One Degree Advisors Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), One Degree Advisors Inc reported 61 stock positions worth $245.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 18.5% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 14.2%) and Vanguard Ftse Developed ETF (VEA, 5.8%). Compared with Q3 2024, it opened 6 new positions, sold out of 5, added to 28 and reduced 19. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +688%) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002005743
- Portfolio Value
- $245.9M (Q4 2024)
- SEC Filing
- 0002005743-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 61 stocks · $245.9M
| DFAC Dimensional US Core Equity 2 | 18.48% | 1,270,603 | $45.4M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 14.22% | 116,633 | $35.0M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 5.79% | 280,638 | $14.2M | Add +4.5% |
| DFIC Dimensional International Co. | 5.43% | 488,717 | $13.3M | Add +8.7% |
| DFSD Dimensional Short Duration | 4.84% | 252,180 | $11.9M | Add +3.2% |
| SGOV iShares 0-3 Month Treasury B | 4.03% | 98,585 | $9.9M | Add +688.2% |
| DFCF Dimensional Core Fixed Inc. | 3.94% | 233,305 | $9.7M | Add +2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.60% | 43,441 | $8.8M | Add +1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.30% | 113,945 | $8.1M | Reduce -6.3% |
| SCHR Schwab Intermediate-Term US | 2.90% | 292,495 | $7.1M | Reduce -43.2% |
| VIG Vanguard Dividend Apprec ETF | 2.69% | 32,351 | $6.6M | Reduce -7.7% |
| QMOM Alpha US Quant Mom ETF | 2.27% | 82,554 | $5.6M | Reduce -3.1% |
| QVAL Alpha Arch US QNT Value ETF | 2.14% | 116,776 | $5.3M | Add +5.6% |
| DFCA Dimensional Calfornia MB ETF | 1.96% | 96,178 | $4.8M | Add +7.8% |
| VWO Vanguard Ftse Emerging Marke | 1.81% | 98,554 | $4.4M | Add +1.6% |
| VGSH Vanguard Short-Term Treasury | 1.79% | 75,745 | $4.4M | Add +18.1% |
| DFEM Dimensional Emrg MRKT Core | 1.79% | 165,322 | $4.4M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.75% | 57,443 | $4.3M | Add +11.1% |
| COMB Graniteshares Bcom Broad STR | 1.55% | 178,418 | $3.8M | New |
| DFGP Dimensional GLBL Core PL Fix | 1.52% | 70,263 | $3.7M | Add +12.1% |
| AAPL Apple Inc. | 1.25% | 13,213 | $3.1M | Reduce -6.4% |
| VNQ Vanguard Real Estate ETF | 1.16% | 31,139 | $2.9M | Reduce -11.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.16% | 57,094 | $2.9M | Reduce -43.9% |
| COST Costco Wholesale Corp. | 1.01% | 2,339 | $2.5M | Add +2.8% |
| IMOM Alpha Intl Quant Mom ETF | 0.87% | 74,327 | $2.1M | Add +10.9% |
| IVAL Alpha Archi Intl QT Vlu ETF | 0.82% | 81,162 | $2.0M | Add +11.2% |
| FLMI Franklin Dynamic Municipal B | 0.74% | 74,099 | $1.8M | Add +56.3% |
| IEF iShares 7-10 Year Treasury B | 0.48% | 12,708 | $1.2M | Reduce -73.5% |
| SRE Sempra | 0.45% | 13,182 | $1.1M | Reduce -13.9% |
| DFNM Dimensional National Muni BD | 0.44% | 22,569 | $1.1M | Reduce -21.5% |
| PCAR Paccar Inc. | 0.43% | 9,997 | $1.1M | No change |
| MSFT Microsoft Corp. | 0.39% | 2,303 | $947K | Add +2.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.38% | 15,280 | $922K | Reduce -6.3% |
| VSMV Victoryshares US Min Vol ETF | 0.32% | 16,203 | $798K | Reduce -3.7% |
| VTIP Vanguard Short-Term Tips | 0.30% | 15,090 | $739K | Add +3.6% |
| UNP Union Pacific Corp. | 0.28% | 2,818 | $698K | No change |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,500 | $648K | Add +6.7% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,380 | $632K | Add +9.0% |
| CAT Caterpillar Inc. | 0.24% | 1,615 | $585K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 960 | $507K | Add +24.4% |
| CVX Chevron Corp. | 0.20% | 3,194 | $502K | No change |
| AMZN Amazon.com Inc. | 0.20% | 2,099 | $488K | Add +36.4% |
| MCK McKesson Corp. | 0.18% | 716 | $437K | Reduce -1.4% |
| CAH Cardinal Health Inc. | 0.17% | 3,310 | $424K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.17% | 4,687 | $411K | Add +0.8% |
| PTLC Pacer Trendpilot US Large Ca | 0.16% | 7,322 | $404K | New |
| QCOM Qualcomm Inc. | 0.16% | 2,348 | $403K | Add +4.4% |
| HD Home Depot Inc. | 0.16% | 964 | $401K | Add +91.7% |
| MA Mastercard Inc. Class A | 0.15% | 661 | $373K | No change |
| TSLA Tesla Inc. | 0.15% | 1,104 | $362K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.13% | 11,145 | $323K | Reduce -2.9% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 6,075 | $306K | Add +3.8% |
| WELL Welltower Inc. | 0.11% | 1,885 | $270K | Reduce -1.6% |
| PTIN Pacer Trendpilot Intl ETF | 0.10% | 8,348 | $246K | New |
| HIDE Alpha Arc High Inf & Def ETF | 0.10% | 10,563 | $237K | New |
| BND Vanguard Total Bond Market | 0.09% | 3,220 | $232K | Reduce -29.6% |
| DFUV Dimensional US Marketwide Va | 0.09% | 5,108 | $218K | Reduce -32.9% |
| NDAQ Nasdaq Inc. | 0.09% | 2,724 | $218K | New |
| META Meta Platforms Inc. Class A | 0.08% | 285 | $205K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.08% | 4,144 | $203K | Reduce -37.6% |
| BIOX Bioceres Crop Solutions Corp. | 0.05% | 23,038 | $127K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SCHR Schwab Intermediate-Term US | Reduce -43.2% | 2.90% | −2.61 |
| IEF iShares 7-10 Year Treasury B | Reduce -73.5% | 0.48% | −1.51 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -43.9% | 1.16% | −1.03 |
| VNQ Vanguard Real Estate ETF | Reduce -11.8% | 1.16% | −0.27 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.7% | 2.69% | −0.23 |
| DFNM Dimensional National Muni BD | Reduce -21.5% | 0.44% | −0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.3% | 3.30% | −0.15 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.12 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.12 |
| AAPL Apple Inc. | Reduce -6.4% | 1.25% | −0.11 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.09 |
| SRE Sempra | Reduce -13.9% | 0.45% | −0.09 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.09 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -6.3% | 0.38% | −0.06 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -37.6% | 0.08% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -29.6% | 0.09% | −0.05 |
| DFUV Dimensional US Marketwide Va | Reduce -32.9% | 0.09% | −0.04 |
| QMOM Alpha US Quant Mom ETF | Reduce -3.1% | 2.27% | −0.03 |
| VSMV Victoryshares US Min Vol ETF | Reduce -3.7% | 0.32% | −0.02 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -2.9% | 0.13% | −0.01 |
| WELL Welltower Inc. | Reduce -1.6% | 0.11% | +0.01 |
| MCK McKesson Corp. | Reduce -1.4% | 0.18% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 14.22% | +0.27 |
Portfolio Buys Q3 2024 → Q4 2024
| SGOV iShares 0-3 Month Treasury B | Add +688.2% | 4.03% | +3.50 |
| COMB Graniteshares Bcom Broad STR | New | 1.55% | +1.55 |
| DFAC Dimensional US Core Equity 2 | Add +2.7% | 18.48% | +0.65 |
| FLMI Franklin Dynamic Municipal B | Add +56.3% | 0.74% | +0.24 |
| VGSH Vanguard Short-Term Treasury | Add +18.1% | 1.79% | +0.20 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.16% | +0.16 |
| COST Costco Wholesale Corp. | Add +2.8% | 1.01% | +0.16 |
| PTIN Pacer Trendpilot Intl ETF | New | 0.10% | +0.10 |
| HIDE Alpha Arc High Inf & Def ETF | New | 0.10% | +0.10 |
| NDAQ Nasdaq Inc. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | New | 0.08% | +0.08 |
| HD Home Depot Inc. | Add +91.7% | 0.16% | +0.08 |
| DFIC Dimensional International Co. | Add +8.7% | 5.43% | +0.08 |
| AMZN Amazon.com Inc. | Add +36.4% | 0.20% | +0.08 |
| DFGP Dimensional GLBL Core PL Fix | Add +12.1% | 1.52% | +0.06 |
| IMOM Alpha Intl Quant Mom ETF | Add +10.9% | 0.87% | +0.06 |
| DFCA Dimensional Calfornia MB ETF | Add +7.8% | 1.96% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.4% | 0.21% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.1% | 1.75% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +9.0% | 0.26% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +6.7% | 0.26% | +0.04 |
| IVAL Alpha Archi Intl QT Vlu ETF | Add +11.2% | 0.82% | +0.03 |
| QCOM Qualcomm Inc. | Add +4.4% | 0.16% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +3.8% | 0.12% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +3.6% | 0.30% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +0.8% | 0.17% | −0.00 |
| QVAL Alpha Arch US QNT Value ETF | Add +5.6% | 2.14% | −0.01 |
| MSFT Microsoft Corp. | Add +2.4% | 0.39% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.4% | 3.60% | −0.03 |
| DFSD Dimensional Short Duration | Add +3.2% | 4.84% | −0.08 |
| DFEM Dimensional Emrg MRKT Core | Add +4.2% | 1.79% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 1.81% | −0.16 |
| VEA Vanguard Ftse Developed ETF | Add +4.5% | 5.79% | −0.21 |
| DFCF Dimensional Core Fixed Inc. | Add +2.1% | 3.94% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $448.0M | DFAC, VTI, DFIC, VEA, DFSD |
| Q1 2026 | 72 | $381.2M | DFAC, DFIC, VTI, VEA, SCHR |
| Q4 2025 | 70 | $363.8M | DFAC, VTI, DFIC, VEA, SCHR |
| Q3 2025 | 68 | $326.0M | DFAC, VTI, DFIC, VEA, DFSD |
| Q2 2025 | 73 | $280.9M | DFAC, VTI, DFIC, VEA, SCHR |
| Q1 2025 | 62 | $242.9M | DFAC, VTI, DFIC, VEA, SCHR |
| Q4 2024 | 61 | $245.9M | DFAC, VTI, VEA, DFIC, DFSD |
| Q3 2024 | 60 | $237.2M | DFAC, VTI, VEA, SCHR, DFIC |
| Q2 2024 | 54 | $207.3M | DFAC, VTI, VEA, DFIC, SGOV |
| Q1 2024 | 50 | $200.8M | DFAC, VTI, VEA, DFIC, SGOV |