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One Degree Advisors Inc

SEC CIK
0002005743
Latest filing
Jul 31, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 7, 2024. Long positions only.

Institution overview
Positions
54
No filing for Q3 2023
Portfolio value
$195.6M
No filing for Q3 2023
Filed
Feb 7, 2024
SEC

One Degree Advisors Inc did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of One Degree Advisors Inc in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,148,529$34.0M17.4%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF117,145$28.6M14.6%–––
Vanguard Ftse Developed Markets ETF921943858ETF260,802$12.3M6.3%–––
Dimensional ETF Trust25434V799INTL CORE EQUITY403,118$10.1M5.2%–––
iShares Tr46436E7180-3 MTH TREASURY88,567$8.89M4.5%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF126,970$7.36M3.8%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF42,122$7.36M3.8%–––
Schwab Intermediate-Term US Treasury ETF808524854ETF131,776$6.47M3.3%–––
Vanguard Dividend Appreciation ETF921908844ETF35,468$6.14M3.1%–––
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS91,481$5.32M2.7%–––
Vanguard Malvern FDS922020805STRM INFPROIDX97,601$4.63M2.4%–––
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM82,805$4.38M2.2%–––
Alpha Architect ETF Tr02072L102US QUAN VALUE105,141$4.25M2.2%–––
Vanguard Short-Term Bond ETF921937827ETF54,755$4.20M2.1%–––
Vanguard Total Bond Market ETF921937835ETF56,692$4.11M2.1%–––
Vanguard Total International Bond ETF92203J407ETF83,370$4.05M2.1%–––
Vanguard Ftse Emerging Markets ETF922042858ETF93,611$3.72M1.9%–––
iShares Core MSCI Eafe ETF46432F842ETF52,917$3.68M1.9%–––
Dimensional ETF Trust25434V732EMERGING MKTS CO138,877$3.36M1.7%–––
iShares Tr4642874407-10 YR TRSY BD33,390$3.16M1.6%–––
AAPLApple Inc.Stock14,374$2.70M1.4%––History
Vanguard Real Estate ETF922908553ETF30,615$2.53M1.3%–––
Vanguard Mun BD FDS922907746TAX EXEMPT BD46,633$2.35M1.2%–––
Alpha Architect ETF Tr02072L300INTL QUAN MOMNTM62,611$1.70M0.9%–––
Alpha Architect ETF Tr02072L201INTL QUAN VALUE66,926$1.69M0.9%–––
COSTCostco Wholesale CorpStock2,318$1.65M0.8%––History
Vanguard BD Index FDS92203C303VANGUARD ULTRA27,479$1.36M0.7%–––
Dimensional ETF Trust25434V849NATL MUN BD ETF25,583$1.23M0.6%–––
SRESempraStock15,825$1.11M0.6%––History
PCARPaccar IncCOM10,371$1.08M0.6%––History
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW16,310$974.0K0.5%–––
SPDR Series Trust78468R101ST SHO TREAS ETF33,341$965.0K0.5%–––
iShares Tr464288356CALIF MUN BD ETF16,107$926.0K0.5%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF16,499$910.0K0.5%–––
MSFTMicrosoft CorpStock2,051$832.0K0.4%––History
Victory Portfolios II92647N691VICTORYSHS US17,640$762.0K0.4%–––
UNPUnion Pacific CorpStock2,818$695.0K0.4%––History
SPDR Series Trust78468R739ST NUVE TERM ETF14,055$668.0K0.3%–––
CATCaterpillar IncStock1,615$519.0K0.3%––History
CVXChevron CorpStock3,194$487.0K0.2%––History
GOOGLAlphabet Inc.Stock3,280$471.0K0.2%––History
QCOMQualcomm IncStock2,930$422.0K0.2%––History
MCKMcKesson CorpStock827$420.0K0.2%––History
GOOGAlphabet Inc.Stock2,840$412.0K0.2%––History
iShares Tr464288414NATIONAL MUN ETF3,561$382.0K0.2%–––
CAHCardinal Health IncStock3,574$370.0K0.2%––History
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF4,576$356.0K0.2%–––
Dimensional ETF Trust25434V724US MKTWIDE VALUE7,881$294.0K0.2%–––
BIOXBioceres Crop Solutions Corp.SHS23,038$291.0K0.1%––History
MAMastercard IncStock600$274.0K0.1%––History
AMZNAmazon Com IncStock1,244$212.0K0.1%––History
JNJJohnson & JohnsonStock1,334$208.0K0.1%––History
Dimensional ETF Trust25434V864SHOR DUR FIX ETF4,293$202.0K0.1%–––
OSSOne Stop Systems, Inc.COM23,840$47.0K<0.1%––History