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CIK: 0002005743
Total reported value
$448.0M
$448.0M
61 檔
26.8%
At the close of Q4 2024, One Degree Advisors Inc disclosed equity holdings valued at approximately $448.0M, spread across 61 reported holdings.
During Q4 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% | +2.71% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.22% | +0.39% | -0.63% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.79% | -0.34% | +4.48% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.43% | -0.63% | +8.70% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 4.84% | -0.54% | +3.22% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.03% | +2.48% | +688.18% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.94% | -0.45% | +2.15% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.60% | -0.11% | +1.35% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | -0.01% | -6.31% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.90% | -2.49% | +13.61% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.69% | -0.11% | -7.66% | |
| 12 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.27% | +0.02% | -3.14% | |
| 13 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.14% | -0.11% | +5.58% | |
| 14 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.96% | -0.17% | +7.84% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | -0.07% | +1.65% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.79% | +1.28% | NEW | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.79% | -0.01% | +4.23% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | -0.10% | +11.11% | |
| 19 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.55% | -0.48% | — | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.52% | -0.17% | +12.10% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.25% | +1.03% | -6.44% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.16% | -0.06% | -11.81% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.16% | -1.05% | -43.93% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.17% | +2.81% | |
| 25 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 0.87% | -0.04% | +10.95% | |
| 26 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.82% | -0.11% | +11.23% | |
| 27 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.74% | -0.09% | +56.26% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.48% | -1.06% | -73.46% | |
| 29 | SRE | Sempra | Stock-Utilities | 0.45% | -0.07% | -13.89% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | -0.05% | -21.46% | |
| 31 | PCAR | Paccar Inc | Stock-Industrials | 0.43% | -0.02% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | +2.40% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | -0.03% | -6.26% | |
| 34 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.32% | -0.01% | -3.71% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.30% | -0.02% | +3.65% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | +6.71% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.03% | +9.03% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.06% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.15% | +24.35% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.02% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | — | +36.39% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.18% | -0.04% | -1.38% | |
| 44 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.17% | — | — | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.17% | -0.01% | +0.77% | |
| 46 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.16% | +0.02% | — | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | +0.02% | +4.40% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | — | +91.65% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.01% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | +0.04% | — |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 61 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, VEA) accounted for 26.8% of total reported equity market value during Q4 2024.
During Q4 2024, One Degree Advisors Inc's top holdings by market value included DFAC (18.5%)、VTI (14.2%)、VEA (5.8%). The largest single position, DFAC, represented 18.5% of total portfolio value.
In Q4 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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