OFO
OneAscent Family Office LLC Portfolio
Invests via OneAscent Family Office LLC | Managed by Nathan Willis, Peter Klingelhofer, Harry Pearson
Invests via OneAscent Family Office LLC
Managed by Nathan Willis, Peter Klingelhofer, Harry Pearson
Automatically Tracked
Company Profile
Operates as a private wealth manager focused on multi-asset wealth preservation, family governance, and direct/private investments. OneAscent Family Office LLC coordinates portfolio construction, tax-aware investment planning, and co-investments in private equity and real assets for high-net-worth clients, leveraging boutique fiduciary and outsourced CIO capabilities.
Operates as a private wealth manager focused on multi-asset wealth preservation, family governance, and direct/private investments. OneAscent Family Office LLC coordinates portfolio construction, tax-aware investment planning, and co-investments in private equity and real assets for high-net-worth clients, leveraging boutique fiduciary and outsourced CIO capabilities.
Investment Philosophy & Strategy
A boutique multi-asset allocator emphasizing capital preservation and intergenerational wealth transfer, prioritizing tax-aware, risk-parity oriented portfolio construction and active liability-driven planning. Combines diversified liquid strategies with selective direct and co-investments in private equity and real assets to enhance yield and inflation protection. Underwriting focuses on control or structured economic exposure, rigorous downside scenario analysis, and partnership-led diligence. Allocation cadence balances opportunistic illiquids with tactical public market tilts, guided by family governance objectives, low-volatility targeting, and outsourced-CIO discipline.
A boutique multi-asset allocator emphasizing capital preservation and intergenerational wealth transfer, prioritizing tax-aware, risk-parity oriented portfolio construction and active liability-driven planning. Combines diversified liquid strategies with selective direct and co-investments in private equity and real assets to enhance yield and inflation protection. Underwriting focuses on control or structured economic exposure, rigorous downside scenario analysis, and partnership-led diligence. Allocation cadence balances opportunistic illiquids with tactical public market tilts, guided by family governance objectives, low-volatility targeting, and outsourced-CIO discipline.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
46.72%
Gain +0.69%
Monthly
1.94%
Yearly
25.88%
Drawdown
15.35%
$198.06M
Equity
Holdings
$198.06M
Investment
$169.26M
$35.63M
Profit +$416,079.44
Realized
$6.84M
Unrealized
$28.8M
Dividends
$4.28M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$416,079.44
Win %
70%
This Week
Compared To Last Week
Gain
0.21%
Profit
$416,079.44
Win %
70%
This Month
Compared to last month
Gain
2.53%
Profit
$4.89M
Win %
70%
This Year
Compared to last year
Gain
1.94%
Profit
$3.76M
Win %
70%
KLAC KLA Corporation
+4.01%
+$29,853.22 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$38,551.51 
ANET Arista Networks, Inc.
+3.31%
+$10,241.94 
ETN Eaton Corporation plc
+3.22%
+$6,806.75 
MCK McKesson Corporation
+2.49%
+$10,227.3 
COP ConocoPhillips
+2.35%
+$7,083.39 
CW Curtiss-Wright Corporation
+1.67%
+$3,146.32 
DUK Duke Energy Corporation
+1.65%
+$5,466 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$3,886.85 
LOW Lowe's Companies Inc.
+1.08%
+$4,721.04 
ESI Element Solutions Inc.
+1.02%
+$2,098.36 
ABT Abbott Laboratories
+1.01%
+$2,725.8 
GLW Corning Incorporated
+0.91%
+$3,733.76 
CVX Chevron Corporation
+0.9%
+$7,154 
EOG EOG Resources, Inc.
+0.83%
+$2,409.56 
META Meta Platforms Inc Class A
+0.71%
+$2,507.41 
BP BP p.l.c. Sponsored ADR
+0.65%
+$1,640.52 
TSLA Tesla, Inc.
+0.58%
+$7,876.33 
OXLC Oxford Lane Capital Corp
+0.54%
+$2,322.85 
VXF Vanguard Extended Market ETF
+0.32%
+$12,119.64 
INTC Intel Corporation
+0.2%
+$1,044.81 
BCAT BlackRock Capital Allocation Trust
+0.19%
+$937.77 
OACP OneAscent Core Plus Bond ETF
0%
+$130.58 
SOVF Sovereign's Capital Flourish Fund
0%
+$1.93 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
AIT Applied Industrial Technologies Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
AVGO Broadcom Inc.
0%
+$0.09 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BLK BlackRock, Inc.
0%
-$0.01 
BMY Bristol-Myers Squibb Company
0%
$0 
BMO Bank of Montreal
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
CB Chubb Limited
0%
+$0.01 
CDNS Cadence Design Systems, Inc.
0%
$0 
CI The Cigna Group
0%
+$0.01 
CMI Cummins Inc.
0%
-$0.01 
CM Canadian Imperial Bank of Commerce
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.02 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.01 
DHI D.R. Horton, Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.01 
EGP EastGroup Properties Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ETR Entergy Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
FLEX Flex Ltd.
0%
$0 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
+$0.01 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INFY Infosys Limited
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.02 
JCI Johnson Controls International plc
0%
$0 
JBL Jabil Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.04 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.05 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
MSI Motorola Solutions, Inc.
0%
-$0.01 
MTD Mettler-Toledo International Inc.
0%
-$0.01 
MU Micron Technology, Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NTES NetEase, Inc. American Depositary Receipt
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.04 
NVT nVent Electric plc
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
PBR Petrobras S.A. Sponsored ADR
0%
$0 
PDD PDD Holdings Inc. American Depositary Shares
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
+$0.02 
PNC The PNC Financial Services Group, Inc.
0%
+$0.01 
QCOM QUALCOMM Incorporated
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RPRX Royalty Pharma plc
0%
$0 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHOP Shopify Inc.
0%
+$0.02 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.01 
SO The Southern Company
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYK Stryker Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
+$0.01 
TD The Toronto-Dominion Bank
0%
-$0.01 
TDY Teledyne Technologies Incorporated
0%
$0 
TER Teradyne, Inc.
0%
-$0.01 
TIGO Millicom International Cellular S.A.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
+$0.01 
TXN Texas Instruments Inc
0%
$0 
UBS UBS Group AG
0%
$0 
UMC United Microelectronics Corp. Sponsored ADR
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNP Union Pacific Corporation
0%
+$0.01 
UNH UnitedHealth Group Incorporated
0%
+$0.02 
URI United Rentals, Inc.
0%
-$0.01 
V Visa Inc. Class A
0%
-$0.03 
VLO Valero Energy Corporation
0%
-$0.01 
VRRM Verra Mobility Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.02 
VRSN Verisign Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.02 
WCN Waste Connections Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XPO XPO Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.08 
AMLP Alerian MLP ETF
0%
+$0.03 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CFA VictoryShares US 500 Volatility Wtd ETF
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.02 
GLD SPDR Gold Shares
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
HYBL SPDR Blackstone High Income Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IOO iShares Global 100 ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
JHML John Hancock Multifactor Large Cap ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MORT VanEck Mortgage REIT Income ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
OAIM OneAscent International Equity ETF
0%
+$25 
OALC OneAscent Large Cap Core ETF
0%
$0 
OAEM OneAscent Emerging Markets ETF
0%
+$15.38 
OWNS CCM Affordable Housing MBS ETF
0%
-$0.01 
RING iShares MSCI Global Gold Miners ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RYLD Global X Russell 2000 Covered Call ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SIZE iShares MSCI USA Size Factor ETF
0%
+$0.01 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SLVP iShares MSCI Global Silver and Metals Miners ETF
0%
-$0.02 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.25 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
-$0.01 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.02 
VSLU Applied Finance Valuation Large Cap ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.04 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
CLM Cornerstone Strategic Investment Fund, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
EIPI FT Energy Income Partners Enhanced Income ETF
0%
$0 
CLOB VanEck AA-BB CLO ETF
0%
-$6.86 
ELCV Eventide High Dividend ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
+$0.02 
BRK-B Berkshire Hathaway Inc.
0%
$0 
JD JD.com Inc.
-4.63%
-$13,895.75 
GOOGL Alphabet Inc
-3.84%
-$136,651.1 
ORCL Oracle Corporation
-3.69%
-$30,568.18 
MPT Medical Properties Trust, Inc.
-3.13%
-$1,388.01 
AMZN Amazon.com Inc
-2.09%
-$59,614.22 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$8,155.96 
TJX The TJX Companies, Inc.
-1.94%
-$7,576.82 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$2,672.88 
AAPL Apple Inc.
-1.09%
-$20,491.95 
IBIT iShares Bitcoin Trust
-0.8%
-$2,872.45 
LIN Linde plc
-0.39%
-$1,019.03 
STE STERIS plc
-0.28%
-$1,443.64 
WDC Western Digital Corporation
-0.09%
-$368.18 
CIEN Ciena Corporation
-0.04%
-$78.88 
NVDA NVIDIA Corporation
-0.02%
-$1,391.85 
BKNG Booking Holdings Inc.
-0.01%
-$37.41 
ADP Automatic Data Processing Inc.
0%
-$8.88 
ADI Analog Devices, Inc.
0%
-$5.59 
OASC Oneascent Small Cap Core ETF
0%
-$15.81 
BDYN iShares Dynamic Equity Active ETF
0%
-$14.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1025 | Longs Won 698/1025 68% | Profit Factor 7.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $126,626.28 |
| Average Win $58,548.89 | Best Trade (Sep 01) $2.29M | Sharpe Ratio -12.92 |
| Average Loss -$16,000.45 | Worst Trade (Aug 25) -$287,982.63 | Z-Score 9.72 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $34,765.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,117 | $1.49M | $1.87M | - | $377,982.59 | 25.42% | -1.087% |
| ABBV AbbVie Inc. | 2,819 | $646,212.03 | $699,027.43 | - | $52,815.4 | 8.17% | 0.0 |
| ABNB Airbnb, Inc. | 1,831 | $262,016.12 | $338,185.7 | - | $76,169.58 | 29.07% | 0.0 |
| ABT Abbott Laboratories | 2,478 | $301,300.95 | $271,886.16 | - | -$29,414.79 | -9.76% | +1.013% |
| ADI Analog Devices, Inc. | 1,119 | $378,680.27 | $429,612.06 | - | $50,931.79 | 13.45% | -0.001% |
| ADP Automatic Data Processing Inc. | 1,779 | $494,101.48 | $486,867.82 | - | -$7,233.66 | -1.46% | -0.002% |
| AIT Applied Industrial Technologies Inc. | 631 | $213,372.64 | $225,771.79 | - | $12,399.15 | 5.81% | 0.0 |
| AMAT Applied Materials, Inc. | 1,357 | $353,801.14 | $708,516.84 | - | $354,715.7 | 100.26% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 2,314 | $501,276.53 | $1.09M | - | $585,285.31 | 116.76% | 0.0 |
| AMGN Amgen Inc. | 874 | $294,633.93 | $364,632.8 | - | $69,998.87 | 23.76% | 0.0 |
| AMLP Alerian MLP ETF | 26,782 | $1.3M | $1.47M | - | $173,509.41 | 13.34% | 0.0 |
| AMZN Amazon.com Inc | 10,243 | $2.08M | $2.79M | - | $706,362.33 | 33.92% | -2.093% |
| ANET Arista Networks, Inc. | 1,618 | $274,865.84 | $320,121.3 | - | $45,255.46 | 16.46% | +3.305% |
| APH Amphenol Corporation | 4,040 | $180,018.92 | $338,754 | - | $158,735.08 | 88.18% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 585 | $761,046.35 | $1.05M | - | $291,590.95 | 38.31% | +3.802% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 7,366 | $332,353.92 | $276,887.94 | - | -$55,465.98 | -16.69% | 0.0 |
| AVGO Broadcom Inc. | 9,117 | $2.35M | $3.85M | - | $1.5M | 63.64% | 0.0 |
| AXP American Express Company | 1,673 | $479,146.08 | $566,912.76 | - | $87,766.68 | 18.32% | 0.0 |
| AZN AstraZeneca PLC American Depositary Shares | 2,581 | $495,481.62 | $409,733.75 | - | -$85,747.87 | -17.31% | -1.952% |
| BAC Bank of America Corporation | 11,685 | $529,468.91 | $746,204.1 | - | $216,735.19 | 40.93% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for OneAscent Family Office LLC?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $650,878.25, WisdomTree Japan Hedged Equity Fund - $617,990.25, OneAscent Core Plus Bond ETF - $606,447.5, Dimensional U.S. Core Equity 2 ETF - $585,083.57, and Energy Select Sector SPDR Fund - $530,039. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $152,221.22, Intuit Inc - $109,736.16, iShares Expanded Tech-Software Sector ETF - $107,193.5, Shopify Inc - $66,574.2, and PepsiCo, Inc - $53,403.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does OneAscent Family Office LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.28M earned over time. The largest contributors to dividend income include OneAscent Core Plus Bond ETF - $599,969.45, UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note - $384,900.27, Energy Select Sector SPDR Fund - $250,058.4, iShares J.P. Morgan USD Emerging Markets Bond ETF - $159,127.44, and Global X Russell 2000 Covered Call ETF - $99,543.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are OneAscent Family Office LLC's monthly returns?
OneAscent Family Office LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can OneAscent Family Office LLC's strategy be considered aggressive or moderate?
OneAscent Family Office LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow OneAscent Family Office LLC's strategy?
OneAscent Family Office LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
