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One Degree Advisors Inc Top Holdings and 13F Report (2026)

About One Degree Advisors Inc

Investment Activity

  • One Degree Advisors Inc has $448.03 thousand in total holdings as of June 30, 2026.
  • One Degree Advisors Inc owns shares of 82 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 11.17% of the portfolio was purchased this quarter.
  • About 3.55% of the portfolio was sold this quarter.
  • This quarter, One Degree Advisors Inc has purchased 72 new stocks and bought additional shares in 43 stocks.
  • One Degree Advisors Inc sold shares of 18 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

11135F101 - Broadcom
$8,099 Holding
92206C102 - Vanguard Short-Term Treasury ETF
$5,743 Holding
921909768 - Vanguard Total International Stock ETF
$1,465 Holding
084670108 - Berkshire Hathaway
$751 Holding
91324P102 - UnitedHealth Group
$731 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF
113,285 shares (about $11.37K)
Broadcom
21,929 shares (about $8.10K)
Vanguard Short-Term Treasury ETF
98,991 shares (about $5.74K)
Apple
15,841 shares (about $4.66K)
Dimensional U.S. Core Equity 2 ETF
82,390 shares (about $3.65K)

Largest Sales this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
319,691 shares (about $7.85K)
iShares 7-10 Year Treasury Bond ETF
39,743 shares (about $3.74K)
Vanguard Tax-Exempt Bond ETF
66,453 shares (about $3.35K)
EA SERIES TRUST
1,605 shares (about $91.24)

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
$87,589$3,649 â–²4.3%1,977,62919.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$44,615$2,638 â–²6.3%120,82110.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$44,056$2,327 â–²5.6%1,184,6429.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$26,682$294 â–²1.1%379,2216.0%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$16,524$464 â–²2.9%346,2733.7%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$13,790$374 â–²2.8%327,3443.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$12,788$11,374 â–²804.2%127,3712.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$12,679$284 â–²2.3%144,4572.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$12,382$155 â–²1.3%51,0122.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$11,778$229 â–²2.0%296,6792.6%ETF
Alpha Architect U.S. Quantitative Value ETF stock logo
QVAL
Alpha Architect U.S. Quantitative Value ETF
$10,487$506 â–²5.1%188,5142.3%ETF
Alpha Architect U.S. Quantitative Momentum ETF stock logo
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$10,412$466 â–²4.7%134,6182.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$9,323$7,848 â–¼-45.7%379,7892.1%ETF
Apple Inc. stock logo
AAPL
Apple
$8,872$4,663 â–²110.8%30,1402.0%Technology
EA SERIES TRUST
$8,2120.0%137,5711.8%ALPHA ARCHITECT
Broadcom Inc. stock logo
AVGO
Broadcom
$8,099$8,099 â–²New Holding21,9291.8%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,116$5 â–¼-0.1%30,0951.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,296$104 â–²1.7%106,3321.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$6,286$224 â–²3.7%65,4301.4%ETF
DFCA
Dimensional California Municipal Bond ETF
$6,138$224 â–²3.8%122,3361.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$5,743$5,743 â–²New Holding98,9911.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$5,719$136 â–²2.4%59,0741.3%ETF
DIMENSIONAL ETF TRUST
$5,470$134 â–²2.5%100,5761.2%GLOBAL CORE PLUS
COMB
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
$5,033$540 â–¼-9.7%209,6811.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,978$3,354 â–¼-40.3%98,6401.1%ETF
Alpha Architect International Quantitative Momentum ETF stock logo
IMOM
Alpha Architect International Quantitative Momentum ETF
$4,398$151 â–²3.5%101,5021.0%ETF
Alpha Architect International Quantitative Value ETF stock logo
IVAL
Alpha Architect International Quantitative Value ETF
$4,196$194 â–²4.8%123,8720.9%ETF
Alpha Architect High Inflation and Deflation ETF stock logo
HIDE
Alpha Architect High Inflation and Deflation ETF
$2,810$117 â–²4.3%117,6580.6%ETF
EA SERIES TRUST
$2,7040.0%50,9440.6%ALPHA ARCHITECT
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,704$15 â–¼-0.5%2,9250.6%Consumer Staples
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$2,585$3 â–¼-0.1%103,0780.6%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$2,580$201 â–²8.4%44,3720.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,924$560 â–²41.0%2,6540.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,718$1,280 â–²292.3%2,5070.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,7070.0%1,7220.4%Industrials
EA SERIES TRUST
$1,654$91 â–¼-5.2%29,0940.4%ALPHA ARCHITECT
Alphabet Inc. stock logo
GOOG
Alphabet
$1,599$21 â–²1.4%4,4700.4%Communication Services
PTIN
Pacer Trendpilot International ETF
$1,487$82 â–²5.9%41,1320.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,465$1,465 â–²New Holding17,3380.3%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,431$26 â–²1.9%29,6130.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,404$3,735 â–¼-72.7%14,9380.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,295$48 â–²3.9%3,5860.3%Communication Services
LAM RESEARCH CORP
$1,286$1 â–²0.1%3,2870.3%COM NEW
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,141$29 â–¼-2.5%13,7960.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$1,132$97 â–²9.4%22,8650.3%ETF
Sempra Energy stock logo
SRE
Sempra Energy
$1,124$41 â–¼-3.5%12,3060.3%Utilities
PACCAR Inc. stock logo
PCAR
PACCAR
$9690.0%7,9970.2%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$921$2 â–²0.2%2,3980.2%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$776$229 â–²41.8%1,8250.2%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$751$751 â–²New Holding10.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$731$731 â–²New Holding1,7150.2%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$677$132 â–²24.1%3,4290.2%Technology
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$6620.0%2,7880.1%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$599$42 â–²7.5%2,4790.1%Consumer Discretionary
McKesson Corporation stock logo
MCK
McKesson
$5300.0%6910.1%Healthcare
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$5120.0%4,7080.1%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$488$7 â–¼-1.4%6,9980.1%ETF
VictoryShares US Multi-Factor Minimum Volatility ETF stock logo
VSMV
VictoryShares US Multi-Factor Minimum Volatility ETF
$483$0 â–²0.0%8,1690.1%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$440$13 â–²3.2%2,4220.1%Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$374$8 â–¼-2.2%7,4320.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$372$15 â–¼-3.9%12,9000.1%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$338$4 â–²1.2%6,7090.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$331$331 â–²New Holding6130.1%Technology
Welltower Inc. stock logo
WELL
Welltower
$331$0 â–²0.1%1,4400.1%Real Estate
Chevron Corporation stock logo
CVX
Chevron
$291$40 â–²16.0%1,7610.1%Energy
Valero Energy Corporation stock logo
VLO
Valero Energy
$282$282 â–²New Holding1,0480.1%Energy
VANGUARD MUN BD FDS
$281$9 â–¼-3.0%2,7920.1%INTERMEDIATE TRM
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2800.0%2,7230.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$274$0 â–²0.1%5,0090.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$273$2 â–¼-0.8%1,0790.1%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$269$4 â–²1.3%7670.1%Consumer Discretionary
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$267$267 â–²New Holding1,6330.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$262$0 â–¼-0.1%3,5960.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$256$213 â–²499.8%2,9810.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$256$11 â–²4.4%1,7380.1%ETF
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$232$232 â–²New Holding1,3070.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$227$227 â–²New Holding1,8510.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2270.0%3710.1%Communication Services
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$227$1 â–¼-0.5%4,7180.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$215$20 â–¼-8.6%4130.0%Finance
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$207$207 â–²New Holding4,4230.0%ETF
Bioceres Crop Solutions Corp. stock logo
BIOX
Bioceres Crop Solutions
$70.0%23,0380.0%Materials
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$0$203 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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