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CIK: 0002005743
Total reported value
$448.0M
$448.0M
73 檔
31.1%
In Q2 2025, One Degree Advisors Inc's U.S. equity holdings reached a combined market value of $448.0M, distributed across 73 disclosed stock positions.
During Q2 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 | 17.92% | +0.23% | +4.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.53% | +0.39% | -9.51% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.82% | -0.63% | +35.43% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.15% | -0.34% | +23.90% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.24% | -2.49% | +6.58% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.64% | -0.54% | +6.05% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.76% | -0.45% | +5.67% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.22% | -0.11% | +4.87% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | -0.01% | +3.59% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.35% | -0.11% | -0.31% | |
| 11 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.19% | +0.02% | +9.75% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.12% | -0.01% | +13.79% | |
| 13 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.10% | -0.11% | +9.68% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.92% | -1.05% | +0.77% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.76% | -0.07% | -0.01% | |
| 16 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.67% | -0.17% | -2.63% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.53% | -1.06% | -10.41% | |
| 18 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.50% | -0.17% | +7.68% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.10% | -18.54% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.33% | +1.28% | NEW | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.20% | +1.03% | +16.39% | |
| 22 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.01% | -0.48% | -25.66% | |
| 23 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 1.00% | -0.04% | +7.00% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.17% | +13.01% | |
| 25 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.92% | -0.11% | +8.77% | |
| 26 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.84% | -0.09% | +26.34% | |
| 27 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 0.71% | -0.08% | +320.69% | |
| 28 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.57% | +0.02% | +186.62% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.02% | +26.33% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.39% | -0.05% | +1.87% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | -0.03% | -1.21% | |
| 32 | SRE | Sempra | Stock-Utilities | 0.35% | -0.07% | -2.56% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.03% | +39.79% | |
| 34 | PCAR | Paccar Inc | Stock-Industrials | 0.34% | -0.02% | -0.64% | |
| 35 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.33% | — | +130.12% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.33% | -0.06% | -74.58% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | +2.48% | -16.22% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.02% | +161.61% | |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.31% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | +28.50% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.15% | +0.78% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | +36.71% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.26% | -0.02% | +0.88% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.06% | +2.41% | |
| 45 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.22% | -0.01% | +2.93% | |
| 46 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.20% | — | — | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.19% | -0.04% | -0.14% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | — | +27.00% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | +0.02% | +7.85% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | +0.04% | +3.73% |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 73 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFIC) accounted for 31.1% of total reported equity market value during Q2 2025.
During Q2 2025, One Degree Advisors Inc's top holdings by market value included DFAC (17.9%)、VTI (11.5%)、DFIC (7.8%). The largest single position, DFAC, represented 17.9% of total portfolio value.
In Q2 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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