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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02072L631

Shares:20.9K

Value:$476.0K

% of Portfolio:196.0% ($476.0K/$242.9K)

AMAZON COM INC

AMZN|023135106

Shares:2.4K

Value:$465.0K

% of Portfolio:191.4% ($465.0K/$242.9K)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:3.3K

Value:$456.0K

% of Portfolio:187.7% ($456.0K/$242.9K)

69374H683

Shares:13.9K

Value:$408.0K

% of Portfolio:168.0% ($408.0K/$242.9K)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.4K

Value:$373.0K

% of Portfolio:153.6% ($373.0K/$242.9K)

78464A300

Shares:4.7K

Value:$369.0K

% of Portfolio:151.9% ($369.0K/$242.9K)

Mastercard Inc

MA|57636Q104

Shares:675

Value:$369.0K

% of Portfolio:151.9% ($369.0K/$242.9K)

HOME DEPOT, INC.

HD|437076102

Shares:974

Value:$356.0K

% of Portfolio:146.6% ($356.0K/$242.9K)

Tesla, Inc.

TSLA|88160R101

Shares:1.3K

Value:$326.0K

% of Portfolio:134.2% ($326.0K/$242.9K)

78468R101

Shares:11.1K

Value:$324.0K

% of Portfolio:133.4% ($324.0K/$242.9K)

CHEVRON CORP

CVX|166764100

Shares:1.9K

Value:$316.0K

% of Portfolio:130.1% ($316.0K/$242.9K)

46641Q837

Shares:6.0K

Value:$306.0K

% of Portfolio:126.0% ($306.0K/$242.9K)

WELLTOWER INC.

WELL|95040Q104

Shares:1.9K

Value:$290.0K

% of Portfolio:119.4% ($290.0K/$242.9K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:454

Value:$241.0K

% of Portfolio:99.2% ($241.0K/$242.9K)

NVIDIA CORP

NVDA|67066G104

Shares:2.2K

Value:$234.0K

% of Portfolio:96.3% ($234.0K/$242.9K)

921937835

BND|921937835

Shares:3.1K

Value:$229.0K

% of Portfolio:94.3% ($229.0K/$242.9K)

Meta Platforms, Inc.

META|30303M102

Shares:388

Value:$223.0K

% of Portfolio:91.8% ($223.0K/$242.9K)

25434V724

Shares:5.1K

Value:$210.0K

% of Portfolio:86.5% ($210.0K/$242.9K)

NASDAQ, INC.

NDAQ|631103108

Shares:2.7K

Value:$206.0K

% of Portfolio:84.8% ($206.0K/$242.9K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.2K

Value:$206.0K

% of Portfolio:84.8% ($206.0K/$242.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02072L631)✕	20.9K	QoQ +97.70% (+10.3K) YoY NEW(+20.9K)	All Managers (Combined)	$476.0K	196.0% ($476.0K/$242.9K)	QoQ +100.84% (+$0) YoY NEW(+$0)
AMAZON COM INC(AMZNcusip023135106)	2.4K	QoQ +16.53% (-347) YoY +100.49% (+1.2K)	All Managers (Combined)	$465.0K	191.4% ($465.0K/$242.9K)	QoQ -4.71% (-$0) YoY +110.40% (+$0)
CARDINAL HEALTH INC(CAHcusip14149Y108)	3.3K	QoQ 0.00% (+0) YoY -7.38% (-264)	All Managers (Combined)	$456.0K	187.7% ($456.0K/$242.9K)	QoQ +7.54% (+$0) YoY +14.00% (-$0)
(cusip69374H683)✕	13.9K	QoQ +66.86% (+5.6K) YoY NEW(+13.9K)	All Managers (Combined)	$408.0K	168.0% ($408.0K/$242.9K)	QoQ +65.85% (+$0) YoY NEW(+$0)
QUALCOMM INC/DE(QCOMcusip747525103)	2.4K	QoQ +3.62% (-85) YoY +7.22% (-164)	All Managers (Combined)	$373.0K	153.6% ($373.0K/$242.9K)	QoQ -7.44% (-$0) YoY -3.11% (-$0)
(cusip78464A300)✕	4.7K	QoQ +0.44% (-21) YoY +2.43% (-112)	All Managers (Combined)	$369.0K	151.9% ($369.0K/$242.9K)	QoQ -10.21% (-$0) YoY -3.40% (-$0)
Mastercard Inc(MAcusip57636Q104)	675	QoQ +2.11% (-14) YoY +12.50% (+75)	All Managers (Combined)	$369.0K	151.9% ($369.0K/$242.9K)	QoQ -1.07% (-$0) YoY +27.68% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	974	QoQ +1.03% (-10) YoY NEW(+974)	All Managers (Combined)	$356.0K	146.6% ($356.0K/$242.9K)	QoQ -11.22% (-$0) YoY NEW(+$0)
Tesla, Inc.(TSLAcusip88160R101)	1.3K	QoQ +14.22% (-157) YoY NEW(+1.3K)	All Managers (Combined)	$326.0K	134.2% ($326.0K/$242.9K)	QoQ -9.94% (-$0) YoY NEW(+$0)
(cusip78468R101)✕	11.1K	QoQ -0.34% (-38) YoY NEW(+11.1K)	All Managers (Combined)	$324.0K	133.4% ($324.0K/$242.9K)	QoQ +0.30% (-$0) YoY NEW(+$0)
CHEVRON CORP(CVXcusip166764100)	1.9K	QoQ -40.85% (-1.3K) YoY -40.85% (-1.3K)	All Managers (Combined)	$316.0K	130.1% ($316.0K/$242.9K)	QoQ -37.05% (-$0) YoY -37.30% (-$0)
(cusip46641Q837)✕	6.0K	QoQ -0.41% (-25) YoY NEW(+6.0K)	All Managers (Combined)	$306.0K	126.0% ($306.0K/$242.9K)	QoQ 0.00% (-$0) YoY NEW(+$0)
WELLTOWER INC.(WELLcusip95040Q104)	1.9K	QoQ +0.58% (+11) YoY NEW(+1.9K)	All Managers (Combined)	$290.0K	119.4% ($290.0K/$242.9K)	QoQ +7.40% (+$0) YoY NEW(+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	454	QoQ NEW(+454) YoY NEW(+454)	All Managers (Combined)	$241.0K	99.2% ($241.0K/$242.9K)	QoQ NEW(+$0) YoY NEW(+$0)
NVIDIA CORP(NVDAcusip67066G104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$234.0K	96.3% ($234.0K/$242.9K)	QoQ NEW(+$0) YoY NEW(+$0)
(BNDcusip921937835)	3.1K	QoQ -3.13% (-101) YoY -94.47% (-53.3K)	All Managers (Combined)	$229.0K	94.3% ($229.0K/$242.9K)	QoQ -1.29% (-$0) YoY -94.41% (-$4)
Meta Platforms, Inc.(METAcusip30303M102)	388	QoQ +36.14% (+103) YoY NEW(+388)	All Managers (Combined)	$223.0K	91.8% ($223.0K/$242.9K)	QoQ +8.78% (+$0) YoY NEW(+$0)
(cusip25434V724)✕	5.1K	QoQ +0.15% (-8) YoY -35.15% (-2.8K)	All Managers (Combined)	$210.0K	86.5% ($210.0K/$242.9K)	QoQ -3.66% (-$0) YoY -34.98% (-$0)
NASDAQ, INC.(NDAQcusip631103108)	2.7K	QoQ +0.14% (-4) YoY NEW(+2.7K)	All Managers (Combined)	$206.0K	84.8% ($206.0K/$242.9K)	QoQ -5.50% (-$0) YoY NEW(+$0)
JOHNSON & JOHNSON(JNJcusip478160104)	1.2K	QoQ NEW(+1.2K) YoY -6.74% (-90)	All Managers (Combined)	$206.0K	84.8% ($206.0K/$242.9K)	QoQ NEW(+$0) YoY -2.83% (-$0)