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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OneAscent Financial Services LLC

Quarter ended Q4 2023 · Filed October 13, 2023 · Accession 0001780985-23-000003

Total Value
$384,133
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNIFIED SER TRUFI2,153,520$46,87012.20%
2UNIFIED SER TRUFI920,566$26,2746.84%
3VANGUARD SCOTTSDALE FDS92206C706293,096$16,7504.36%
4UNIFIED SER TRUFI700,299$15,7564.10%
5VANGUARD SCOTTSDALE FDS92206C771262,088$11,4742.99%
6UNIFIED SER TRUFI417,712$11,1922.91%
7VANGUARD INDEX FDS92290836325,111$9,8992.58%
8VANGUARD INDEX FDS92290876944,768$9,5092.48%
9TIMOTHY PLAN887432326284,618$8,7132.27%
10INVESCO EXCHANGE TRADED FD TIVZ68,854$6,2821.64%
11PACER FDS TR69374H105142,879$5,7091.49%
12SPDR SER TR78464A35978,642$5,3321.39%
13LEGG MASON ETF INVT52468L505178,940$4,8781.27%
14APPLE INCAAPL27,699$4,7421.23%
15ISHARES TR46435G10260,945$4,5231.18%
16SCHWAB STRATEGIC TR80852450866,248$4,4841.17%
17DBX ETF TR233051200116,139$4,0531.06%
18SCHWAB STRATEGIC TR808524805118,324$4,0181.05%
19SCHWAB STRATEGIC TR80852410280,009$3,9881.04%
20VANECK ETF TRUST92189F67626,861$3,8941.01%
21INVESCO EXCH TRADED FD TR IIIVZ164,108$3,4450.90%
22FLEXSHARES TRFLEX149,436$3,4280.89%
23SCHWAB STRATEGIC TR80852483976,357$3,3770.88%
24VANECK ETF TRUST92189F437119,357$3,2300.84%
25ISHARES TR46428757243,663$3,1980.83%
26FIRST MERCHANTS CORPFRMEP113,408$3,1550.82%
27AMERICAN CENTY ETF TR02507287739,664$3,0920.80%
28NORTHERN LTS FD TR IVNTRSO96,634$3,0920.80%
29SPDR SER TR78468R606119,238$2,6730.70%
30VANGUARD INDEX FDS92290875114,122$2,6700.70%
31SPDR GOLD TRGLD14,800$2,5370.66%
32NORTHERN LTS FD TR IVNTRSO80,681$2,5280.66%
33MICROSOFT CORPMSFT7,900$2,4940.65%
34SPDR S&P 500 ETF TRSPY5,647$2,4140.63%
35VANGUARD SCOTTSDALE FDS92206C87029,901$2,2720.59%
36CAPITAL GROUP GBL GROWTH EQT14020X10498,865$2,2660.59%
37VANGUARD INDEX FDS92290862910,524$2,1920.57%
38ISHARES TR46428717620,988$2,1770.57%
39BERKSHIRE HATHAWAY INC DELBRK-A5,960$2,0880.54%
40AMAZON COM INCAMZN15,138$1,9240.50%
41VANGUARD INDEX FDS92290855325,071$1,9140.50%
42FIRST TR EXCH TRADED FD III33740J20394,492$1,9030.50%
43VANGUARD BD INDEX FDS92193782725,277$1,9000.49%
44VANGUARD INTL EQUITY INDEX F92204277536,154$1,8750.49%
45NVIDIA CORPORATIONNVDA4,246$1,8470.48%
46INVESCO EXCH TRADED FD TR IIIVZ50,027$1,8220.47%
47ISHARES TR46429B65535,097$1,7860.46%
48VANGUARD MALVERN FDS92202080536,268$1,7150.45%
49PROCTER AND GAMBLE CO74271810911,526$1,6810.44%
50FIDELITY COVINGTON TRUST31609284043,058$1,6620.43%
51FIRST TR EXCHANGE-TRADED FD33733E10421,821$1,6070.42%
52UNITEDHEALTH GROUP INCUNH3,039$1,5320.40%
53TIMOTHY PLAN88743234246,796$1,4500.38%
54VANGUARD TAX-MANAGED FDS92194385832,134$1,4050.37%
55VANGUARD INDEX FDS9229085956,064$1,2990.34%
56FIRST TR VALUE LINE DIVID IN33734H10634,640$1,2950.34%
57BARCLAYS BANK PLCVXZ40,245$1,2930.34%
58ISHARES S&P GSCI COMMODITY-ISMCF54,873$1,2350.32%
59SPDR INDEX SHS FDS78463X54122,064$1,2290.32%
60VANGUARD CHARLOTTE FDS92203J40725,256$1,2080.31%
61ISHARES TR46428837227,567$1,1930.31%
62NORTHERN LTS FD TR IVNTRSO44,257$1,1730.31%
63FIRST TR LRG CP VL ALPHADEX33735J10118,010$1,1670.30%
64AMERICAN CENTY ETF TR02507250523,481$1,1260.29%
65TESLA INCTSLA4,373$1,0940.28%
66FIRST TR EXCHNG TRADED FD VI33740F80525,703$1,0810.28%
67SCHWAB STRATEGIC TR80852460725,331$1,0490.27%
68VISA INCV4,447$1,0230.27%
69ISHARES INC46434G10321,253$1,0110.26%
70ELI LILLY & COLLY1,862$1,0000.26%
71VANGUARD INDEX FDS9229087447,184$9910.26%
72FIRST TR EXCHANGE-TRADED FD33738R11817,225$9660.25%
73SCHWAB STRATEGIC TR80852488828,896$9320.24%
74ISHARES TR46428744010,135$9280.24%
75JPMORGAN CHASE & COVYLD6,388$9260.24%
76UBER TECHNOLOGIES INCUBER20,043$9220.24%
77VANGUARD SCOTTSDALE FDS92206C40911,991$9010.23%
78ABBVIE INCABBV6,030$8990.23%
79EXXON MOBIL CORPXOM7,623$8960.23%
80SCHWAB STRATEGIC TR80852470637,150$8890.23%
81ALPHABET INCGOOG6,636$8680.23%
82JOHNSON & JOHNSONJNJ5,381$8380.22%
83MASTERCARD INCORPORATEDMA2,081$8240.21%
84LOWES COS INC5486611073,898$8100.21%
85ADOBE INCADBE1,568$8000.21%
86FIRST TR EXCH TRD ALPHDX FD33737J17415,667$7870.20%
87META PLATFORMS INCMETA2,501$7510.20%
88INVESCO QQQ TRIVZ2,073$7430.19%
89FIRST TRUST LRGCP GWT ALPHAD33735K1087,356$7120.19%
90TJX COS INC NEW8725401097,685$6830.18%
91HOME DEPOT INCHD2,260$6830.18%
92VANGUARD INTL EQUITY INDEX F92204285817,382$6820.18%
93EDISON INTL28102010710,463$6620.17%
94VANGUARD BD INDEX FDS9219378359,410$6570.17%
95SCHWAB STRATEGIC TR8085247979,284$6570.17%
96SALESFORCE INCCRM3,173$6430.17%
97SCHWAB STRATEGIC TR80852485413,264$6360.17%
98ALPHABET INCGOOG4,813$6350.17%
99ROPER TECHNOLOGIES INCROP1,303$6310.16%
100ORACLE CORPORCL-PD5,775$6120.16%
101WALMART INCWMT3,803$6080.16%
102FIRST TR EXCHANGE TRADED FD33734X1436,169$5990.16%
103TRANE TECHNOLOGIES PLCTT2,856$5810.15%
104FIRST TR EXCH TRADED FD III33739P30112,885$5810.15%
105ISHARES SILVER TRSLV27,741$5640.15%
106ISHARES TR4642872001,285$5550.14%
107COLUMBIA ETF TR I19761L60728,386$5540.14%
108JANUS DETROIT STR TR47103U88611,492$5510.14%
109FIRST TR EXCHANGE-TRADED FD33733E3023,431$5480.14%
110ADVANCED MICRO DEVICES INCAMD5,320$5470.14%
111ISHARES TR4642874576,654$5390.14%
112SPDR SER TR78464A28422,526$5370.14%
113VANECK ETF TRUST92189F10619,450$5230.14%
114WELLS FARGO CO NEW94974610112,777$5220.14%
115OLD DOMINION FREIGHT LINE INODFL1,269$5190.14%
116VANGUARD WHITEHALL FDS9219464064,912$5080.13%
117AMERICAN EXPRESS COAXP3,377$5040.13%
118PALO ALTO NETWORKS INCPANW2,150$5040.13%
119GENERAL MTRS CO37045V10015,066$4970.13%
120CVS HEALTH CORPCVS7,118$4970.13%
121AIRBNB INCABNB3,570$4900.13%
122MCDONALDS CORPMCD1,832$4830.13%
123NETFLIX INCNFLX1,277$4820.13%
124SCHWAB STRATEGIC TR8085248709,536$4810.13%
125SYSCO CORPSYY7,144$4720.12%
126SYNOPSYS INCSNPS1,027$4710.12%
127ISHARES TR4642887525,883$4630.12%
128COSTCO WHSL CORP NEW22160K105817$4610.12%
129FEDEX CORPFDX1,716$4570.12%
130FIRST TR EXCHANGE-TRADED FD33738R5069,858$4530.12%
131NVENT ELECTRIC PLCNVT8,524$4520.12%
132PROLOGIS INC.PLDGP3,964$4450.12%
133LOCKHEED MARTIN CORPLMT1,066$4360.11%
134POOL CORPPOOL1,223$4350.11%
135MARATHON PETE CORPMARA2,833$4290.11%
136GENERAL ELECTRIC CO3696043013,843$4250.11%
137AUTODESK INCADSK2,048$4240.11%
138CDW CORPCDW2,082$4200.11%
139AT&T INCT-PC27,949$4200.11%
140ACCENTURE PLC IRELANDACN1,366$4190.11%
141FIRST TR EXCH TRD ALPHDX FD33737J18220,061$4190.11%
142VANGUARD INDEX FDS9229087361,535$4180.11%
143MERCK & CO INCMRK3,911$4050.11%
144TARGA RES CORPTRGP4,714$4040.11%
145CONOCOPHILLIPSCOP3,337$4000.10%
146WILLIAMS COS INC96945710011,600$3910.10%
147PHILLIPS 66PSX3,197$3840.10%
148LITHIA MTRS INC5367971031,298$3830.10%
149EQUINIX INCEQIX528$3830.10%
150KLA CORPKLAC835$3830.10%
151FIRST TR EXCH TRD ALPHDX FD33737J11711,440$3780.10%
152FORD MTR CO DEL34537086030,054$3730.10%
153ELEVANCE HEALTH INCELV855$3720.10%
154NUCOR CORPNUE2,369$3700.10%
155STERIS PLCSTE1,683$3690.10%
156ABBOTT LABSABLZF3,785$3670.10%
157METTLER TOLEDO INTERNATIONALMTD331$3670.10%
158ISHARES TR46434V3817,015$3660.10%
159BANK AMERICA CORP06050510413,295$3640.09%
160VALERO ENERGY CORPVLO2,565$3640.09%
161KIMBERLY-CLARK CORPKMB2,969$3620.09%
162FIRST TR MORNINGSTAR DIVID L33691710910,670$3570.09%
163APPLIED MATLS INC0382221052,582$3570.09%
164CHEVRON CORP NEWCVX2,108$3550.09%
165ARCHER DANIELS MIDLAND COADM4,672$3520.09%
166VERTEX PHARMACEUTICALS INCVRTX987$3430.09%
167FIRST TR EXCH TRD ALPHDX FD33737J1586,811$3390.09%
168THE CIGNA GROUP1255231001,172$3350.09%
169TAIWAN SEMICONDUCTOR MFG LTD8740391003,836$3330.09%
170MCKESSON CORPMCK759$3300.09%
171DISNEY WALT CO2546871064,040$3270.09%
172NORTHERN LTS FD TR IVNTRSO10,689$3260.08%
173INTERNATIONAL BUSINESS MACHSINTR2,323$3260.08%
174INVESCO EXCH TRADED FD TR IIIVZ17,802$3250.08%
175ISHARES TR46432F8425,029$3240.08%
176SERVICENOW INCNOW578$3230.08%
177DEERE & CODE844$3190.08%
178SCHWAB STRATEGIC TR80852484717,733$3150.08%
179QUALCOMM INCQCOM2,829$3140.08%
180NOVO-NORDISK A SNONOF3,419$3110.08%
181GILEAD SCIENCES INCGILD4,134$3100.08%
182SHERWIN WILLIAMS COSHW1,203$3070.08%
183SELECT SECTOR SPDR TR81369Y8031,864$3060.08%
184FIRST TR NASDAQ 100 TECH IND3373451022,104$3060.08%
185PARKER-HANNIFIN CORPPH779$3030.08%
186GALLAGHER ARTHUR J & CO3635761091,311$2990.08%
187ISHARES TR4642872263,123$2940.08%
188JOHNSON CTLS INTL PLCG515021055,515$2930.08%
189THERMO FISHER SCIENTIFIC INCTMO575$2910.08%
190NORTHERN LTS FD TR IVNTRSO10,850$2880.07%
191SCIENCE APPLICATIONS INTL CO8086251072,687$2840.07%
192ASML HOLDING N VASMLF474$2790.07%
193MONDELEZ INTL INC6092071053,980$2760.07%
194WORKDAY INCWDAY1,258$2700.07%
195XP INCXP11,669$2690.07%
196PEPSICO INCPEP1,584$2680.07%
197GSK PLCGLAXF7,394$2680.07%
198NU HLDGS LTDNU36,838$2670.07%
199FIRST TR EXCHANGE-TRADED FD33738R8458,887$2670.07%
200ISHARES TR46434V6136,082$2660.07%
201ABRDN GLOBAL PREMIER PPTYS F00302L10873,176$2660.07%
202BOOKING HOLDINGS INCBKNG86$2650.07%
203CMS ENERGY CORPCMS-PC4,973$2640.07%
204AMGEN INCAMGN966$2600.07%
205PACER FDS TR69374H8815,245$2590.07%
206PAYPAL HLDGS INCPYPL4,399$2570.07%
207KROGER COKR5,724$2560.07%
208PENTAIR PLCPNR3,933$2550.07%
209APTIV PLCAPTV2,558$2520.07%
210BROADCOM INCAVGO302$2510.07%
211TRACTOR SUPPLY COTSCO1,232$2500.07%
212VERIZON COMMUNICATIONS INCVZ7,701$2500.07%
2133M COMMM2,663$2490.06%
214CSX CORPCSX8,031$2470.06%
215VANGUARD WHITEHALL FDS9219468854,183$2470.06%
216CROWDSTRIKE HLDGS INCCRWD1,476$2470.06%
217COCA COLA COKO4,315$2440.06%
218WISDOMTREE TRWT6,587$2420.06%
219FS KKR CAP CORPFSK11,842$2410.06%
220BOEING COBA-PA1,246$2390.06%
221WASTE CONNECTIONS INCWCN1,770$2380.06%
222ISHARES TR4642871502,500$2370.06%
223DUPONT DE NEMOURS INCDD3,161$2360.06%
224CASELLA WASTE SYS INCCWST3,080$2350.06%
225EATON CORP PLCETN1,096$2340.06%
226INVESCO EXCHANGE TRADED FD TIVZ4,650$2330.06%
227FIRST TR EXCHANGE-TRADED FD33738R86011,191$2310.06%
228ISHARES INC4642868223,974$2310.06%
229DELL TECHNOLOGIES INCDELL3,344$2300.06%
230FIRST TR EXCHANGE-TRADED FD33738D3095,035$2300.06%
231ELEMENT SOLUTIONS INCESI11,662$2290.06%
232CME GROUP INCCME1,138$2280.06%
233BLACKSTONE INCBX2,125$2280.06%
234GLOBAL E ONLINE LTDGLBE5,648$2240.06%
235UNITED PARCEL SERVICE INCUPS1,420$2210.06%
236OREILLY AUTOMOTIVE INC67103H107243$2210.06%
237D R HORTON INC23331A1092,052$2210.06%
238ARGENX SEARGX449$2210.06%
239CISCO SYS INCCSCO4,068$2190.06%
240ZOETIS INCZTS1,251$2180.06%
241HONEYWELL INTL INC4385161061,180$2180.06%
242DIAMONDBACK ENERGY INCFANG1,393$2160.06%
243HUMANA INCHUM443$2160.06%
244GARTNER INCIT623$2140.06%
245US BANCORP DELUSB-PS6,393$2110.05%
246HARTFORD FDS EXCHANGE TRADED41653L5035,696$2100.05%
247CATERPILLAR INCCAT769$2100.05%
248STEEL DYNAMICS INCSTLD1,949$2090.05%
249ISHARES TR46429B5984,735$2090.05%
250ENTEGRIS INCENTG2,222$2090.05%
251ILLINOIS TOOL WKS INC452308109898$2070.05%
252LINDE PLCLIN557$2070.05%
253ALLSTATE CORPALL-PJ1,847$2070.05%
254NEXTERA ENERGY INCNEE-PW3,604$2060.05%
255SONY GROUP CORPSNEJF2,482$2050.05%
256NUSHARES ETF TRNU3,412$2050.05%
257FIRST TR EXCHANGE-TRADED FD33739Q2004,335$2050.05%
258SCHWAB STRATEGIC TR8085248624,269$2040.05%
259VANGUARD INDEX FDS9229086111,275$2030.05%
260NIKE INCNKE2,114$2030.05%
261SAP SESAPGF1,556$2010.05%
262SPDR SER TR78464A4093,393$2010.05%
263TREX CO INCTREX3,255$2010.05%
264VMWARE INC9285634021,204$2000.05%
265RTX CORPORATIONRTX2,774$2000.05%
266IDEX CORP45167R104960$2000.05%
267FAIR ISAAC CORPFICO230$2000.05%
268VIATRIS INCVTRS14,479$1430.04%
269MITSUBISHI UFJ FINL GROUP IN60682210411,463$970.03%
270AMBEV SAABEV15,263$390.01%
271ENEL CHILE S.A.ENIC11,235$330.01%
272KULR TECHNOLOGY GROUP INCKULR10,500$40.00%
273NORTHERN DYNASTY MINERALS LT66510M20410,000$30.00%