One Degree Advisors Inc
CIK 2005743 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $448K
- Posisi
- 82
- Per tanggal
- 30 Juni 2026
#9.242 dari 9.443 berdasarkan nilai 13F · top 97.9%
Nilai portofolio QoQ: +17.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 63,14%
- Bobot 25 kepemilikan teratas
- 87,29%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 14,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,84% Perkiraan pembelian $50.049 · penjualan $15.926
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,4% masih dipegang
- Posisi baru
- 11
- Meningkat
- 43
- Menurun
- 18
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,6%
Retail
0,8%
Communication Services
0,7%
Industrials
0,6%
Health Care
0,5%
Utilities
0,3%
Consumer Discretionary
0,2%
Real Estate
0,1%
Energy
0,1%
Financials
0,1%
Financial Services
0,0%
Materials
0,0%
Lainnya/Tidak terpetakan
92,1%
Portofolio lengkap 82 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $87.589 | 19,55% | 1.977.629 | $13.940 | Naik ×6 | ||
| VTI | $44.615 | 9,96% | 120.821 | $8.146 | Naik ×2 | ||
| DFIC | $44.056 | 9,83% | 1.184.642 | $4.190 | Naik ×6 | ||
| VEA | $26.682 | 5,96% | 379.221 | $2.650 | Naik ×1 | ||
| DFSD | $16.524 | 3,69% | 346.273 | $411 | Naik ×6 | ||
| DFCF | $13.790 | 3,08% | 327.344 | $345 | Naik ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $12.788 | 2,85% | 127.371 | $11.371 | Naik ×2 | ||
| SPYM | $12.679 | 2,83% | 144.457 | $1.870 | Naik ×6 | ||
| VBR | $12.382 | 2,76% | 51.012 | $1.439 | Naik ×6 | ||
| DFEM | $11.778 | 2,63% | 296.679 | $1.727 | Naik ×6 | ||
| QVAL Alpha Architect U.S. Quantitative Value ETF | $10.487 | 2,34% | 188.514 | $1.132 | Naik ×6 | ||
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | $10.412 | 2,32% | 134.618 | $1.628 | Naik ×6 | ||
| SCHR | $9.323 | 2,08% | 379.789 | $-8.101 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $8.872 | 1,98% | 30.140 | $5.244 | Naik ×1 | ||
| AAUS Alpha Architect US Equity ETF | $8.212 | 1,83% | 137.571 | $1.006 | |||
| AVGO Broadcom Inc. - Common Stock | $8.099 | 1,81% | 21.929 | ||||
| VIG | $7.116 | 1,59% | 30.095 | $639 | Turun ×6 | ||
| VWO | $6.296 | 1,41% | 106.332 | $644 | Naik ×4 | ||
| IEFA | $6.286 | 1,40% | 65.430 | $574 | Naik ×4 | ||
| DFCA | $6.138 | 1,37% | 122.336 | $263 | Naik ×4 | ||
| VGSH Vanguard Short-Term Treasury ETF | $5.743 | 1,28% | 98.991 | ||||
| VNQ | $5.719 | 1,28% | 59.074 | $604 | Naik ×2 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $5.470 | 1,22% | 100.576 | $173 | Naik ×6 | ||
| COMB | $5.033 | 1,12% | 209.681 | $-1.065 | Turun ×1 | ||
| VTEB | $4.978 | 1,11% | 98.640 | $-3.258 | Turun ×1 | ||
| IMOM Alpha Architect International Quantitative Momentum ETF | $4.398 | 0,98% | 101.502 | $494 | Naik ×1 | ||
| IVAL Alpha Architect International Quantitative Value ETF | $4.196 | 0,94% | 123.872 | $184 | Naik ×6 | ||
| HIDE Alpha Architect High Inflation and Deflation ETF | $2.810 | 0,63% | 117.658 | $104 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.704 | 0,60% | 2.925 | $-226 | Turun ×2 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $2.704 | 0,60% | 50.944 | $335 | |||
| FLMI | $2.585 | 0,58% | 103.078 | $28 | Turun ×2 | ||
| PTLC | $2.580 | 0,58% | 44.372 | $434 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.924 | 0,43% | 2.654 | $838 | Naik ×6 | ||
| VOO | $1.718 | 0,38% | 2.507 | $1.337 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1.707 | 0,38% | 1.722 | $488 | |||
| Penerbit tidak dikenal (CUSIP: 02072Q275) | $1.654 | 0,37% | 29.094 | $152 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.599 | 0,36% | 4.470 | $334 | Naik ×1 | ||
| PTIN | $1.487 | 0,33% | 41.132 | $224 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1.465 | 0,33% | 17.338 | Naik ×1 | |||
| DFNM | $1.431 | 0,32% | 29.613 | $38 | Naik ×5 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1.404 | 0,31% | 14.938 | $-3.814 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.295 | 0,29% | 3.586 | $303 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1.286 | 0,29% | 3.287 | $585 | Naik ×1 | ||
| VEU | $1.141 | 0,25% | 13.796 | $79 | Turun ×6 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.132 | 0,25% | 22.865 | $89 | Naik ×5 | ||
| SRE DBA Sempra Common Stock | $1.124 | 0,25% | 12.306 | $-115 | Turun ×1 | ||
| PCAR PACCAR Inc. - Common Stock | $969 | 0,22% | 7.997 | $46 | |||
| MSFT Microsoft Corporation - Common Stock | $921 | 0,21% | 2.398 | $36 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $776 | 0,17% | 1.825 | $298 | Naik ×3 | ||
| BRKA | $751 | 0,17% | 1 | Naik ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $731 | 0,16% | 1.715 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $677 | 0,15% | 3.429 | $196 | Naik ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $662 | 0,15% | 2.788 | $73 | |||
| AMZN Amazon.com, Inc. - Common Stock | $599 | 0,13% | 2.479 | $119 | Naik ×1 | ||
| MCK McKesson Corporation Common Stock | $530 | 0,12% | 691 | $-68 | |||
| SLYV | $512 | 0,11% | 4.708 | $67 | |||
| FRDM | $488 | 0,11% | 6.998 | $101 | Turun ×2 | ||
| VSMV VictoryShares US Multi-Factor Minimum Volatility ETF | $483 | 0,11% | 8.169 | $22 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $440 | 0,10% | 2.422 | $138 | Naik ×1 | ||
| JPST | $374 | 0,08% | 7.432 | $-10 | Turun ×3 | ||
| SPTS | $372 | 0,08% | 12.900 | $-19 | Turun ×3 | ||
| JAAA | $338 | 0,08% | 6.709 | $5 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $331 | 0,07% | 613 | Naik ×1 | |||
| WELL Welltower Inc. Common Stock | $331 | 0,07% | 1.440 | $47 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $291 | 0,06% | 1.761 | $-23 | Naik ×2 | ||
| VLO Valero Energy Corporation Common Stock | $282 | 0,06% | 1.048 | Naik ×1 | |||
| VTEI | $281 | 0,06% | 2.792 | $-6 | Turun ×1 | ||
| EFA | $280 | 0,06% | 2.723 | $16 | |||
| DFUV | $274 | 0,06% | 5.009 | $32 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $273 | 0,06% | 1.079 | $7 | Turun ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $269 | 0,06% | 767 | $21 | Naik ×1 | ||
| ITOT | $267 | 0,06% | 1.633 | Naik ×1 | |||
| BND Vanguard Total Bond Market ETF | $262 | 0,06% | 3.596 | $-3 | Turun ×1 | ||
| IJR | $256 | 0,06% | 1.738 | $50 | Naik ×1 | ||
| VUG | $256 | 0,06% | 2.981 | $39 | Naik ×1 | ||
| BMO Bank Of Montreal Common Stock | $232 | 0,05% | 1.307 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $227 | 0,05% | 371 | $15 | |||
| BNDX Vanguard Total International Bond ETF | $227 | 0,05% | 4.718 | $0 | Turun ×1 | ||
| IWF | $227 | 0,05% | 1.851 | Naik ×1 | |||
| MA Mastercard Incorporated Common Stock | $215 | 0,05% | 413 | $-10 | Turun ×3 | ||
| DFSU | $207 | 0,05% | 4.423 | ||||
| BIOX Bioceres Crop Solutions Corp. - Ordinary Shares | $7 | 0,00% | 23.038 | $-3 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFAC | $87.589 | 19,55% | naik ×6 |
| DFIC | $44.056 | 9,83% | naik ×6 |
| DFSD | $16.524 | 3,69% | naik ×6 |
| DFCF | $13.790 | 3,08% | naik ×6 |
| SPYM | $12.679 | 2,83% | naik ×6 |
| VBR | $12.382 | 2,76% | naik ×6 |
| DFEM | $11.778 | 2,63% | naik ×6 |
| QVAL | $10.487 | 2,34% | naik ×6 |
| QMOM | $10.412 | 2,32% | naik ×6 |
| VWO | $6.296 | 1,41% | naik ×4 |
| IEFA | $6.286 | 1,40% | naik ×4 |
| DFCA | $6.138 | 1,37% | naik ×4 |
| DFGP | $5.470 | 1,22% | naik ×6 |
| IVAL | $4.196 | 0,94% | naik ×6 |
| QQQ | $1.924 | 0,43% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Beli lebih banyak | +82K | +$14K |
| VTI | Beli lebih banyak | +7K | +$8K |
| SCHR | Dipangkas | -320K | -$8K |
| AAPL | Beli lebih banyak | +16K | +$5K |
| DFIC | Beli lebih banyak | +63K | +$4K |
| IEF | Dipangkas | -40K | -$4K |
| VTEB | Dipangkas | -66K | -$3K |
| VEA | Beli lebih banyak | +4K | +$3K |
| SPYM | Beli lebih banyak | +3K | +$2K |
| DFEM | Beli lebih banyak | +6K | +$2K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VGSH | 31 Maret 2025 | 75.745 | $4.407 | |
| VGSH | 31 Maret 2026 | 42.283 | $2.483 | |
| GHLD | 31 Des. 2025 | 47.098 | $939 | Tidak lagi dilacak |
| CMF | 30 Sep. 2025 | 15.632 | $871 | Tidak lagi dilacak |
| UNP | 31 Maret 2025 | 2.818 | $698 | 27,7% |
| BRKB | 30 Sep. 2025 | 854 | $414 | Tidak lagi dilacak |
| JPM | 30 Sep. 2025 | 1.202 | $348 | 12,6% |
| AVGO | 30 Sep. 2025 | 1.154 | $318 | 10,4% |
| WMT | 30 Sep. 2025 | 2.678 | $261 | 1,2% |
| V | 30 Sep. 2025 | 720 | $255 | 7,7% |
| NFLX | 30 Sep. 2025 | 189 | $253 | -93,3% |
| WDAY | 31 Maret 2026 | 1.175 | $252 | 52,0% |
| EPD | 30 Sep. 2025 | 7.788 | $241 | 22,7% |
| NDAQ | 31 Des. 2025 | 2.724 | $240 | -0,2% |
| TXN | 30 Sep. 2025 | 1.130 | $234 | 44,8% |
| ABBV | 30 Sep. 2025 | 1.148 | $213 | 14,6% |
| IAU | 30 Juni 2026 | 2.308 | $203 | Tidak lagi dilacak |
| DFSU | 31 Maret 2026 | 4.660 | $202 | Tidak lagi dilacak |
| BNDX | 30 Juni 2025 | 4.116 | $200 |