One-Degree-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "NDAQ",
  null,
  "PCAR",
  "AAPL",
  "NVDA",
  "IEFA",
  null,
  "SRE",
  "SPLG",
  null,
  "VNQ",
  null,
  "VWO",
  null,
  "VIG",
  "IEF",
  "CAH",
  "AMZN",
  "VEU",
  "VEA",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "WELL",
  null,
  null,
  null,
  "MCK",
  "BRK-B",
  "BIOX",
  "CVX",
  "COST",
  null,
  "DFAC",
  null,
  "QQQ",
  "GOOG",
  "JNJ",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 62
Total Value: 242885
Accession Number: 0002005743-25-000002
Form Type: 13F-HR
CIK: one-degree-advisors
Manager Name: One-Degree-Advisors

Data Enrichment

61% identified

38 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $242.9K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908553

VNQ|922908553

Shares:40.9K

Value:$3.7M

% of Portfolio:1525.8% ($3.7M/$242.9K)

Apple Inc.

AAPL|037833100

Shares:14.1K

Value:$3.1M

% of Portfolio:1292.0% ($3.1M/$242.9K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.3K

Value:$2.2M

% of Portfolio:912.4% ($2.2M/$242.9K)

02072L300

Shares:77.6K

Value:$2.2M

% of Portfolio:900.8% ($2.2M/$242.9K)

02072L201

Shares:85.0K

Value:$2.2M

% of Portfolio:893.8% ($2.2M/$242.9K)

35473P868

Shares:76.8K

Value:$1.9M

% of Portfolio:772.4% ($1.9M/$242.9K)

46436E718

Shares:10.8K

Value:$1.1M

% of Portfolio:445.9% ($1.1M/$242.9K)

25434V849

Shares:22.4K

Value:$1.1M

% of Portfolio:438.5% ($1.1M/$242.9K)

PACCAR INC

PCAR|693718108

Shares:10.1K

Value:$979.0K

% of Portfolio:403.1% ($979.0K/$242.9K)

MICROSOFT CORP

MSFT|594918104

Shares:2.5K

Value:$955.0K

% of Portfolio:393.2% ($955.0K/$242.9K)

SEMPRA

SRE|816851109

Shares:13.2K

Value:$940.0K

% of Portfolio:387.0% ($940.0K/$242.9K)

922042775

VEU|922042775

Shares:15.3K

Value:$926.0K

% of Portfolio:381.3% ($926.0K/$242.9K)

922020805

Shares:14.4K

Value:$717.0K

% of Portfolio:295.2% ($717.0K/$242.9K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$661.0K

% of Portfolio:272.1% ($661.0K/$242.9K)

Alphabet Inc.

GOOG|02079K107

Shares:3.9K

Value:$607.0K

% of Portfolio:249.9% ($607.0K/$242.9K)

92647N691

Shares:12.1K

Value:$587.0K

% of Portfolio:241.7% ($587.0K/$242.9K)

Alphabet Inc.

GOOGL|02079K305

Shares:3.8K

Value:$580.0K

% of Portfolio:238.8% ($580.0K/$242.9K)

69374H105

Shares:11.0K

Value:$565.0K

% of Portfolio:232.6% ($565.0K/$242.9K)

CATERPILLAR INC

CAT|149123101

Shares:1.6K

Value:$534.0K

% of Portfolio:219.9% ($534.0K/$242.9K)

MCKESSON CORP

MCK|58155Q103

Shares:718

Value:$483.0K

% of Portfolio:198.9% ($483.0K/$242.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	40.9K	QoQ +31.45% (+9.8K) YoY +34.39% (+10.5K)	All Managers (Combined)	$3.7M	1525.8% ($3.7M/$242.9K)	QoQ +29.39% (+$1) YoY +40.69% (+$1)
Apple Inc.(AAPLcusip037833100)	14.1K	QoQ +6.91% (+914) YoY -0.91% (-131)	All Managers (Combined)	$3.1M	1292.0% ($3.1M/$242.9K)	QoQ +2.11% (+$0) YoY +28.34% (-$1)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.3K	QoQ +0.21% (-5) YoY +1.12% (+26)	All Managers (Combined)	$2.2M	912.4% ($2.2M/$242.9K)	QoQ -10.46% (-$0) YoY +30.42% (+$1)
(cusip02072L300)✕	77.6K	QoQ +4.36% (+3.2K) YoY +23.45% (+14.7K)	All Managers (Combined)	$2.2M	900.8% ($2.2M/$242.9K)	QoQ +2.29% (+$0) YoY +19.36% (+$0)
(cusip02072L201)✕	85.0K	QoQ +4.77% (+3.9K) YoY +26.14% (+17.6K)	All Managers (Combined)	$2.2M	893.8% ($2.2M/$242.9K)	QoQ +7.42% (+$0) YoY +19.35% (+$0)
(cusip35473P868)✕	76.8K	QoQ +3.60% (+2.7K) YoY NEW(+76.8K)	All Managers (Combined)	$1.9M	772.4% ($1.9M/$242.9K)	QoQ +2.90% (+$0) YoY NEW(+$2)
(cusip46436E718)✕	10.8K	QoQ -89.07% (-87.8K) YoY -87.83% (-77.8K)	All Managers (Combined)	$1.1M	445.9% ($1.1M/$242.9K)	QoQ -89.06% (-$9) YoY -87.85% (-$8)
(cusip25434V849)✕	22.4K	QoQ -0.77% (-174) YoY -10.93% (-2.8K)	All Managers (Combined)	$1.1M	438.5% ($1.1M/$242.9K)	QoQ -1.75% (-$0) YoY -11.98% (-$0)
PACCAR INC(PCARcusip693718108)	10.1K	QoQ +0.64% (-64) YoY -2.98% (-310)	All Managers (Combined)	$979.0K	403.1% ($979.0K/$242.9K)	QoQ -7.64% (-$0) YoY -23.81% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	2.5K	QoQ +10.50% (+242) YoY +24.08% (+494)	All Managers (Combined)	$955.0K	393.2% ($955.0K/$242.9K)	QoQ +0.84% (+$0) YoY +10.66% (+$0)
SEMPRA(SREcusip816851109)	13.2K	QoQ 0.00% (-0) YoY -14.87% (-2.3K)	All Managers (Combined)	$940.0K	387.0% ($940.0K/$242.9K)	QoQ -14.46% (-$0) YoY -15.54% (-$0)
(VEUcusip922042775)	15.3K	QoQ -0.05% (-8) YoY -7.58% (-1.3K)	All Managers (Combined)	$926.0K	381.3% ($926.0K/$242.9K)	QoQ +0.43% (-$0) YoY -4.53% (-$0)
(cusip922020805)✕	14.4K	QoQ -4.76% (-719) YoY -81.79% (-64.6K)	All Managers (Combined)	$717.0K	295.2% ($717.0K/$242.9K)	QoQ -2.97% (-$0) YoY -81.04% (-$3)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ +46.97% (+451) YoY NEW(+1.4K)	All Managers (Combined)	$661.0K	272.1% ($661.0K/$242.9K)	QoQ +30.37% (+$0) YoY NEW(+$1)
Alphabet Inc.(GOOGcusip02079K107)	3.9K	QoQ +15.08% (-510) YoY +36.97% (+1.1K)	All Managers (Combined)	$607.0K	249.9% ($607.0K/$242.9K)	QoQ -3.95% (-$0) YoY +40.18% (+$0)
(cusip92647N691)✕	12.1K	QoQ -25.10% (-4.1K) YoY -31.27% (-5.5K)	All Managers (Combined)	$587.0K	241.7% ($587.0K/$242.9K)	QoQ -26.44% (-$0) YoY -26.53% (-$0)
Alphabet Inc.(GOOGLcusip02079K305)	3.8K	QoQ +7.17% (-251) YoY +14.35% (+471)	All Managers (Combined)	$580.0K	238.8% ($580.0K/$242.9K)	QoQ -10.49% (-$0) YoY +16.93% (+$0)
(cusip69374H105)✕	11.0K	QoQ +50.20% (+3.7K) YoY NEW(+11.0K)	All Managers (Combined)	$565.0K	232.6% ($565.0K/$242.9K)	QoQ +39.85% (+$0) YoY NEW(+$1)
CATERPILLAR INC(CATcusip149123101)	1.6K	QoQ +0.37% (-6) YoY +0.37% (-6)	All Managers (Combined)	$534.0K	219.9% ($534.0K/$242.9K)	QoQ -8.71% (-$0) YoY -9.79% (-$0)
MCKESSON CORP(MCKcusip58155Q103)	718	QoQ +0.27% (+2) YoY -10.13% (-81)	All Managers (Combined)	$483.0K	198.9% ($483.0K/$242.9K)	QoQ +10.52% (+$0) YoY +12.58% (-$0)