Latest One Degree Advisors Inc Stock Portfolio
One Degree Advisors Inc Performance:
2025 Q4: 1.92%YTD: 9.31%2024: 8.75%
Performance for 2025 Q4 is 1.92%, and YTD is 9.31%, and 2024 is 8.75%.
About One Degree Advisors Inc and 13F Hedge Fund Stock Holdings
On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, One Degree Advisors Inc reported an equity portfolio of $363.8 Millions as of 31 Dec, 2025.
The top stock holdings of One Degree Advisors Inc are DFAC, VB, DFAC. The fund has invested 19.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.3% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off GUILD HLDGS CO (GHLD) and NASDAQ INC (NDAQ) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and WELLTOWER INC (WELL). One Degree Advisors Inc opened new stock positions in EA SERIES TRUST, LAM RESEARCH CORP (LRCX) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD MUN BD FDS (VTEB) and NVIDIA CORPORATION (NVDA).
The top stock holdings of One Degree Advisors Inc are DFAC, VB, DFAC. The fund has invested 19.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.3% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off GUILD HLDGS CO (GHLD) and NASDAQ INC (NDAQ) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and WELLTOWER INC (WELL). One Degree Advisors Inc opened new stock positions in EA SERIES TRUST, LAM RESEARCH CORP (LRCX) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD MUN BD FDS (VTEB) and NVIDIA CORPORATION (NVDA).
One Degree Advisors Inc Annual Return Estimates Vs S&P 500
Our best estimate is that One Degree Advisors Inc made a return of 1.92% in the last quarter. In trailing 12 months, it's portfolio return was 9.31%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ea series trust | 8,250,000 |
| lam research corp | 607,000 |
| vanguard index fds | 310,000 |
| vanguard mun bd fds | 269,000 |
New stocks bought by One Degree Advisors Inc
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 100 |
| vanguard mun bd fds | 94.99 |
| nvidia corporation | 52.76 |
| dimensional etf trust | 44.36 |
| ishares tr | 41.6 |
| vanguard tax-managed fds | 31.54 |
| costco whsl corp new | 28.81 |
| franklin templeton etf tr | 27.12 |
Additions to existing portfolio by One Degree Advisors Inc
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -90.32 |
| vanguard index fds | -23.85 |
| welltower inc | -23.63 |
| workday inc | -20.34 |
| mastercard incorporated | -20.27 |
| alphabet inc | -16.05 |
| cardinal health inc | -15.83 |
| johnson & johnson | -12.46 |
One Degree Advisors Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| guild hldgs co | -939,000 |
| nasdaq inc | -240,000 |
One Degree Advisors Inc got rid off the above stocks
Sector Distribution
One Degree Advisors Inc has about 94.8% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 94.8 |
| Technology | 1.9 |
Market Cap. Distribution
One Degree Advisors Inc has about 5.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.8 |
| MEGA-CAP | 3.7 |
| LARGE-CAP | 1.6 |
Stocks belong to which Index?
About 5.1% of the stocks held by One Degree Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.9 |
| S&P 500 | 5.1 |
One Degree Advisors Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of One Degree Advisors Inc
One Degree Advisors Inc has 70 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for One Degree Advisors Inc last quarter.
Last Reported on: 06 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.08 | 14,473 | 3,934,000 | added | 3.66 | ||
| AFTY | pacer fds tr | 0.63 | 41,060 | 2,282,000 | added | 11.43 | ||
| AFTY | pacer fds tr | 0.34 | 38,948 | 1,224,000 | added | 9.43 | ||
| AMZN | amazon com inc | 0.16 | 2,446 | 564,000 | added | 9.00 | ||
| BBAX | j p morgan exchange traded f | 0.16 | 11,863 | 600,000 | reduced | -0.91 | ||
| BIL | spdr series trust | 2.94 | 133,163 | 10,682,000 | added | 2.42 | ||
| BIL | spdr series trust | 0.17 | 20,805 | 609,000 | reduced | -1.3 | ||
| BIL | spdr series trust | 0.12 | 4,708 | 428,000 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.07 | 3,266 | 241,000 | added | 2.61 | ||
| BNDW | vanguard scottsdale fds | 0.68 | 42,283 | 2,483,000 | added | 7.39 | ||
| BNDX | vanguard charlotte fds | 0.06 | 4,276 | 206,000 | added | 4.52 | ||
| BOB | ea series trust | 2.30 | 171,801 | 8,383,000 | added | 9.29 | ||
| BOB | ea series trust | 2.19 | 122,292 | 7,984,000 | added | 9.64 | ||
| BOB | ea series trust | 1.05 | 99,833 | 3,805,000 | added | 6.55 | ||
| BOB | ea series trust | 1.00 | 115,659 | 3,638,000 | added | 8.82 | ||
| BOB | ea series trust | 0.73 | 116,473 | 2,646,000 | added | 13.4 | ||
| BOB | ea series trust | 0.11 | 7,746 | 397,000 | added | 11.15 | ||
| BUYZ | franklin templeton etf tr | 0.82 | 120,667 | 3,000,000 | added | 27.12 | ||
| CAH | cardinal health inc | 0.16 | 2,786 | 572,000 | reduced | -15.83 | ||
| CAT | caterpillar inc | 0.27 | 1,721 | 985,000 | unchanged | 0.00 | ||