One Capital Management, LLC
Q4 2024 13F Holdings
- Locationwestlake village, CA
- Num holdings
372
- Value ($000)
$3,021,483
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001606588
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IGIB ISHARES 5-10Y I/G CORP BD | ISHS 5-10YR INVT | 464288638 | $234.30 M | 8 % | 4,548,612 | ||
MUB ISHARES NATL MUNI BND ETF | NATIONAL MUN ETF | 464288414 | $127.49 M | 4 % | 1,196,525 | ||
DGRW WISDOMTREE US QLTY DIV GW | US QTLY DIV GRT | 97717X669 | $103.32 M | 3 % | 1,276,622 | ||
IQDG WISDOM INTL QLTY DIV GWTH | INTL QULTY DIV | 97717X131 | $86.40 M | 3 % | 2,525,684 | ||
XCOR FundX ETF | FUNDX ETF | 360876809 | $64.69 M | 2 % | 902,086 | ||
IGSB ISHARES 1-5Y I/G CORP BND | ISHS 1-5YR INVS | 464288646 | $61.89 M | 2 % | 1,197,002 | ||
USHY ISHR BROAD USD H/Y CP ETF | BROAD USD HIGH | 46435U853 | $60.96 M | 2 % | 1,656,964 | ||
SCHG SCHWAB STR US L/C GWT ETF | US LCAP GR ETF | 808524300 | $58.99 M | 2 % | 2,116,636 | ||
IWY ISHARES RUSS 200 GROW ETF | RUS TP200 GR ETF | 464289438 | $55.46 M | 2 % | 235,714 | ||
IWF ISHARES RUSS 1000 GWT IND | RUS 1000 GRW ETF | 464287614 | $54.39 M | 2 % | 135,440 |
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