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One Degree Advisors Inc Top Holdings and 13F Report (2025)

About One Degree Advisors Inc

Investment Activity

  • One Degree Advisors Inc has $245.86 thousand in total holdings as of December 31, 2024.
  • One Degree Advisors Inc owns shares of 61 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 22.42% of the portfolio was purchased this quarter.
  • About 8.90% of the portfolio was sold this quarter.
  • This quarter, One Degree Advisors Inc has purchased 50 new stocks and bought additional shares in 23 stocks.
  • One Degree Advisors Inc sold shares of 17 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

DIMENSIONAL ETF TRUST
$3,735 Holding

Largest Purchases this Quarter

Dimensional Short-Duration Fixed Income ETF
252,180 shares (about $11.90K)
Dimensional Core Fixed Income ETF
233,305 shares (about $9.70K)
Dimensional California Municipal Bond ETF
96,178 shares (about $4.82K)
Schwab Intermediate-Term U.S. Treasury ETF
161,016 shares (about $3.92K)
Dimensional U.S. Core Equity 2 ETF
109,360 shares (about $3.91K)

Largest Sales this Quarter

Vanguard Total International Bond ETF
78,895 shares (about $3.86K)
Vanguard Total Bond Market ETF
53,230 shares (about $3.84K)
iShares 7-10 Year Treasury Bond ETF
20,830 shares (about $1.93K)
Vanguard Short-Term Treasury Index ETF
16,933 shares (about $985.20)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOne Degree Advisors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$45,436$3,911 9.4%1,270,60318.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$34,960$87 -0.2%116,63314.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,236$1,032 7.8%280,6385.8%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$13,341$2,190 19.6%488,7175.4%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$11,897$11,897 New Holding252,1804.8%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$9,900$1,011 11.4%98,5854.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$9,696$9,696 New Holding233,3053.9%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$8,842$271 3.2%43,4413.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$8,112$932 -10.3%113,9453.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$7,119$3,919 122.5%292,4952.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,605$610 -8.5%32,3512.7%ETF
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$5,570$1 0.0%82,5542.3%ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
$5,266$503 10.6%116,7762.1%ETF
DFCA
Dimensional California Municipal Bond ETF
$4,819$4,819 New Holding96,1782.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,448$234 5.6%98,5541.8%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$4,407$985 -18.3%75,7451.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,405$659 17.6%165,3221.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,297$329 8.3%57,4431.7%ETF
COMB
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
$3,819$3,819 New Holding178,4181.6%Finance
DIMENSIONAL ETF TRUST
$3,735$3,735 New Holding70,2631.5%GLOBAL CORE PLUS
Apple Inc. stock logo
AAPL
Apple
$3,073$243 -7.3%13,2131.2%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,864$63 2.2%31,1391.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,863$519 22.2%57,0941.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,475$22 0.9%2,3391.0%Retail/Wholesale
IMOM
Alpha Architect International Quantitative Momentum ETF
$2,139$331 18.3%74,3270.9%ETF
IVAL
Alpha Architect International Quantitative Value ETF
$2,021$342 20.4%81,1620.8%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$1,823$1,823 New Holding74,0990.7%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,180$1,934 -62.1%12,7080.5%ETF
Sempra stock logo
SRE
Sempra
$1,099$192 -14.9%13,1820.4%Utilities
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,084$124 -10.2%22,5690.4%ETF
PACCAR Inc stock logo
PCAR
PACCAR
$1,060$40 -3.6%9,9970.4%Auto/Tires/Trucks
Microsoft Co. stock logo
MSFT
Microsoft
$947$104 12.3%2,3030.4%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$922$75 -7.5%15,2800.4%ETF
VictoryShares US Multi-Factor Minimum Volatility ETF stock logo
VSMV
VictoryShares US Multi-Factor Minimum Volatility ETF
$798$72 -8.2%16,2030.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$739$3,128 -80.9%15,0900.3%Manufacturing
Union Pacific Co. stock logo
UNP
Union Pacific
$6980.0%2,8180.3%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$648$41 6.7%3,5000.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$632$101 19.0%3,3800.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$5850.0%1,6150.2%Industrial Products
Invesco QQQ stock logo
QQQ
Invesco QQQ
$507$507 New Holding9600.2%Finance
Chevron Co. stock logo
CVX
Chevron
$5020.0%3,1940.2%Oils/Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$488$204 72.0%2,0990.2%Retail/Wholesale
McKesson Co. stock logo
MCK
McKesson
$437$51 -10.4%7160.2%Medical
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$424$34 -7.4%3,3100.2%Medical
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$411$8 2.0%4,6870.2%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$404$404 New Holding7,3220.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$403$14 3.5%2,3480.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$401$401 New Holding9640.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$373$34 10.2%6610.2%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$362$362 New Holding1,1040.1%Auto/Tires/Trucks
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$323$323 New Holding11,1450.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$306$306 New Holding6,0750.1%ETF
Welltower Inc. stock logo
WELL
Welltower
$270$270 New Holding1,8850.1%Finance
PTIN
Pacer Trendpilot International ETF
$246$246 New Holding8,3480.1%ETF
HIDE
Alpha Architect High Inflation and Deflation ETF
$237$237 New Holding10,5630.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$232$3,835 -94.3%3,2200.1%ETF
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$218$218 New Holding2,7240.1%Finance
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$218$119 -35.3%5,1080.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$205$205 New Holding2850.1%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$203$3,865 -95.0%4,1440.1%ETF
Bioceres Crop Solutions Corp. stock logo
BIOX
Bioceres Crop Solutions
$1270.0%23,0380.1%Consumer Staples
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0$3,122 -100.0%00.0%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$0$971 -100.0%00.0%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$0$666 -100.0%00.0%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$345 -100.0%00.0%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$0$249 -100.0%00.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$212 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data