Managed by Oneascent Financial Services Llc • Latest filing Q2 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $96M | 4.21M | 0.00% | — |
| 2 | ? N/A — | $84.8M | 3.76M | 0.00% | — |
| 3 | ? N/A — | $83.8M | 2.19M | 0.00% | — |
| 4 | ? N/A — | $80.2M | 3.52M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $80.2M |
| 1.10M |
| 0.00% |
| — |
| 6 | D DIA — | $78.9M | 1.41M | 0.00% | — |
| 7 | D DIA — | $78.3M | 1.27M | 0.00% | — |
| 8 | ? N/A — | $76.6M | 3.36M | 0.00% | — |
| 9 | ? N/A — | $76.4M | 3.38M | 0.00% | — |
| 10 | D DIA — | $73.8M | 1.07M | 0.00% | — |
| 11 | ? N/A — | $73.7M | 2.27M | 0.00% | — |
| 12 | V VOO — | $73.7M | 129.5K | 0.00% | — |
| 13 | D DIA — | $71.6M | 1.09M | 0.00% | — |
| 14 | D DIA — | $71.4M | 1.12M | 0.00% | — |
| 15 | ? N/A — | $69.3M | 2.07M | 0.00% | — |
| 16 | ? N/A — | $68.8M | 2.99M | 0.00% | — |
| 17 | V VOO — | $68.1M | 126.4K | 0.00% | — |
| 18 | ? N/A — | $67.3M | 2.92M | 0.00% | — |
| 19 | ? N/A — | $64.6M | 1.99M | 0.00% | — |
| 20 | ? N/A — | $64.5M | 281.3K | 0.00% | — |