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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, SCHR, and represent 50.71% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: DFIC (+$11M), AAUS (+$8.3M), SCHR (+$8.2M), VEA (+$5.7M), VTEB, IEF, DFEM, QVAL, QMOM, FLMI.
Started 4 new stock positions in VOO, LRCX, VTEI, AAUS.
Reduced shares in these 10 stocks: SGOV (-$11M), VTI, GHLD, VNQ, GOOG, NDAQ, CAH, WELL, MA, MSFT.
Sold out of its positions in GHLD, NDAQ.
One Degree Advisors was a net buyer of stock by $31M.
One Degree Advisors has $364M in assets under management (AUM), dropping by 11.60%.
Central Index Key (CIK): 0002005743

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Positions held by One Degree Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for One Degree Advisors

One Degree Advisors holds 70 positions in its portfolio as reported in the December 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)	19.6	$71M		1.8M	39.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.3	$38M	-9%	112k	335.26	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.8	$36M	+44%	1.0M	34.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$24M	+31%	379k	62.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.5	$16M	+100%	650k	25.08	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.2	$15M	+3%	321k	47.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.5	$13M	+4%	297k	42.56	View chart
Spdr Series Trust Portfolio S&p500 (SPYM)	2.9	$11M	+2%	133k	80.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$11M	+3%	50k	211.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.5	$8.9M	+12%	270k	33.08	View chart
Ea Series Trust Us Quan Value (QVAL)	2.3	$8.4M	+9%	172k	48.79	View chart
Ea Series Trust Alpha Architect (AAUS)	2.3	$8.3M	NEW	150k	55.10	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.2	$8.0M	+9%	122k	65.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$7.9M	+94%	157k	50.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$6.7M		30k	219.77	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.6	$5.8M	+4%	115k	50.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$5.6M		104k	53.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$5.5M	+6%	61k	89.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$5.0M	+41%	52k	96.16	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.4	$5.0M	+4%	92k	54.07	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	1.3	$4.7M	+5%	222k	21.11	View chart
Apple (AAPL)	1.1	$3.9M	+3%	15k	271.82	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	1.0	$3.8M	+6%	100k	38.11	View chart
Ea Series Trust Intl Quan Value (IVAL)	1.0	$3.6M	+8%	116k	31.45	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.8	$3.0M	+27%	121k	24.86	View chart
Costco Wholesale Corporation (COST)	0.7	$2.7M	+28%	3.1k	862.23	View chart
Ea Series Trust Alpha Architect (HIDE)	0.7	$2.6M	+13%	117k	22.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.5M	+7%	42k	58.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$2.4M	-23%	28k	88.46	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$2.3M	+11%	41k	55.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M	-16%	4.5k	313.65	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$1.3M	+10%	27k	48.14	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.3	$1.2M	+9%	39k	31.43	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	-5%	2.5k	483.46	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.2M	-90%	12k	100.37	View chart
Sempra Energy (SRE)	0.3	$1.1M		13k	88.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-3%	3.5k	312.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.0M	-4%	14k	73.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.0M	+8%	1.6k	614.02	View chart
Caterpillar (CAT)	0.3	$985k		1.7k	572.34	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$937k	+23%	19k	49.42	View chart
Paccar (PCAR)	0.2	$875k		8.0k	109.42	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$609k		21k	29.27	View chart
Lam Research Corp Com New (LRCX)	0.2	$607k	NEW	3.5k	171.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$600k		12k	50.58	View chart
McKesson Corporation (MCK)	0.2	$588k		718.00	818.94	View chart
Cardinal Health (CAH)	0.2	$572k	-15%	2.8k	205.31	View chart
NVIDIA Corporation (NVDA)	0.2	$572k	+52%	3.1k	186.38	View chart
Amazon (AMZN)	0.2	$564k	+9%	2.4k	230.58	View chart
Tesla Motors (TSLA)	0.1	$506k		1.1k	449.38	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.1	$452k		8.2k	55.25	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$428k		4.7k	90.91	View chart
Qualcomm (QCOM)	0.1	$402k		2.4k	171.06	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$397k	+11%	7.7k	51.25	View chart
Home Depot (HD)	0.1	$312k	-5%	908.00	343.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$310k	NEW	495.00	626.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$300k	-20%	527.00	569.26	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$269k	NEW	2.7k	100.67	View chart
Welltower Inc Com reit (WELL)	0.1	$266k	-23%	1.4k	184.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$261k	+16%	2.7k	95.85	View chart
Workday Cl A (WDAY)	0.1	$252k	-20%	1.2k	214.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$242k		497.00	486.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$241k	+2%	3.3k	73.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$239k		5.1k	46.48	View chart
Chevron Corporation (CVX)	0.1	$231k	-10%	1.5k	152.37	View chart
Meta Platforms Cl A (META)	0.1	$229k	+14%	348.00	658.05	View chart
Johnson & Johnson (JNJ)	0.1	$229k	-12%	1.1k	206.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$206k	+4%	4.3k	48.18	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$202k	-2%	4.7k	43.35	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.0	$30k		23k	1.30	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 Q4 filed Feb. 6, 2026
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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