One Ascent Family Office, LLC New Holdings in Q1 2025

One Ascent Family Office, LLC

  • $107 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86.5K
New
$32.42 - $36.13 $2.8M - $3.12M
86.5K $2.86M
DFAT
Dimensional ETF Tr U S Target

ETFs
42.7K
New
$50.44 - $58.1 $2.15M - $2.48M
42.7K $2.2M
VSLU
ETF Opportunities Tr Applied F
60.6K
New
$34.73 - $38.17 $2.11M - $2.31M
60.6K $2.13M
Victory Portfolios Ii
44.9K
New
N/A
44.9K $1.54M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11K
New
$126.86 - $146.45 $1.4M - $1.61M
11K $1.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.9K
New
$57.21 - $65.8 $966K - $1.11M
16.9K $990K
IEFA
Ishares Tr

ETFs
12.6K
New
$69.57 - $78.65 $874K - $989K
12.6K $952K
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.6K
New
$24.91 - $29.02 $936K - $1.09M
37.6K $948K
TSLA
Tesla, Inc.

Consumer Cyclical
3.5K
New
$222.15 - $428.22 $777K - $1.5M
3.5K $936K
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.9K
New
$81.62 - $96.63 $886K - $1.05M
10.9K $911K
DFIC
Dimensional ETF Tr Dimensional

ETFs
30.6K
New
$25.54 - $28.79 $782K - $882K
30.6K $852K
T Rowe Price ETF Inc
27.8K
New
N/A
27.8K $849K
SYK
Stryker Corp

Healthcare
1.91K
New
$355.18 - $399.9 $678K - $763K
1.91K $712K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
New
$507.05 - $563.67 $677K - $752K
1.34K $686K
XLF
Financial Sector Spdr

ETFs
13.6K
New
$47.32 - $52.19 $642K - $708K
13.6K $675K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.18K
New
$551.42 - $612.93 $652K - $725K
1.18K $665K
CMI
Cummins Inc

Industrials
2.07K
New
$312.92 - $386.07 $649K - $801K
2.07K $654K
BKNG
Booking Holdings Inc.

Consumer Cyclical
127
New
$4295.4 - $5141.88 $546K - $653K
127 $592K
APH
Amphenol Corp

Technology
7.72K
New
$61.62 - $78.55 $476K - $606K
7.72K $510K
PG
Procter & Gamble CO

Consumer Defensive
2.93K
New
$158.56 - $176.26 $464K - $516K
2.93K $498K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.02K
New
$208.48 - $244.03 $421K - $492K
2.02K $492K
CASY
Caseys General Stores Inc

Consumer Cyclical
1.08K
New
$378.71 - $442.54 $407K - $476K
1.08K $474K
XLK
Technology Sector Spdr

ETFs
2.24K
New
$206.38 - $242.18 $462K - $542K
2.24K $465K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.89K
New
$50.39 - $50.66 $448K - $450K
8.89K $450K
Unified Ser Tr
17.6K
New
N/A
17.6K $437K
MSI
Motorola Solutions, Inc.

Technology
962
New
$411.73 - $482.1 $396K - $464K
962 $422K
STE
Steris PLC

Healthcare
1.79K
New
$202.46 - $232.74 $363K - $417K
1.79K $405K
XLV
Select Sector Spdr Fund Health

ETFs
2.81K
New
$137.61 - $149.68 $386K - $420K
2.81K $404K
XLY
Select Sector Spdr Consumer Di

ETFs
1.71K
New
$192.6 - $233.2 $330K - $399K
1.71K $341K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.6K
New
$81.83 - $82.73 $295K - $298K
3.6K $298K
CSCO
Cisco Systems, Inc.

Technology
4.49K
New
$58.74 - $64.87 $264K - $291K
4.49K $277K
MUB
Ishares National Muni Bond ETF

ETFs
2.53K
New
$104.71 - $107.69 $265K - $272K
2.53K $267K
Ishares Bitcoin Trust ETF
5.41K
New
N/A
5.41K $259K
ADBE
Adobe Inc.

Technology
665
New
$377.84 - $464.11 $251K - $309K
665 $255K
CMCSA
Comcast Corp

Communication Services
6.72K
New
$33.19 - $38.23 $223K - $257K
6.72K $247K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.79K
New
$80.53 - $147.57 $144K - $265K
1.79K $237K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.72K
New
$53.69 - $62.68 $200K - $233K
3.72K $224K
CRM
Salesforce, Inc.

Technology
821
New
$268.36 - $359.95 $220K - $296K
821 $221K
AFL
Aflac Inc

Financial Services
1.97K
New
$100.99 - $111.19 $198K - $218K
1.97K $218K
XLI
Industrial Sector Spdr

ETFs
1.64K
New
$128.78 - $141.67 $211K - $232K
1.64K $216K
SPGI
S&P Global Inc.

Financial Services
425
New
$478.26 - $543.77 $203K - $231K
425 $216K
Activity Summary
Buys All Purchases 95 New Holdings 42 Increased Positions 53 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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