One Degree Advisors Inc
- SEC CIK
- 0002005743
- 最新申報
- 2026/7/31
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/7 申報。只含多頭部位。
- 持股檔數
- 54
- 2023 年第 3 季沒有申報
- 總值
- $1.96 億
- 2023 年第 3 季沒有申報
One Degree Advisors Inc 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,148,529 | $3,401 萬 | 17.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 117,145 | $2,859 萬 | 14.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 260,802 | $1,232 萬 | 6.3% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 403,118 | $1,008 萬 | 5.2% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 88,567 | $888.7 萬 | 4.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 126,970 | $735.8 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 42,122 | $735.6 萬 | 3.8% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 131,776 | $647.0 萬 | 3.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,468 | $614.5 萬 | 3.1% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 91,481 | $531.6 萬 | 2.7% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 97,601 | $462.8 萬 | 2.4% | – | – | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 82,805 | $437.5 萬 | 2.2% | – | – | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 105,141 | $425.2 萬 | 2.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,755 | $419.6 萬 | 2.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 56,692 | $410.6 萬 | 2.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 83,370 | $405.5 萬 | 2.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 93,611 | $371.9 萬 | 1.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 52,917 | $368.1 萬 | 1.9% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 138,877 | $335.8 萬 | 1.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 33,390 | $316.0 萬 | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 14,374 | $269.8 萬 | 1.4% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 30,615 | $252.8 萬 | 1.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 46,633 | $235.3 萬 | 1.2% | – | – | – |
| Alpha Architect ETF Tr02072L300 | INTL QUAN MOMNTM | 62,611 | $170.4 萬 | 0.9% | – | – | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 66,926 | $168.7 萬 | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,318 | $164.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 27,479 | $135.7 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 25,583 | $123.4 萬 | 0.6% | – | – | – |
| SRESempra | Stock | 15,825 | $110.9 萬 | 0.6% | – | – | 歷史 |
| PCARPaccar Inc | COM | 10,371 | $108.0 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 16,310 | $97.4 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 33,341 | $96.5 萬 | 0.5% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 16,107 | $92.6 萬 | 0.5% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 16,499 | $91.0 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,051 | $83.2 萬 | 0.4% | – | – | 歷史 |
| Victory Portfolios II92647N691 | VICTORYSHS US | 17,640 | $76.2 萬 | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,818 | $69.5 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,055 | $66.8 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 1,615 | $51.9 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,194 | $48.7 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,280 | $47.1 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,930 | $42.2 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 827 | $42.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,840 | $41.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,561 | $38.2 萬 | 0.2% | – | – | – |
| CAHCardinal Health Inc | Stock | 3,574 | $37.0 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,576 | $35.6 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 7,881 | $29.4 萬 | 0.2% | – | – | – |
| BIOXBioceres Crop Solutions Corp. | SHS | 23,038 | $29.1 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 600 | $27.4 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,244 | $21.2 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,334 | $20.8 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 4,293 | $20.2 萬 | 0.1% | – | – | – |
| OSSOne Stop Systems, Inc. | COM | 23,840 | $4.70 萬 | <0.1% | – | – | 歷史 |