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CIK: 0002005743
Total reported value
$448.0M
$448.0M
70 檔
41.2%
During the Q4 2025 filing period, One Degree Advisors Inc (CIK: 0002005743) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $448.0M across 70 reported positions.
In Q4 2025, One Degree Advisors Inc displayed an active expansion posture, initiating 4 new positions and adding to 32 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 | 19.58% | +0.23% | +0.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.31% | +0.39% | -9.72% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 9.83% | -0.63% | +44.36% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.51% | -0.34% | +31.54% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.48% | -2.49% | +100.52% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.23% | -0.54% | +3.36% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.48% | -0.45% | +4.23% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.94% | -0.01% | +2.42% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.91% | -0.11% | +3.23% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.46% | -0.01% | +12.66% | |
| 11 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.30% | -0.11% | +9.29% | |
| 12 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 2.27% | -0.06% | — | |
| 13 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.19% | +0.02% | +9.64% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.17% | -1.05% | +94.99% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | -0.11% | -0.59% | |
| 16 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.59% | -0.17% | +4.05% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.54% | -0.07% | +1.93% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.50% | -0.10% | +6.66% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.38% | -1.06% | +41.60% | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.36% | -0.17% | +4.71% | |
| 21 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.29% | -0.48% | +5.39% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.08% | +1.03% | +3.66% | |
| 23 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 1.05% | -0.04% | +6.55% | |
| 24 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 1.00% | -0.11% | +8.82% | |
| 25 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.82% | -0.09% | +27.12% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.17% | +28.81% | |
| 27 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 0.73% | -0.08% | +13.40% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.68% | +1.28% | NEW | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.06% | -23.85% | |
| 30 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.63% | +0.02% | +11.43% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.03% | -16.05% | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.36% | -0.05% | +10.24% | |
| 33 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.34% | — | +9.43% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.02% | -5.36% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | +2.48% | -90.32% | |
| 36 | SRE | Sempra | Stock-Utilities | 0.31% | -0.07% | -0.26% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | -3.96% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.03% | -4.98% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.15% | +8.04% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.06% | — | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.26% | -0.02% | +23.87% | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.17% | -0.02% | -1.30% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.17% | +0.11% | — | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | -0.02% | -0.91% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.16% | -0.04% | +0.14% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.02% | +52.76% | |
| 48 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.16% | — | -15.83% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | +9.00% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | +0.04% | +1.99% |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 70 disclosed positions in Q4 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 41.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAUS
市值: $8.3M
Top Position Liquidated / Trimmed
GUILD HLDGS CO
前期市值: $939.0K
During Q4 2025, One Degree Advisors Inc's top holdings by market value included DFAC (19.6%)、VTI (10.3%)、DFIC (9.8%). The largest single position, DFAC, represented 19.6% of total portfolio value.
In Q4 2025, One Degree Advisors Inc made 48 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 10 holdings, and fully liquidating 2 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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