Universe · entity
One Capital Management, LLC
Institutional manager (13F) · CIK 1606588
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares 5-10 Year Investment Grade Corp Bond ETF | $311M | 5,845,766 |
| 2 | iShares National Muni Bond ETF | $171M | 1,606,330 |
| 3 | FundX Future Fund Opportunities | $161M | 6,104,571 |
| 4 | Dimensional Intern Core EQT MKT ETF | $115M | 2,955,353 |
| 5 | NVIDIA Corp | $99M | 566,479 |
| 6 | iShares Broad USD High Yield Corp Bond ETF | $96M | 2,610,139 |
| 7 | iShares 1-5 Year Investment Grade Corporate Bond ETF | $83M | 1,571,911 |
| 8 | ONE Global ETF | $80M | 2,771,499 |
| 9 | First Trust Senior Loan ETF | $64M | 1,439,544 |
| 10 | Microsoft Corp | $53M | 143,551 |
| 11 | Vanguard Growth ETF | $49M | 111,641 |
| 12 | FundX ETF | $48M | 628,924 |
| 13 | iShares TIPS Bond ETF | $48M | 434,073 |
| 14 | Vanguard Russell 1000 Growth ETF | $46M | 416,362 |
| 15 | WisdomTree U.S. Quality Dividend Growth ETF | $44M | 498,699 |
| 16 | Alphabet Inc. C | $43M | 149,566 |
| 17 | Vanguard Tax-Exempt Bond ETF | $42M | 845,847 |
| 18 | FundX Flexible ETF | $42M | 1,876,825 |
| 19 | iShares Core S&P 500 ETF | $41M | 62,839 |
| 20 | iShares Russell Top 200 Growth ETF | $41M | 162,986 |
| 21 | Invesco QQQ Trust | $40M | 69,274 |
| 22 | Invesco S&P500 Top 50 ETF | $38M | 704,917 |
| 23 | SPDR Bloomberg 1-3 Month T-Bill ETF | $37M | 404,120 |
| 24 | iShares International Select Dividend ETF | $35M | 828,851 |
| 25 | Vanguard Mega Cap ETF | $34M | 143,204 |
| 26 | The Future Fund Long/Short ETF | $32M | 1,443,007 |
| 27 | iShares MSCI USA Value Factor ETF | $31M | 220,580 |
| 28 | JPMorgan US Quality Factor ETF | $30M | 491,596 |
| 29 | Meta Platforms Inc. | $28M | 49,515 |
| 30 | iShares MSCI EAFE Value ETF | $26M | 345,574 |
| 31 | Dimensional U.S. Equity ETF | $25M | 354,994 |
| 32 | Exxon Mobil Corp | $25M | 147,850 |
| 33 | iShares Core MSCI EAFE ETF | $23M | 258,802 |
| 34 | Walmart Inc. | $22M | 180,243 |
| 35 | CrowdStrike Holdings Inc. | $22M | 56,590 |
| 36 | Chevron Corp | $22M | 104,913 |
| 37 | JPMorgan Chase & Co | $21M | 70,363 |
| 38 | JPMorgan Income ETF | $20M | 435,070 |
| 39 | Pacer Trendpilot 100 ETF | $19M | 266,942 |
| 40 | iShares S&P100 Global Index | $19M | 160,624 |
| 41 | Merck & Co Inc. | $19M | 160,540 |
| 42 | SPDR Nuveen Bloomberg Municipal Bond ETF | $19M | 416,214 |
| 43 | Citigroup Inc | $19M | 165,968 |
| 44 | SPDR S&P 500 ETF Trust | $19M | 28,761 |
| 45 | iShares Russell 1000 Growth ETF | $19M | 43,463 |
| 46 | iShares Short-Term National Muni Bond ETF | $18M | 171,415 |
| 47 | Goldman Sachs Corporate Bond ETF | $18M | 357,052 |
| 48 | Netflix Inc | $17M | 180,468 |
| 49 | Regeneron Pharmaceuticals Inc | $17M | 22,368 |
| 50 | Goldman Sachs Ultra Short Bond ETF | $17M | 341,312 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.