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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, DFSD, and represent 48.98% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$11M), AVGO (+$8.1M), VGSH (+$5.7M), AAPL, DFAC, VTI, DFIC, VXUS, VOO, BRK.A.
Started 11 new stock positions in ITOT, VGSH, IWF, AVGO, AMD, VLO, DFSU, UNH, BRK.A, BMO. VXUS.
Reduced shares in these 10 stocks: SCHR (-$7.8M), IEF, VTEB, COMB, IAU, AAUA, SRE, VEU, MA, SPTS.
Sold out of its position in IAU.
One Degree Advisors was a net buyer of stock by $34M.
One Degree Advisors has $448M in assets under management (AUM), dropping by 17.52%.
Central Index Key (CIK): 0002005743

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Portfolio Holdings for One Degree Advisors

One Degree Advisors holds 82 positions in its portfolio as reported in the June 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)	19.5	$88M	+4%	2.0M	44.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.0	$45M	+6%	121k	369.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.8	$44M	+5%	1.2M	37.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.0	$27M		379k	70.36	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.7	$17M	+2%	346k	47.72	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.1	$14M	+2%	327k	42.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.9	$13M	+804%	127k	100.40	View chart
Spdr Series Trust State Street Spd (SPYM)	2.8	$13M	+2%	145k	87.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$12M		51k	242.73	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.6	$12M		297k	39.70	View chart
Ea Series Trust Us Quan Value (QVAL)	2.3	$11M	+5%	189k	55.63	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.3	$10M	+4%	135k	77.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$9.3M	-45%	380k	24.55	View chart
Apple (AAPL)	2.0	$8.9M	+110%	30k	294.36	View chart
Ea Series Trust Alpha Architect (AAUS)	1.8	$8.2M		138k	59.69	View chart
Broadcom (AVGO)	1.8	$8.1M	NEW	22k	369.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$7.1M		30k	236.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$6.3M		106k	59.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$6.3M	+3%	65k	96.07	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.4	$6.1M	+3%	122k	50.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$5.7M	NEW	99k	58.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$5.7M	+2%	59k	96.81	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.2	$5.5M	+2%	101k	54.39	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	1.1	$5.0M	-9%	210k	24.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$5.0M	-40%	99k	50.47	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	1.0	$4.4M	+3%	102k	43.33	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.9	$4.2M	+4%	124k	33.87	View chart
Ea Series Trust Alpha Architect (HIDE)	0.6	$2.8M	+4%	118k	23.88	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.6	$2.7M		51k	53.08	View chart
Costco Wholesale Corporation (COST)	0.6	$2.7M		2.9k	924.44	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$2.6M		103k	25.08	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$2.6M	+8%	44k	58.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.9M	+41%	2.7k	724.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.7M	+292%	2.5k	685.28	View chart
Caterpillar (CAT)	0.4	$1.7M		1.7k	991.29	View chart
Ea Series Trust Alpha Architect (AAUA)	0.4	$1.7M	-5%	29k	56.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.6M		4.5k	357.72	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.3	$1.5M	+5%	41k	36.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.5M	NEW	17k	84.50	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$1.4M		30k	48.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$1.4M	-72%	15k	93.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M	+3%	3.6k	361.13	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.3M		3.3k	391.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.1M	-2%	14k	82.71	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.1M	+9%	23k	49.51	View chart
Sempra Energy (SRE)	0.3	$1.1M	-3%	12k	91.34	View chart
Paccar (PCAR)	0.2	$969k		8.0k	121.17	View chart
Microsoft Corporation (MSFT)	0.2	$921k		2.4k	384.07	View chart
Tesla Motors (TSLA)	0.2	$776k	+41%	1.8k	425.21	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$751k	NEW	1.00	751000.00	View chart
UnitedHealth (UNH)	0.2	$731k	NEW	1.7k	426.24	View chart
NVIDIA Corporation (NVDA)	0.2	$677k	+24%	3.4k	197.43	View chart
Cardinal Health (CAH)	0.1	$662k		2.8k	237.45	View chart
Amazon (AMZN)	0.1	$599k	+7%	2.5k	241.63	View chart
McKesson Corporation (MCK)	0.1	$530k		691.00	767.00	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$512k		4.7k	108.75	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$488k		7.0k	69.73	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.1	$483k		8.2k	59.13	View chart
Qualcomm (QCOM)	0.1	$440k	+3%	2.4k	181.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$374k	-2%	7.4k	50.32	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$372k	-3%	13k	28.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$338k		6.7k	50.38	View chart
Advanced Micro Devices (AMD)	0.1	$331k	NEW	613.00	539.97	View chart
Welltower Inc Com reit (WELL)	0.1	$331k		1.4k	229.86	View chart
Chevron Corporation (CVX)	0.1	$291k	+16%	1.8k	165.25	View chart
Valero Energy Corporation (VLO)	0.1	$282k	NEW	1.0k	269.08	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$281k	-3%	2.8k	100.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$280k		2.7k	102.83	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$274k		5.0k	54.70	View chart
Johnson & Johnson (JNJ)	0.1	$273k		1.1k	253.01	View chart
Home Depot (HD)	0.1	$269k		767.00	350.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$267k	NEW	1.6k	163.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$262k		3.6k	72.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$256k	+499%	3.0k	85.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$256k	+4%	1.7k	147.30	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$232k	NEW	1.3k	177.51	View chart
Meta Platforms Cl A (META)	0.1	$227k		371.00	611.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$227k	NEW	1.9k	122.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$227k		4.7k	48.11	View chart
Mastercard Incorporated Cl A (MA)	0.0	$215k	-8%	413.00	520.58	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$207k	NEW	4.4k	46.80	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.0	$7.0k		23k	0.30	View chart

Past Filings by One Degree Advisors

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

One Degree Advisors 2026 Q2 filed Aug. 3, 2026
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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