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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, DFIC, DFSD, and represent 48.76% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$8.6M), COMB, DFAC, DFIC, SCHR, VGSH, FLMI, VEA, IEFA, PTLC.
Started 6 new stock positions in PTIN, PTLC, HIDE, COMB, NDAQ, META.
Reduced shares in these 10 stocks: IEF, VTEB, VIG, SPLG, VNQ, DFNM, BSV, CMF, JNJ, VTI.
Sold out of its positions in CMF, JAAA, JNJ, SDY, BSV.
One Degree Advisors was a net buyer of stock by $13M.
One Degree Advisors has $246M in assets under management (AUM), dropping by 3.63%.
Central Index Key (CIK): 0002005743

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Portfolio Holdings for One Degree Advisors

One Degree Advisors holds 61 positions in its portfolio as reported in the December 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)	18.5	$45M	+2%	1.3M	35.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	14.2	$35M		117k	299.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.8	$14M	+4%	281k	50.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$13M	+8%	489k	27.30	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.8	$12M	+3%	252k	47.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.0	$9.9M	+688%	99k	100.42	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.9	$9.7M	+2%	233k	41.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.6	$8.8M		43k	203.54	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.3	$8.1M	-6%	114k	71.19	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.9	$7.1M	+13%	293k	24.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$6.6M	-7%	32k	204.17	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.3	$5.6M	-3%	83k	67.47	View chart
Ea Series Trust Us Quan Value (QVAL)	2.1	$5.3M	+5%	117k	45.09	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	2.0	$4.8M	+7%	96k	50.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$4.4M		99k	45.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$4.4M	+18%	76k	58.18	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.8	$4.4M	+4%	165k	26.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$4.3M	+11%	57k	74.80	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	1.6	$3.8M	NEW	178k	21.40	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.5	$3.7M	+12%	70k	53.16	View chart
Apple (AAPL)	1.2	$3.1M	-6%	13k	232.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$2.9M	-11%	31k	91.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$2.9M	-43%	57k	50.15	View chart
Costco Wholesale Corporation (COST)	1.0	$2.5M	+2%	2.3k	1058.14	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.9	$2.1M	+10%	74k	28.78	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.8	$2.0M	+11%	81k	24.90	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$1.8M	+56%	74k	24.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.2M	-73%	13k	92.85	View chart
Sempra Energy (SRE)	0.4	$1.1M	-13%	13k	83.37	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$1.1M	-21%	23k	48.03	View chart
Paccar (PCAR)	0.4	$1.1M		10k	106.03	View chart
Microsoft Corporation (MSFT)	0.4	$947k	+2%	2.3k	411.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$922k	-6%	15k	60.34	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$798k	-3%	16k	49.25	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$739k	+3%	15k	48.97	View chart
Union Pacific Corporation (UNP)	0.3	$698k		2.8k	247.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$648k	+6%	3.5k	185.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$632k	+9%	3.4k	186.98	View chart
Caterpillar (CAT)	0.2	$585k		1.6k	362.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$507k	+24%	960.00	528.12	View chart
Chevron Corporation (CVX)	0.2	$502k		3.2k	157.17	View chart
Amazon (AMZN)	0.2	$488k	+36%	2.1k	232.49	View chart
McKesson Corporation (MCK)	0.2	$437k		716.00	610.34	View chart
Cardinal Health (CAH)	0.2	$424k		3.3k	128.10	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$411k		4.7k	87.69	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$404k	NEW	7.3k	55.18	View chart
Qualcomm (QCOM)	0.2	$403k	+4%	2.3k	171.64	View chart
Home Depot (HD)	0.2	$401k	+91%	964.00	415.98	View chart
Mastercard Incorporated Cl A (MA)	0.2	$373k		661.00	564.30	View chart
Tesla Motors (TSLA)	0.1	$362k		1.1k	327.90	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$323k	-2%	11k	28.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$306k	+3%	6.1k	50.37	View chart
Welltower Inc Com reit (WELL)	0.1	$270k		1.9k	143.24	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.1	$246k	NEW	8.3k	29.47	View chart
Ea Series Trust Alpha Architect (HIDE)	0.1	$237k	NEW	11k	22.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$232k	-29%	3.2k	72.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$218k	-32%	5.1k	42.68	View chart
Nasdaq Omx (NDAQ)	0.1	$218k	NEW	2.7k	80.03	View chart
Meta Platforms Cl A (META)	0.1	$205k	NEW	285.00	719.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$203k	-37%	4.1k	48.99	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.1	$127k		23k	5.51	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 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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