ODA
One Degree Advisors Portfolio holdings
AUM
$326M
1-Year Est. Return
10.57%
1 Year Est. Return
+10.57%
AUM
$326M
AUM Growth
+$45.1M
(+16%)
Holding
78
Top Buys
| 1 | +$14.8M | |
| 2 | +$11M | |
| 3 | +$5.69M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$2.35M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.88M |
Top Sells
| 1 | +$6.62M | |
| 2 | +$3.83M | |
| 3 | +$1.49M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.42M |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$871K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Communication Services | 0.74% |
| 3 | Consumer Staples | 0.69% |
| 4 | Industrials | 0.49% |
| 5 | Financials | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-854
|
|
||
77
JPMorgan Chase
JPM
$861B
| – | – |
-1,202
|
|
||
78
Netflix
NFLX
$436B
| – | – |
-1,890
|
|