We Are One Seven, LLC 13F Holdings

CIK 02818648 · BEACHWOOD, OH

As of Sep 30, 2022, We Are One Seven, LLC reported 716 positions worth $2.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK.AFinancial Services2$406.9K17.42%
ISHARES US CONSUMER STAPLES ETFIYK—90,098 55.5K6.66%
ISHARES RUSSELL TOP 200 GROWTH ETFIWY—194,134$94.8K4.06%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—83,760$92.7K3.97%
ISHARES TIPS BOND ETFTIP—148,075$78.9K3.38%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETFXLEEquity125,892$65.4K2.80%
BOOKING HOLDINGS INCBKNGIndustrials710$55.2K2.36%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—24,507$53.0K2.27%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—117,971$45.5K1.95%
APPLE INCAAPLTechnology830,365$43.4K1.86%
VANGUARD INTERMEDIATE-TERM BBIV—62,178$41.4K1.77%
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFRSPF—153,258$40.0K1.71%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—452,275$38.6K1.65%
ISHARES MORNINGSTAR MID-CAP GROWTH ETFIMCG—105,705$38.4K1.65%
LOCKHEED MARTIN CORPLMTIndustrials6,947$33.4K1.43%
BLACKROCK INCBLKFinancial Services1,592$32.5K1.39%
MICROSOFT CORPMSFTTechnology96,201$31.6K1.35%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—194,325$30.3K1.30%
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFIAGG—43,230$26.6K1.14%
ISHARES GOLD TRUSTIAU—197,186$25.3K1.08%
INVESCO EXCH TRD SLF IDX FD——203,930$25.0K1.07%
ISHARES MSCI INTL QUALITY FACTOR ETFIQLT—564,710$24.7K1.06%
JOHNSON & JOHNSONJNJHealthcare57,836 9.3K0.83%
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE—83,598 8.6K0.80%
PROCTER & GAMBLE COPGConsumer Defensive86,352 8.3K0.78%