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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, DFIC, VTI, VEA, SCHR, and represent 50.21% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFIC, VNQ, AAEQ, AAUA, SCHR, DFCF, DFSD, DFEM, SPYM.
Started 5 new stock positions in IAU, JAAA, AAEQ, AAUA, IJR.
Reduced shares in these 10 stocks: , AAUS, FLMI, VEA, , JPST, SPTS, DFSU, COST, HIDE.
Sold out of its positions in DFSU, VGSH, WDAY.
One Degree Advisors was a net buyer of stock by $17M.
One Degree Advisors has $381M in assets under management (AUM), dropping by 4.79%.
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 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.3	$74M	+5%	1.9M	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.5	$40M	+8%	1.1M	35.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.6	$37M		114k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.3	$24M		375k	64.08	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.6	$17M	+7%	700k	24.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.2	$16M	+4%	337k	47.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.5	$13M	+7%	319k	42.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$11M		50k	217.24	View chart
Spdr Series Trust State Street Spd (SPYM)	2.8	$11M	+6%	141k	76.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.6	$10M	+7%	291k	34.55	View chart
Ea Series Trust Us Quan Value (QVAL)	2.5	$9.4M	+4%	179k	52.14	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.3	$8.8M	+5%	129k	68.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$8.2M	+5%	165k	49.89	View chart
Ea Series Trust Alpha Architect (AAUS)	1.9	$7.2M	-8%	138k	52.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$6.5M		30k	215.06	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	1.6	$6.1M	+4%	232k	26.26	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.5	$5.9M	+2%	118k	49.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$5.7M	+3%	63k	90.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$5.7M		105k	54.05	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.4	$5.3M	+6%	98k	53.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$5.2M	+4%	55k	95.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$5.1M	+109%	58k	88.69	View chart
Ea Series Trust Intl Quan Value (IVAL)	1.1	$4.0M	+2%	118k	33.96	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	1.0	$3.9M		98k	39.83	View chart
Apple (AAPL)	1.0	$3.6M		14k	253.72	View chart
Costco Wholesale Corporation (COST)	0.8	$2.9M	-6%	2.9k	996.26	View chart
Ea Series Trust Alpha Architect (HIDE)	0.7	$2.7M	-3%	113k	24.00	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$2.6M	-14%	103k	24.78	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.6	$2.4M	NEW	51k	46.50	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$2.1M		41k	52.45	View chart
Ea Series Trust Alpha Architect (AAUA)	0.4	$1.5M	NEW	31k	48.93	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.4M	+22%	14k	100.60	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$1.4M	+6%	29k	47.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M	-2%	4.4k	286.85	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.3	$1.3M		39k	32.51	View chart
Sempra Energy (SRE)	0.3	$1.2M		13k	97.16	View chart
Caterpillar (CAT)	0.3	$1.2M		1.7k	707.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M	+14%	1.9k	577.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.1M		14k	75.09	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.0M	+10%	21k	49.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$992k		3.5k	287.37	View chart
Paccar (PCAR)	0.2	$923k		8.0k	115.42	View chart
Microsoft Corporation (MSFT)	0.2	$885k	-4%	2.4k	369.83	View chart
Lam Research Corp Com New (LRCX)	0.2	$701k	-7%	3.3k	213.46	View chart
McKesson Corporation (MCK)	0.2	$598k	-3%	691.00	865.41	View chart
Cardinal Health (CAH)	0.2	$589k		2.8k	211.26	View chart
NVIDIA Corporation (NVDA)	0.1	$481k	-10%	2.8k	174.15	View chart
Amazon (AMZN)	0.1	$480k	-5%	2.3k	208.06	View chart
Tesla Motors (TSLA)	0.1	$478k	+14%	1.3k	371.41	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.1	$461k		8.2k	56.46	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$445k		4.7k	94.52	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$391k	-35%	13k	29.12	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$387k	-8%	7.1k	54.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$384k	-35%	7.6k	50.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$381k	+29%	639.00	596.24	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$333k	NEW	6.6k	50.22	View chart
Chevron Corporation (CVX)	0.1	$314k		1.5k	206.85	View chart
Qualcomm (QCOM)	0.1	$302k		2.3k	128.62	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$287k	+7%	2.9k	99.69	View chart
Welltower Inc Com reit (WELL)	0.1	$284k		1.4k	197.50	View chart
Johnson & Johnson (JNJ)	0.1	$266k		1.1k	244.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$265k	+10%	3.6k	73.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$264k		2.7k	96.95	View chart
Home Depot (HD)	0.1	$248k	-16%	757.00	327.61	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$242k	-2%	5.0k	48.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$227k	+10%	4.7k	47.85	View chart
Mastercard Incorporated Cl A (MA)	0.1	$225k	-14%	452.00	497.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$217k		497.00	436.62	View chart
Meta Platforms Cl A (META)	0.1	$212k	+6%	371.00	571.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$206k	NEW	1.7k	123.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$203k	NEW	2.3k	87.95	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.0	$10k		23k	0.43	View chart

Past Filings by One Degree Advisors

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

One Degree Advisors 2026 Q1 filed May 1, 2026
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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