One Degree Advisors Inc
- SEC CIK
- 0002005743
- 最新申報
- 2026/7/31
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/31 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 82
- 較 2026 年第 1 季 +10
- 總值
- $4.48 億
- 較 2026 年第 1 季 +$6,678 萬 (+17.5%)
| 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 | 1,977,629 | $8,759 萬 | 19.5% | +82,390+4.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 120,821 | $4,462 萬 | 10.0% | +7,143+6.3% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,184,642 | $4,406 萬 | 9.8% | +62,584+5.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 379,221 | $2,668 萬 | 6.0% | +4,182+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 346,273 | $1,652 萬 | 3.7% | +9,727+2.9% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 327,344 | $1,379 萬 | 3.1% | +8,885+2.8% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 127,371 | $1,279 萬 | 2.9% | +113,285+804.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 144,457 | $1,268 萬 | 2.8% | +3,231+2.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 51,012 | $1,238 萬 | 2.8% | +640+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 296,679 | $1,178 萬 | 2.6% | +5,759+2.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 188,514 | $1,049 萬 | 2.3% | +9,097+5.1% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 134,618 | $1,041 萬 | 2.3% | +6,027+4.7% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 379,789 | $932.3 萬 | 2.1% | −319,691−45.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,140 | $887.2 萬 | 2.0% | +15,841+110.8% | 加碼 | 歷史 |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 137,571 | $821.2 萬 | 1.8% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 21,929 | $809.9 萬 | 1.8% | +21,929 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,095 | $711.6 萬 | 1.6% | −22−0.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 106,332 | $629.6 萬 | 1.4% | +1,759+1.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 65,430 | $628.6 萬 | 1.4% | +2,329+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 122,336 | $613.8 萬 | 1.4% | +4,465+3.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 98,991 | $574.3 萬 | 1.3% | +98,991 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 59,074 | $571.9 萬 | 1.3% | +1,402+2.4% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 100,576 | $547.0 萬 | 1.2% | +2,463+2.5% | 加碼 | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 209,681 | $503.3 萬 | 1.1% | −22,492−9.7% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 98,640 | $497.8 萬 | 1.1% | −66,453−40.3% | 減碼 | – |
| Alpha Architect ETF Tr02072L300 | INTL QUAN MOMNTM | 101,502 | $439.8 萬 | 1.0% | +3,478+3.5% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 123,872 | $419.6 萬 | 0.9% | +5,722+4.8% | 加碼 | – |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 117,658 | $281.0 萬 | 0.6% | +4,893+4.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,925 | $270.4 萬 | 0.6% | −16−0.5% | 減碼 | 歷史 |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 50,944 | $270.4 萬 | 0.6% | 00.0% | 不變 | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 103,078 | $258.5 萬 | 0.6% | −108−0.1% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 44,372 | $258.0 萬 | 0.6% | +3,457+8.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,654 | $192.4 萬 | 0.4% | +772+41.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,507 | $171.8 萬 | 0.4% | +1,868+292.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,722 | $170.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072Q275 | ALPHA ARCHITECT | 29,094 | $165.4 萬 | 0.4% | −1,605−5.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,470 | $159.9 萬 | 0.4% | +60+1.4% | 加碼 | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 41,132 | $148.7 萬 | 0.3% | +2,279+5.9% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,338 | $146.5 萬 | 0.3% | +17,338 | 新進 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 29,613 | $143.1 萬 | 0.3% | +540+1.9% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 14,938 | $140.4 萬 | 0.3% | −39,743−72.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,586 | $129.5 萬 | 0.3% | +134+3.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,287 | $128.6 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,796 | $114.1 萬 | 0.3% | −347−2.5% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 22,865 | $113.2 萬 | 0.3% | +1,964+9.4% | 加碼 | – |
| SRESempra | Stock | 12,306 | $112.4 萬 | 0.3% | −446−3.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 7,997 | $96.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,398 | $92.1 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,825 | $77.6 萬 | 0.2% | +538+41.8% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.1 萬 | 0.2% | +1 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,715 | $73.1 萬 | 0.2% | +1,715 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,429 | $67.7 萬 | 0.2% | +667+24.1% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,788 | $66.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,479 | $59.9 萬 | 0.1% | +172+7.5% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 691 | $53.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,708 | $51.2 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 6,998 | $48.8 萬 | 0.1% | −97−1.4% | 減碼 | – |
| Victory Portfolios II92647N691 | VICTORYSHS US | 8,169 | $48.3 萬 | 0.1% | +40.0% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,422 | $44.0 萬 | 0.1% | +74+3.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,432 | $37.4 萬 | 0.1% | −168−2.2% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 12,900 | $37.2 萬 | 0.1% | −525−3.9% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 6,709 | $33.8 萬 | 0.1% | +78+1.2% | 加碼 | – |
| WELLWelltower Inc. | REIT | 1,440 | $33.1 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 613 | $33.1 萬 | 0.1% | +613 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,761 | $29.1 萬 | 0.1% | +243+16.0% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,048 | $28.2 萬 | 0.1% | +1,048 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 2,792 | $28.1 萬 | 0.1% | −87−3.0% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,723 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 5,009 | $27.4 萬 | 0.1% | +7+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,079 | $27.3 萬 | 0.1% | −9−0.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 767 | $26.9 萬 | 0.1% | +10+1.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,633 | $26.7 萬 | 0.1% | +1,633 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,596 | $26.2 萬 | 0.1% | −3−0.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,738 | $25.6 萬 | 0.1% | +74+4.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,981 | $25.6 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| BMOBank of Montreal | COM | 1,307 | $23.2 萬 | 0.1% | +1,307 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,851 | $22.7 萬 | 0.1% | +1,851 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 371 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,718 | $22.7 萬 | 0.1% | −26−0.5% | 減碼 | – |
| MAMastercard Inc | Stock | 413 | $21.5 萬 | <0.1% | −39−8.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 4,423 | $20.7 萬 | <0.1% | +4,423 | 新進 | – |
| BIOXBioceres Crop Solutions Corp. | SHS | 23,038 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。