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CIK: 0002005743
Total reported value
$448.0M
$448.0M
72 檔
42.7%
At the close of Q1 2026, One Degree Advisors Inc disclosed equity holdings valued at approximately $448.0M, spread across 72 reported holdings.
One Degree Advisors Inc executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 3 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, VTI) accounted for 42.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.32% | +0.23% | +5.33% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 10.46% | -0.63% | +8.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.57% | +0.39% | +1.62% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.30% | -0.34% | -1.09% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.57% | -2.49% | +7.59% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.23% | -0.54% | +4.86% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.53% | -0.45% | +7.08% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.87% | -0.11% | +0.77% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | -0.01% | +6.05% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.64% | -0.01% | +7.71% | |
| 11 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.45% | -0.11% | +4.43% | |
| 12 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 2.30% | +0.02% | +5.15% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.16% | -1.05% | +5.35% | |
| 14 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 1.89% | -0.06% | -8.12% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.70% | -0.11% | -0.91% | |
| 16 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.60% | -0.48% | +4.65% | |
| 17 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.54% | -0.17% | +2.35% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.50% | -0.10% | +3.44% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.48% | -0.07% | +0.23% | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.39% | -0.17% | +6.91% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.37% | -1.06% | +4.99% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.34% | -0.06% | +109.94% | |
| 23 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 1.05% | -0.11% | +2.15% | |
| 24 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 1.02% | -0.04% | -1.81% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.95% | +1.03% | -1.20% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.17% | -6.43% | |
| 27 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 0.71% | -0.08% | -3.18% | |
| 28 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.67% | -0.09% | -14.49% | |
| 29 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.62% | -0.02% | — | |
| 30 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.56% | +0.02% | -0.35% | |
| 31 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 0.39% | -0.02% | — | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | +2.48% | +22.61% | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | -0.05% | +6.52% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.03% | -2.11% | |
| 35 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.33% | — | -0.24% | |
| 36 | SRE | Sempra | Stock-Utilities | 0.32% | -0.07% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.06% | +0.06% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.15% | +14.76% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | -0.03% | -0.12% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.27% | -0.02% | +10.25% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | -0.46% | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | -4.62% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.18% | +0.11% | -7.44% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.16% | -0.04% | -3.76% | |
| 46 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.15% | — | +0.07% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.02% | -10.00% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | — | -5.68% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.04% | +14.30% | |
| 50 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.12% | -0.01% | -0.20% |
According to official SEC Form 13F filings, One Degree Advisors Inc reported a total U.S. public equity portfolio value of $448.0M across 72 disclosed positions in Q1 2026.
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Top New Position Initiated
AAEQ
市值: $2.4M
Top Position Liquidated / Trimmed
VGSH
前期市值: $2.5M
During Q1 2026, One Degree Advisors Inc's top holdings by market value included DFAC (19.3%)、DFIC (10.5%)、VTI (9.6%). The largest single position, DFAC, represented 19.3% of total portfolio value.
In Q1 2026, One Degree Advisors Inc made 68 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 27 holdings, and fully liquidating 3 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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