One Degree Advisors

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

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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 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 17.4 $34M 1.1M 29.61
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Vanguard Index Fds Total Stk Mkt (VTI) 14.6 $29M 117k 244.02
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.3 $12M 261k 47.23
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Dimensional Etf Trust Intl Core Equity (DFIC) 5.2 $10M 403k 25.01
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Ishares Tr 0-3 Mnth Treasry (SGOV) 4.5 $8.9M 89k 100.34
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Spdr Ser Tr Portfolio S&p500 (SPLG) 3.8 $7.4M 127k 57.95
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $7.4M 42k 174.64
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.3 $6.5M 132k 49.10
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Vanguard Specialized Funds Div App Etf (VIG) 3.1 $6.1M 36k 173.25
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.7 $5.3M 92k 58.11
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $4.6M 98k 47.42
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Ea Series Trust Us Quan Momentum (QMOM) 2.2 $4.4M 83k 52.84
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Ea Series Trust Us Quan Value (QVAL) 2.2 $4.3M 105k 40.44
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $4.2M 55k 76.63
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $4.1M 57k 72.43
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $4.1M 83k 48.64
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.7M 94k 39.73
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Ishares Tr Core Msci Eafe (IEFA) 1.9 $3.7M 53k 69.56
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.7 $3.4M 139k 24.18
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $3.2M 33k 94.64
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Apple (AAPL) 1.4 $2.7M 14k 187.70
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Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $2.5M 31k 82.57
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $2.4M 47k 50.46
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Ea Series Trust Intl Quan Momntm (IMOM) 0.9 $1.7M 63k 27.22
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Ea Series Trust Intl Quan Value (IVAL) 0.9 $1.7M 67k 25.21
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Costco Wholesale Corporation (COST) 0.8 $1.6M 2.3k 710.96
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $1.4M 28k 49.38
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $1.2M 26k 48.24
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Sempra Energy (SRE) 0.6 $1.1M 16k 70.08
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Paccar (PCAR) 0.6 $1.1M 10k 104.14
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $974k 16k 59.72
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $965k 33k 28.94
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Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $926k 16k 57.49
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $910k 17k 55.15
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Microsoft Corporation (MSFT) 0.4 $832k 2.1k 405.66
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Victory Portfolios Ii Victoryshs Us (VSMV) 0.4 $762k 18k 43.20
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Union Pacific Corporation (UNP) 0.4 $695k 2.8k 246.63
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $668k 14k 47.53
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Caterpillar (CAT) 0.3 $519k 1.6k 321.36
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Chevron Corporation (CVX) 0.2 $487k 3.2k 152.47
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $471k 3.3k 143.60
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Qualcomm (QCOM) 0.2 $422k 2.9k 144.03
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McKesson Corporation (MCK) 0.2 $420k 827.00 507.86
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Alphabet Cap Stk Cl C (GOOG) 0.2 $412k 2.8k 145.07
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Ishares Tr National Mun Etf (MUB) 0.2 $382k 3.6k 107.27
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Cardinal Health (CAH) 0.2 $370k 3.6k 103.53
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $356k 4.6k 77.80
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $294k 7.9k 37.30
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Bioceres Crop Solutions Corp SHS (BIOX) 0.1 $291k 23k 12.63
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Mastercard Incorporated Cl A (MA) 0.1 $274k 600.00 456.67
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Amazon (AMZN) 0.1 $212k 1.2k 170.42
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Johnson & Johnson (JNJ) 0.1 $208k 1.3k 155.92
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Dimensional Etf Trust Short Duration F (DFSD) 0.1 $202k 4.3k 47.05
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One Stop Systems (OSS) 0.0 $47k 24k 1.97
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Past Filings by One Degree Advisors

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