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One Degree Advisors

Latest statistics and disclosures from One Degree Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VTI, DFIC, VEA, DFSD, and represent 50.75% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$15M), SGOV (+$11M), VTI (+$5.7M), VNQ, DFSD, COMB, DFCF, DFEM, QVAL, QMOM.
Started 5 new stock positions in BNDX, VUG, FRDM, GHLD, DFSU.
Reduced shares in these 10 stocks: SCHR (-$6.6M), VEA, VTEB, VGSH, CMF, IEF, NVDA, AAPL, BRK.B, VIG.
Sold out of its positions in ABBV, BRK.B, AVGO, EPD, CMF, JPM, NFLX, TXN, V, WMT.
One Degree Advisors was a net buyer of stock by $30M.
One Degree Advisors has $326M in assets under management (AUM), dropping by 16.04%.
Central Index Key (CIK): 0002005743

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Portfolio Holdings for One Degree Advisors

One Degree Advisors holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	21.2	$69M	+27%	1.8M	38.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.5	$41M	+16%	124k	328.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.2	$24M		719k	32.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.3	$17M	-18%	288k	59.92	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.6	$15M	+14%	311k	48.19	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.7	$12M	+14%	285k	42.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.7	$12M	+1214%	119k	100.70	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	3.1	$10M	+9%	130k	78.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.1	$10M	+4%	48k	208.70	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$8.1M	-44%	324k	25.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.4	$7.7M	+19%	240k	32.07	View chart
Ea Series Trust Us Quan Value (QVAL)	2.2	$7.3M	+17%	157k	46.65	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.2	$7.2M	+17%	112k	64.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$6.6M	-5%	31k	215.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$5.5M	+2%	102k	54.17	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.7	$5.5M	+16%	111k	49.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$5.0M	+24%	57k	87.30	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.5	$4.9M	+13%	88k	55.57	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	1.4	$4.6M	+56%	211k	21.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.0M	-27%	80k	50.06	View chart
Apple (AAPL)	1.1	$3.6M	-15%	14k	254.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$3.5M	-17%	37k	96.44	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	1.1	$3.4M	+12%	94k	36.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$3.3M	+246%	36k	91.42	View chart
Ea Series Trust Intl Quan Value (IVAL)	1.0	$3.2M	+14%	106k	30.16	View chart
Ea Series Trust Alpha Architect (HIDE)	0.7	$2.4M	+16%	103k	23.15	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$2.4M	-2%	95k	24.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.3M	-38%	39k	58.84	View chart
Costco Wholesale Corporation (COST)	0.7	$2.3M	-7%	2.4k	925.41	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$2.0M	+16%	37k	54.74	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M	-17%	2.7k	517.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M		5.4k	243.38	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$1.2M	+8%	25k	47.94	View chart
Sempra Energy (SRE)	0.4	$1.2M		13k	89.95	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.3	$1.1M	+11%	36k	30.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.1M		15k	71.33	View chart
Guild Hldgs Cl A (GHLD)	0.3	$939k	NEW	47k	19.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$911k	+6%	1.5k	600.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$877k	-25%	3.6k	242.87	View chart
Caterpillar (CAT)	0.3	$821k	+3%	1.7k	477.05	View chart
Paccar (PCAR)	0.2	$786k	-20%	8.0k	98.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$774k	+5%	15k	50.57	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$618k	+72%	21k	29.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$607k	+92%	12k	50.70	View chart
McKesson Corporation (MCK)	0.2	$554k		717.00	772.66	View chart
Cardinal Health (CAH)	0.2	$519k		3.3k	156.80	View chart
Amazon (AMZN)	0.2	$492k	-32%	2.2k	219.25	View chart
Tesla Motors (TSLA)	0.2	$490k	-15%	1.1k	443.84	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.1	$438k	-34%	8.2k	53.57	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$417k		4.7k	88.57	View chart
Qualcomm (QCOM)	0.1	$392k	-10%	2.4k	166.31	View chart
Home Depot (HD)	0.1	$390k	-22%	964.00	404.56	View chart
Mastercard Incorporated Cl A (MA)	0.1	$375k		661.00	567.32	View chart
NVIDIA Corporation (NVDA)	0.1	$374k	-64%	2.0k	186.16	View chart
Workday Cl A (WDAY)	0.1	$355k	-4%	1.5k	240.68	View chart
Welltower Inc Com reit (WELL)	0.1	$335k		1.9k	177.91	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$308k	NEW	7.0k	44.20	View chart
Chevron Corporation (CVX)	0.1	$263k	-11%	1.7k	155.16	View chart
Nasdaq Omx (NDAQ)	0.1	$240k		2.7k	88.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$237k	NEW	496.00	477.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$236k		3.2k	74.14	View chart
Johnson & Johnson (JNJ)	0.1	$235k	-20%	1.3k	185.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$229k		5.1k	44.60	View chart
Meta Platforms Cl A (META)	0.1	$223k	-39%	305.00	731.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$218k		2.3k	93.12	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$203k	NEW	4.8k	42.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$202k	NEW	4.1k	49.38	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.0	$32k		23k	1.39	View chart

Past Filings by One Degree Advisors

SEC 13F filings are viewable for One Degree Advisors going back to 2023

One Degree Advisors 2025 Q3 filed Oct. 24, 2025
One Degree Advisors 2025 Q2 filed July 25, 2025
One Degree Advisors 2025 Q1 filed May 12, 2025
One Degree Advisors 2024 Q4 filed Feb. 13, 2025
One Degree Advisors 2024 Q3 filed Oct. 18, 2024
One Degree Advisors 2024 Q2 filed Aug. 9, 2024
One Degree Advisors 2024 Q1 filed May 3, 2024
One Degree Advisors 2023 Q4 filed Feb. 7, 2024

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