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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- One-Degree-Advisors
Data Enrichment
61% identified38 identified24 unidentified
Holdings
62 positions • $242.9K total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
4.1K | All Managers (Combined) | $200.0K | 82.3% ($200.0K/$242.9K) | QoQ -1.47% (-$0)YoY -95.10% (-$4) | ||
23.0K | All Managers (Combined) | $105.0K | 43.2% ($105.0K/$242.9K) | QoQ -17.32% (-$0)YoY -64.04% (-$0) |