One Degree Advisors Inc Portfolio Holdings

One Degree Advisors Inc

  • $207 Million
  • Q2 2024

One Degree Advisors Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $207 Million distributed in 54 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 $38.3M, Vanguard Total Stock Market Et with a value of $31.6M, Vanguard Ftse Developed Market with a value of $13.2M, Dimensional ETF Tr Dimensional with a value of $11.1M, and Ishares Trishares 0 3 Mnth Tre with a value of $10.2M.

Examining the 13F form we can see an increase of $6.48M in the current position value, from $201M to 207M.

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 $207 Million
ETFs: $194 Million
Technology: $4.55 Million
Industrials: $2.24 Million
Consumer Defensive: $1.99 Million
Utilities: $1.18 Million
Communication Services: $1.17 Million
Healthcare: $785,000
Consumer Cyclical: $516,000
Other: $1.05 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.3M
$41,000 0.02% of portfolio
17,264
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $207 Million
  • Prior Value $201 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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