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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 $280.93 thousand in total holdings as of March 31, 2025.
  • One Degree Advisors Inc owns shares of 73 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 10.99% of the portfolio was purchased this quarter.
  • About 3.22% of the portfolio was sold this quarter.
  • This quarter, One Degree Advisors Inc has purchased 62 new stocks and bought additional shares in 42 stocks.
  • One Degree Advisors Inc sold shares of 15 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

92206C102 - Vanguard Short-Term Treasury ETF
$3,734 Holding
464288356 - iShares California Muni Bond ETF
$871 Holding
98138H101 - Workday
$369 Holding
46625H100 - JPMorgan Chase & Co.
$348 Holding
11135F101 - Broadcom
$318 Holding

Largest Purchases this Quarter

Dimensional International Core Equity 2 ETF
184,766 shares (about $5.74K)
Vanguard FTSE Developed Markets ETF
67,919 shares (about $3.87K)
Vanguard Short-Term Treasury ETF
63,536 shares (about $3.73K)
Dimensional U.S. Core Equity 2 ETF
56,162 shares (about $2.01K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
11,195 shares (about $3.40K)
Vanguard Real Estate ETF
30,530 shares (about $2.72K)
iShares Core MSCI EAFE ETF
10,441 shares (about $871.41)
iShares 7-10 Year Treasury Bond ETF
5,203 shares (about $498.22)

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
$50,353$2,013 4.2%1,404,95017.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$32,390$3,402 -9.5%106,57111.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$21,956$5,744 35.4%706,2297.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$20,073$3,872 23.9%352,0977.1%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$14,709$908 6.6%587,6615.2%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$13,030$744 6.1%271,4124.6%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$10,556$567 5.7%249,7883.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$9,032$420 4.9%46,3213.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$8,657$300 3.6%119,0953.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,600$20 -0.3%32,2472.3%ETF
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$6,157$547 9.7%94,7642.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$5,944$720 13.8%200,2902.1%ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
$5,889$520 9.7%133,8112.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,402$41 0.8%110,1811.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,934$1 0.0%99,7761.8%ETF
DFCA
Dimensional California Municipal Bond ETF
$4,689$127 -2.6%95,1561.7%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$4,290$498 -10.4%44,8011.5%ETF
DIMENSIONAL ETF TRUST
$4,203$300 7.7%77,1521.5%GLOBAL CORE PLUS
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,828$871 -18.5%45,8661.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,734$3,734 New Holding63,5361.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,373$475 16.4%16,4431.2%Computer and Technology
COMB
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
$2,825$975 -25.7%134,6221.0%Finance
IMOM
Alpha Architect International Quantitative Momentum ETF
$2,818$184 7.0%82,9971.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,622$302 13.0%2,6490.9%Retail/Wholesale
IVAL
Alpha Architect International Quantitative Value ETF
$2,578$208 8.8%92,4930.9%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$2,352$490 26.3%96,9880.8%ETF
HIDE
Alpha Architect High Inflation and Deflation ETF
$2,002$1,526 320.7%87,8570.7%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$1,600$1,042 186.6%31,5220.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,599$333 26.3%3,2150.6%Computer and Technology
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,082$20 1.9%22,8140.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,014$12 -1.2%15,0870.4%ETF
Sempra Energy stock logo
SRE
Sempra Energy
$973$26 -2.6%12,8440.3%Utilities
Alphabet Inc. stock logo
GOOG
Alphabet
$964$274 39.8%5,4380.3%Computer and Technology
PACCAR Inc. stock logo
PCAR
PACCAR
$950$6 -0.6%9,9970.3%Auto/Tires/Trucks
PTIN
Pacer Trendpilot International ETF
$929$525 130.1%32,0560.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$926$2,717 -74.6%10,4040.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$908$176 -16.2%9,0210.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$895$553 161.6%5,6690.3%Computer and Technology
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$871$871 New Holding15,6320.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$849$188 28.5%4,8200.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$784$6 0.8%1,4220.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$733$197 36.7%3,3440.3%Retail/Wholesale
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$728$6 0.9%14,4970.3%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$644$15 2.4%1,6600.2%Industrials
VictoryShares US Multi-Factor Minimum Volatility ETF stock logo
VSMV
VictoryShares US Multi-Factor Minimum Volatility ETF
$615$17 2.9%12,4900.2%ETF
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$5560.0%3,3100.2%Medical
McKesson Corporation stock logo
MCK
McKesson
$525$1 -0.1%7170.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$453$96 27.0%1,2370.2%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$417$30 7.9%2,6240.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$415$15 3.7%1,3080.1%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$414$194 88.1%8540.1%Finance
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$3750.0%4,7080.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$371$8 -2.1%6610.1%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$371$85 29.9%5040.1%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$369$369 New Holding1,5380.1%Computer and Technology
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$358$33 10.2%12,2350.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$348$348 New Holding1,2020.1%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$318$318 New Holding1,1540.1%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$315$9 2.9%6,2230.1%ETF
Welltower Inc. stock logo
WELL
Welltower
$2910.0%1,8960.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$274$4 1.6%1,9190.1%Energy
Walmart Inc. stock logo
WMT
Walmart
$261$261 New Holding2,6780.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$255$255 New Holding7200.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$253$253 New Holding1890.1%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$243$53 28.1%1,5940.1%Medical
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$243$0 -0.1%2,7240.1%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$241$241 New Holding7,7880.1%Energy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$234$234 New Holding1,1300.1%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$229$0 0.1%3,1220.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$216$0 0.2%5,1250.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$213$213 New Holding1,1480.1%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$209$209 New Holding2,3410.1%Finance
Bioceres Crop Solutions Corp. stock logo
BIOX
Bioceres Crop Solutions
$1020.0%23,0380.0%Consumer Staples
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$0$200 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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