One Degree Advisors Inc
- SEC CIK
- 0002005743
- 最新申報
- 2026/7/31
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 70
- 較 2025 年第 3 季 +2
- 總值
- $3.64 億
- 較 2025 年第 3 季 +$3,783 萬 (+11.6%)
| 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 | 1,799,272 | $7,123 萬 | 19.6% | +10,773+0.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 111,870 | $3,751 萬 | 10.3% | −12,049−9.7% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,037,753 | $3,576 萬 | 9.8% | +318,875+44.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 379,182 | $2,369 萬 | 6.5% | +90,929+31.5% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 650,156 | $1,631 萬 | 4.5% | +325,923+100.5% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 320,940 | $1,539 萬 | 4.2% | +10,440+3.4% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 297,403 | $1,266 萬 | 3.5% | +12,068+4.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 133,163 | $1,068 萬 | 2.9% | +3,143+2.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 49,986 | $1,059 萬 | 2.9% | +1,563+3.2% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 270,107 | $893.5 萬 | 2.5% | +30,353+12.7% | 加碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 171,801 | $838.3 萬 | 2.3% | +14,604+9.3% | 加碼 | – |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 149,724 | $825.0 萬 | 2.3% | +149,724 | 新進 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 122,292 | $798.4 萬 | 2.2% | +10,749+9.6% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 156,705 | $788.0 萬 | 2.2% | +76,338+95.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,395 | $668.0 萬 | 1.8% | −181−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 115,162 | $576.7 萬 | 1.6% | +4,480+4.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 104,338 | $560.9 萬 | 1.5% | +1,976+1.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 61,005 | $545.7 萬 | 1.5% | +3,809+6.7% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 52,081 | $500.8 萬 | 1.4% | +15,301+41.6% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 91,774 | $496.2 萬 | 1.4% | +4,129+4.7% | 加碼 | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 221,854 | $468.3 萬 | 1.3% | +11,337+5.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 14,473 | $393.4 萬 | 1.1% | +511+3.7% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L300 | INTL QUAN MOMNTM | 99,833 | $380.5 萬 | 1.0% | +6,135+6.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 115,659 | $363.8 萬 | 1.0% | +9,373+8.8% | 加碼 | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 120,667 | $300.0 萬 | 0.8% | +25,741+27.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,143 | $271.0 萬 | 0.7% | +703+28.8% | 加碼 | 歷史 |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 116,473 | $264.6 萬 | 0.7% | +13,767+13.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 42,283 | $248.3 萬 | 0.7% | +2,908+7.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 27,471 | $243.0 萬 | 0.7% | −8,606−23.9% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 41,060 | $228.2 萬 | 0.6% | +4,212+11.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,505 | $141.3 萬 | 0.4% | −861−16.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 27,293 | $131.4 萬 | 0.4% | +2,535+10.2% | 加碼 | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 38,948 | $122.4 萬 | 0.3% | +3,356+9.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,509 | $121.3 萬 | 0.3% | −142−5.4% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,488 | $115.3 萬 | 0.3% | −107,133−90.3% | 減碼 | – |
| SRESempra | Stock | 12,752 | $112.5 萬 | 0.3% | −33−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,468 | $108.5 萬 | 0.3% | −143−4.0% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,160 | $104.1 萬 | 0.3% | −742−5.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,640 | $100.7 萬 | 0.3% | +122+8.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,721 | $98.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,958 | $93.7 萬 | 0.3% | +3,653+23.9% | 加碼 | – |
| PCARPaccar Inc | COM | 7,997 | $87.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 20,805 | $60.9 萬 | 0.2% | −274−1.3% | 減碼 | – |
| LRCXLam Research Corp | Stock | 3,548 | $60.7 萬 | 0.2% | +3,548 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,863 | $60.0 萬 | 0.2% | −109−0.9% | 減碼 | – |
| MCKMcKesson Corp | Stock | 718 | $58.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,069 | $57.2 萬 | 0.2% | +1,060+52.8% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,786 | $57.2 萬 | 0.2% | −524−15.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,446 | $56.4 萬 | 0.2% | +202+9.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,126 | $50.6 萬 | 0.1% | +22+2.0% | 加碼 | 歷史 |
| Victory Portfolios II92647N691 | VICTORYSHS US | 8,181 | $45.2 萬 | 0.1% | +5+0.1% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,708 | $42.8 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,350 | $40.2 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 7,746 | $39.7 萬 | 0.1% | +777+11.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 908 | $31.2 萬 | 0.1% | −56−5.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 495 | $31.0 萬 | 0.1% | +495 | 新進 | – |
| MAMastercard Inc | Stock | 527 | $30.0 萬 | 0.1% | −134−20.3% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 2,672 | $26.9 萬 | 0.1% | +2,672 | 新進 | – |
| WELLWelltower Inc. | REIT | 1,438 | $26.6 萬 | 0.1% | −445−23.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,723 | $26.1 萬 | 0.1% | +382+16.3% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 1,175 | $25.2 萬 | 0.1% | −300−20.3% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 497 | $24.2 萬 | 0.1% | +1+0.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,266 | $24.1 萬 | 0.1% | +83+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 5,142 | $23.9 萬 | 0.1% | +8+0.2% | 加碼 | – |
| CVXChevron Corp | Stock | 1,516 | $23.1 萬 | 0.1% | −179−10.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,110 | $22.9 萬 | 0.1% | −158−12.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 348 | $22.9 萬 | 0.1% | +43+14.1% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,276 | $20.6 萬 | 0.1% | +185+4.5% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 4,660 | $20.2 萬 | 0.1% | −125−2.6% | 減碼 | – |
| BIOXBioceres Crop Solutions Corp. | SHS | 23,038 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。