Portfolio (Quarterly)
Guide ↗
One Degree Advisors Inc
· CIK 0002005743| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DFSU | DIMENSIONAL ETF TRUST | — | 4,423.0 | $207K | 0.05% | NEW | — | $46.80 | +3.2% |
| 82 | BIOX | BIOCERES CROP SOLUTIONS CORP | Basic Materials | 23,038.0 | $7K | 0.00% | NEW | — | $0.30 | +38.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
57.7%
Consumer Defensive
7.6%
Industrials
7.5%
Financial Services
6.6%
Healthcare
6.1%
Consumer Cyclical
4.6%
Communication Services
4.3%
Utilities
3.1%
Energy
1.6%
Real Estate
0.9%