeSH
Market value$37.84M
17.78%
Sole
0.00
Shared
0.00
None
371.49K

VANGUARD WORLD FD

SOLE
EXTENDED DUR
Shares181.69K
TypeSH
Market value$11.55M
5.43%
Sole
0.00
Shared
0.00
None
181.69K

ISHARES TR

SOLE
TIPS BD ETF
Shares72.44K
TypeSH
Market value$8.07M
3.79%
Sole
0.00
Shared
0.00
None
72.44K

VANGUARD BD INDEX FDS

SOLE
LONG TERM BOND
Shares113.88K
TypeSH
Market value$7.78M
3.65%
Sole
0.00
Shared
0.00
None
113.88K

VANGUARD SCOTTSDALE FDS

SOLE
LG-TERM COR BD
Shares101.68K
TypeSH
Market value$7.58M
3.56%
Sole
0.00
Shared
0.00
None
101.68K

WISDOMTREE TR

SOLE
US SMALLCAP DIVD
Shares183.61K
TypeSH
Market value$7.09M
3.33%
Sole
0.00
Shared
0.00
None
183.61K

WISDOMTREE TR

SOLE
US LARGECAP DIVD
Shares73.93K
TypeSH
Market value$6.95M
3.27%
Sole
0.00
Shared
0.00
None
73.93K

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares82.06K
TypeSH
Market value$6.91M
3.25%
Sole
0.00
Shared
0.00
None
82.06K

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares37.94K
TypeSH
Market value$6.56M
3.08%
Sole
0.00
Shared
0.00
None
37.94K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares109.11K
TypeSH
Market value$6.42M
3.02%
Sole
0.00
Shared
0.00
None
109.11K

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares40.42K
TypeSH
Market value$5.87M
2.76%
Sole
0.00
Shared
0.00
None
40.42K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares35.93K
TypeSH
Market value$5.82M
2.73%
Sole
0.00
Shared
0.00
None
35.93K

SELECT SECTOR SPDR TR

SOLE
STATE STREET MAT
Shares111.66K
TypeSH
Market value$5.73M
2.69%
Sole
0.00
Shared
0.00
None
111.66K

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares107.94K
TypeSH
Market value$5.73M
2.69%
Sole
0.00
Shared
0.00
None
107.94K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares105.01K
TypeSH
Market value$4.89M
2.30%
Sole
0.00
Shared
0.00
None
105.01K

ISHARES TR

SOLE
FLTG RATE NT ETF
Shares92.51K
TypeSH
Market value$4.71M
2.21%
Sole
0.00
Shared
0.00
None
92.51K

INVESCO EXCHANGE TRADED FD T

SOLE
RAFI US 1000 ETF
Shares82.93K
TypeSH
Market value$4.30M
2.02%
Sole
0.00
Shared
0.00
None
82.93K

ISHARES TR

SOLE
RUS 1000 ETF
Shares9.55K
TypeSH
Market value$3.76M
1.77%
Sole
0.00
Shared
0.00
None
9.55K

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares30.01K
TypeSH
Market value$3.56M
1.67%
Sole
0.00
Shared
0.00
None
30.01K

META PLATFORMS INC

SOLE
CL A
Shares3.96K
TypeSH
Market value$2.41M
1.13%
Sole
0.00
Shared
0.00
None
3.96K

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares41.30K
TypeSH
Market value$2.16M
1.02%
Sole
0.00
Shared
0.00
None
41.30K

ALPHABET INC

SOLE
CAP STK CL A
Shares5.20K
TypeSH
Market value$2.00M
0.94%
Sole
0.00
Shared
0.00
None
5.20K

INVESCO EXCHANGE TRADED FD T

SOLE
INTL DIVI ACHI
Shares87.01K
TypeSH
Market value$1.99M
0.93%
Sole
0.00
Shared
0.00
None
87.01K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares13.05K
TypeSH
Market value$1.95M
0.91%
Sole
0.00
Shared
0.00
None
13.05K

AMAZON COM INC

SOLE
COM
Shares7.09K
TypeSH
Market value$1.90M
0.89%
Sole
0.00
Shared
0.00
None
7.09K
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