One Capital Management, LLC Diversified Active

CIK: 0001606588 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 14, 2019

Total Value ($000): $562,160 (100.0% shares, 0.0% debt)

Holdings (172)

IGSB ISHARES TR 6.4%
Value ($000) $35,809 Shares 677,952 Est. Cost $76.29 Unrealized
SUB ISHARES TR 5.6%
Value ($000) $31,200 Shares 294,340 Est. Cost $105.55 Unrealized
IQDG WISDOMTREE TR 4.4%
Value ($000) $24,895 Shares 866,199 Est. Cost $29.58 Unrealized
DGRW WISDOMTREE TR 3.8%
Value ($000) $21,629 Shares 502,289 Est. Cost $41.30 Unrealized
IGIB ISHARES TR 3.4%
Value ($000) $19,232 Shares 348,785 Est. Cost $75.87 Unrealized
MUB ISHARES TR 2.9%
Value ($000) $16,259 Shares 146,224 Est. Cost $110.15 Unrealized
IWC ISHARES TR 2.7%
Value ($000) $15,043 Shares 162,175 Est. Cost $78.72 Unrealized
IWP ISHARES TR 2.5%
Value ($000) $14,311 Shares 105,482 Est. Cost $91.48 Unrealized
SCZ ISHARES TR 2.5%
Value ($000) $14,119 Shares 245,800 Est. Cost $53.04 Unrealized
DIM WISDOMTREE TR 2.3%
Value ($000) $12,976 Shares 208,985 Est. Cost $60.12 Unrealized
IWS ISHARES TR 2.3%
Value ($000) $12,779 Shares 147,118 Est. Cost $72.70 Unrealized
IJT ISHARES TR 2.2%
Value ($000) $12,311 Shares 68,984 Est. Cost $158.10 Unrealized
IJS ISHARES TR 2.0%
Value ($000) $11,491 Shares 77,887 Est. Cost $141.71 Unrealized
SCHV SCHWAB STRATEGIC TR 2.0%
Value ($000) $11,407 Shares 208,385 Est. Cost $42.81 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $9,514 Shares 199,085 Est. Cost $47.41 Unrealized
SCHG SCHWAB STRATEGIC TR 1.5%
Value ($000) $8,687 Shares 109,370 Est. Cost $48.64 Unrealized
WISDOMTREE TR 1.3%
Value ($000) $7,133 Shares 321,016 Est. Cost $24.50 Unrealized
DGRE WISDOMTREE TR 1.2%
Value ($000) $7,007 Shares 283,111 Est. Cost $24.76 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $6,760 Shares 35,586 Est. Cost $23.16 Unrealized +74.6%
AGG ISHARES TR 1.2%
Value ($000) $6,482 Shares 59,426 Est. Cost $109.52 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $6,072 Shares 51,485 Est. Cost $33.56 Unrealized +204.8%
ICF ISHARES TR 1.1%
Value ($000) $6,005 Shares 53,999 Est. Cost $99.83 Unrealized
SCHF SCHWAB STRATEGIC TR 1.0%
Value ($000) $5,529 Shares 176,590 Est. Cost $30.47 Unrealized
EFG ISHARES TR 1.0%
Value ($000) $5,366 Shares 69,290 Est. Cost $70.71 Unrealized
EPI WISDOMTREE TR 0.9%
Value ($000) $4,984 Shares 189,285 Est. Cost $20.62 Unrealized
IWO ISHARES TR 0.8%
Value ($000) $4,652 Shares 23,655 Est. Cost $141.62 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $4,636 Shares 3,951 Est. Cost $40.78 Unrealized +36.6%
META FACEBOOK INC 0.8%
Value ($000) $4,595 Shares 27,567 Est. Cost $140.70 Unrealized +12.2%
IWN ISHARES TR 0.8%
Value ($000) $4,550 Shares 37,952 Est. Cost $101.90 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $4,334 Shares 80,272 Est. Cost $16.88 Unrealized +134.0%
PFE PFIZER INC 0.7%
Value ($000) $3,993 Shares 94,020 Est. Cost $19.23 Unrealized +52.1%
AMGN AMGEN INC 0.7%
Value ($000) $3,948 Shares 20,779 Est. Cost $110.67 Unrealized +39.8%
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,877 Shares 55,434 Est. Cost $56.62 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $3,845 Shares 27,509 Est. Cost $73.22 Unrealized +50.7%
DLS WISDOMTREE TR 0.7%
Value ($000) $3,825 Shares 58,117 Est. Cost $62.99 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,766 Shares 37,199 Est. Cost $49.01 Unrealized +74.1%
MRK MERCK & CO INC 0.7%
Value ($000) $3,729 Shares 44,840 Est. Cost $37.97 Unrealized +58.8%
RWX SPDR INDEX SHS FDS 0.7%
Value ($000) $3,711 Shares 94,488 Est. Cost $38.66 Unrealized
TFI SPDR SER TR 0.6%
Value ($000) $3,587 Shares 72,790 Est. Cost $48.13 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $3,533 Shares 65,784 Est. Cost $21.81 Unrealized +101.0%
BAC BANK AMER CORP 0.6%
Value ($000) $3,429 Shares 124,280 Est. Cost $15.63 Unrealized +52.8%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $3,425 Shares 32,918 Est. Cost $60.51 Unrealized +35.6%
GBIL GOLDMAN SACHS ETF TR 0.6%
Value ($000) $3,391 Shares 33,822 Est. Cost $100.17 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $3,360 Shares 30,263 Est. Cost $79.66 Unrealized +35.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $3,345 Shares 27,152 Est. Cost $72.42 Unrealized +20.8%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,329 Shares 60,098 Est. Cost $39.88 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $3,326 Shares 17,332 Est. Cost $72.98 Unrealized +112.0%
IJR ISHARES TR 0.6%
Value ($000) $3,243 Shares 42,039 Est. Cost $77.71 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $3,202 Shares 63,846 Est. Cost $48.94 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,200 Shares 29,274 Est. Cost $71.45 Unrealized +34.1%
CMF ISHARES TR 0.6%
Value ($000) $3,133 Shares 52,580 Est. Cost $75.95 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,115 Shares 38,548 Est. Cost $56.97 Unrealized -2.7%
AFL AFLAC INC 0.6%
Value ($000) $3,095 Shares 61,905 Est. Cost $30.79 Unrealized +33.1%
TGT TARGET CORP 0.5%
Value ($000) $3,023 Shares 37,663 Est. Cost $45.46 Unrealized +33.5%
IWD ISHARES TR 0.5%
Value ($000) $2,936 Shares 23,776 Est. Cost $98.93 Unrealized
LINDE PLC 0.5%
Value ($000) $2,898 Shares 16,472 Est. Cost $175.93 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,877 Shares 19,007 Est. Cost $91.25 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $2,873 Shares 16,000 Est. Cost $4.57 Unrealized -15.8%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $2,872 Shares 23,180 Est. Cost $76.58 Unrealized +19.2%
TECK TECK RESOURCES LTD 0.5%
Value ($000) $2,849 Shares 122,908 Est. Cost $13.62 Unrealized +65.5%
RPM RPM INTL INC 0.5%
Value ($000) $2,847 Shares 49,060 Est. Cost $44.26 Unrealized +28.2%
WMT WALMART INC 0.5%
Value ($000) $2,777 Shares 28,474 Est. Cost $20.82 Unrealized +40.4%
ALLERGAN PLC 0.5%
Value ($000) $2,745 Shares 18,746 Est. Cost $251.67 Unrealized
XILINX INC 0.5%
Value ($000) $2,736 Shares 21,575 Est. Cost $53.40 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $2,674 Shares 17,503 Est. Cost $119.54 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.5%
Value ($000) $2,658 Shares 65,057 Est. Cost $49.95 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $2,632 Shares 18,189 Est. Cost $106.01 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $2,589 Shares 41,616 Est. Cost $52.10 Unrealized -6.4%
DOWDUPONT INC 0.5%
Value ($000) $2,569 Shares 48,199 Est. Cost $69.03 Unrealized
BP BP PLC 0.5%
Value ($000) $2,534 Shares 57,950 Est. Cost $40.80 Unrealized
DHI D R HORTON INC 0.5%
Value ($000) $2,532 Shares 61,190 Est. Cost $36.40 Unrealized 0.0%
T AT&T INC 0.4%
Value ($000) $2,487 Shares 79,310 Est. Cost $12.53 Unrealized +13.0%
UNILEVER N V 0.4%
Value ($000) $2,470 Shares 42,382 Est. Cost $48.32 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $2,465 Shares 14,560 Est. Cost $97.77 Unrealized +47.0%
WISDOMTREE TR 0.4%
Value ($000) $2,449 Shares 103,895 Est. Cost $20.41 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $2,430 Shares 49,707 Est. Cost $53.81 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $2,413 Shares 37,198 Est. Cost $57.05 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $2,320 Shares 12,715 Est. Cost $179.87 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $2,306 Shares 14,743 Est. Cost $93.98 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $2,297 Shares 8,073 Est. Cost $219.51 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $2,226 Shares 13,850 Est. Cost $125.64 Unrealized
MET METLIFE INC 0.4%
Value ($000) $2,221 Shares 52,161 Est. Cost $32.36 Unrealized +8.3%
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,166 Shares 83,291 Est. Cost $24.38 Unrealized
VIPS VIPSHOP HLDGS LTD 0.4%
Value ($000) $2,013 Shares 250,674 Est. Cost $7.71 Unrealized
ISHARES GOLD TRUST 0.4%
Value ($000) $1,986 Shares 160,387 Est. Cost $12.26 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $1,967 Shares 38,037 Est. Cost $45.32 Unrealized
SAP SAP SE 0.3%
Value ($000) $1,846 Shares 15,989 Est. Cost $115.98 Unrealized
GDX VANECK VECTORS ETF TR 0.3%
Value ($000) $1,824 Shares 81,358 Est. Cost $22.57 Unrealized
HAL HALLIBURTON CO 0.3%
Value ($000) $1,814 Shares 61,909 Est. Cost $37.83 Unrealized -30.6%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,695 Shares 39,889 Est. Cost $37.41 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,626 Shares 913 Est. Cost $84.42 Unrealized -1.4%
SHYG ISHARES TR 0.3%
Value ($000) $1,477 Shares 31,628 Est. Cost $47.41 Unrealized
INTU INTUIT 0.2%
Value ($000) $1,385 Shares 5,300 Est. Cost $73.33 Unrealized +201.4%
IJJ ISHARES TR 0.2%
Value ($000) $1,285 Shares 8,187 Est. Cost $134.92 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $1,250 Shares 28,504 Est. Cost $40.16 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $1,136 Shares 10,764 Est. Cost $106.76 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,135 Shares 35,208 Est. Cost $31.83 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,116 Shares 3,951 Est. Cost $195.51 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,070 Shares 12,308 Est. Cost $83.04 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $1,066 Shares 17,854 Est. Cost $94.23 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,018 Shares 2,855 Est. Cost $32.67 Unrealized +6.1%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,002 Shares 19,310 Est. Cost $51.92 Unrealized
SLYV SPDR SERIES TRUST 0.2%
Value ($000) $968 Shares 16,061 Est. Cost $86.11 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $913 Shares 16,918 Est. Cost $76.22 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $825 Shares 701 Est. Cost $43.24 Unrealized +29.6%
SHM SPDR SER TR 0.1%
Value ($000) $816 Shares 16,830 Est. Cost $48.04 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $789 Shares 7,439 Est. Cost $35.88 Unrealized +138.0%
DLN WISDOMTREE TR 0.1%
Value ($000) $701 Shares 7,440 Est. Cost $84.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $689 Shares 14,440 Est. Cost $39.46 Unrealized -2.9%
IJK ISHARES TR 0.1%
Value ($000) $688 Shares 3,141 Est. Cost $177.73 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $609 Shares 4,694 Est. Cost $94.31 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $601 Shares 4,905 Est. Cost $61.25 Unrealized +50.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $594 Shares 12,290 Est. Cost $39.95 Unrealized +2.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $590 Shares 8,667 Est. Cost $50.91 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $589 Shares 5,326 Est. Cost $110.38 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $584 Shares 19,252 Est. Cost $32.11 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $517 Shares 6,954 Est. Cost $37.55 Unrealized +57.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $506 Shares 8,560 Est. Cost $29.12 Unrealized +33.7%
IJH ISHARES TR 0.1%
Value ($000) $485 Shares 2,561 Est. Cost $159.10 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $452 Shares 4,356 Est. Cost $63.42 Unrealized +48.9%
IWM ISHARES TR 0.1%
Value ($000) $448 Shares 2,929 Est. Cost $114.01 Unrealized
SVB FINL GROUP 0.1%
Value ($000) $445 Shares 2,000 Est. Cost $110.50 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $439 Shares 9,891 Est. Cost $40.91 Unrealized
FMS FRESENIUS MED CARE AG&CO KGA 0.1%
Value ($000) $425 Shares 10,482 Est. Cost $34.82 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $407 Shares 2,144 Est. Cost $80.26 Unrealized +92.6%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $405 Shares 7,706 Est. Cost $81.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $403 Shares 2,853 Est. Cost $102.78 Unrealized -7.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $387 Shares 1,550 Est. Cost $95.29 Unrealized +123.2%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $383 Shares 2,824 Est. Cost $72.56 Unrealized +57.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $376 Shares 3,900 Est. Cost $49.39 Unrealized +79.4%
INDA ISHARES TR 0.1%
Value ($000) $375 Shares 10,650 Est. Cost $28.24 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $358 Shares 7,162 Est. Cost $47.68 Unrealized
MELLANOX TECHNOLOGIES LTD 0.1%
Value ($000) $355 Shares 3,000 Est. Cost $73.00 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $354 Shares 5,233 Est. Cost $46.86 Unrealized
RWR SPDR SERIES TRUST 0.1%
Value ($000) $350 Shares 3,537 Est. Cost $85.95 Unrealized
V VISA INC 0.1%
Value ($000) $332 Shares 2,128 Est. Cost $133.49 Unrealized +2.9%
NEAR ISHARES US ETF TR 0.1%
Value ($000) $330 Shares 6,565 Est. Cost $50.10 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $328 Shares 2,605 Est. Cost $42.70 Unrealized +10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $327 Shares 1,629 Est. Cost $159.33 Unrealized +26.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $325 Shares 940 Est. Cost $257.21 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $309 Shares 2,737 Est. Cost $113.16 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $305 Shares 4,372 Est. Cost $22.90 Unrealized +81.8%
FDM FIRST TR DJS MICROCAP INDEX 0.1%
Value ($000) $296 Shares 6,627 Est. Cost $33.92 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $292 Shares 2,712 Est. Cost $93.52 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $283 Shares 4,649 Est. Cost $55.07 Unrealized
NKE NIKE INC 0.0%
Value ($000) $277 Shares 3,287 Est. Cost $53.20 Unrealized +41.7%
MGEE MGE ENERGY INC 0.0%
Value ($000) $272 Shares 4,000 Est. Cost $39.96 Unrealized +37.6%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $271 Shares 1,900 Est. Cost $96.19 Unrealized
BNS BANK N S HALIFAX 0.0%
Value ($000) $259 Shares 4,859 Est. Cost $39.46 Unrealized -4.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $255 Shares 4,645 Est. Cost $55.44 Unrealized
SHAG WISDOMTREE TR 0.0%
Value ($000) $254 Shares 5,113 Est. Cost $48.83 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $251 Shares 1,065 Est. Cost $199.69 Unrealized +3.8%
MUNI PIMCO ETF TR 0.0%
Value ($000) $250 Shares 4,624 Est. Cost $53.71 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $243 Shares 3,500 Est. Cost $53.42 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $242 Shares 6,000 Est. Cost $37.96 Unrealized 0.0%
SUSA ISHARES TR 0.0%
Value ($000) $234 Shares 1,978 Est. Cost $110.23 Unrealized
UHT UNIVERSAL HEALTH RLTY INCM T 0.0%
Value ($000) $227 Shares 3,000 Est. Cost $75.67 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $226 Shares 4,213 Est. Cost $46.07 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $217 Shares 2,900 Est. Cost $21.10 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $216 Shares 4,620 Est. Cost $32.08 Unrealized +17.8%
IYR ISHARES TR 0.0%
Value ($000) $214 Shares 2,462 Est. Cost $86.92 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $213 Shares 1,667 Est. Cost $107.44 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $213 Shares 4,878 Est. Cost $35.74 Unrealized 0.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $211 Shares 1,330 Est. Cost $153.14 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $209 Shares 5,623 Est. Cost $37.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $208 Shares 841 Est. Cost $231.18 Unrealized -1.5%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $201 Shares 3,981 Est. Cost $50.49 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value ($000) $91 Shares 14,000 Est. Cost $7.36 Unrealized
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $81 Shares 15,000 Est. Cost $6.33 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $56 Shares 10,000 Est. Cost $5.70 Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $54 Shares 10,000 Est. Cost $5.80 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.35 Unrealized +121.5%