One Degree Advisors Inc
CIK: 0002005743SEC EDGAR →
Portfolio Value
$363.8M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,799,272 | $71.2M | 19.58% |
| 2 | VANGUARD INDEX FDS | 111,870 | $37.5M | 10.31% |
| 3 | DIMENSIONAL ETF TRUST | 1,037,753 | $35.8M | 9.83% |
| 4 | VANGUARD TAX-MANAGED FDS | 379,182 | $23.7M | 6.51% |
| 5 | SCHWAB STRATEGIC TR | 650,156 | $16.3M | 4.48% |
| 6 | DIMENSIONAL ETF TRUST | 320,940 | $15.4M | 4.23% |
| 7 | DIMENSIONAL ETF TRUST | 297,403 | $12.7M | 3.48% |
| 8 | SPDR SERIES TRUST | 133,163 | $10.7M | 2.94% |
| 9 | VANGUARD INDEX FDS | 49,986 | $10.6M | 2.91% |
| 10 | DIMENSIONAL ETF TRUST | 270,107 | $8.9M | 2.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (70)
$71.2M · 1.8M shares
$37.5M · 112K shares
$35.8M · 1.0M shares
$23.7M · 379K shares
$16.3M · 650K shares
$15.4M · 321K shares
$12.7M · 297K shares
$10.7M · 133K shares
$10.6M · 50K shares
$8.9M · 270K shares
$8.4M · 172K shares
$8.3M · 150K shares
$8.0M · 122K shares
$7.9M · 157K shares
$6.7M · 30K shares
$5.8M · 115K shares
$5.6M · 104K shares
$5.5M · 61K shares
$5.0M · 52K shares
$5.0M · 92K shares
$4.7M · 222K shares
$3.9M · 14K shares
$3.8M · 100K shares
$3.6M · 116K shares
$3.0M · 121K shares
$2.6M · 116K shares
$2.5M · 42K shares
$2.4M · 27K shares
$2.3M · 41K shares
$1.4M · 5K shares
$1.3M · 27K shares
$1.2M · 39K shares
$1.2M · 3K shares
$1.2M · 11K shares
$1.1M · 13K shares
$1.1M · 3K shares
$1.0M · 14K shares
$985K · 2K shares
$937K · 19K shares
$875K · 8K shares
$609K · 21K shares
$607K · 4K shares
$600K · 12K shares
$588K · 718 shares
$572K · 3K shares
$572K · 3K shares
$564K · 2K shares
$506K · 1K shares
$452K · 8K shares
$428K · 5K shares
$402K · 2K shares
$397K · 8K shares
$312K · 908 shares
$310K · 495 shares
$300K · 527 shares
$269K · 3K shares
$266K · 1K shares
$261K · 3K shares
$252K · 1K shares
$242K · 497 shares
$241K · 3K shares
$239K · 5K shares
$231K · 2K shares
$229K · 1K shares
$229K · 348 shares
$206K · 4K shares
$202K · 5K shares
$30K · 23K shares
$3K · 3K shares
$1K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $330.1M | 91.7% |
| Unknown | 4 | $14.0M | 3.9% |
| Technology | 6 | $7.0M | 1.9% |
| Communication Services | 3 | $2.7M | 0.8% |
| Industrials | 2 | $1.9M | 0.5% |
| Healthcare | 3 | $1.4M | 0.4% |
| Consumer Cyclical | 3 | $1.4M | 0.4% |
| Utilities | 1 | $1.1M | 0.3% |
| Real Estate | 1 | $266K | 0.1% |
| Energy | 1 | $231K | 0.1% |
| Basic Materials | 1 | $30K | 0.0% |
| Consumer Defensive | 1 | $3K | 0.0% |