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
201
WMWASTE MANAGEMENT INC
3,294$502.1M0.02%
202
XJHISHRS ESG SCRN S&P M/CAP
14,472$490.2M0.02%
203
TMOTHERMO FISHER SCIENTIFIC
943$477.3M0.02%
204
JPUSJPMorgan Diversified Rtn US Equity
5,016$471.1M0.02%
205
ORCLORACLE CORP
4,207$445.6M0.02%
206
SRLNSSGA ACT SPDR BLKSTNE ETF
10,400$436.1M0.02%
207
VOTVANGUARD MID-CAP GWTH IND
2,132$415.2M0.02%
208
COWZPacer U.S. Cash Cows 100
8,185$404.6M0.02%
209
EEMISHARES MSCI EMG MRK INDX
10,441$396.2M0.02%
210
MRNAMODERNA INC
3,810$393.5M0.02%
211
XETYXEATON VANCE TAX-MANAGED D
33,925$391.5M0.02%
212
HALOHALOZYME THERAPEUTICS INC
10,075$384.9M0.02%
213
LNGCHENIERE ENERGY INC
2,302$382.0M0.02%
214
IHEISHARES US PHARMACEUTICAL
2,140$378.7M0.02%
215
PFSIPENNYMAC FINL SVCS INC-A
5,642$375.8M0.02%
216
TXNTEXAS INSTRUMENTS INC
2,307$366.8M0.02%
217
IDXXIDEXX LABS INC
836$365.6M0.02%
218
FENYFIDELITY MSCI ENERGY ETF
14,401$358.7M0.02%
219
SGOVISHS 0-3 MTH TREAS BD ETF
3,500$352.3M0.02%
220
MTUMISHR MSCI USA MOMENT ETF
2,486$347.3M0.02%
221
ACNACCENTURE PLC CL-A
1,117$343.0M0.02%
222
MIGAMICROSTRATEGY INC-A
1,020$334.8M0.01%
223
ZTSZOETIS INC-A
1,915$333.2M0.01%
224
RTXRTX CORP
4,611$331.9M0.01%
225
MDYSPDR S&P MIDCAP 400 ETF
715$326.5M0.01%
226
IHIISHARES US MED DEVICE ETF
6,502$315.3M0.01%
227
BCCCGLOBAL X US INFRS DEV ETF
10,308$313.2M0.01%
228
MARMARRIOTT INTL INC-A
1,578$310.2M0.01%
229
PHPARKER-HANNIFIN CORP
779$303.4M0.01%
230
NUEMNUVEEN ESG EMERGING
11,553$302.9M0.01%
231
PBWINVESCO WILDER CLN EN ETF
9,633$302.8M0.01%
232
PANWPALO ALTO NETWORKS INC
1,277$299.4M0.01%
233
FFINFIRST FINL BANKSHARES
11,759$295.4M0.01%
234
BACVERIZON COMMUNICATIONS
8,990$291.4M0.01%
235
OKEONEOK INC
4,593$291.3M0.01%
236
IBMINTL BUSINESS MACHINES
2,068$290.1M0.01%
237
MDLZMONDELEZ INTL INC CL-A
4,106$285.0M0.01%
238
EFVISHARES MSCI EAFE VAL IND
5,684$278.1M0.01%
239
GNLXGENELUX CORP
11,283$276.3M0.01%
240
SDYSPDR S&P DIVIDEND ETF
2,368$272.3M0.01%
241
VOEVANGUARD MID-CAP VAL IND
2,075$271.7M0.01%
242
BXBLACKSTONE INC
2,462$263.8M0.01%
243
XEXGXEATON VANCE TAX-MANGD GLB
35,000$257.9M0.01%
244
SDGiShares MSCI Global Sustainable Development Goals
3,457$257.6M0.01%
245
HYXFISHRS ESG ADV H/Y CRP BND
5,952$257.1M0.01%
246
COPCONOCOPHILLIPS
2,141$256.5M0.01%
247
IVEISHARES S&P 500 VALUE ETF
1,665$256.1M0.01%
248
LULULULULEMON ATHLETICA INC
658$253.7M0.01%
249
LINLINDE PLC
667$248.4M0.01%
250
NEARISHS US SHRT MAT BND ETF
4,970$248.0M0.01%
251
NUSCNUVEEN ESG SML-CAP ETF
7,004$243.9M0.01%
252
TJXTJX COMPANIES INC
2,693$239.4M0.01%
253
ESGEISHRS ESG AWR MSCI EM ETF
7,707$233.4M0.01%
254
HONHONEYWELL INTL INC
1,250$230.9M0.01%
255
AVGOBROADCOM INC
274$227.6M0.01%
256
DEDEERE & CO
601$226.8M0.01%
257
FMSFRESENIUS MED CARE AG&CO
10,482$225.8M0.01%
258
DFUSDIMENSIONAL U S EQUITY
4,833$224.4M0.01%
259
EOSEATON VANCE ENH EQTY II
13,000$223.3M0.01%
260
HBNCHORIZON BANCORP INC
20,850$222.7M0.01%
261
BNDVANGUARD TOTAL BND MRKT
3,182$222.0M0.01%
262
EAGGISHRS ESG AWARE US AGG BD
4,790$217.0M0.01%
263
CTSHCOGNIZANT TECHNOL SOLNS-A
3,200$216.8M0.01%
264
FDSFACTSET RESEARCH SYSTEMS
493$215.6M0.01%
265
SCHESCHWAB EMRG MKT EQT ETF
8,943$214.1M0.01%
266
VGTVANGUARD INFO TECH ETF
505$209.5M0.01%
267
CBCHUBB LTD
1,004$209.0M0.01%
268
SMMDISHARES RUSSELL 2500
3,794$206.8M0.01%
269
NVONOVO-NORDISK A/S-ADR
2,230$202.8M0.01%
270
XLISECTOR SPDR INT INDX
1,986$201.3M0.01%
271
DZSIQDZS INC
81,645$171.5M0.01%
272
CGBDCARLYLE SECURED LENDING
10,000$145.0M0.01%
273
OXLCLOXFORD LANE CAP CORP
10,000$49.9M0.00%
274
NABORS INDS INC
43,000$41.5M0.00%
275
SENS1GBPSENSEONICS HOLDINGS INC
50,000$30.2M0.00%
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