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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 $242.89 thousand in total holdings as of March 31, 2025.
  • One Degree Advisors Inc owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 8.77% of the portfolio was purchased this quarter.
  • About 5.97% of the portfolio was sold this quarter.
  • This quarter, One Degree Advisors Inc has purchased 61 new stocks and bought additional shares in 44 stocks.
  • One Degree Advisors Inc sold shares of 12 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

084670702 - Berkshire Hathaway
$241 Holding
67066G104 - NVIDIA
$234 Holding
478160104 - Johnson & Johnson
$206 Holding

Largest Purchases this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
258,881 shares (about $6.44K)
iShares 7-10 Year Treasury Bond ETF
37,296 shares (about $3.56K)
Vanguard Tax-Exempt Bond ETF
52,248 shares (about $2.59K)
Dimensional U.S. Core Equity 2 ETF
78,185 shares (about $2.58K)
Dimensional International Core Equity 2 ETF
32,746 shares (about $909.35)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
87,818 shares (about $8.83K)
Chevron
1,305 shares (about $218.31)
iShares Core MSCI EAFE ETF
1,136 shares (about $85.93)

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
$44,496$2,579 6.2%1,348,78818.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$32,366$311 1.0%117,76613.3%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$14,481$909 6.7%521,4636.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,444$180 1.3%284,1785.9%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$13,707$6,436 88.5%551,3765.6%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$12,161$178 1.5%255,9215.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$9,942$129 1.3%236,3794.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$8,228$135 1.7%44,1683.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,560$67 0.9%114,9703.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,274$1 0.0%32,3462.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,425$2,592 91.5%109,3422.2%ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
$5,203$223 4.5%121,9962.1%ETF
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$5,129$225 4.6%86,3482.1%ETF
DFCA
Dimensional California Municipal Bond ETF
$4,847$77 1.6%97,7252.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$4,768$3,556 293.5%50,0042.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,657$283 6.5%176,0211.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,516$56 1.3%99,7911.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,259$86 -2.0%56,3071.8%ETF
COMB
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
$3,929$58 1.5%181,0891.6%Finance
DIMENSIONAL ETF TRUST
$3,828$74 2.0%71,6461.6%GLOBAL CORE PLUS
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,706$887 31.5%40,9341.5%ETF
Apple Inc. stock logo
AAPL
Apple
$3,138$203 6.9%14,1271.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,216$5 0.2%2,3440.9%Retail/Wholesale
IMOM
Alpha Architect International Quantitative Momentum ETF
$2,188$91 4.4%77,5700.9%ETF
IVAL
Alpha Architect International Quantitative Value ETF
$2,171$99 4.8%85,0390.9%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$1,876$65 3.6%76,7690.8%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,083$8,833 -89.1%10,7670.4%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,065$8 -0.8%22,3950.4%ETF
PACCAR Inc stock logo
PCAR
PACCAR
$979$6 0.6%10,0610.4%Auto/Tires/Trucks
Microsoft Co. stock logo
MSFT
Microsoft
$955$91 10.5%2,5450.4%Computer and Technology
Sempra stock logo
SRE
Sempra
$9400.0%13,1820.4%Utilities
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$926$0 -0.1%15,2720.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$717$36 -4.8%14,3710.3%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$661$211 47.0%1,4110.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$607$80 15.1%3,8900.2%Computer and Technology
VictoryShares US Multi-Factor Minimum Volatility ETF stock logo
VSMV
VictoryShares US Multi-Factor Minimum Volatility ETF
$587$197 -25.1%12,1350.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$580$39 7.2%3,7510.2%Computer and Technology
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$565$189 50.2%10,9980.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$534$2 0.4%1,6210.2%Industrials
McKesson Co. stock logo
MCK
McKesson
$483$1 0.3%7180.2%Medical
HIDE
Alpha Architect High Inflation and Deflation ETF
$476$235 97.7%20,8840.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$465$66 16.5%2,4460.2%Retail/Wholesale
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$4560.0%3,3100.2%Medical
PTIN
Pacer Trendpilot International ETF
$408$163 66.9%13,9300.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$373$13 3.6%2,4330.2%Computer and Technology
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$369$2 0.4%4,7080.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$369$8 2.1%6750.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$356$4 1.0%9740.1%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$326$41 14.2%1,2610.1%Auto/Tires/Trucks
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$324$1 -0.3%11,1070.1%ETF
Chevron Co. stock logo
CVX
Chevron
$316$218 -40.9%1,8890.1%Energy
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$306$1 -0.4%6,0500.1%ETF
Welltower Inc. stock logo
WELL
Welltower
$290$2 0.6%1,8960.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$241$241 New Holding4540.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$234$234 New Holding2,1670.1%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$229$7 -3.1%3,1190.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$223$59 36.1%3880.1%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$210$0 0.2%5,1160.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$206$206 New Holding1,2440.1%Medical
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$206$0 0.1%2,7280.1%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$200$1 -0.7%4,1160.1%ETF
Bioceres Crop Solutions Corp. stock logo
BIOX
Bioceres Crop Solutions
$1050.0%23,0380.0%Consumer Staples
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$0$4,407 -100.0%00.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$0$698 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
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