One Degree Advisors Inc Q2 2026 Portfolio Activity: Significant Buys and Sells Observed

As reported for One Degree Advisors Inc, a financial institution managing substantial assets as of June 30th, 2026, the portfolio exhibited significant changes during Q2. The total value remained steady at $432,361.

The investor demonstrated notable buying activity in several areas this quarter:

• SGOV: One Degree Advisors Inc significantly increased its position in ISHARES TR (SGOV), a fund focused on tax-advantaged municipal bonds, with shares growing by 804.24%.
• AAPL: The investor acquired shares of APPLE INC (AAPL), adding to its existing position in the Technology sector, which now accounts for 1.98% of the portfolio.
• AVGO: A new position was initiated with BROADCOM INC (AVGO), a Technology stock valued at $8,099. This represents a 100% increase in shares.
• VGSH: Shares of VANGUARD SCOTTSDALE FDS (VGSH), an equity fund, were added with a substantial 134.12% increase in holdings.
• VOO: The investor also bolstered its position in the widely-traded VANGUARD WLTW ETF (VOO), increasing shares by 5.07%.

Conversely, there were signs of significant selling or reduction in certain holdings:

• IEF: The position in ISHARES TR (IEF), a municipal bond fund, was drastically reduced. Shares decreased by 72.68%, representing the largest sell activity.

Other changes observed during Q2 include:

• A decrease in SCHR (SCHWAB STRATEGIC TRUST) holdings, though not a complete exit.
• Reductions were noted for funds like VTEB, COMB, and others tracking specific sectors or strategies.
• The Dimensional ETF Trust complex (DFAC, DFIC, DFEM, DFCF) saw moderate share increases, contributing to their existing allocations.
• VTI experienced a small increase in shares.

The portfolio's sector allocation remains dominated by the 'Unknown' category at 91.93%, with Technology now holding a combined value of $19,340 (across AVGO and AAPL) representing an additional 0.72% allocation compared to previous quarters.

While most changes were relatively small adjustments, the data highlights concentrated buying in specific equity funds and tax-managed municipal bonds, alongside a notable reduction in exposure to certain fixed-income strategies like IEF. The complete picture of all 76 holdings can be explored via the investor's filing.