ODA
One Degree Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
10.59%
1 Year Est. Return
+10.59%
AUM
$243M
AUM Growth
-$2.97M
(-1.2%)
Holding
64
Top Buys
| 1 | +$6.44M | |
| 2 | +$3.56M | |
| 3 | +$2.59M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.58M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$909K |
Top Sells
| 1 | +$8.83M | |
| 2 | +$4.41M | |
| 3 | +$698K | |
| 4 |
Chevron
CVX
|
+$218K |
| 5 |
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
|
+$197K |
Sector Composition
| 1 | Technology | 1.94% |
| 2 | Consumer Staples | 0.91% |
| 3 | Industrials | 0.62% |
| 4 | Communication Services | 0.58% |
| 5 | Consumer Discretionary | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Chevron
CVX
$308B
| $316K | 0.13% |
1,889
-1,305
|
|
||
52
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
| $306K | 0.13% |
6,050
-25
|
|
||
53
Welltower
WELL
$117B
| $290K | 0.12% |
1,896
+11
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.06T
| $241K | 0.1% |
+454
|
|
||
55
NVIDIA
NVDA
$4.46T
| $234K | 0.1% |
+2,167
|
|
||
56
Vanguard Total Bond Market
BND
$138B
| $229K | 0.09% |
3,119
-101
|
|
||
57
Meta Platforms (Facebook)
META
$1.8T
| $223K | 0.09% |
388
+103
|
|
||
58
Dimensional US Marketwide Value ETF
DFUV
$12.2B
| $210K | 0.09% |
5,116
+8
|
|
||
59
Johnson & Johnson
JNJ
$465B
| $206K | 0.08% |
+1,244
|
|
||
60
Nasdaq
NDAQ
$50.8B
| $206K | 0.08% |
2,728
+4
|
|
||
61
Vanguard Total International Bond ETF
BNDX
$69.8B
| $200K | 0.08% |
4,116
-28
|
|
||
62
Bioceres Crop Solutions
BIOX
$103M
| $105K | 0.04% |
23,038
|
|
||
63
Union Pacific
UNP
$134B
| – | – |
-2,818
|
|
||
64
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| – | – |
-75,745
|
|