One Degree Advisors Inc Portfolio Stock Holdings

One Degree Advisors Inc disclosed 72 stock positions valued at approximately $381,248 in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.

Report Period
March 31, 2026
No. of Stocks
72
Portfolio Value
$381.2K
Holdings by Sector
One Degree Advisors Inc Portfolio Holdings in Q1 2026

66 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
DIMENSIONAL ETF TRUSTDFACOther19.32%1,895,239+95,967+5.33%$73,649
DIMENSIONAL ETF TRUSTDFICOther10.46%1,122,058+84,305+8.12%$39,866
VANGUARD INDEX FDSVTIOther9.57%113,678+1,808+1.62%$36,469
VANGUARD TAX-MANAGED FDSVEAOther6.30%375,039-4,143-1.09%$24,032
SCHWAB STRATEGIC TRSCHROther4.57%699,480+49,324+7.59%$17,424
DIMENSIONAL ETF TRUSTDFSDOther4.23%336,546+15,606+4.86%$16,113
DIMENSIONAL ETF TRUSTDFCFOther3.53%318,459+21,056+7.08%$13,445
VANGUARD INDEX FDSVBROther2.87%50,372+386+0.77%$10,943
SPDR SERIES TRUSTSPLGOther2.84%141,226+8,063+6.05%$10,809
DIMENSIONAL ETF TRUSTDFEMOther2.64%290,920+20,813+7.71%$10,051
EA SERIES TRUSTQVALOther2.45%179,417+7,616+4.43%$9,355
EA SERIES TRUSTQMOMOther2.30%128,591+6,299+5.15%$8,784
VANGUARD MUN BD FDSVTEBOther2.16%165,093+8,388+5.35%$8,236
VANGUARD SPECIALIZED FUNDSVIGOther1.70%30,117-278-0.91%$6,477
GRANITESHARES ETF TRCOMBOther1.60%232,173+10,319+4.65%$6,098
DIMENSIONAL ETF TRUSTDFCAOther1.54%117,871+2,709+2.35%$5,875
ISHARES TRIEFAOther1.50%63,101+2,096+3.44%$5,712
VANGUARD INTL EQUITY INDEX FVWOOther1.48%104,573+235+0.23%$5,652
DIMENSIONAL ETF TRUSTDFGPOther1.39%98,113+6,339+6.91%$5,297
ISHARES TRIEFOther1.37%54,681+2,600+4.99%$5,218
VANGUARD INDEX FDSVNQOther1.34%57,672+30,201+109.94%$5,115
EA SERIES TRUSTIVALOther1.05%118,150+2,491+2.15%$4,012
EA SERIES TRUSTIMOMOther1.02%98,024-1,809-1.81%$3,904
APPLE INCAAPLTechnology0.95%14,299-174-1.20%$3,628
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.77%2,941-202-6.43%$2,930
FRANKLIN TEMPLETON ETF TRFLMIOther0.67%103,186-17,481-14.49%$2,557
PACER FDS TRPTLCOther0.56%40,915-145-0.35%$2,146
ISHARES TRSGOVOther0.37%14,086+2,598+22.61%$1,417
DIMENSIONAL ETF TRUSTDFNMOther0.37%29,073+1,780+6.52%$1,393
ALPHABET INCGOOGCommunication Services0.33%4,410-95-2.11%$1,265
PACER FDS TRPTINOther0.33%38,853-95-0.24%$1,263
SEMPRASREUtilities0.32%12,752--$1,239
CATERPILLAR INCCATIndustrials0.32%1,722+1+0.06%$1,219
INVESCO QQQ TRQQQOther0.28%1,882+242+14.76%$1,086
VANGUARD INTL EQUITY INDEX FVEUOther0.28%14,143-17-0.12%$1,062
VANGUARD MALVERN FDSVTIPOther0.27%20,901+1,943+10.25%$1,043
ALPHABET INCGOOGLCommunication Services0.26%3,452-16-0.46%$992
PACCAR INCPCARIndustrials0.24%7,997--$923
MICROSOFT CORPMSFTTechnology0.23%2,393-116-4.62%$885
LAM RESEARCH CORPLRCXOther0.18%3,284-264-7.44%$701
MCKESSON CORPMCKHealthcare0.16%691-27-3.76%$598
CARDINAL HEALTH INCCAHHealthcare0.15%2,788+2+0.07%$589
NVIDIA CORPORATIONNVDATechnology0.13%2,762-307-10.00%$481
AMAZON COM INCAMZNConsumer Cyclical0.13%2,307-139-5.68%$480
TESLA INCTSLAConsumer Cyclical0.13%1,287+161+14.30%$478
VICTORY PORTFOLIOS IIVSMVOther0.12%8,165-16-0.20%$461
SPDR SERIES TRUSTSLYVOther0.12%4,708--$445
SPDR SERIES TRUSTSPTSOther0.10%13,425-7,380-35.47%$391
EA SERIES TRUSTFRDMOther0.10%7,095-651-8.40%$387
J P MORGAN EXCHANGE TRADED FJPSTOther0.10%7,600-4,263-35.94%$384
VANGUARD INDEX FDSVOOOther0.10%639+144+29.09%$381
JANUS DETROIT STR TRJAAAOther0.09%6,631+6,631+100.00%$333
CHEVRON CORPORATIONCVXEnergy0.08%1,518+2+0.13%$314
QUALCOMM INCQCOMTechnology0.08%2,348-2-0.09%$302
WELLTOWER INCWELLReal Estate0.07%1,438--$284
JOHNSON & JOHNSONJNJHealthcare0.07%1,088-22-1.98%$266
VANGUARD BD INDEX FDSBNDOther0.07%3,599+333+10.20%$265
ISHARES TREFAOther0.07%2,723--$264
HOME DEPOT INCHDConsumer Cyclical0.07%757-151-16.63%$248
DIMENSIONAL ETF TRUSTDFUVOther0.06%5,002-140-2.72%$242
VANGUARD CHARLOTTE FDSBNDXOther0.06%4,744+468+10.94%$227
MASTERCARD INCORPORATEDMAFinancial Services0.06%452-75-14.23%$225
VANGUARD INDEX FDSVUGOther0.06%497--$217
META PLATFORMS INCMETACommunication Services0.06%371+23+6.61%$212
ISHARES TRIJROther0.05%1,664+1,664+100.00%$206
ISHARES GOLD TRIAUOther0.05%2,308+2,308+100.00%$203
One Degree Advisors Inc Portfolio Stock Holdings | InsiderSet