One Capital Management, LLC Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$2.9T

Holdings

375

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (375 positions)

#StockSharesValue% PortfolioType
101
INTCINTEL CORPORATION
218,985$6K0.00%
102
TSMTAIWAN SEMICON MAN SP/ADR
29,575$5K0.00%
103
SCHVSCHWAB STR US L/C VAL ETF
75,677$5K0.00%
104
GBILGOLDMAN ACC TREAS 0-1 ETF
51,483$5K0.00%
105
IRMIRON MOUNTAIN INC (REIT)
62,231$5K0.00%
106
QQQMINVESCO NASDAQ 100 ETF
27,789$5K0.00%
107
IJJISHARES S&P MC 400VAL IND
51,299$5K0.00%
108
VOVANGUARD MID-CAP ETF
22,459$5K0.00%
109
RWOSPDR DJ GLB R/ESTATE ETF
128,927$5K0.00%
110
MAMASTERCARD INC CL-A
12,931$5K0.00%
111
SNPEXTrackers S&P500 ESG
116,643$5K0.00%
112
DFAEDIMENSION EM CORE EQT ETF
224,400$5K0.00%
113
NULGNUVEEN ESG LG-CAP GRW ETF
58,953$4K0.00%
114
DSIISHARES MSCI KLD 400 SOC
40,039$4K0.00%
115
IWDISHARES RUSS 1000 VAL IND
24,600$4K0.00%
116
VBVANGUARD SMALL-CAP ETF
19,559$4K0.00%
117
LMTLOCKHEED MARTIN CORP
10,508$4K0.00%
118
IWRISHARES RUSSELL M/CAP IND
60,325$4K0.00%
119
DXJWisdom Tree Japan Hedged Equity
42,210$4K0.00%
120
PLDPROLOGIS INC
37,168$4K0.00%
121
VVVANGUARD LARGE-CAP ETF
17,869$4K0.00%
122
IJKISHARES S&P MC 400 GW IND
46,166$4K0.00%
123
ILCGiShares Morningstar Growth
58,610$4K0.00%
124
SBUXSTARBUCKS CORP
62,712$4K0.00%
125
VTVVANGUARD VALUE ETF
24,949$4K0.00%
126
SOXXISHARES SEMICONDUCTOR ETF
18,842$4K0.00%
127
VOOVVANGUARD S&P500 VALUE ETF
26,896$4K0.00%
128
IYWISHARES US TECHNOLOGY ETF
30,775$4K0.00%
129
JPSTJP MORG ULT-SHRT INCM ETF
91,932$4K0.00%
130
PFFISHARES PFD & ICM SEC ETF
143,936$4K0.00%
131
JMSTJPMORGAN ULT-SHRT MUN ETF
89,670$4K0.00%
132
LQDISHARES IBOXX$ INV GR CRP
42,022$4K0.00%
133
QUALISHR MSCI USA QLT FAC ETF
26,670$4K0.00%
134
PGXINVESCO PREFERRED ETF
353,016$4K0.00%
135
AVGOBROADCOM INC
2,850$4K0.00%
136
XMHQInvesco S&P MidCap Quality
44,420$4K0.00%
137
SPDWSPDR PTFL DEV WRLD EX-US
110,997$3K0.00%
138
VCRVANGUARD CONS DISC ETF
12,321$3K0.00%
139
SPYVSPDR PTFL S&P 500 VAL ETF
75,323$3K0.00%
140
SHYGISHARES 0-5 YEAR HIGH YLD
81,019$3K0.00%
141
AQLTISHARES CORE MSCI EAFE
45,174$3K0.00%
142
VEUVANGRD FTSE ALL-WLD EX-US
68,090$3K0.00%
143
VONVVANGUARD RUSS1000 VAL ETF
52,186$3K0.00%
144
IWMISHARES RUSSELL 2000 INDX
15,994$3K0.00%
145
IGMISHRS EXPANDED TECH SECT
30,504$2K0.00%
146
ACNACCENTURE PLC CL-A
6,672$2K0.00%
147
EFIVSPDR S&P 500 ESG
55,465$2K0.00%
148
LOWLOWES COMPANIES INC
9,888$2K0.00%
149
ABBVABBVIE INC
11,976$2K0.00%
150
WMWASTE MANAGEMENT INC
10,511$2K0.00%
151
EFGISHARES MSCI EAFE GTH ETF
26,275$2K0.00%
152
SVOLSimplify Volatility Premium ETF
114,745$2K0.00%
153
SCHBSCHWAB US BROAD MRKT-ETF
33,048$2K0.00%
154
UNHUNITED HEALTH GROUP INC
4,611$2K0.00%
155
SCHMSCHWAB US MID CAP ETF
35,585$2K0.00%
156
GSGISHARES S&P GSCI COMM IND
135,190$2K0.00%
157
TSLATESLA INC
13,135$2K0.00%
158
AGGISHARES CORE US AGG BD ET
28,012$2K0.00%
159
VNQVANGUARD REAL ESTATE ETF
31,755$2K0.00%
160
XLFSECTOR SPDR TR INT-FINL
61,938$2K0.00%
161
DISDISNEY WALT COMPANY
22,800$2K0.00%
162
GDXVANECK GOLD MINERS ETF
65,203$2K0.00%
163
IDV*iShares Intl Select Div
97,772$2K0.00%
164
MIGAMICROSTRATEGY INC-A
1,487$2K0.00%
165
FQIDIGITAL REALTY TRUST INC
17,654$2K0.00%
166
IAU*ISHARES GOLD TR ETF-NEW
60,620$2K0.00%
167
SCHXSCHWAB US LARGE-CAP ETF
46,428$2K0.00%
168
NEARISHS US SHRT MAT BND ETF
24,120$1K0.00%
169
VEAVANGUARD FTSE DEV MKT ETF
30,406$1K0.00%
170
PHPARKER-HANNIFIN CORP
2,304$1K0.00%
171
SCHFSCHWAB INTL EQUITY ETF
45,526$1K0.00%
172
XLISECTOR SPDR INT INDX
9,229$1K0.00%
173
SUSAISHS TR MSCI USA ESG ETF
16,551$1K0.00%
174
SHMSPDR NUV BLM S/T MUNI ETF
37,076$1K0.00%
175
NFLXNETFLIX INC
2,703$1K0.00%
176
HONHONEYWELL INTL INC
5,745$1K0.00%
177
IHEISHARES US PHARMACEUTICAL
27,678$1K0.00%
178
PEPPEPSICO INC
9,817$1K0.00%
179
PBEINVESCO BIOTEC&GENOME ETF
25,402$1K0.00%
180
XLFISECTOR SPDR/CONSUMER STAP
15,657$1K0.00%
181
MCKMCKESSON CORPORATION
1,806$1K0.00%
182
LLYELI LILLY & CO
1,953$1K0.00%
183
SUSBISHRS ESG AWARE 1-5Y USD
61,789$1K0.00%
184
CALFPacer US Small Cap Cash Cows 100
30,530$1K0.00%
185
SCHKSCHWAB 1000 INDEX ETF
23,961$1K0.00%
186
GBTCGRAYSCALE BITCOIN TRUST
21,202$1K0.00%
187
DHRDANAHER CORP
5,026$1K0.00%
188
FLOTISHARES FLOT RATE BND ETF
36,259$1K0.00%
189
MCHPMICROCHIP TECHNOLOGY INC
14,413$1K0.00%
190
AOMiShares Core Moderate Alloc
39,353$1K0.00%
191
ORCLORACLE CORP
9,629$1K0.00%
192
LXP 6.5 PERP CLXP INDUSTRIAL 6.5 PFD
25,092$1K0.00%
193
HPFJOHN HANCOCK PFD INCM II
66,283$1K0.00%
194
CBCHUBB LTD
5,161$1K0.00%
195
GQ9SPDR GOLD TRUST ETF
6,357$1K0.00%
196
SPGSIMON PPTY GRP INC
8,997$1K0.00%
197
CITCINTAS CORP
2,016$1K0.00%
198
SHVISHARES SHRT TREAS BD ETF
12,174$1K0.00%
199
ESGDISHRS ESG AWR MSCI EAFE
23,702$1K0.00%
200
AOAISHARES CORE AGG ALLO ETF
17,823$1K0.00%
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