One Degree Advisors Inc Portfolio Holdings

One Degree Advisors Inc

  • $281 Million
  • Q2 2025

One Degree Advisors Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 73 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 $50.4M, Vanguard Total Stock Market Et with a value of $32.4M, Dimensional ETF Tr Dimensional with a value of $22M, Vanguard Ftse Developed Market with a value of $20.1M, and Schwab Intermediate Term Us Tr with a value of $14.7M.

Examining the 13F form we can see an increase of $38M in the current position value, from $243M to 281M.

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 $281 Million
ETFs: $249 Million
Technology: $7.21 Million
Consumer Defensive: $2.88 Million
Communication Services: $2.44 Million
Financial Services: $1.63 Million
Consumer Cyclical: $1.6 Million
Industrials: $1.59 Million
Healthcare: $1.54 Million
Other: $1.88 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $281 Million
  • Prior Value $243 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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