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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.5 Million 18.32% of portfolio
1,348,788
Q1 2025 Added 6.15%
$0
$32.4 Million 13.33% of portfolio
117,766
Q1 2025 Added 0.97%
$0
$14.5 Million 5.96% of portfolio
521,463
Q1 2025 Added 6.7%
$0
$14.4 Million 5.95% of portfolio
284,178
Q1 2025 Added 1.26%
$0
$13.7 Million 5.64% of portfolio
551,376
Q1 2025 Added 88.51%
$0
$12.2 Million 5.01% of portfolio
255,921
Q1 2025 Added 1.48%
$0
$9.94 Million 4.09% of portfolio
236,379
Q1 2025 Added 1.32%
$0
$8.23 Million 3.39% of portfolio
44,168
Q1 2025 Added 1.67%
$0
$7.56 Million 3.11% of portfolio
114,970
Q1 2025 Added 0.9%
$0
$6.27 Million 2.58% of portfolio
32,346
Q1 2025 Reduced 0.02%
$0
$5.43 Million 2.23% of portfolio
109,342
Q1 2025 Added 91.51%
$0
$5.2 Million 2.14% of portfolio
121,996
Q1 2025 Added 4.47%
$0
$5.13 Million 2.11% of portfolio
86,348
Q1 2025 Added 4.6%
Dimensional ETF Trust
-
$4.85 Million 2.0% of portfolio
-
Q1 2025 Added 1.61%
$0
$4.77 Million 1.96% of portfolio
50,004
Q1 2025 Added 293.48%
$0
$4.66 Million 1.92% of portfolio
176,021
Q1 2025 Added 6.47%
$0
$4.26 Million 1.75% of portfolio
56,307
Q1 2025 Reduced 1.98%
$0
$3.93 Million 1.62% of portfolio
181,089
Q1 2025 Added 1.5%
Dimensional ETF Trust
-
$3.83 Million 1.58% of portfolio
-
Q1 2025 Added 1.97%
$0
$3.71 Million 1.53% of portfolio
40,934
Q1 2025 Added 31.46%
$3.26T
$3.14 Million 1.29% of portfolio
14,127
Q1 2025 Added 6.92%
$446B
$2.22 Million 0.91% of portfolio
2,344
Q1 2025 Added 0.21%
$0
$2.19 Million 0.9% of portfolio
77,570
Q1 2025 Added 4.36%
$0
$2.17 Million 0.89% of portfolio
85,039
Q1 2025 Added 4.78%
$0
$1.88 Million 0.77% of portfolio
76,769
Q1 2025 Added 3.6%
$0
$1.08 Million 0.45% of portfolio
10,767
Q1 2025 Reduced 89.08%
$0
$1.07 Million 0.44% of portfolio
22,395
Q1 2025 Reduced 0.77%
$33B
$979,000 0.4% of portfolio
10,061
Q1 2025 Added 0.64%
$23.9B
$940,000 0.39% of portfolio
13,182
Q4 2024 Reduced 13.89%
$3.51T
$955,000 0.39% of portfolio
2,545
Q1 2025 Added 10.51%
$0
$926,000 0.38% of portfolio
15,272
Q1 2025 Reduced 0.05%
$0
$717,000 0.3% of portfolio
14,371
Q1 2025 Reduced 4.76%
$0
$661,000 0.27% of portfolio
1,411
Q1 2025 Added 46.98%
$1.1T
$607,000 0.25% of portfolio
3,890
Q1 2025 Added 15.09%
$993B
$580,000 0.24% of portfolio
3,751
Q1 2025 Added 7.17%
$0
$587,000 0.24% of portfolio
12,135
Q1 2025 Reduced 25.11%
$0
$565,000 0.23% of portfolio
10,998
Q1 2025 Added 50.2%
$189B
$534,000 0.22% of portfolio
1,621
Q1 2025 Added 0.37%
$101B
$483,000 0.2% of portfolio
718
Q1 2025 Added 0.28%
-
$476,000 0.2% of portfolio
-
Q1 2025 Added 97.71%
$40.1B
$456,000 0.19% of portfolio
3,310
Q3 2024 Reduced 7.39%
$2.22T
$465,000 0.19% of portfolio
2,446
Q1 2025 Added 16.53%
$0
$408,000 0.17% of portfolio
13,930
Q1 2025 Added 66.87%
$0
$369,000 0.15% of portfolio
4,708
Q1 2025 Added 0.45%
$562B
$369,000 0.15% of portfolio
675
Q1 2025 Added 2.12%
$377B
$356,000 0.15% of portfolio
974
Q1 2025 Added 1.04%
$179B
$373,000 0.15% of portfolio
2,433
Q1 2025 Added 3.62%
$0
$324,000 0.13% of portfolio
11,107
Q1 2025 Reduced 0.34%
$1.03T
$326,000 0.13% of portfolio
1,261
Q1 2025 Added 14.22%

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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