Free Trial

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

About One Degree Advisors Inc

Investment Activity

  • One Degree Advisors Inc has $465.96 million in total holdings as of September 30, 2026.
  • One Degree Advisors Inc owns shares of 80 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 9.84% of the portfolio was purchased this quarter.
  • About 1.36% of the portfolio was sold this quarter.
  • This quarter, One Degree Advisors Inc has purchased 82 new stocks and bought additional shares in 35 stocks.
  • One Degree Advisors Inc sold shares of 24 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

02072Q242 - EA SERIES TRUST
$8,863,388 Holding
921937827 - Vanguard Short-Term Bond ETF
$429,017 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF
$421,219 Holding
46438F101 - ISHARES BITCOIN TRUST ETF
$279,205 Holding

Largest Purchases this Quarter

ISHARES TR
148,512 shares (about $14.92M)
EA SERIES TRUST
169,953 shares (about $8.86M)
Vanguard Short-Term Treasury ETF
103,114 shares (about $5.93M)
Dimensional U.S. Core Equity 2 ETF
49,029 shares (about $2.23M)

Largest Sales this Quarter

Vanguard Total International Stock ETF
14,000 shares (about $1.20M)
Apple
3,389 shares (about $1.13M)
Broadcom
3,000 shares (about $1.13M)
Vanguard S&P 500 ETF
985 shares (about $705.48K)
Invesco QQQ
844 shares (about $641.05K)

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
$92,091,350$2,227,878 ▲2.5%2,026,65819.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$46,804,411$585,667 ▲1.3%122,35210.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$46,062,006$1,329,908 ▲3.0%1,219,8629.9%ETF
ISHARES TR
$27,715,186$14,919,505 ▲116.6%275,8835.9%0-3 MTH TREASURY
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,347,792$381,363 ▲1.4%384,5845.9%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$16,346,265$206,482 ▲1.3%350,7033.5%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$13,466,099$310,146 ▲2.4%335,0612.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$13,265,008$15,409 ▲0.1%144,6252.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$12,418,515$352,569 ▲2.9%305,3482.7%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$12,059,224$57,173 ▲0.5%51,2552.6%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$11,622,037$5,929,565 ▲104.2%202,1052.5%ETF
Alpha Architect U.S. Quantitative Value ETF stock logo
QVAL
Alpha Architect U.S. Quantitative Value ETF
$11,306,325$50,572 ▲0.4%189,3612.4%ETF
Alpha Architect U.S. Quantitative Momentum ETF stock logo
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$10,332,502$315,357 ▲3.1%138,8562.2%ETF
Apple Inc. stock logo
AAPL
Apple
$8,924,909$1,130,669 ▼-11.2%26,7511.9%Technology
EA SERIES TRUST
$8,863,388$8,863,388 ▲New Holding169,9531.9%ALPHA ARCHITECT
EA SERIES TRUST
$8,407,605$255,476 ▼-2.9%133,5141.8%ALPHA ARCHITECT
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,115,118$39,942 ▼-0.6%29,9271.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$7,113,707$1,127,430 ▼-13.7%18,9291.5%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,509,317$63,469 ▲1.0%107,3791.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$6,402,347$39,289 ▲0.6%65,8341.4%ETF
DFCA
Dimensional California Municipal Bond ETF
$6,131,030$285,820 ▲4.9%128,3181.3%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$5,853,797$5,853,797 ▲New Holding223,7691.3%ETF
DIMENSIONAL ETF TRUST
$5,397,853$158,874 ▲3.0%103,6261.2%GLOB CO PLUS ETF
Alpha Architect International Quantitative Value ETF stock logo
IVAL
Alpha Architect International Quantitative Value ETF
$4,541,426$85,047 ▲1.9%126,2361.0%ETF
Alpha Architect International Quantitative Momentum ETF stock logo
IMOM
Alpha Architect International Quantitative Momentum ETF
$4,264,938$140,905 ▲3.4%104,9700.9%ETF
Alpha Architect High Inflation and Deflation ETF stock logo
HIDE
Alpha Architect High Inflation and Deflation ETF
$3,198,210$317,350 ▲11.0%130,6190.7%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$3,119,399$420,271 ▲15.6%51,2810.7%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$2,913,798$515,174 ▲21.5%125,2170.6%ETF
EA SERIES TRUST
$2,853,7640.0%50,9440.6%ALPHA ARCHITECT
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,511,447$225,506 ▼-8.2%2,6840.5%Consumer Staples
EA SERIES TRUST
$1,742,5580.0%29,0940.4%ALPHA ARCHITECT
PTIN
Pacer Trendpilot International ETF
$1,676,046$163,029 ▲10.8%45,5640.4%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,498,576$131,353 ▲9.6%32,4580.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,456,623$30,220 ▼-2.0%1,6870.3%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$1,446,589$93,728 ▼-6.1%4,1980.3%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,374,756$641,046 ▼-31.8%1,8100.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$1,173,750$66,626 ▲6.0%24,2410.3%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,126,067$30,171 ▼-2.6%13,4360.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,110,838$135,943 ▼-10.9%3,1950.2%Communication Services
LAM RESEARCH CORP
$1,097,4960.0%3,2870.2%COM NEW
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,090,088$705,477 ▼-39.3%1,5220.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,021,020$248,242 ▼-19.6%1,9290.2%Technology
Sempra Energy stock logo
SRE
Sempra Energy
$983,714$400 ▼0.0%12,3010.2%Utilities
PACCAR Inc. stock logo
PCAR
PACCAR
$856,304$17,928 ▼-2.1%7,8330.2%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$819,158$1,196 ▼-0.1%3,4240.2%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$689,031$5,710 ▼-0.8%1,8100.1%Consumer Discretionary
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$650,8310.0%2,7880.1%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$646,363$11,020 ▲1.7%2,5220.1%Consumer Discretionary
McKesson Corporation stock logo
MCK
McKesson
$636,6960.0%6910.1%Healthcare
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$507,319$7,218 ▲1.4%7,0990.1%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$504,599$14,370 ▲2.9%4,8460.1%ETF
VictoryShares US Multi-Factor Minimum Volatility ETF stock logo
VSMV
VictoryShares US Multi-Factor Minimum Volatility ETF
$475,182$15,001 ▼-3.1%7,9190.1%ETF
Valero Energy Corporation stock logo
VLO
Valero Energy
$439,3430.0%1,0480.1%Energy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$431,277$7,242 ▼-1.7%2,3820.1%Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$429,017$429,017 ▲New Holding5,6220.1%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$421,219$421,219 ▲New Holding4,6060.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$412,823$232,566 ▼-36.0%1,0970.1%Healthcare
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$408,520$156,714 ▲62.2%5,8340.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$398,0940.0%6130.1%Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$344,252$5,454 ▲1.6%6,8170.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$341,243$28,210 ▼-7.6%11,9150.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$336,303$37,133 ▼-9.9%6,6930.1%ETF
Welltower Inc. stock logo
WELL
Welltower
$320,130$4,967 ▼-1.5%1,4180.1%Real Estate
Meta Platforms, Inc. stock logo
META
Meta Platforms
$291,119$16,994 ▲6.2%3940.1%Communication Services
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$287,603$66,572 ▲30.1%6,1390.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$287,538$11,394 ▲4.1%3,1040.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$286,400$1,201,198 ▼-80.7%3,3380.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$283,8420.0%2,7230.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$283,146$82,411 ▼-22.5%1,3640.1%Energy
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$279,934$446 ▲0.2%5,0170.1%ETF
ISHARES BITCOIN TRUST ETF
$279,205$279,205 ▲New Holding5,7580.1%SHS BEN INT
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$277,4630.0%1,6330.1%ETF
VANGUARD MUN BD FDS
$272,781$6,206 ▲2.3%2,8570.1%INTERMEDIATE TRM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$241,3210.0%1,7380.1%ETF
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$217,0800.0%1,3070.0%Finance
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$213,0120.0%4,4230.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$211,703$211,703 ▲New Holding2720.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$207,837$207,837 ▲New Holding2,6520.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$204,496$204,496 ▲New Holding4870.0%Technology
Bioceres Crop Solutions Corp. stock logo
BIOX
Bioceres Crop Solutions
$7,8400.0%23,0380.0%Materials
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$0$9,323 ▼-100.0%00.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$0$5,719 ▼-100.0%00.0%ETF
COMB
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
$0$5,033 ▼-100.0%00.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$4,978 ▼-100.0%00.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$0$1,404 ▼-100.0%00.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$0$751 ▼-100.0%00.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$273 ▼-100.0%00.0%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$0$269 ▼-100.0%00.0%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$0$227 ▼-100.0%00.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$0$215 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data