One Degree Advisors Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $246 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $45.4M, Vanguard Total Stock Market Et with a value of $35M, Vanguard Ftse Developed Market with a value of $14.2M, Dimensional ETF Tr Dimensional with a value of $13.3M, and Dimensional ETF Tr Short Durat with a value of $11.9M.

Examining the 13F form we can see an increase of $8.62M in the current position value, from $237M to 246M.

One Degree Advisors Inc is based out at San Diego, CA

Below you can find more details about One Degree Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $246 Million
ETFs: $222 Million
Technology: $4.42 Million
Consumer Defensive: $2.48 Million
Industrials: $2.34 Million
Communication Services: $1.49 Million
Consumer Cyclical: $1.25 Million
Utilities: $1.1 Million
Healthcare: $861,000
Other: $1.49 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $246 Million
  • Prior Value $237 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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