One Wealth Map LLC
CIK 1802635 · Holdings on Mar 31, 2024 · First reported Apr 24, 2024
Top ten holdings
Q1 2024- CWB17.07%
- EDV7.41%
- TIP4.48%
- BLV4.00%
- VCLT3.91%
- IGIB3.23%
- XLP3.15%
- DLN2.99%
- DES2.95%
- XLV2.93%
Share classes counted separately52.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CWBWeight decreased · -2.82 pp19.89% → 17.07%Shares -70.17K (-15.97%)
- EDVWeight decreased · -1.62 pp9.03% → 7.41%Shares -29.08K (-15.31%)
- TIPWeight decreased · -0.88 pp5.36% → 4.48%Shares -15.69K (-19.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CWBSS SPDR BB CONV SEC ETFBBG CONV SEC ETF View history and evidence | $25.85M | 17.07% | 369.24K shares | 19.89% → 17.07%-2.82 pp -70.17K (-15.97%) | Reduced | ↗▾ |
| 02 | EDVVANGUARD EXTENDED DUR TREASEXTENDED DUR View history and evidence | $11.23M | 7.41% | 160.80K shares | 9.03% → 7.41%-1.62 pp -29.08K (-15.31%) | Reduced | ↗▾ |
| 03 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $6.79M | 4.48% | 64.17K shares | 5.36% → 4.48%-0.88 pp -15.69K (-19.65%) | Reduced | ↗▾ |
| 04 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $6.06M | 4.00% | 88.39K shares | 4.70% → 4.00%-0.70 pp -15.59K (-14.99%) | Reduced | ↗▾ |
| 05 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $5.92M | 3.91% | 79.51K shares | 4.60% → 3.91%-0.69 pp -14.64K (-15.55%) | Reduced | ↗▾ |
| 06 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $4.89M | 3.23% | 97.23K shares | 3.88% → 3.23%-0.65 pp -23.02K (-19.14%) | Reduced | ↗▾ |
| 07 | XLPSS CONSUMER STAPLES SEL SECTSBI CONS STPLS View history and evidence | $4.77M | 3.15% | 63.44K shares | 3.36% → 3.15%-0.21 pp -8.93K (-12.34%) | Reduced | ↗▾ |
| 08 | DLNWISDOMTREE US LARGECAP DIVIDUS LARGECAP DIVD View history and evidence | $4.53M | 2.99% | 65.17K shares | 3.13% → 2.99%-0.14 pp -7.72K (-10.59%) | Reduced | ↗▾ |
| 09 | DESWISDOMTREE US SMALLCAP DIVIDUS SMALLCAP DIVD View history and evidence | $4.47M | 2.95% | 143.24K shares | 3.10% → 2.95%-0.15 pp -16.75K (-10.47%) | Reduced | ↗▾ |
| 10 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $4.44M | 2.93% | 31.80K shares | 3.22% → 2.93%-0.29 pp -3.72K (-10.48%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | Non-derivative | -660 | -$302.33K | SEC filing ↗ | SEC filing ↗ |
| DIA SS SPDR DOW JONES INDUS AVG | Non-derivative | -722 | -$279.67K | SEC filing ↗ | SEC filing ↗ |
| VFH VANGUARD FINANCIALS ETF | Non-derivative | -2,366 | -$223.17K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802635 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 84
}Research all 84 reported holdings.
This page includes 30 of 84 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 84 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1802635","quarter":"2024Q1","page_size":100}
get_institutional_manager_history
{"cik":"1802635","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.