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CIK: 0002005743
Total reported value
$448.0M
$448.0M
60 檔
25.8%
As reported in its official Q3 2024 Form 13F filing, One Degree Advisors Inc's tracked investment portfolio stood at $448.0M with 60 total positions.
During Q3 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 | 17.83% | +0.23% | +4.26% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.95% | +0.39% | -0.50% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.00% | -0.34% | +0.85% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.50% | -2.49% | +107.69% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.35% | -0.63% | +6.45% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.92% | -0.54% | +4951.94% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.17% | -0.45% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.62% | -0.11% | +0.71% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | -0.01% | -0.12% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.91% | -0.11% | -0.99% | |
| 11 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.30% | +0.02% | +2.28% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.20% | -1.05% | +119.07% | |
| 13 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.15% | -0.11% | +2.44% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.99% | -1.06% | +32.11% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.97% | -0.07% | +0.58% | |
| 16 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.91% | -0.17% | — | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.90% | -0.01% | +5.06% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.71% | -0.10% | +1.87% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.60% | +1.28% | NEW | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.46% | -0.17% | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.44% | -0.06% | -18.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.36% | +1.03% | -2.58% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.17% | -2.61% | |
| 24 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 0.81% | -0.04% | +3.78% | |
| 25 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.79% | -0.11% | +4.57% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.59% | -0.05% | -4.60% | |
| 27 | SRE | Sempra | Stock-Utilities | 0.54% | -0.07% | -1.18% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | +2.48% | -87.68% | |
| 29 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.50% | -0.09% | — | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | -0.03% | -0.98% | |
| 31 | PCAR | Paccar Inc | Stock-Industrials | 0.41% | -0.02% | -3.61% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.02% | — | |
| 33 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.34% | -0.01% | -4.53% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.30% | -0.02% | -83.00% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | — | — | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.06% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.03% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.03% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.02% | — | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.17% | -0.01% | +0.52% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | +0.02% | -1.10% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.15% | — | |
| 43 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.15% | — | -7.39% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.15% | -0.04% | -2.29% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | -0.01% | -92.19% | |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.14% | -0.02% | — | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.14% | -0.01% | -92.26% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | -0.01% | — | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.13% | — | +0.14% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.12% | -0.02% | — |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 60 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, VEA) accounted for 25.8% of total reported equity market value during Q3 2024.
During Q3 2024, One Degree Advisors Inc's top holdings by market value included DFAC (17.8%)、VTI (13.9%)、VEA (6.0%). The largest single position, DFAC, represented 17.8% of total portfolio value.
In Q3 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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