One Degree Advisors Inc
13F Reported Value
ⓘ$448.0M
Holdings
82
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
One Degree Advisors Inc disclosed 82 positions worth $448.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 1 — including a new stake in $AVGO and a full exit from $IAU. The portfolio is most concentrated in Other (91.9% of disclosed assets). All figures are sourced directly from One Degree Advisors Inc’s Form 13F-HR filing with the SEC under CIK 2005743.
AI Fund Analysis
DiversifyingSector Allocation
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AUM History
13fpro.ai/research/fund/one-degree-advisors-inc-2005743
Top Equity Holdings by Value
13fpro.ai/research/fund/one-degree-advisors-inc-2005743
Quarterly Activity — Q2 2026
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DIMENSIONAL ETF TRUST - US CORE EQUITY 2
—Quality
$87.6M1,977,629 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$44.6M120,821 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$44.1M1,184,642 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$26.7M379,221 shDIMENSIONAL ETF TRUST - SHORT DURATION F
—Quality
$16.5M346,273 shDIMENSIONAL ETF TRUST - CORE FIXED INCOM
—Quality
$13.8M327,344 shISHARES TR - 0-3 MNTH TREASRY
—Quality
$12.8M127,371 shSPDR SERIES TRUST - STATE STREET SPD
—Quality
$12.7M144,457 shVANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$12.4M51,012 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$11.8M296,679 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | — | $87.6M | 1,977,629 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $44.6M | 120,821 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $44.1M | 1,184,642 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $26.7M | 379,221 |
| DIMENSIONAL ETF TRUST - SHORT DURATION F | — | $16.5M | 346,273 |
| DIMENSIONAL ETF TRUST - CORE FIXED INCOM | — | $13.8M | 327,344 |
| ISHARES TR - 0-3 MNTH TREASRY | — | $12.8M | 127,371 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $12.7M | 144,457 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $12.4M | 51,012 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $11.8M | 296,679 |
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32-signal composite ranking on each of One Degree Advisors Inc's 82 positions.
Showing top 10 of 82 holdings.
Sector Allocation
Other
$411.8M
Technology
$22.5M
Industrials
$4.7M
Consumer Discretionary
$3.6M
Financials
$1.2M
Consumer Staples
$1.2M
Utilities
$1.1M
Healthcare
$1.0M
Full Holdings — One Degree Advisors Inc (Q2 2026)
All 82 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $87.6M | 19.6% | +4% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $44.6M | 10.0% | +6% | — |
| 3 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $44.1M | 9.8% | +6% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $26.7M | 6.0% | +1% | — |
| 5 | — | DIMENSIONAL ETF TRUST - SHORT DURATION F | $16.5M | 3.7% | +3% | — |
| 6 | — | DIMENSIONAL ETF TRUST - CORE FIXED INCOM | $13.8M | 3.1% | +3% | — |
| 7 | — | ISHARES TR - 0-3 MNTH TREASRY | $12.8M | 2.9% | +804% | — |
| 8 | — | SPDR SERIES TRUST - STATE STREET SPD | $12.7M | 2.8% | +2% | — |
| 9 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $12.4M | 2.8% | +1% | — |
| 10 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $11.8M | 2.6% | +2% | — |
| 11 | — | EA SERIES TRUST - US QUAN VALUE | $10.5M | 2.3% | +5% | — |
| 12 | — | EA SERIES TRUST - US QUAN MOMENTUM | $10.4M | 2.3% | +5% | — |
| 13 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $9.3M | 2.1% | -46% | — |
| 14 | Apple Inc. | $8.9M | 2.0% | +111% | 76.3 | |
| 15 | — | EA SERIES TRUST - ALPHA ARCHITECT | $8.2M | 1.8% | +0% | — |
| 16 | Broadcom Inc. | $8.1M | 1.8% | NEW | 84.4 | |
| 17 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $7.1M | 1.6% | -0% | — |
| 18 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.3M | 1.4% | +2% | — |
| 19 | — | ISHARES TR - CORE MSCI EAFE | $6.3M | 1.4% | +4% | — |
| 20 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | $6.1M | 1.4% | +4% | — |
| 21 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $5.7M | 1.3% | NEW | — |
| 22 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $5.7M | 1.3% | +2% | — |
| 23 | — | DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS | $5.5M | 1.2% | +3% | — |
| 24 | — | GRANITESHARES ETF TR - BBG COMMD K 1 | $5.0M | 1.1% | -10% | — |
| 25 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $5.0M | 1.1% | -40% | — |
| 26 | — | EA SERIES TRUST - INTL QUAN MOMNTM | $4.4M | 1.0% | +4% | — |
| 27 | — | EA SERIES TRUST - INTL QUAN VALUE | $4.2M | 0.9% | +5% | — |
| 28 | — | EA SERIES TRUST - ALPHA ARCHITECT | $2.8M | 0.6% | +4% | — |
| 29 | COSTCO WHOLESALE CORP /NEW | $2.7M | 0.6% | -1% | 65.9 | |
| 30 | — | EA SERIES TRUST - ALPHA ARCHITECT | $2.7M | 0.6% | +0% | — |
| 31 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $2.6M | 0.6% | -0% | — |
| 32 | — | PACER FDS TR - TRENDP US LAR CP | $2.6M | 0.6% | +8% | — |
| 33 | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.4% | +41% | — | |
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.7M | 0.4% | +292% | — |
| 35 | CATERPILLAR INC | $1.7M | 0.4% | +0% | 66.3 | |
| 36 | — | EA SERIES TRUST - ALPHA ARCHITECT | $1.7M | 0.4% | -5% | — |
| 37 | Alphabet Inc. | $1.6M | 0.4% | +1% | 78.1 | |
| 38 | — | PACER FDS TR - TRENDPILOT INTL | $1.5M | 0.3% | +6% | — |
| 39 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.5M | 0.3% | NEW | — |
| 40 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $1.4M | 0.3% | +2% | — |
| 41 | — | ISHARES TR - 7-10 YR TRSY BD | $1.4M | 0.3% | -73% | — |
| 42 | Alphabet Inc. | $1.3M | 0.3% | +4% | 78.1 | |
| 43 | LAM RESEARCH CORP | $1.3M | 0.3% | +0% | 79.3 | |
| 44 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.1M | 0.3% | -2% | — |
| 45 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.1M | 0.3% | +9% | — |
| 46 | SEMPRA | $1.1M | 0.3% | -3% | 41.6 | |
| 47 | PACCAR INC | $969,000 | 0.2% | +0% | 56.3 | |
| 48 | MICROSOFT CORP | $921,000 | 0.2% | +0% | 79.7 | |
| 49 | Tesla, Inc. | $776,000 | 0.2% | +42% | 53.6 | |
| 50 | BERKSHIRE HATHAWAY INC | $751,000 | 0.2% | NEW | 73.6 | |
| 51 | UNITEDHEALTH GROUP INC | $731,000 | 0.2% | NEW | 62.5 | |
| 52 | NVIDIA CORP | $677,000 | 0.1% | +24% | 85.9 | |
| 53 | CARDINAL HEALTH INC | $662,000 | 0.1% | +0% | 62.3 | |
| 54 | AMAZON COM INC | $599,000 | 0.1% | +7% | 68.4 | |
| 55 | MCKESSON CORP | $530,000 | 0.1% | +0% | 63.2 | |
| 56 | — | SPDR SERIES TRUST - STATE STREET SPD | $512,000 | 0.1% | +0% | — |
| 57 | — | EA SERIES TRUST - FREEDOM 100 EM | $488,000 | 0.1% | -1% | — |
| 58 | — | VICTORY PORTFOLIOS II - VICTORYSHS US | $483,000 | 0.1% | +0% | — |
| 59 | QUALCOMM INC/DE | $440,000 | 0.1% | +3% | 70.4 | |
| 60 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $374,000 | 0.1% | -2% | — |
| 61 | — | SPDR SERIES TRUST - STATE STREET SPD | $372,000 | 0.1% | -4% | — |
| 62 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $338,000 | 0.1% | +1% | — |
| 63 | ADVANCED MICRO DEVICES INC | $331,000 | 0.1% | NEW | 79.7 | |
| 64 | WELLTOWER INC. | $331,000 | 0.1% | +0% | 59.8 | |
| 65 | CHEVRON CORP | $291,000 | 0.1% | +16% | 62.6 | |
| 66 | VALERO ENERGY CORP/TX | $282,000 | 0.1% | NEW | 57.5 | |
| 67 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | $281,000 | 0.1% | -3% | — |
| 68 | — | ISHARES TR - MSCI EAFE ETF | $280,000 | 0.1% | +0% | — |
| 69 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $274,000 | 0.1% | +0% | — |
| 70 | JOHNSON & JOHNSON | $273,000 | 0.1% | -1% | 68.8 | |
| 71 | HOME DEPOT, INC. | $269,000 | 0.1% | +1% | 60.1 | |
| 72 | — | ISHARES TR - CORE S&P TTL STK | $267,000 | 0.1% | NEW | — |
| 73 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $262,000 | 0.1% | -0% | — |
| 74 | — | ISHARES TR - CORE S&P SCP ETF | $256,000 | 0.1% | +4% | — |
| 75 | — | VANGUARD INDEX FDS - GROWTH ETF | $256,000 | 0.1% | +500% | — |
| 76 | BANK OF MONTREAL /CAN/ | $232,000 | 0.1% | NEW | 76 | |
| 77 | — | ISHARES TR - RUS 1000 GRW ETF | $227,000 | 0.1% | NEW | — |
| 78 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $227,000 | 0.1% | -1% | — |
| 79 | Meta Platforms, Inc. | $227,000 | 0.1% | +0% | 79.6 | |
| 80 | Mastercard Inc | $215,000 | 0.1% | -9% | 85 | |
| 81 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $207,000 | 0.1% | NEW | — |
| 82 | Bioceres Crop Solutions Corp. | $7,000 | 0.0% | +0% | 19.6 |
New Positions (11)
Exited Positions (1)
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