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CIK: 0002005743
Total reported value
$448.0M
$448.0M
62 檔
26.7%
As reported in its official Q1 2025 Form 13F filing, One Degree Advisors Inc's tracked investment portfolio stood at $448.0M with 62 total positions.
During Q1 2025, One Degree Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.32% | +0.23% | +6.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.33% | +0.39% | +0.97% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 5.96% | -0.63% | +6.70% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.95% | -0.34% | +1.26% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.64% | -2.49% | +88.51% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 5.01% | -0.54% | +1.48% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.09% | -0.45% | +1.32% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.39% | -0.11% | +1.67% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | -0.01% | +0.90% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.58% | -0.11% | -0.02% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.23% | -1.05% | +91.51% | |
| 12 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.14% | -0.11% | +4.47% | |
| 13 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.11% | +0.02% | +4.60% | |
| 14 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 2.00% | -0.17% | +1.61% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.96% | -1.06% | +293.48% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.92% | -0.01% | +6.47% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | -0.07% | +1.26% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | -0.10% | -1.98% | |
| 19 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.62% | -0.48% | +1.50% | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.58% | -0.17% | +1.97% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.53% | -0.06% | +31.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.29% | +1.03% | +6.92% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.17% | +0.21% | |
| 24 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 0.90% | -0.04% | +4.36% | |
| 25 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.89% | -0.11% | +4.78% | |
| 26 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.77% | -0.09% | +3.60% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | +2.48% | -89.08% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | -0.05% | -0.77% | |
| 29 | PCAR | Paccar Inc | Stock-Industrials | 0.40% | -0.02% | +0.64% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | +10.51% | |
| 31 | SRE | Sempra | Stock-Utilities | 0.39% | -0.07% | — | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | -0.03% | -0.05% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.30% | -0.02% | -4.76% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.15% | +46.98% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.03% | +15.09% | |
| 36 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.24% | -0.01% | -25.11% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.03% | +7.17% | |
| 38 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.23% | +0.02% | +50.20% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.06% | +0.37% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.20% | -0.04% | +0.28% | |
| 41 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 0.20% | -0.08% | +97.71% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | +16.53% | |
| 43 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.19% | — | — | |
| 44 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.17% | — | +66.87% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | +0.02% | +3.62% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.15% | -0.01% | +0.45% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.01% | +2.12% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | — | +1.04% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.04% | +14.22% | |
| 50 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.13% | -0.02% | -0.34% |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 62 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFIC) accounted for 26.7% of total reported equity market value during Q1 2025.
During Q1 2025, One Degree Advisors Inc's top holdings by market value included DFAC (18.3%)、VTI (13.3%)、DFIC (6.0%). The largest single position, DFAC, represented 18.3% of total portfolio value.
In Q1 2025, One Degree Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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