One Degree Advisors Inc Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About One Degree Advisors IncInvestment ActivityOne 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 Holdings Dimensional U.S. Core Equity 2 ETF $37,102Vanguard Total Stock Market ETF $30,389Vanguard FTSE Developed Markets ETF $13,059Dimensional International Core Equity 2 ETF $10,928iShares 0-3 Month Treasury Bond ETF $8,915 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)Dimensional Emerging Markets Core Equity 2 ETF 1,710 shares (about $43.59) 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)Vanguard Short-Term Inflation-Protected Securities ETF 18,642 shares (about $892.92)QUALCOMM 661 shares (about $112.16)Vanguard Total Stock Market ETF 221 shares (about $57.44) Sector Allocation Over TimeMap of 500 Largest Holdings ofOne Degree Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$37,102$406 ▲1.1%1,161,24318.5%ETFVTIVanguard Total Stock Market ETF$30,389$57 ▼-0.2%116,92415.1%ETFVEAVanguard FTSE Developed Markets ETF$13,059$26 ▼-0.2%260,2936.5%ETFDFICDimensional International Core Equity 2 ETF$10,928$144 ▲1.3%408,4995.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,915$5 ▼-0.1%88,5184.4%ETFVBRVanguard Small-Cap Value ETF$8,081$2 ▼0.0%42,1114.0%ETFSPLGSPDR Portfolio S&P 500 ETF$7,817$4 ▲0.1%127,0393.9%ETFVIGVanguard Dividend Appreciation ETF$6,454$24 ▼-0.4%35,3393.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,450$15 ▼-0.2%131,4793.2%ETFVGSHVanguard Short-Term Treasury Index ETF$5,382$70 ▲1.3%92,6782.7%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$4,880$15 ▼-0.3%82,5462.4%ETFQVALAlpha Architect U.S. Quantitative Value ETF$4,747$22 ▲0.5%105,6242.4%ETFBNDVanguard Total Bond Market ETF$4,100$18 ▼-0.4%56,4502.0%ETFBNDXVanguard Total International Bond ETF$4,085$16 ▼-0.4%83,0392.0%ETFIEFAiShares Core MSCI EAFE ETF$3,938$10 ▲0.2%53,0482.0%ETFVWOVanguard FTSE Emerging Markets ETF$3,900$10 ▼-0.3%93,3611.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,782$893 ▼-19.1%78,9591.9%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$3,584$44 ▲1.2%140,5871.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,175$14 ▲0.4%33,5381.6%ETFBSVVanguard Short-Term Bond ETF$3,122$1,076 ▼-25.6%40,7161.6%ETFVNQVanguard Real Estate ETF$2,634$14 ▼-0.5%30,4571.3%ETFAAPLApple$2,445$20 ▼-0.8%14,2581.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,366$5 ▲0.2%46,7401.2%ETFIMOMAlpha Architect International Quantitative Momentum ETF$1,833$7 ▲0.4%62,8350.9%ETFIVALAlpha Architect International Quantitative Value ETF$1,819$13 ▲0.7%67,4140.9%ETFCOSTCostco Wholesale$1,6990.0%2,3180.8%Retail/WholesalePCARPACCAR$1,2850.0%10,3710.6%Auto/Tires/TrucksDFNMDimensional National Municipal Bond ETF$1,210$21 ▼-1.7%25,1450.6%ETFSRESempra$1,113$24 ▼-2.1%15,4850.6%UtilitiesCMFiShares California Muni Bond ETF$971$44 ▲4.7%16,8710.5%ETFVEUVanguard FTSE All-World ex-US ETF$970$2 ▲0.2%16,5260.5%ETFMSFTMicrosoft$8630.0%2,0510.4%Computer and TechnologyVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$799$1 ▲0.1%17,6570.4%ETFUNPUnion Pacific$6940.0%2,8180.3%TransportationSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$666$1 ▼-0.2%14,0310.3%FinanceCATCaterpillar$5920.0%1,6150.3%Industrial ProductsCVXChevron$5040.0%3,1940.3%Oils/EnergyGOOGLAlphabet$4960.0%3,2800.2%Computer and TechnologyGOOGAlphabet$4330.0%2,8400.2%Computer and TechnologyMCKMcKesson$429$15 ▼-3.4%7990.2%MedicalCAHCardinal Health$4000.0%3,5740.2%MedicalQCOMQUALCOMM$385$112 ▼-22.6%2,2690.2%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$382$2 ▲0.4%4,5960.2%ETFMUBiShares National Muni Bond ETF$345$39 ▼-10.2%3,1970.2%ETFDFUVDimensional US Marketwide Value ETF$323$0 ▲0.1%7,8900.2%ETFBIOXBioceres Crop Solutions$2920.0%23,0380.1%Consumer StaplesMAMastercard$2890.0%6000.1%Business ServicesVUSBVanguard Ultra-Short Bond ETF$249$1,117 ▼-81.8%5,0100.1%ETFAMZNAmazon.com$221$4 ▼-1.9%1,2200.1%Retail/WholesaleJNJJohnson & Johnson$2120.0%1,3340.1%MedicalFTSMFirst Trust Enhanced Short Maturity ETF$0$974 ▼-100.0%00.0%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$0$965 ▼-100.0%00.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$0$202 ▼-100.0%00.0%ETFOSSOne Stop Systems$0$47 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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