OD
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One Degree Advisors Inc13F | |
| One Degree Advisors Inc | |
| Last update 2025-05-12 | 62 Stocks (3 new) |
| Value $243.00 Mil | Turnover 9 % |
One Degree Advisors Inc Top Holdings of 2025-03-31
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| 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 | +18.73% | +6.19% | 35,543.3 | ||
VTI | Vanguard Total Stock Market ETF | 117,766 | 32,370.0 | +0.97% | 13.320 | +0.13% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
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 | +12.58% | +21.57% | 9,637.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 284,178 | 14,440.0 | +1.26% | 5.940 | +0.07% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
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 | +0.85% | +4.06% | 10,853.1 | ||
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 | +1.91% | +3.85% | 4,858.6 | ||
DFCF | Dimensional Core Fixed Income ETF | 236,379 | 9,940.0 | +1.32% | 4.090 | +0.05% | 0.150 | +2.07% | +3.71% | 7,117.3 | ||
VBR | Vanguard Small Cap Value ETF | 44,168 | 8,230.0 | +1.67% | 3.390 | +0.06% | 0.030 | +16.37% | +2.31% | 28,479.3 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 114,970 | 7,560.0 | +0.90% | 3.110 | +0.03% | 0.010 | +19.60% | +7.78% | 76,985.6 | ||
VIG | Vanguard Dividend Appreciation FTF | 32,346 | 6,270.0 | -0.02% | 2.580 | 0% | 0.010 | +12.58% | +6.21% | 89,349.2 |
One Degree Advisors Inc's Historical Top Holdings Breakdowns
One Degree Advisors Inc's Top Stock Picks
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| 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 | $100.59 | 0.08% | 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 | $24.79 | 1.27% | 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 | $58.55 | 0.33% | 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 | $94.40 | 0.90% | 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 | $48.51 | -3.04% | 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 | $36.53 | 5.24% | 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 | $30.89 | 13.11% | 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 | $89.94 | -0.90% | 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 | $224.87 | -6.58% | Sold Out | 0 | -2,818 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.13% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 0.97% | 117,766 | 1,133 |
One Degree Advisors Inc Total Holding History ($B)
One Degree Advisors Inc's Asset Allocation
One Degree Advisors Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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