One Capital Management, LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$3.6B
Holdings
525
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IGIB
iShares 5-10 Year Investment Grade Corp Bond ETF
Held since at least Q1 2024
8.5%
02
$MUB
iShares National Muni Bond ETF
Held since at least Q1 2024
4.7%
03
$FFOX
FundX Future Fund Opportunities
Held since at least Q1 2024
4.4%
04
$DFAI
Dimensional Intern Core EQT MKT ETF
Held since at least Q1 2024
3.2%
05
$NVDA
NVIDIA Corp
Held since at least Q1 2024
2.7%
06
$USHY
iShares Broad USD High Yield Corp Bond ETF
Held since at least Q1 2024
2.6%
07
$IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
Held since at least Q1 2024
2.3%
08
$FFND
ONE Global ETF
Held since at least Q1 2024
2.2%
09
$FTSL
First Trust Senior Loan ETF
Held since at least Q1 2024
1.8%
10
$MSFT
Microsoft Corp
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.