OD

One Degree Advisors Inc

13F
One Degree Advisors Inc
Last update 2025-05-12 62 Stocks (3 new)
Value $243.00 Mil Turnover 9 %
Countries:
Top Holdings: DFAC(18.32%)VTI(13.32%)DFIC(5.96%)VEA(5.94%)SCHR(5.64%)
Summary Stock Picks Current Portfolio
One Degree Advisors Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,348,788
44,500.0
+6.15%
18.320
+1.06%
0.140
+18.17%
+7.50%
36,018.1
 
VTI
Vanguard Total Stock Market ETF
117,766
32,370.0
+0.97%
13.320
+0.13%
0.010
+18.95%
+8.50%
478,431.4
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
521,463
14,480.0
+6.70%
5.960
+0.37%
0.170
+14.99%
+25.78%
9,993.9
 
VEA
Vanguard FTSE Developed Markets ETF
284,178
14,440.0
+1.26%
5.940
+0.07%
0.010
+14.16%
+23.88%
163,588.6
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
551,376
13,710.0
+88.51%
5.640
+2.65%
0.130
+1.38%
+4.23%
10,897.9
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
255,921
12,160.0
+1.48%
5.000
+0.07%
0.270
+2.14%
+3.95%
4,895.4
 
DFCF
Dimensional Core Fixed Income ETF
236,379
9,940.0
+1.32%
4.090
+0.05%
0.150
+1.35%
+1.62%
7,127.7
 
VBR
Vanguard Small Cap Value ETF
44,168
8,230.0
+1.67%
3.390
+0.06%
0.030
+16.71%
+4.44%
29,195.0
 
SPLG
SPDR Portfolio S&P 500 ETF
114,970
7,560.0
+0.90%
3.110
+0.03%
0.010
+18.80%
+8.87%
78,088.3
 
VIG
Vanguard Dividend Appreciation FTF
32,346
6,270.0
-0.02%
2.580
0%
0.010
+12.58%
+7.35%
90,302.9
 

One Degree Advisors Inc's Historical Top Holdings Breakdowns

One Degree Advisors Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-3.59%
●
100.34 ($100.51) 100.68
$100.63
0.12%
Reduce -89.08%
10,767
-87,818
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+2.65%
●
24.05 ($24.48) 24.86
$24.83
1.43%
Add 88.51%
551,376
258,881
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Sold Out
Sold Out
-1.79%
●
58.07 ($58.36) 58.69
$58.57
0.36%
Sold Out
0
-75,745
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.46%
●
91.17 ($93.56) 95.39
$94.66
1.18%
Add 293.48%
50,004
37,296
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+1.07%
●
49.25 ($50.03) 50.66
$48.54
-2.98%
Add 91.51%
109,342
52,248
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+1.06%
●
32.42 ($34.71) 36.1
$36.98
6.54%
Add 6.15%
1,348,788
78,185
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.37%
●
25.54 ($27.31) 28.8
$31.96
17.03%
Add 6.7%
521,463
32,746
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+0.37%
●
85.55 ($90.76) 94.34
$92.04
1.41%
Add 31.46%
40,934
9,795
UNP
Union Pacific Corp
2025-03-31
Sold Out
Sold Out
-0.28%
●
225.21 ($240.72) 254.42
$231.00
-4.04%
Sold Out
0
-2,818
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.13%
●
271.18 ($290.53) 303.12
$312.41
7.53%
Add 0.97%
117,766
1,133

One Degree Advisors Inc Total Holding History ($B)

To

One Degree Advisors Inc's Asset Allocation

To

One Degree Advisors Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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One Degree Advisors Inc's Hypothetical Growth since 2025-03-31

One Degree Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

One Degree Advisors Inc's Holdings Heat Map

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One Degree Advisors Inc's Holdings Bubble Chart

One Degree Advisors Inc News

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