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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, SGOV, and represent 49.99% of One Degree Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFIC, VGSH, CMF, DFEM, QVAL, IEF, IVAL, IEFA, IMOM.
Reduced shares in these 10 stocks: VUSB, BSV, FTSM, , VTIP, DFSD, QCOM, VTI, OSS, MUB.
Sold out of its positions in DFSD, FTSM, OSS, SPTS.
One Degree Advisors was a net seller of stock by $-4.9M.
One Degree Advisors has $201M in assets under management (AUM), dropping by 2.69%.
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 50 positions in its portfolio as reported in the March 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	$37M		1.2M	31.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	15.1	$30M		117k	259.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$13M		260k	50.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$11M		409k	26.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.4	$8.9M		89k	100.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.0	$8.1M		42k	191.90	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.9	$7.8M		127k	61.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$6.5M		35k	182.63	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.2	$6.5M		132k	49.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.7	$5.4M		93k	58.07	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.4	$4.9M		83k	59.12	View chart
Ea Series Trust Us Quan Value (QVAL)	2.4	$4.7M		106k	44.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.0	$4.1M		57k	72.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$4.1M		83k	49.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$3.9M		53k	74.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$3.9M		93k	41.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$3.8M	-19%	79k	47.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.8	$3.6M		141k	25.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.6	$3.2M		34k	94.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$3.1M	-25%	41k	76.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$2.6M		31k	86.48	View chart
Apple (AAPL)	1.2	$2.4M		14k	171.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$2.4M		47k	50.62	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.9	$1.8M		63k	29.17	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.9	$1.8M		67k	26.98	View chart
Costco Wholesale Corporation (COST)	0.8	$1.7M		2.3k	732.96	View chart
Paccar (PCAR)	0.6	$1.3M		10k	123.90	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$1.2M		25k	48.12	View chart
Sempra Energy (SRE)	0.6	$1.1M	-2%	16k	71.88	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$971k	+4%	17k	57.55	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$970k		17k	58.70	View chart
Microsoft Corporation (MSFT)	0.4	$863k		2.1k	420.77	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.4	$799k		18k	45.25	View chart
Union Pacific Corporation (UNP)	0.3	$694k		2.8k	246.27	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$666k		14k	47.47	View chart
Caterpillar (CAT)	0.3	$592k		1.6k	366.56	View chart
Chevron Corporation (CVX)	0.3	$504k		3.2k	157.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$496k		3.3k	151.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$433k		2.8k	152.46	View chart
McKesson Corporation (MCK)	0.2	$429k	-3%	799.00	536.92	View chart
Cardinal Health (CAH)	0.2	$400k		3.6k	111.92	View chart
Qualcomm (QCOM)	0.2	$385k	-22%	2.3k	169.68	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$382k		4.6k	83.12	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$345k	-10%	3.2k	107.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$323k		7.9k	40.94	View chart
Bioceres Crop Solutions Corp SHS (BIOX)	0.1	$292k		23k	12.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$289k		600.00	481.67	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$249k	-81%	5.0k	49.70	View chart
Amazon (AMZN)	0.1	$221k		1.2k	181.15	View chart
Johnson & Johnson (JNJ)	0.1	$212k		1.3k	158.92	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 Q1 filed May 3, 2024
One Degree Advisors 2023 Q4 filed Feb. 7, 2024

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