Latest One Degree Advisors Inc Stock Portfolio
One Degree Advisors Inc Performance:
2025 Q3: 0.87%YTD: 0.82%2024: 1.28%
Performance for 2025 Q3 is 0.87%, and YTD is 0.82%, and 2024 is 1.28%.
About One Degree Advisors Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, One Degree Advisors Inc reported an equity portfolio of $326 Millions as of 30 Sep, 2025.
The top stock holdings of One Degree Advisors Inc are DFAC, VB, DFAC. The fund has invested 21.2% of it's portfolio in DIMENSIONAL ETF TRUST and 12.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (AAXJ), BERKSHIRE HATHAWAY INC DEL and JPMORGAN CHASE & CO. (JPM) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), SCHWAB STRATEGIC TR (FNDA) and META PLATFORMS INC (META). One Degree Advisors Inc opened new stock positions in GUILD HLDGS CO (GHLD), EA SERIES TRUST (BOB) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of One Degree Advisors Inc are DFAC, VB, DFAC. The fund has invested 21.2% of it's portfolio in DIMENSIONAL ETF TRUST and 12.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ISHARES TR (AAXJ), BERKSHIRE HATHAWAY INC DEL and JPMORGAN CHASE & CO. (JPM) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), SCHWAB STRATEGIC TR (FNDA) and META PLATFORMS INC (META). One Degree Advisors Inc opened new stock positions in GUILD HLDGS CO (GHLD), EA SERIES TRUST (BOB) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and J P MORGAN EXCHANGE TRADED F (BBAX).
One Degree Advisors Inc Annual Return Estimates Vs S&P 500
Our best estimate is that One Degree Advisors Inc made a return of 0.87% in the last quarter. In trailing 12 months, it's portfolio return was 1.23%.
New Buys
| Ticker | $ Bought |
|---|---|
| guild hldgs co | 939,000 |
| ea series trust | 308,000 |
| vanguard index fds | 237,000 |
| dimensional etf trust | 203,000 |
| vanguard charlotte fds | 202,000 |
New stocks bought by One Degree Advisors Inc
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 1,214 |
| vanguard index fds | 246 |
| j p morgan exchange traded f | 92.38 |
| spdr series trust | 72.28 |
| graniteshares etf tr | 56.38 |
| dimensional etf trust | 27.3 |
| ishares tr | 24.7 |
| dimensional etf trust | 19.7 |
Additions to existing portfolio by One Degree Advisors Inc
Reductions
| Ticker | % Reduced |
|---|---|
| nvidia corporation | -64.56 |
| schwab strategic tr | -44.83 |
| meta platforms inc | -39.48 |
| vanguard scottsdale fds | -38.03 |
| victory portfolios ii | -34.54 |
| amazon com inc | -32.89 |
| vanguard mun bd fds | -27.06 |
| alphabet inc | -25.08 |
One Degree Advisors Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -871,000 |
| enterprise prods partners l | -241,000 |
| walmart inc | -261,000 |
| jpmorgan chase & co. | -348,000 |
| broadcom inc | -318,000 |
| abbvie inc | -213,000 |
| texas instrs inc | -234,000 |
| berkshire hathaway inc del | -414,000 |
One Degree Advisors Inc got rid off the above stocks
Sector Distribution
One Degree Advisors Inc has about 94.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.4 |
| 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.
| Category | % |
|---|---|
| UNALLOCATED | 94.4 |
| MEGA-CAP | 3.7 |
| LARGE-CAP | 1.6 |
Stocks belong to which Index?
About 5.2% of the stocks held by One Degree Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.8 |
| S&P 500 | 5.2 |
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 68 stocks in it's portfolio. About 66.9% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for One Degree Advisors Inc last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.09 | 13,962 | 3,555,000 | reduced | -15.09 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFTY | pacer fds tr | 0.62 | 36,848 | 2,017,000 | added | 16.9 | ||
| AFTY | pacer fds tr | 0.33 | 35,592 | 1,084,000 | added | 11.03 | ||
| AMZN | amazon com inc | 0.15 | 2,244 | 492,000 | reduced | -32.89 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BBAX | j p morgan exchange traded f | 0.19 | 11,972 | 607,000 | added | 92.38 | ||
| BIL | spdr series trust | 3.12 | 130,020 | 10,185,000 | added | 9.17 | ||
| BIL | spdr series trust | 0.19 | 21,079 | 618,000 | added | 72.28 | ||
| BIL | spdr series trust | 0.13 | 4,708 | 417,000 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.07 | 3,183 | 236,000 | added | 1.95 | ||
| BNDW | vanguard scottsdale fds | 0.71 | 39,375 | 2,317,000 | reduced | -38.03 | ||
| BNDX | vanguard charlotte fds | 0.06 | 4,091 | 202,000 | new | |||
| BOB | ea series trust | 2.25 | 157,197 | 7,333,000 | added | 17.48 | ||
| BOB | ea series trust | 2.20 | 111,543 | 7,187,000 | added | 17.71 | ||
| BOB | ea series trust | 1.05 | 93,698 | 3,433,000 | added | 12.89 | ||
| BOB | ea series trust | 0.98 | 106,286 | 3,206,000 | added | 14.91 | ||
| BOB | ea series trust | 0.73 | 102,706 | 2,378,000 | added | 16.9 | ||
| BOB | ea series trust | 0.09 | 6,969 | 308,000 | new | |||