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MaryJoy Beltejar

One Wealth Map Llc

Assets Managed
$212.832M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
8.3%(2Q avg: 6.34%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in One Wealth Map Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of One Wealth Map Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 212.832M in assets, with a quarterly growth rate of 8.3% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by MaryJoy Beltejar, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CWB
Spdr Bloomberg Convertible S
Recent Activity
Decreased -6.09%
17.79%
$37.843M
371,488 shares@ $101.87 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Increased 17.47%
5.43%
$11.548M
181,690 shares@ $63.56 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 3.59%
3.79%
$8.066M
72,435 shares@ $111.36 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
Increased 2.14%
3.66%
$7.779M
113,876 shares@ $68.32 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Decreased -2.78%
3.56%
$7.576M
101,681 shares@ $74.52 avg price
DES
Wisdomtree Us Smallcap Divid
Recent Activity
Decreased -2.36%
3.34%
$7.095M
183,610 shares@ $38.64 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Decreased -2.1%
3.27%
$6.952M
73,930 shares@ $94.05 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -2.52%
3.25%
$6.907M
82,057 shares@ $84.18 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -4.38%
3.09%
$6.562M
37,940 shares@ $172.97 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -7.09%
3.02%
$6.421M
109,115 shares@ $58.86 avg price

1-10 of 94