Latest One Degree Advisors Inc Stock Portfolio
$381Million | No. of Holdings #72
One Degree Advisors Inc Performance
2026 Q1+0.21%
YTD+0.21%
2025+9.31%
About One Degree Advisors Inc and 13F Hedge Fund Stock Holdings
On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, One Degree Advisors Inc reported an equity portfolio of $381.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of One Degree Advisors Inc are DFAC, DFAC, VB. The fund has invested 19.3% of it's portfolio in DIMENSIONAL ETF TRUST and 10.5% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), WORKDAY INC (WDAY) and DIMENSIONAL ETF TRUST (DFAC) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SERIES TRUST (BIL) and HOME DEPOT INC (HD). One Degree Advisors Inc opened new stock positions in EA SERIES TRUST, JANUS DETROIT STR TR (JAAA) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (DMXF) and INVESCO QQQ TR (QQQ).
One Degree Advisors Inc Equity Portfolio Value
Last Reported on: 01 May, 2026
$381Million
as of May 01, 2026One Degree Advisors Inc Annual Return Estimates Vs S&P 500
Our best estimate is that One Degree Advisors Inc made a return of 0.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.85%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ea series trust | 2,369,000 |
| ea series trust | 1,502,000 |
| janus detroit str tr | 333,000 |
| ishares tr | 206,000 |
| ishares gold tr | 203,000 |
New stocks bought by One Degree Advisors Inc
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 109 |
| vanguard index fds | 29.09 |
| ishares tr | 22.61 |
| invesco qqq tr | 14.76 |
| tesla inc | 14.3 |
| vanguard charlotte fds | 10.94 |
| vanguard malvern fds | 10.25 |
| vanguard bd index fds | 10.2 |
Additions to existing portfolio by One Degree Advisors Inc
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -35.94 |
| spdr series trust | -35.47 |
| home depot inc | -16.63 |
| franklin templeton etf tr | -14.49 |
| mastercard incorporated | -14.23 |
| nvidia corporation | -10.00 |
| ea series trust | -8.4 |
| ea series trust | -8.12 |
One Degree Advisors Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard scottsdale fds | -2,483,000 |
| dimensional etf trust | -202,000 |
| workday inc | -252,000 |
One Degree Advisors Inc got rid off the above stocks
Sector Distribution
One Degree Advisors Inc has about 95.2% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.2 |
| Technology | 1.6 |
Market Cap. Distribution
One Degree Advisors Inc has about 3.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.2 |
| MEGA-CAP | 3.8 |
Stocks belong to which Index?
About 4.8% 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 | 95.2 |
| S&P 500 | 4.8 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| COMB | graniteshares etf tr | 1.2 M |
| DFAC | dimensional etf trust | 1.2 M |
| VEA | vanguard tax-managed fds | 0.6 M |
| BOB | ea series trust | 0.6 M |
| DFAC | dimensional etf trust | 0.4 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -1.6 M |
| DFAC | dimensional etf trust | -1.3 M |
| BIL | spdr series trust | -0.5 M |
ea series trust | -0.4 M | |
| MSFT | microsoft corp | -0.3 M |
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 72 stocks in it's portfolio. About 66.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. COMB was the most profitable stock for One Degree Advisors Inc last quarter.
$381.25MTotal Value
75.00Positions
01 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.95% | 14,299 | $3.63M 0.95% | 1.2%decreased 1.2 percentreduced | ||
 AFTY Pacer Fds TrPacer Fds TrAFTY | 0.56% | 40,915 | $2.15M 0.56% | 0.35%decreased 0.35 percentreduced | |
AFTY Pacer Fds TrPacer Fds TrAFTY | 0.33% | 38,853 | $1.26M 0.33% | 0.24%decreased 0.24 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN One Degree Advisors Inc's holding in Amazon Com Inc over time | 0.13% | 2,307 | $480.0K 0.13% | 5.68%decreased 5.68 percentreduced | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.1% | 7,600 | $384.0K 0.1% | 35.94%decreased 35.94 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 2.84% | 141,226 | $10.81M 2.84% | 6.05%increased 6.05 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.12% | 4,708 | $445.0K 0.12% | 0%unchanged 0 percentunchanged | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.1% | 13,425 | $391.0K 0.1% | 35.47%decreased 35.47 percentreduced | |
 BIOX Bioceres Crop Solutions CorpBioceres Crop Solutions CorpBIOX | 0% | 23,038 | $10.0K 0% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.07% | 3,599 | $265.0K 0.07% | 10.2%increased 10.2 percentadded | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BNDX Vanguard Charlotte FdsVanguard Charlotte FdsBNDX | 0.06% | 4,744 | $227.0K 0.06% | 10.94%increased 10.94 percentadded | |
 BOB Ea Series TrustEa Series TrustBOB | 2.45% | 179,417 | $9.36M 2.45% | 4.43%increased 4.43 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 2.3% | 128,591 | $8.78M 2.3% | 5.15%increased 5.15 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 1.05% | 118,150 | $4.01M 1.05% | 2.15%increased 2.15 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 1.02% | 98,024 | $3.90M 1.02% | 1.81%decreased 1.81 percentreduced | |
BOB Ea Series TrustEa Series TrustBOB | 0.71% | 112,765 | $2.71M 0.71% | 3.18%decreased 3.18 percentreduced | |
BOB Ea Series TrustEa Series TrustBOB | 0.1% | 7,095 | $387.0K 0.1% | 8.4%decreased 8.4 percentreduced | |
 BUYZ Franklin Templeton Etf TrFranklin Templeton Etf TrBUYZ | 0.67% | 103,186 | $2.56M 0.67% | 14.49%decreased 14.49 percentreduced | |
 Cardinal Health Inc One Degree Advisors Inc's holding in Cardinal Health Inc over time | 0.15% | 2,788 | $589.0K 0.15% | 0.07%increased 0.07 percentadded | |
