One Degree Advisors Inc Portfolio Holdings

One Degree Advisors Inc

  • $237 Million
  • Q3 2024

One Degree Advisors Inc has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $237 Million distributed in 60 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 $42.3M, Vanguard Total Stock Market Et with a value of $33.1M, Vanguard Ftse Developed Market with a value of $14.2M, Schwab Intermediate Term Us Tr with a value of $13.1M, and Dimensional ETF Tr Dimensional with a value of $12.7M.

Examining the 13F form we can see an increase of $30M in the current position value, from $207M to 237M.

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 $237 Million
ETFs: $215 Million
Technology: $4.56 Million
Industrials: $2.3 Million
Consumer Defensive: $2.01 Million
Utilities: $1.27 Million
Communication Services: $1.05 Million
Healthcare: $961,000
Consumer Cyclical: $776,000
Other: $1.21 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.3 Million 17.83% of portfolio
1,237,047
Q3 2024 Added 4.26%
$0
$33.1 Million 13.95% of portfolio
117,371
Q3 2024 Reduced 0.5%
$0
$14.2 Million 6.0% of portfolio
268,617
Q3 2024 Added 0.85%
$0
$13.1 Million 5.5% of portfolio
257,445
Q3 2024 Added 107.69%
$0
$12.7 Million 5.35% of portfolio
449,618
Q3 2024 Added 6.45%
$0
$11.7 Million 4.92% of portfolio
244,312
Q3 2024 Added 4,951.94%
$0
$9.88 Million 4.17% of portfolio
228,395
Q3 2024 New
$0
$8.59 Million 3.62% of portfolio
42,863
Q3 2024 Added 0.71%
$0
$8.18 Million 3.45% of portfolio
121,620
Q3 2024 Reduced 0.12%
$0
$6.91 Million 2.91% of portfolio
35,033
Q3 2024 Reduced 0.99%
$0
$5.45 Million 2.3% of portfolio
85,229
Q3 2024 Added 2.28%
$0
$5.21 Million 2.2% of portfolio
101,829
Q3 2024 Added 119.07%
$0
$5.11 Million 2.15% of portfolio
110,605
Q3 2024 Added 2.44%
$0
$4.71 Million 1.99% of portfolio
47,877
Q3 2024 Added 32.11%
$0
$4.68 Million 1.97% of portfolio
96,952
Q3 2024 Added 0.58%
$0
$4.51 Million 1.9% of portfolio
158,617
Q3 2024 Added 5.06%
$0
$3.79 Million 1.6% of portfolio
64,124
Q3 2024 Added 221.86%
$0
$3.41 Million 1.44% of portfolio
35,311
Q3 2024 Reduced 18.46%
$0
$1.92 Million 0.81% of portfolio
66,993
Q3 2024 Added 3.78%
$0
$1.89 Million 0.79% of portfolio
72,968
Q3 2024 Added 4.57%
$0
$1.39 Million 0.59% of portfolio
28,736
Q3 2024 Reduced 4.6%
$0
$1.26 Million 0.53% of portfolio
12,508
Q3 2024 Reduced 87.68%
$0
$1.19 Million 0.5% of portfolio
47,420
Q3 2024 New
$0
$1.03 Million 0.44% of portfolio
16,301
Q3 2024 Reduced 0.98%
$0
$811,000 0.34% of portfolio
16,827
Q3 2024 Reduced 4.53%
$0
$718,000 0.3% of portfolio
14,558
Q3 2024 Reduced 83.0%
$0
$402,000 0.17% of portfolio
4,651
Q3 2024 Added 0.52%
$0
$375,000 0.16% of portfolio
772
Q2 2024 New
$0
$344,000 0.15% of portfolio
4,572
Q3 2024 Reduced 92.19%
$0
$337,000 0.14% of portfolio
11,477
Q3 2024 New
$0
$334,000 0.14% of portfolio
6,646
Q3 2024 Reduced 92.26%
$0
$316,000 0.13% of portfolio
7,610
Q3 2024 Added 0.14%
$0
$275,000 0.12% of portfolio
4,731
Q3 2024 Reduced 72.6%
$0
$296,000 0.12% of portfolio
5,853
Q3 2024 New
$0
$282,000 0.12% of portfolio
3,580
Q3 2024 Reduced 91.63%
$0
$221,000 0.09% of portfolio
4,353
Q3 2024 New
$0
$206,000 0.09% of portfolio
1,458
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $237 Million
  • Prior Value $207 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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