One Degree Advisors Inc Top Holdings and 13F Report (2024)

About One Degree Advisors Inc

Investment Activity

  • One Degree Advisors Inc has $200.81 thousand in total holdings as of March 31, 2024.
  • One Degree Advisors Inc owns shares of 50 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 0.39% of the portfolio was purchased this quarter.
  • About 2.84% of the portfolio was sold this quarter.
  • This quarter, One Degree Advisors Inc has purchased 54 new stocks and bought additional shares in 16 stocks.
  • One Degree Advisors Inc sold shares of 22 stocks and completely divested from 4 stocks this quarter.

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF
12,714 shares (about $406.22)
Dimensional International Core Equity 2 ETF
5,381 shares (about $143.95)
Vanguard Short-Term Treasury Index ETF
1,197 shares (about $69.51)
iShares California Muni Bond ETF
764 shares (about $43.97)

Largest Sales this Quarter

Vanguard Ultra-Short Bond ETF
22,469 shares (about $1.12K)
Vanguard Short-Term Bond ETF
14,039 shares (about $1.08K)
QUALCOMM
661 shares (about $112.16)
Vanguard Total Stock Market ETF
221 shares (about $57.44)

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
$37,102$406 1.1%1,161,24318.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$30,389$57 -0.2%116,92415.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$13,059$26 -0.2%260,2936.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$10,928$144 1.3%408,4995.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$8,915$5 -0.1%88,5184.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$8,081$2 0.0%42,1114.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,817$4 0.1%127,0393.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,454$24 -0.4%35,3393.2%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$6,450$15 -0.2%131,4793.2%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$5,382$70 1.3%92,6782.7%ETF
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$4,880$15 -0.3%82,5462.4%ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
$4,747$22 0.5%105,6242.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,100$18 -0.4%56,4502.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$4,085$16 -0.4%83,0392.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,938$10 0.2%53,0482.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,900$10 -0.3%93,3611.9%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$3,782$893 -19.1%78,9591.9%Manufacturing
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,584$44 1.2%140,5871.8%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$3,175$14 0.4%33,5381.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3,122$1,076 -25.6%40,7161.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,634$14 -0.5%30,4571.3%ETF
Apple Inc. stock logo
AAPL
Apple
$2,445$20 -0.8%14,2581.2%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,366$5 0.2%46,7401.2%ETF
IMOM
Alpha Architect International Quantitative Momentum ETF
$1,833$7 0.4%62,8350.9%ETF
IVAL
Alpha Architect International Quantitative Value ETF
$1,819$13 0.7%67,4140.9%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,6990.0%2,3180.8%Retail/Wholesale
PACCAR Inc stock logo
PCAR
PACCAR
$1,2850.0%10,3710.6%Auto/Tires/Trucks
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,210$21 -1.7%25,1450.6%ETF
Sempra stock logo
SRE
Sempra
$1,113$24 -2.1%15,4850.6%Utilities
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$971$44 4.7%16,8710.5%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$970$2 0.2%16,5260.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$8630.0%2,0510.4%Computer and Technology
VictoryShares US Multi-Factor Minimum Volatility ETF stock logo
VSMV
VictoryShares US Multi-Factor Minimum Volatility ETF
$799$1 0.1%17,6570.4%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$6940.0%2,8180.3%Transportation
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$666$1 -0.2%14,0310.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$5920.0%1,6150.3%Industrial Products
Chevron Co. stock logo
CVX
Chevron
$5040.0%3,1940.3%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$4960.0%3,2800.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4330.0%2,8400.2%Computer and Technology
McKesson Co. stock logo
MCK
McKesson
$429$15 -3.4%7990.2%Medical
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$4000.0%3,5740.2%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$385$112 -22.6%2,2690.2%Computer and Technology
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$382$2 0.4%4,5960.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$345$39 -10.2%3,1970.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$323$0 0.1%7,8900.2%ETF
Bioceres Crop Solutions Corp. stock logo
BIOX
Bioceres Crop Solutions
$2920.0%23,0380.1%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$2890.0%6000.1%Business Services
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$249$1,117 -81.8%5,0100.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$221$4 -1.9%1,2200.1%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2120.0%1,3340.1%Medical
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$0$974 -100.0%00.0%Manufacturing
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$0$965 -100.0%00.0%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$0$202 -100.0%00.0%ETF
One Stop Systems, Inc. stock logo
OSS
One Stop Systems
$0$47 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: