account_balance
Investment manager · 13F filer · SEC CIK 1606588
One Capital Management, LLC
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Reported value$4.34Bas of Sep 30, 2026
Positions536 84 new, 70 sold out
Top 10 weight31.4%IGIB alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IGIBiShares 5-10 Year Investment Grade Corp Bond ETF
7.2%Added +7%
FFOXFundX Future Fund Opportunities
4.4%Added +11%
MUBiShares National Muni Bond ETF
4.0%Added +7%
NVDANVIDIA Corp
3.0%
IEFAiShares Core MSCI EAFE ETF
2.6%Added +349%
USHYiShares Broad USD High Yield Corp Bond ETF
2.5%Added +18%
FFNDONE Global ETF
2.0%Trimmed −3%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
2.0%Added +6%
MSFTMicrosoft Corp
1.9%Added +13%
FTSLFirst Trust Senior Loan ETF
1.7%+16%
VUGVanguard Growth ETF
1.5%+528%
IVViShares Core S&P 500 ETF
1.5%+31%
IGIBiShares 5-10 Year Investment Grade Corp Bond ETF
7.2%Added +7%
FFOXFundX Future Fund Opportunities
4.4%+11%
MUBiShares National Muni Bond ETF
4.0%
NVDANVIDIA Corp
3.0%
IEFAiShares Core MSCI EAFE ETF
2.6%+349%
USHYiShares Broad USD High Yield Corp Bond ETF
2.5%+18%
FFNDONE Global ETF
2.0%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
2.0%
FTSL
VUG1.5%
IVV1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IGIB iShares 5-10 Year Investment Grade Corp Bond ETF 7.2% Added +7%
FFOX FundX Future Fund Opportunities 4.4% Added +11%
MUB iShares National Muni Bond ETF 4.0% Added +7%
NVDA NVIDIA Corp 3.0% HeldIEFA iShares Core MSCI EAFE ETF 2.6% Added +349%
USHY iShares Broad USD High Yield Corp Bond ETF 2.5% Added +18%
FFND ONE Global ETF 2.0% Trimmed −3%
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 2.0% Added +6%
MSFT Microsoft Corp 1.9% Added +13%FTSL First Trust Senior Loan ETF 1.7% Added +16%
VUG Vanguard Growth ETF 1.5% Added +528%
IVV iShares Core S&P 500 ETF 1.5% Added +31%
What changed
Biggest moves since Jun 30, 2026
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