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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, VEA, SCHR, DFIC, and represent 48.63% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$11M), DFCF (+$9.9M), SCHR (+$6.8M), DFCA, DFGP, VTEB, VGSH, DFAC, FLMI, IEF.
Started 11 new stock positions in JNJ, DFCA, DFGP, JPST, JAAA, SDY, FLMI, DFCF, WELL, HD. SPTS.
Reduced shares in these 10 stocks: SGOV (-$9.0M), BND, BNDX, VTIP, COMB, BSV, VNQ, CMF, SHM, MUB.
Sold out of its positions in COMB, MUB, OSS, SHM, VUSB.
One Degree Advisors was a net buyer of stock by $19M.
One Degree Advisors has $237M in assets under management (AUM), dropping by 14.45%.
Central Index Key (CIK): 0002005743

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Portfolio Holdings for One Degree Advisors

One Degree Advisors holds 60 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	17.8	$42M	+4%	1.2M	34.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	14.0	$33M		117k	282.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.0	$14M		269k	52.98	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.5	$13M	+107%	257k	50.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.3	$13M	+6%	450k	28.22	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.9	$12M	+4951%	244k	47.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.2	$9.9M	NEW	228k	43.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.6	$8.6M		43k	200.45	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.4	$8.2M		122k	67.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$6.9M		35k	197.27	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.3	$5.4M	+2%	85k	63.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$5.2M	+119%	102k	51.14	View chart
Ea Series Trust Us Quan Value (QVAL)	2.2	$5.1M	+2%	111k	46.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$4.7M	+32%	48k	98.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$4.7M		97k	48.24	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.9	$4.5M	NEW	89k	50.71	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.9	$4.5M	+5%	159k	28.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$4.0M		52k	78.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.6	$3.8M	+221%	64k	59.10	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.5	$3.5M	NEW	63k	55.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$3.4M	-18%	35k	96.66	View chart
Apple (AAPL)	1.4	$3.2M	-2%	14k	227.73	View chart
Costco Wholesale Corporation (COST)	0.8	$2.0M	-2%	2.3k	885.27	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.8	$1.9M	+3%	67k	28.72	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.8	$1.9M	+4%	73k	25.85	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$1.4M	-4%	29k	48.51	View chart
Sempra Energy (SRE)	0.5	$1.3M		15k	83.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.3M	-87%	13k	100.66	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$1.2M	NEW	47k	25.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.0M		16k	63.37	View chart
Paccar (PCAR)	0.4	$981k	-3%	10k	98.13	View chart
Microsoft Corporation (MSFT)	0.4	$962k		2.2k	427.75	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$811k	-4%	17k	48.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$718k	-83%	15k	49.32	View chart
Union Pacific Corporation (UNP)	0.3	$688k		2.8k	244.14	View chart
Caterpillar (CAT)	0.3	$631k		1.6k	390.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$537k		3.3k	163.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$512k		3.1k	165.16	View chart
Chevron Corporation (CVX)	0.2	$464k		3.2k	145.27	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$402k		4.7k	86.43	View chart
Qualcomm (QCOM)	0.2	$382k		2.2k	169.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$375k		772.00	485.75	View chart
Cardinal Health (CAH)	0.2	$363k	-7%	3.3k	109.67	View chart
McKesson Corporation (MCK)	0.1	$354k	-2%	726.00	487.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$344k	-92%	4.6k	75.24	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$337k	NEW	12k	29.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$334k	-92%	6.6k	50.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$326k		661.00	493.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$316k		7.6k	41.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$296k	NEW	5.9k	50.57	View chart
Amazon (AMZN)	0.1	$289k		1.5k	187.78	View chart
Tesla Motors (TSLA)	0.1	$287k		1.1k	259.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$282k	-91%	3.6k	78.77	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$275k	-72%	4.7k	58.13	View chart
Johnson & Johnson (JNJ)	0.1	$244k	NEW	1.5k	161.27	View chart
Welltower Inc Com reit (WELL)	0.1	$243k	NEW	1.9k	126.89	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$221k	NEW	4.4k	50.77	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$206k	NEW	1.5k	141.29	View chart
Home Depot (HD)	0.1	$200k	NEW	503.00	397.61	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.1	$180k		23k	7.81	View chart

Past Filings by One Degree Advisors

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

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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