One Degree Advisors Inc Portfolio Holdings

One Degree Advisors Inc

  • $243 Million
  • Q1 2025

One Degree Advisors Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Million distributed in 62 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 $44.5M, Vanguard Total Stock Market Et with a value of $32.4M, Dimensional ETF Tr Dimensional with a value of $14.5M, Vanguard Ftse Developed Market with a value of $14.4M, and Schwab Intermediate Term Us Tr with a value of $13.7M.

Examining the 13F form we can see an decrease of $2.97M in the current position value, from $246M to 243M.

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 $243 Million
ETFs: $219 Million
Technology: $4.7 Million
Consumer Defensive: $2.22 Million
Industrials: $1.51 Million
Communication Services: $1.41 Million
Consumer Cyclical: $1.15 Million
Healthcare: $1.15 Million
Utilities: $940,000
Other: $1.53 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 62
  • Current Value $243 Million
  • Prior Value $246 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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