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CIK: 0002005743
Total reported value
$448.0M
$448.0M
68 檔
36.9%
According to the latest 13F quarterly dataset, One Degree Advisors Inc managed an equity portfolio of $448.0M at the end of Q3 2025, spanning 68 distinct U.S. exchange-listed positions.
In Q3 2025, One Degree Advisors Inc displayed an active expansion posture, initiating 7 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.16% | +0.23% | +27.30% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.47% | +0.39% | +16.28% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.23% | -0.63% | +1.79% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.30% | -0.34% | -18.13% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 4.59% | -0.54% | +14.40% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.74% | -0.45% | +14.23% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.66% | +2.48% | +1214.94% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | -0.01% | +9.17% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.10% | -0.11% | +4.54% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.50% | -2.49% | -44.83% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.36% | -0.01% | +19.70% | |
| 12 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.25% | -0.11% | +17.48% | |
| 13 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.20% | +0.02% | +17.71% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | -0.11% | -5.18% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.70% | -0.07% | +2.59% | |
| 16 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.69% | -0.17% | +16.32% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.53% | -0.10% | +24.70% | |
| 18 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.49% | -0.17% | +13.60% | |
| 19 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.41% | -0.48% | +56.38% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.23% | -1.05% | -27.06% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.09% | +1.03% | -15.09% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.09% | -1.06% | -17.90% | |
| 23 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 1.05% | -0.04% | +12.89% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.01% | -0.06% | +246.76% | |
| 25 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.98% | -0.11% | +14.91% | |
| 26 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 0.73% | -0.08% | +16.90% | |
| 27 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.72% | -0.09% | -2.13% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.71% | +1.28% | NEW | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.17% | -7.89% | |
| 30 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.62% | +0.02% | +16.90% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.02% | -17.54% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.03% | -1.32% | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.36% | -0.05% | +8.52% | |
| 34 | SRE | Sempra | Stock-Utilities | 0.35% | -0.07% | -0.46% | |
| 35 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.33% | — | +11.03% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | -0.03% | -1.23% | |
| 37 | ✓ | Guild Hldgs Co | Stock-Other | 0.29% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.15% | +6.75% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.03% | -25.08% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.06% | +3.67% | |
| 41 | PCAR | Paccar Inc | Stock-Industrials | 0.24% | -0.02% | -20.01% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | -0.02% | +5.57% | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.19% | -0.02% | +72.28% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.19% | -0.02% | +92.38% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.17% | -0.04% | — | |
| 46 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.16% | — | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | -32.89% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | +0.04% | -15.60% | |
| 49 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.13% | -0.01% | -34.54% | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.13% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.2% | +1214.94% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +2.8% | +27.30% | Add |
| 3 | DFIC | Dimensional International Co | +1.3% | +1.79% | Add |
| 4 | HIDE | Alpha Arc High Inf & Def ETF | +0.5% | +16.90% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.4% | +19.70% | Add |
| 6 | PTLC | Pacer Trendpilot US Large Ca | +0.4% | +16.90% | Add |
| 7 | PTIN | Pacer Trendpilot Intl ETF | +0.2% | +11.03% | Add |
| 8 | IMOM | Alpha Intl Quant Mom ETF | +0.2% | +12.89% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -1.32% | Add |
| 10 | QVAL | Alpha Arch US Qnt Value ETF | +0.1% | +17.48% | Add |
| 11 | QMOM | Alpha US Quant Mom ETF | +0.1% | +17.71% | Add |
| 12 | IVAL | Alpha Archi Intl Qt Vlu ETF | +0.1% | +14.91% | Add |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +92.38% | Add |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +72.28% | Add |
| 15 | MSFT | Microsoft CORP | 0% | -17.54% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | -25.08% | Trim |
| 17 | CAT | Caterpillar Inc | 0% | +3.67% | Add |
| 18 | TSLA | Tesla Inc | 0% | -15.60% | Trim |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +9.17% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.75% | Add |
| 21 | NVDA | Nvidia CORP | 0% | -64.56% | Trim |
| 22 | SRE | Sempra | 0% | -0.46% | Trim |
| 23 | FLMI | Franklin Dynamic Municipal B | -0.1% | -2.13% | Add |
| 24 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -1.23% | Trim |
| 25 | DFGP | Dimensional Glbl Core Pl Fix | -0.1% | +13.60% | Add |
| 26 | VSMV | Victoryshares US Min Vol ETF | -0.1% | -34.54% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +2.59% | Add |
| 28 | PCAR | Paccar Inc | -0.2% | -20.01% | Trim |
| 29 | AAPL | Apple Inc | -0.2% | -15.09% | Trim |
| 30 | COMB | Graniteshares Bcom Broad Str | -0.2% | +56.38% | Add |
| 31 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +24.70% | Add |
| 32 | VBR | Vanguard Small-cap Value ETF | -0.3% | +4.54% | Add |
| 33 | DFCA | Dimensional Calfornia Mb ETF | -0.3% | +16.32% | Add |
| 34 | DFCF | Dimensional Core Fixed Inc | -0.4% | +14.23% | Add |
| 35 | DFSD | Dimensional Short Duration | -0.4% | +14.40% | Add |
| 36 | VNQ | Vanguard Real Estate ETF | -0.5% | +246.76% | Trim |
| 37 | VIG | Vanguard Dividend Apprec ETF | -0.6% | -5.18% | Trim |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.7% | -18.13% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | +16.28% | Add |
| 40 | IEF | Ishares 7-10 Year Treasury B | -0.9% | -17.90% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -1% | -27.06% | Trim |
| 42 | SCHR | Schwab Intermediate-term US | -3.1% | -44.83% | Trim |
| 43 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 44 | ✓ | Guild Hldgs Co | — | NEW | New buy |
| 45 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 46 | FRDM | Freedom 100 Emeging Mrkt ETF | — | NEW | New buy |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 48 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 50 | DFSU | Dimensional US Sus Core1 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 68 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFIC) accounted for 36.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VGSH
市值: $2.3M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $241.0K
During Q3 2025, One Degree Advisors Inc's top holdings by market value included DFAC (21.2%)、VTI (12.5%)、DFIC (7.2%). The largest single position, DFAC, represented 21.2% of total portfolio value.
In Q3 2025, One Degree Advisors Inc made 50 total portfolio adjustments, initiating 7 new buys, adding to 29 positions, trimming 13 holdings, and fully liquidating 1 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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