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CIK: 0002005743
Total reported value
$448.0M
$448.0M
50 檔
22.4%
According to the latest 13F quarterly dataset, One Degree Advisors Inc managed an equity portfolio of $448.0M at the end of Q1 2024, spanning 50 distinct U.S. exchange-listed positions.
During Q1 2024, One Degree Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.48% | +0.23% | +1.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.13% | +0.39% | -0.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.50% | -0.34% | -0.20% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.44% | -0.63% | +1.33% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.44% | +2.48% | -0.06% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.02% | -0.11% | -0.03% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.89% | -0.01% | +0.05% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.21% | -0.11% | -0.36% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.21% | -2.49% | -0.23% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.68% | +1.28% | NEW | |
| 11 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.43% | +0.02% | -0.31% | |
| 12 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.36% | -0.11% | +0.46% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.04% | -0.01% | -0.43% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.03% | -0.01% | -0.40% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.96% | -0.10% | +0.25% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | -0.07% | -0.27% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.88% | -0.02% | -19.10% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.78% | -0.01% | +1.23% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.58% | -1.06% | +0.44% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.55% | — | -25.64% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.31% | -0.06% | -0.52% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.22% | +1.03% | -0.81% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.18% | -1.05% | +0.23% | |
| 24 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 0.91% | -0.04% | +0.36% | |
| 25 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.91% | -0.11% | +0.73% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.17% | — | |
| 27 | PCAR | Paccar Inc | Stock-Industrials | 0.64% | -0.02% | — | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.60% | -0.05% | -1.71% | |
| 29 | SRE | Sempra | Stock-Utilities | 0.55% | -0.07% | -2.15% | |
| 30 | CMF | Ishares California Muni Bond | ETF-Other | 0.48% | — | +4.74% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.48% | -0.03% | +0.16% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.02% | — | |
| 33 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.40% | -0.01% | +0.10% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.35% | — | — | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.33% | — | -0.17% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.06% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.02% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.03% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.03% | — | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.21% | -0.04% | -3.39% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.20% | — | — | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | +0.02% | -22.56% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.19% | -0.01% | +0.44% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.17% | — | -10.22% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.16% | — | +0.11% | |
| 46 | BIOX | Bioceres Crop Solutions Corp. | Stock-Other | 0.15% | — | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | -0.01% | — | |
| 48 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.12% | — | -81.77% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | -1.93% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | — |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 50 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, VEA) accounted for 22.4% of total reported equity market value during Q1 2024.
During Q1 2024, One Degree Advisors Inc's top holdings by market value included DFAC (18.5%)、VTI (15.1%)、VEA (6.5%). The largest single position, DFAC, represented 18.5% of total portfolio value.
In Q1 2024, One Degree Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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