Fund HoldingsOne Capital Management, LLC

Total Portfolio Value
$2.76B
Total Bought
$323.13M
Total Sold
$231.99M
Net Transaction
+$91.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHR BROAD USD H/Y CP ETF
BROAD USD HIGH
163,579920,955+757,3765,94633,6981.22%+27,752
First Trust Dorsey Wright Focus 5
DORSEY WRT 5 ETF
0394,902+394,902022,6000.82%+22,600
ISHARES 5-10Y I/G CORP BD2,931,4663,337,310+405,844152,436172,2056.25%+19,769
VANGUARD MEGA CAP ETF72,312164,907+92,59512,24130,8161.12%+18,575
INVESCO QQQ TRUST142,315172,661+30,34658,28176,6632.78%+18,382
NVIDIA CORP(NVDA)44,49442,164-2,33022,03538,0981.38%+16,064
JP MORGAN US QLTY FAC ETF
US QUALTY FCTR
839,643998,335+158,69240,18552,7821.92%+12,597
ISHARES NATL MUNI BND ETF804,562921,877+117,31587,22399,1943.60%+11,971
DIMENSIONAL INTL CORE ETF
INTL CORE EQT MK
0371,155+371,155011,2160.41%+11,216
SPDR BLM 1-3M T-BILL ETF
ST STR BLO 1 ETF
397,075511,734+114,65936,28946,9771.70%+10,688
FIRST TRUST SENR LOAN ETF
SENIOR LN FD
1,095,3271,301,150+205,82350,46260,1262.18%+9,664
VanEck Fallen Angel High Yield Bond
FALLEN ANGEL HG
0568,001+568,001016,4830.60%+16,483
WISDOMTREE US QLTY DIV GW(WT)1,194,0631,226,850+32,78783,91993,4743.39%+9,555
IQ Hedge Multi Strat Tracker
HEDGE MULTI STRA
0276,411+276,41108,5380.31%+8,538
DIMENSIONAL US SM CAP ETF
US SMALL CAP ETF
61,776188,525+126,7493,69511,7560.43%+8,061
WISDOM INTL QLTY DIV GWTH(WT)2,336,9162,404,591+67,67584,76091,5193.32%+6,759
ISHARES RUSS M/CAP VL IND384,174396,508+12,33444,67649,6941.80%+5,019
SCHWAB STR US L/C GWT ETF543,593537,960-5,63345,09749,8801.81%+4,783
FundX ETF941,813922,944-18,86952,12056,7322.06%+4,612
META PLATFORMS INC CL-A(META)42,45840,167-2,29115,02819,5040.71%+4,476
FundX Flexible ETF1,916,2232,078,820+162,59746,11450,5541.83%+4,441
Vanguard Mega Cap Gr160,417159,884-53341,63045,8241.66%+4,195
VANGUARD GROWTH ETF136,431135,405-1,02642,41446,6071.69%+4,193
ISHARES RUSS 200 GROW ETF234,982232,035-2,94741,17445,2701.64%+4,096
ISHARES RUSS 1000 GWT IND134,700133,234-1,46640,83744,9071.63%+4,070
ISHARES 1-5Y I/G CORP BND1,511,6301,590,760+79,13077,50981,5742.96%+4,065
VANGUARD RUSS1000 GWT ETF
VNG RUS1000GRW
442,041439,009-3,03234,48838,0491.38%+3,561
INVESCO S&P 500 TOP50 ETF
S&P 500 TOP 50
1,009,400984,089-25,31138,07541,4601.50%+3,385
ISHARES RUSS MICROCAP IND302,340316,337+13,99735,08138,3371.39%+3,256
ISHARES CORE S&P 500 ETF43,27445,380+2,10620,66923,8580.87%+3,189
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
036,315+36,31508,1710.30%+8,171
ISHARES S&P SC 600 GW IND315,761325,578+9,81739,51442,5631.54%+3,048
MICROSOFT CORP(MSFT)63,40663,375-3123,84326,6630.97%+2,820
ISHARES MSCI EAFE S/C ETF633,821663,431+29,61039,23442,0151.52%+2,782
ISHARES-RUSSEL MID GWTH265,365266,511+1,14627,72030,4201.10%+2,700
WISDOMTREE E/M QLTY DV GW(WT)1,308,6691,354,927+46,25832,16734,8221.26%+2,655
ISHARES S&P GSCI COMM IND(GSG)0118,957+118,95702,6270.10%+2,627
LOCKHEED MARTIN CORP(LMT)4,79410,367+5,5732,1734,7160.17%+2,543
TARGET CORP(TGT)55,51158,811+3,3007,90610,4220.38%+2,516
CIGNA GROUP(CI)033,338+33,338012,1080.44%+12,108
Simplify Volatility Premium ETF
VOLATILITY PREM
097,955+97,95502,2200.08%+2,220
ISHARES TIPS BOND ETF263,527283,308+19,78128,32730,4301.10%+2,104
MERCK & CO INC-NEW(MRK)79,80881,573+1,7658,70110,7640.39%+2,063
Janus Henderson AAA CLO
HENDRSON AAA CL
0356,398+356,398018,0840.66%+18,084
ISHRS S/T NATL MUN BD ETF0266,387+266,387027,8991.01%+27,899
JP MORGAN CHASE & CO(JPM)67,52966,804-72511,48713,3810.49%+1,894
MICROSTRATEGY INC-A(MSTR)01,487+1,48702,5350.09%+2,535
CITIGROUP INC-NEW(C)145,021147,231+2,2107,4609,3110.34%+1,851
VANGUARD TTL STK MRKT ETF40,71644,167+3,4519,65911,4790.42%+1,820
iShares Broad USD Invm Grd Corp0315,769+315,769016,0320.58%+16,032
SAP SE SPON ADR(SAP)47,47746,401-1,0767,3399,0500.33%+1,710
VANGUARD 500 INDX ETF-NEW29,79930,574+77513,01614,6970.53%+1,681
SPDR BLOOM HI YLD BND ETF
ST BLOO HIGH ETF
0156,625+156,625014,9110.54%+14,911
WALMART INC(WMT)0174,105+174,105010,4760.38%+10,476
Invesco S&P MidCap Quality
S&P MDCP QUALITY
014,318+14,31801,5760.06%+1,576
ISHARES S&P SC 600VAL IND380,295396,684+16,38939,19740,7631.48%+1,566
PROSHARES S&P500 DIV ARIS
S&P 500 DV ARIST
014,005+14,00501,4200.05%+1,420
EXXON MOBIL CORP076,436+76,43608,8850.32%+8,885
ALPHABET INC CL-C(GOOG)0107,066+107,066016,3020.59%+16,302
HOME DEPOT INC(HD)32,44832,915+46711,24512,6260.46%+1,381
SALESFORCE INC(CRM)50,02547,920-2,10513,16414,4330.52%+1,269
iShares S&P 10073,28771,257-2,03016,37217,6300.64%+1,258
ISHARES SHRT TREAS BD ETF017,119+17,11901,8920.07%+1,892
DOUBLELINE OPPORT BD ETF
OPPO CORE BD ETF
248,665277,900+29,23511,50212,7500.46%+1,248
PROCTER & GAMBLE CO.(PG)057,830+57,83009,3830.34%+9,383
GRAYSCALE BITCOIN TRUST(GBTC)019,492+19,49201,2310.04%+1,231
METLIFE INC(MET)0113,987+113,98708,4480.31%+8,448
CHEVRON CORP(CVX)054,783+54,78308,6410.31%+8,641
GENERAL DYNAMICS CORP(GD)31,31832,533+1,2158,1329,1900.33%+1,058
DOMINION ENERGY INC(D)0131,777+131,77706,4820.24%+6,482
ISHR MSCI USA MOMENT ETF
MSCI USA MMENTM
07,238+7,23801,3560.05%+1,356
REGENERON PHARM INC(REGN)010,995+10,995010,5830.38%+10,583
FundX Conservative ETF557,773547,465-10,30821,10922,0480.80%+939
SPDR Portfolio S&P 500
ST STR P500ETF
85,64692,740+7,0944,7885,7060.21%+919
SPDR S&P 500 ETF(SPY)17,56917,699+1308,3519,2580.34%+907
RPM INTL INC (DEL)(RPM)78,47881,168+2,6908,7609,6550.35%+894
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
050,672+50,67209,2570.34%+9,257
Wisdom Tree Japan Hedged Equity(WT)42,18741,642-5453,7124,5180.16%+807
VISA INC CLASS-A(V)43,87643,608-26811,42312,1700.44%+747
ISHARES US HOME CONSTRUCT010,369+10,36901,2000.04%+1,200
SPDR S&P BIOTECH ETF
ST STR SP BIOT
07,634+7,63407240.03%+724
AT & T INC(T)390,187411,233+21,0466,5477,2380.26%+690
ISHARES CORE S&P TOTAL US05,957+5,95706870.02%+687
ISHRS ESG AWARE MSCI USA
ESG AWR MSCI USA
05,961+5,96106850.02%+685
NUVEEN ESG SML-CAP ETF
NUVEEN ESG SMLCP
022,986+22,98609560.03%+956
SCHWAB US BROAD MRKT-ETF029,895+29,89501,8250.07%+1,825
UNILEVER PLC ADR(UL)0128,636+128,63606,4560.23%+6,456
ISHARES MSCI EAFE ETF174,883172,592-2,29113,17713,7830.50%+606
JOHNSON & JOHNSON(JNJ)054,296+54,29608,5890.31%+8,589
ELI LILLY & CO(LLY)01,668+1,66801,2980.05%+1,298
IRON MOUNTAIN INC (REIT)(IRM)06,949+6,94905570.02%+557
FundX Aggressive ETF117,558114,117-3,4416,7147,2710.26%+556
PROLOGIS INC(PLD)04,269+4,26905560.02%+556
D.R HORTON INC(DHI)57,66556,452-1,2138,7649,2890.34%+525
DUPONT DE NEMOURS INC(DD)0112,185+112,18508,6010.31%+8,601
COSTCO WHOLESALE CORP(COST)8,7298,566-1635,7626,2760.23%+514
NUVEEN ESG LG-CAP GRW ETF
NUVEEN ESG LRGCP
57,97959,184+1,2054,0284,5150.16%+487
GLOBAL X GENOMICS&BIO ETF0556,972+556,97206,3380.23%+6,338
JPMORGAN ULT-SHRT MUN ETF
ULTRA SHT MUNCPL
0287,905+287,905014,6080.53%+14,608
VANGUARD MID-CAP ETF24,59224,822+2305,7216,2020.23%+481
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