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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$3.22 Million 1.36% of portfolio
14,122
Q3 2024 Reduced 2.58%
$427B
$2.01 Million 0.85% of portfolio
2,275
Q3 2024 Reduced 2.61%
$3.11T
$962,000 0.41% of portfolio
2,249
Q2 2024 Added 9.65%
$210B
$631,000 0.27% of portfolio
1,615
Q4 2023 New
$984B
$537,000 0.23% of portfolio
3,280
Q4 2023 New
$1.01T
$512,000 0.22% of portfolio
3,100
Q2 2024 Added 9.15%
$318B
$464,000 0.2% of portfolio
3,194
Q4 2023 New
$497B
$326,000 0.14% of portfolio
661
Q2 2024 Added 10.17%
$1.11T
$287,000 0.12% of portfolio
1,104
Q2 2024 New
$2.01T
$289,000 0.12% of portfolio
1,539
Q3 2024 Reduced 0.32%
$406B
$244,000 0.1% of portfolio
1,513
Q3 2024 New
$430B
$200,000 0.08% of portfolio
503
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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