One Capital Management, LLC Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$2.3T

Holdings

275

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (275 positions)

#StockSharesValue% PortfolioType
101
VOVANGUARD MID-CAP ETF
24,849$5.2B0.23%
102
SCHVSCHWAB STR US L/C VAL ETF
79,775$5.1B0.23%
103
LQDISHARES IBOXX$ INV GR CRP
49,557$5.1B0.22%
104
ITBISHARES US HOME CONSTRUCT
63,618$5.0B0.22%
105
SHMSPDR NUV BLM S/T MUNI ETF
105,102$4.9B0.22%
106
SNPEXTrackers S&P500 ESG
123,220$4.8B0.21%
107
SBUXSTARBUCKS CORP
51,624$4.7B0.21%
108
IVWISHARES S&P 500 GWTH INDX
67,959$4.6B0.21%
109
CALFPacer US Small Cap Cash Cows 100
110,951$4.6B0.21%
110
UCONFirst Trust TCW Unconstrained Plus Bd
188,200$4.5B0.20%
111
HYGISHARES IBOXX $ HI YLD BD
59,330$4.4B0.19%
112
VBVANGUARD SMALL-CAP ETF
21,284$4.0B0.18%
113
RWOSPDR DJ GLB R/ESTATE ETF
105,328$4.0B0.18%
114
ILCGiShares Morningstar Growth
66,080$3.9B0.18%
115
QUALISHR MSCI USA QLT FAC ETF
29,126$3.8B0.17%
116
XHBSPDR S&P HOMEBUILDERS ETF
48,827$3.7B0.17%
117
BOTZGLB X ROBOTICS & ARTI ETF
146,980$3.6B0.16%
118
IYWiShares U.S. Technology ETF
34,388$3.6B0.16%
119
NULGNUVEEN ESG LG-CAP GRW ETF
59,401$3.6B0.16%
120
SPYMSPDR PTFL S&P 500 ETF
70,128$3.5B0.16%
121
VVVANGUARD LARGE-CAP ETF
17,793$3.5B0.15%
122
VONVVANGUARD RUSS1000 VAL ETF
51,631$3.4B0.15%
123
TSLATESLA INC
13,748$3.4B0.15%
124
VTEBVANGUARD TAX-EXMPT BD ETF
71,488$3.4B0.15%
125
IWDISHARES RUSS 1000 VAL IND
22,605$3.4B0.15%
126
VEUVANGRD FTSE ALL-WLD EX-US
63,530$3.3B0.15%
127
DSIISHARES MSCI KLD 400 SOC
37,987$3.1B0.14%
128
GQ9SPDR GOLD TRUST ETF
17,766$3.0B0.14%
129
VTVVANGUARD VALUE ETF
21,805$3.0B0.13%
130
GOOGLALPHABET INC CL-A
22,866$3.0B0.13%
131
SHYGISHARES 0-5 YEAR HIGH YLD
69,567$2.9B0.13%
132
AGGISHARES CORE US AGG BD ET
28,856$2.7B0.12%
133
EFGISHARES MSCI EAFE GTH ETF
29,135$2.5B0.11%
134
EFIVSPDR S&P 500 ESG
60,222$2.5B0.11%
135
SCHXSCHWAB US LARGE-CAP ETF
48,819$2.5B0.11%
136
FLOTISHARES FLOT RATE BND ETF
44,610$2.3B0.10%
137
AOMiShares Core Moderate Alloc
56,062$2.2B0.10%
138
IGMiShares Expanded Tech Sector
5,455$2.1B0.09%
139
VOOVVANGUARD S&P500 VALUE ETF
13,455$2.0B0.09%
140
IJKISHARES S&P MC 400 GW IND
26,657$1.9B0.09%
141
IAU*ISHARES GOLD TR ETF-NEW
52,225$1.8B0.08%
142
GDXVANECK GOLD MINERS ETF
61,964$1.7B0.07%
143
SUSAISHS TR MSCI USA ESG ETF
18,514$1.7B0.07%
144
USMCPrincipal U.S. Mega Cap
36,984$1.6B0.07%
145
UNHUNITED HEALTH GROUP INC
3,121$1.6B0.07%
146
AOAISHARES CORE AGG ALLO ETF
24,639$1.6B0.07%
147
VWOVANGUARD FTSE EMERG MKT
39,510$1.5B0.07%
148
SPDWSPDR PTFL DEV WRLD EX-US
47,974$1.5B0.07%
149
4I1PHILIP MORRIS INTL INC
16,065$1.5B0.07%
150
WFCWELLS FARGO CO
36,040$1.5B0.07%
151
SUSBISHRS ESG AWARE 1-5Y USD
61,870$1.5B0.07%
152
ESGDISHRS ESG AWR MSCI EAFE
21,060$1.5B0.06%
153
DISDISNEY WALT COMPANY
17,747$1.4B0.06%
154
NULVNUSHARE ESG LG CP VAL ETF
38,553$1.3B0.06%
155
MEARISHARES SHRT MAT MUNI ETF
25,242$1.3B0.06%
156
MCDMCDONALDS CORP
4,771$1.3B0.06%
157
LMTLOCKHEED MARTIN CORP
2,916$1.2B0.05%
158
ICFISHARES C&S REIT ETF
23,516$1.2B0.05%
159
VDEVANGUARD S/I ENERGY ETF
8,859$1.1B0.05%
160
VNQVANGUARD REAL ESTATE ETF
14,731$1.1B0.05%
161
PEPPEPSICO INC
6,416$1.1B0.05%
162
VEAVANGUARD FTSE DEV MKT ETF
24,589$1.1B0.05%
163
ABBVABBVIE INC
7,029$1.0B0.05%
164
SHYISHARES 1-3 YR TREAS BND
12,714$1.0B0.05%
165
SMBVANECK ETF TR
60,900$1.0B0.05%
166
NFLXNETFLIX INC
2,666$1.0B0.04%
167
XLKSEC TECHNOLOGY SPDR SBI
6,095$999.3M0.04%
168
MOALTRIA GROUP INC
22,490$945.7M0.04%
169
SCHBSCHWAB US BROAD MRKT-ETF
18,960$945.2M0.04%
170
SHWSHERWIN-WILLIAMS CO
3,285$837.8M0.04%
171
DGROISHARES CORE DIV GWTH ETF
16,441$814.3M0.04%
172
SHVISHARES SHRT TREAS BD ETF
7,285$804.8M0.04%
173
DIMWISDOMTREE ITL MIDCP DIV
14,097$791.5M0.04%
174
SCHFSCHWAB INTL EQUITY ETF
22,909$778.0M0.03%
175
DLSWISDOMTREE ITL SMCP DV/FD
13,390$769.5M0.03%
176
LOWLOWES COMPANIES INC
3,564$740.7M0.03%
177
LLYELI LILLY & CO
1,379$740.7M0.03%
178
SCHMSCHWAB US MID CAP ETF
10,670$722.1M0.03%
179
SLYGSPDR S&P 600 S/C GWTH ETF
9,766$715.6M0.03%
180
CMFISHARES CALI MUNI BND ETF
12,880$706.3M0.03%
181
GSLCGoldman Sachs ActiveBeta US Lrg Cp Eq
7,908$666.1M0.03%
182
IJHISHARES CORE S&P MID-CAP
2,666$664.8M0.03%
183
NOCNORTHROP GRUMMAN CORP
1,506$662.9M0.03%
184
GWXSPDR S&P INTL SM CAP ETF
22,643$659.8M0.03%
185
SUSLISHS ESG MSCI USA LDR ETF
8,636$651.2M0.03%
186
VCITVANGUARD INTER-TRM CRP BD
8,568$651.0M0.03%
187
VTVANGUARD TOT WRLD STK ETF
6,853$638.6M0.03%
188
ESMLISHS ESG MSCI USA S/C ETF
18,231$613.5M0.03%
189
SCHZSCHWAB US AGGREG BD ETF
13,450$594.9M0.03%
190
RACEFERRARI N.V.
2,000$591.1M0.03%
191
SPEMSPDR INDX PTFL EM MKT ETF
17,588$590.4M0.03%
192
RWRSPDR DJ REIT ETF
7,077$587.0M0.03%
193
SPLVINVESCO S&P500 LW VOL ETF
9,792$575.7M0.03%
194
XLFSECTOR SPDR TR INT-FINL
17,200$570.5M0.03%
195
GILDGILEAD SCIENCES INC
7,534$564.6M0.03%
196
SCHASCHWAB US SMALL-CAP ETF
13,164$545.3M0.02%
197
SLYVSPDR S&P 600 S/C VAL ETF
7,427$537.5M0.02%
198
NKENIKE INC CL-B
5,416$517.9M0.02%
199
ONEQFidelity Nasdaq Composite Index
9,910$515.2M0.02%
200
DHRDANAHER CORP
2,044$507.1M0.02%
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