Latest One Degree Advisors Inc Stock Portfolio
One Degree Advisors Inc Performance:
2026 Q1: 0.21%YTD: 0.21%2025: 9.31%
Performance for 2026 Q1 is 0.21%, and YTD is 0.21%, and 2025 is 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.
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.
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).
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.
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 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 |
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.
Last Reported on: 01 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.95 | 14,299 | 3,628,000 | reduced | -1.2 | ||
| AFTY | pacer fds tr | 0.56 | 40,915 | 2,146,000 | reduced | -0.35 | ||
| AFTY | pacer fds tr | 0.33 | 38,853 | 1,263,000 | reduced | -0.24 | ||
| AMZN | amazon com inc | 0.13 | 2,307 | 480,000 | reduced | -5.68 | ||
| BBAX | j p morgan exchange traded f | 0.10 | 7,600 | 384,000 | reduced | -35.94 | ||
| BIL | spdr series trust | 2.84 | 141,226 | 10,809,000 | added | 6.05 | ||
| BIL | spdr series trust | 0.12 | 4,708 | 445,000 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.10 | 13,425 | 391,000 | reduced | -35.47 | ||
| BIOX | bioceres crop solutions corp | 0.00 | 23,038 | 10,000 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.07 | 3,599 | 265,000 | added | 10.2 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDX | vanguard charlotte fds | 0.06 | 4,744 | 227,000 | added | 10.94 | ||
| BOB | ea series trust | 2.45 | 179,417 | 9,355,000 | added | 4.43 | ||
| BOB | ea series trust | 2.30 | 128,591 | 8,784,000 | added | 5.15 | ||
| BOB | ea series trust | 1.05 | 118,150 | 4,012,000 | added | 2.15 | ||
| BOB | ea series trust | 1.02 | 98,024 | 3,904,000 | reduced | -1.81 | ||
| BOB | ea series trust | 0.71 | 112,765 | 2,706,000 | reduced | -3.18 | ||
| BOB | ea series trust | 0.10 | 7,095 | 387,000 | reduced | -8.4 | ||
| BUYZ | franklin templeton etf tr | 0.67 | 103,186 | 2,557,000 | reduced | -14.49 | ||
| CAH | cardinal health inc | 0.15 | 2,788 | 589,000 | added | 0.07 | ||