One Capital Management, LLC - Portfolio overview

One Capital Management, LLC has 584 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IGIB - iShares 5-10 Year Investment Grade Corp Bond ETF, 8.38%
2. MUB - iShares National Muni Bond ETF, 4.59%
3. FFOX - FundX Future Fund Opportunities, 4.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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