One Degree Advisors Inc
- SEC CIK
- 0002005743
- 最新申報
- 2026/7/31
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 54
- 較 2024 年第 1 季 +4
- 總值
- $2.07 億
- 較 2024 年第 1 季 +$648.1 萬 (+3.2%)
| 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 | 1,186,460 | $3,825 萬 | 18.5% | +25,217+2.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 117,966 | $3,156 萬 | 15.2% | +1,042+0.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 266,341 | $1,316 萬 | 6.3% | +6,048+2.3% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 422,385 | $1,110 萬 | 5.4% | +13,886+3.4% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 101,534 | $1,023 萬 | 4.9% | +13,016+14.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 121,771 | $779.3 萬 | 3.8% | −5,268−4.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 42,561 | $776.8 萬 | 3.7% | +450+1.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,383 | $645.9 萬 | 3.1% | +44+0.1% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 123,958 | $604.5 萬 | 2.9% | −7,521−5.7% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 83,326 | $485.4 萬 | 2.3% | +780+0.9% | 加碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 107,975 | $462.8 萬 | 2.2% | +2,351+2.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 96,392 | $421.8 萬 | 2.0% | +3,031+3.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 58,540 | $421.7 萬 | 2.0% | +2,090+3.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 85,869 | $417.9 萬 | 2.0% | +2,830+3.4% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 85,654 | $415.7 萬 | 2.0% | +6,695+8.5% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 150,978 | $403.5 萬 | 1.9% | +10,391+7.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 50,747 | $368.6 萬 | 1.8% | −2,301−4.3% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 43,306 | $362.7 萬 | 1.7% | +12,849+42.2% | 加碼 | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 168,551 | $343.1 萬 | 1.7% | +168,551 | 新進 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 36,239 | $339.3 萬 | 1.6% | +2,701+8.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 42,759 | $327.9 萬 | 1.6% | +2,043+5.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 14,496 | $305.3 萬 | 1.5% | +238+1.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 46,482 | $232.9 萬 | 1.1% | −258−0.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,336 | $198.5 萬 | 1.0% | +18+0.8% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L300 | INTL QUAN MOMNTM | 64,555 | $178.3 萬 | 0.9% | +1,720+2.7% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 69,780 | $173.9 萬 | 0.8% | +2,366+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 30,121 | $143.8 萬 | 0.7% | +4,976+19.8% | 加碼 | – |
| SRESempra | Stock | 15,490 | $117.8 萬 | 0.6% | +50.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 19,923 | $115.5 萬 | 0.6% | −72,755−78.5% | 減碼 | – |
| PCARPaccar Inc | COM | 10,371 | $106.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,249 | $100.5 萬 | 0.5% | +198+9.7% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 17,264 | $98.1 萬 | 0.5% | +393+2.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 16,463 | $96.5 萬 | 0.5% | −63−0.4% | 減碼 | – |
| Victory Portfolios II92647N691 | VICTORYSHS US | 17,625 | $80.0 萬 | 0.4% | −32−0.2% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,247 | $67.2 萬 | 0.3% | +216+1.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,818 | $63.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,280 | $59.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,100 | $56.8 萬 | 0.3% | +260+9.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,615 | $53.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,194 | $49.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,274 | $45.2 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 743 | $43.4 萬 | 0.2% | −56−7.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 772 | $36.9 萬 | 0.2% | +772 | 新進 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,627 | $36.2 萬 | 0.2% | +31+0.7% | 加碼 | – |
| CAHCardinal Health Inc | Stock | 3,574 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,124 | $33.2 萬 | 0.2% | −73−2.3% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 6,157 | $30.4 萬 | 0.1% | +1,147+22.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,544 | $29.8 萬 | 0.1% | +324+26.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 7,599 | $29.8 萬 | 0.1% | −291−3.7% | 減碼 | – |
| MAMastercard Inc | Stock | 661 | $29.1 萬 | 0.1% | +61+10.2% | 加碼 | 歷史 |
| BIOXBioceres Crop Solutions Corp. | SHS | 23,038 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 4,836 | $22.7 萬 | 0.1% | +4,836 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,104 | $21.8 萬 | 0.1% | +1,104 | 新進 | 歷史 |
| OSSOne Stop Systems, Inc. | COM | 17,264 | $4.10 萬 | <0.1% | +17,264 | 新進 | 歷史 |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。