57 is the total number of securities One Degree Advisors Inc has owned. The longest One Degree Advisors Inc has owned a single stock is 3 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 17.39% | 18.11% | 18.48% | Q4 2023 | Q2 2024 | 3 |
VTI | VANGUARD INDEX FDS | 3 | 3 | 14.62% | 14.99% | 15.22% | Q4 2023 | Q2 2024 | 3 |
VEA | VANGUARD TAX-MANAGED FDS | 3 | 3 | 6.30% | 6.38% | 6.50% | Q4 2023 | Q2 2024 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 5.16% | 5.32% | 5.44% | Q4 2023 | Q2 2024 | 3 | |
SGOV | ISHARES TR | 3 | 3 | 4.44% | 4.64% | 4.93% | Q4 2023 | Q2 2024 | 3 |
VBR | VANGUARD INDEX FDS | 3 | 3 | 3.75% | 3.84% | 4.02% | Q4 2023 | Q2 2024 | 3 |
SPLG | SPDR SER TR | 3 | 3 | 3.76% | 3.80% | 3.89% | Q4 2023 | Q2 2024 | 3 |
VIG | VANGUARD SPECIALIZED F... | 3 | 3 | 3.12% | 3.16% | 3.21% | Q4 2023 | Q2 2024 | 3 |
SCHR | SCHWAB STRATEGIC TR | 3 | 3 | 2.92% | 3.15% | 3.31% | Q4 2023 | Q2 2024 | 3 |
QMOM | EA SERIES TRUST | 3 | 3 | 2.24% | 2.34% | 2.43% | Q4 2023 | Q2 2024 | 3 |
QVAL | EA SERIES TRUST | 3 | 3 | 2.17% | 2.26% | 2.36% | Q4 2023 | Q2 2024 | 3 |
VTIP | VANGUARD MALVERN FDS | 3 | 3 | 1.88% | 2.08% | 2.37% | Q4 2023 | Q2 2024 | 3 |
BND | VANGUARD BD INDEX FDS | 3 | 3 | 2.03% | 2.06% | 2.10% | Q4 2023 | Q2 2024 | 3 |
BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 2.02% | 2.04% | 2.07% | Q4 2023 | Q2 2024 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.56% | 1.98% | 2.72% | Q4 2023 | Q2 2024 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 1.90% | 1.96% | 2.04% | Q4 2023 | Q2 2024 | 3 |
IEFA | ISHARES TR | 3 | 3 | 1.78% | 1.87% | 1.96% | Q4 2023 | Q2 2024 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 1.72% | 1.82% | 1.95% | Q4 2023 | Q2 2024 | 3 | |
BSV | VANGUARD BD INDEX FDS | 3 | 3 | 1.56% | 1.76% | 2.15% | Q4 2023 | Q2 2024 | 3 |
IEF | ISHARES TR | 3 | 3 | 1.58% | 1.61% | 1.64% | Q4 2023 | Q2 2024 | 3 |
VNQ | VANGUARD INDEX FDS | 3 | 3 | 1.29% | 1.45% | 1.75% | Q4 2023 | Q2 2024 | 3 |
AAPL | APPLE INC | 3 | 3 | 1.22% | 1.36% | 1.47% | Q4 2023 | Q2 2024 | 3 |
VTEB | VANGUARD MUN BD FDS | 3 | 3 | 1.12% | 1.17% | 1.20% | Q4 2023 | Q2 2024 | 3 |
COST | COSTCO WHSL CORP NEW | 3 | 3 | 0.84% | 0.88% | 0.96% | Q4 2023 | Q2 2024 | 3 |
IMOM | EA SERIES TRUST | 3 | 3 | 0.86% | 0.88% | 0.91% | Q4 2023 | Q2 2024 | 3 |
IVAL | EA SERIES TRUST | 3 | 3 | 0.84% | 0.87% | 0.91% | Q4 2023 | Q2 2024 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.60% | 0.64% | 0.69% | Q4 2023 | Q2 2024 | 3 | |
PCAR | PACCAR INC | 3 | 3 | 0.52% | 0.57% | 0.64% | Q4 2023 | Q2 2024 | 3 |
SRE | SEMPRA | 3 | 3 | 0.55% | 0.56% | 0.57% | Q4 2023 | Q2 2024 | 3 |
CMF | ISHARES TR | 3 | 3 | 0.47% | 0.48% | 0.48% | Q4 2023 | Q2 2024 | 3 |
VEU | VANGUARD INTL EQUITY I... | 3 | 3 | 0.46% | 0.47% | 0.48% | Q4 2023 | Q2 2024 | 3 |
MSFT | MICROSOFT CORP | 3 | 3 | 0.42% | 0.45% | 0.48% | Q4 2023 | Q2 2024 | 3 |
VSMV | VICTORY PORTFOLIOS II | 3 | 3 | 0.39% | 0.39% | 0.40% | Q4 2023 | Q2 2024 | 3 |
UNP | UNION PAC CORP | 3 | 3 | 0.31% | 0.34% | 0.36% | Q4 2023 | Q2 2024 | 3 |
SHM | SPDR SER TR | 3 | 3 | 0.32% | 0.33% | 0.34% | Q4 2023 | Q2 2024 | 3 |
VUSB | VANGUARD BD INDEX FDS | 3 | 3 | 0.12% | 0.32% | 0.69% | Q4 2023 | Q2 2024 | 3 |
CAT | CATERPILLAR INC | 3 | 3 | 0.26% | 0.27% | 0.30% | Q4 2023 | Q2 2024 | 3 |
GOOGL | ALPHABET INC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2023 | Q2 2024 | 3 |
CVX | CHEVRON CORP NEW | 3 | 3 | 0.24% | 0.25% | 0.25% | Q4 2023 | Q2 2024 | 3 |
GOOG | ALPHABET INC | 3 | 3 | 0.21% | 0.23% | 0.27% | Q4 2023 | Q2 2024 | 3 |
MCK | MCKESSON CORP | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2023 | Q2 2024 | 3 |
QCOM | QUALCOMM INC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2023 | Q2 2024 | 3 |
CAH | CARDINAL HEALTH INC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2023 | Q2 2024 | 3 |
SLYV | SPDR SER TR | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2023 | Q2 2024 | 3 |
MUB | ISHARES TR | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2023 | Q2 2024 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2023 | Q2 2024 | 3 | |
MA | MASTERCARD INCORPORATED | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q2 2024 | 3 |
BIOX | BIOCERES CROP SOLUTION... | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2023 | Q2 2024 | 3 |
AMZN | AMAZON COM INC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2023 | Q2 2024 | 3 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.10% | 0.11% | 0.11% | Q4 2023 | Q2 2024 | 2 | |
JNJ | JOHNSON & JOHNSON | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q1 2024 | 2 |
OSS | ONE STOP SYS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 2 |
COMB | GRANITESHARES ETF TR | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2024 | Q2 2024 | 1 |
FTSM | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2023 | Q4 2023 | 1 |
SPTS | SPDR SER TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2023 | Q4 2023 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED FDS, are the highest-conviction holdings of One Degree Advisors Inc.
The conviction is calculated by counting the number of quarters a security has been reported by One Degree Advisors Inc. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that One Degree Advisors Inc owns currently or has owned in the past.