One Degree Advisors Inc
- SEC CIK
- 0002005743
- 最新申報
- 2026/7/31
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 61
- 較 2024 年第 3 季 +1
- 總值
- $2.46 億
- 較 2024 年第 3 季 +$861.7 萬 (+3.6%)
| 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 | 1,270,603 | $4,544 萬 | 18.5% | +33,556+2.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 116,633 | $3,496 萬 | 14.2% | −738−0.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 280,638 | $1,424 萬 | 5.8% | +12,021+4.5% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 488,717 | $1,334 萬 | 5.4% | +39,099+8.7% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 252,180 | $1,190 萬 | 4.8% | +7,868+3.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 98,585 | $990.0 萬 | 4.0% | +86,077+688.2% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 233,305 | $969.6 萬 | 3.9% | +4,910+2.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 43,441 | $884.2 萬 | 3.6% | +578+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 113,945 | $811.2 萬 | 3.3% | −7,675−6.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 292,495 | $711.9 萬 | 2.9% | −222,395−43.2% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,351 | $660.5 萬 | 2.7% | −2,682−7.7% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 82,554 | $557.0 萬 | 2.3% | −2,675−3.1% | 減碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 116,776 | $526.6 萬 | 2.1% | +6,171+5.6% | 加碼 | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 96,178 | $481.9 萬 | 2.0% | +6,990+7.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 98,554 | $444.8 萬 | 1.8% | +1,602+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 75,745 | $440.7 萬 | 1.8% | +11,621+18.1% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 165,322 | $440.5 萬 | 1.8% | +6,705+4.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 57,443 | $429.7 萬 | 1.7% | +5,745+11.1% | 加碼 | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 178,418 | $381.9 萬 | 1.6% | +178,418 | 新進 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 70,263 | $373.5 萬 | 1.5% | +7,582+12.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,213 | $307.3 萬 | 1.2% | −909−6.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 31,139 | $286.4 萬 | 1.2% | −4,172−11.8% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 57,094 | $286.3 萬 | 1.2% | −44,735−43.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,339 | $247.5 萬 | 1.0% | +64+2.8% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L300 | INTL QUAN MOMNTM | 74,327 | $213.9 萬 | 0.9% | +7,334+10.9% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 81,162 | $202.1 萬 | 0.8% | +8,194+11.2% | 加碼 | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 74,099 | $182.3 萬 | 0.7% | +26,679+56.3% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,708 | $118.0 萬 | 0.5% | −35,169−73.5% | 減碼 | – |
| SRESempra | Stock | 13,182 | $109.9 萬 | 0.4% | −2,126−13.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 22,569 | $108.4 萬 | 0.4% | −6,167−21.5% | 減碼 | – |
| PCARPaccar Inc | COM | 9,997 | $106.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,303 | $94.7 萬 | 0.4% | +54+2.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 15,280 | $92.2 萬 | 0.4% | −1,021−6.3% | 減碼 | – |
| Victory Portfolios II92647N691 | VICTORYSHS US | 16,203 | $79.8 萬 | 0.3% | −624−3.7% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,090 | $73.9 萬 | 0.3% | +532+3.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,818 | $69.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,500 | $64.8 萬 | 0.3% | +220+6.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,380 | $63.2 萬 | 0.3% | +280+9.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,615 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 960 | $50.7 萬 | 0.2% | +188+24.4% | 加碼 | – |
| CVXChevron Corp | Stock | 3,194 | $50.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,099 | $48.8 萬 | 0.2% | +560+36.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 716 | $43.7 萬 | 0.2% | −10−1.4% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 3,310 | $42.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,687 | $41.1 萬 | 0.2% | +36+0.8% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 7,322 | $40.4 萬 | 0.2% | +7,322 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,348 | $40.3 萬 | 0.2% | +99+4.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 964 | $40.1 萬 | 0.2% | +461+91.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 661 | $37.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,104 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 11,145 | $32.3 萬 | 0.1% | −332−2.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,075 | $30.6 萬 | 0.1% | +222+3.8% | 加碼 | – |
| WELLWelltower Inc. | REIT | 1,885 | $27.0 萬 | 0.1% | −30−1.6% | 減碼 | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 8,348 | $24.6 萬 | 0.1% | +8,348 | 新進 | – |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 10,563 | $23.7 萬 | 0.1% | +10,563 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,220 | $23.2 萬 | 0.1% | −1,352−29.6% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 5,108 | $21.8 萬 | 0.1% | −2,502−32.9% | 減碼 | – |
| NDAQNasdaq, Inc. | COM | 2,724 | $21.8 萬 | 0.1% | +2,724 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 285 | $20.5 萬 | 0.1% | +285 | 新進 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,144 | $20.3 萬 | 0.1% | −2,502−37.6% | 減碼 | – |
| BIOXBioceres Crop Solutions Corp. | SHS | 23,038 | $12.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（5 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,580 | $28.2 萬 | 0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 4,731 | $27.5 萬 | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,513 | $24.4 萬 | 0.1% | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 4,353 | $22.1 萬 | 0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,458 | $20.6 萬 | 0.1% | – |