One Degree Advisors Inc

CIK

2005743

Location

SAN DIEGO, CA

Portfolio Value

Small $448,406,384

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,028 / 8,814 ▲ 100

Top Industry

Semiconductors 27.9%

Period ended 4 months ago

Filed Aug 3, 2026 · 3mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 87.7% of the book (60%+)

Turnover

Low turnover

13.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 87.7%; sector active share 82.8% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

82 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

41.9%

−1.6 pts

Top 5

76.1%

−1.5 pts

Top 10

87.7%

−3.1 pts

HHI

2,129

Moderately concentrated−139

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.2%	$413,390,638	54
Technology	4.3%	$19,390,542	7
Communication Services	0.7%	$3,069,893	3
Industrials	0.6%	$2,794,356	2
Consumer Defensive	0.6%	$2,736,249	1
Healthcare	0.5%	$2,171,274	4
Consumer Cyclical	0.4%	$1,628,944	3
Financial Services	0.3%	$1,191,912	3
Utilities	0.3%	$1,140,889	1
Energy	0.1%	$564,844	2
Real Estate	0.1%	$326,836	1
Basic Materials	0.0%	$7	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	+113,285	127,371	$12,822,438
DFAC	Dimensional U.S. Core Equity 2 ETF	+82,390	1,977,629	$87,727,622
DFIC	Dimensional International Core Equity 2 ETF	+62,584	1,184,642	$44,139,760
AAPL	Apple Inc.	+15,841	30,140	$8,721,310
DFSD	Dimensional Short-Duration Fixed Income ETF	+9,727	346,273	$16,534,535
QVAL	Alpha Architect U.S. Quantitative Value ETF	+9,097	188,514	$10,453,101
DFCF	Dimensional Core Fixed Income ETF	+8,885	327,344	$13,817,190
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+7,143	120,821	$44,708,602
QMOM	Alpha Architect U.S. Quantitative Momentum ETF	+6,027	134,618	$10,598,475
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+5,759	296,679	$12,057,034
IVAL	Alpha Architect International Quantitative Value ETF	+5,722	123,872	$4,220,319
HIDE	Alpha Architect High Inflation and Deflation ETF	+4,893	117,658	$2,812,379
DFCA	Dimensional California Municipal Bond ETF	+4,465	122,336	$6,138,820
VEA	Vanguard FTSE Developed Markets ETF	+4,182	379,221	$27,019,496
IMOM	Alpha Architect International Quantitative Momentum ETF	+3,478	101,502	$4,392,499
PTLC	Pacer Trendpilot US Large Cap ETF	+3,457	44,372	$2,585,112
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+3,231	144,457	$12,694,881
VUG	VANGUARD GROWTH INDEX FUND	+2,484	2,981	$256,783
DFGP	Dimensional Global Core Plus Fixed Income ETF	+2,463	100,576	$5,477,368
IEFA	iShares Core MSCI EAFE ETF	+2,329	65,430	$6,319,229
PTIN	Pacer Trendpilot International ETF	+2,279	41,132	$1,508,310
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+1,964	22,865	$1,148,508
VOO	VANGUARD 500 INDEX FUND	+1,868	2,507	$1,721,832
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,759	106,332	$6,346,957
VNQ	VANGUARD REAL ESTATE INDEX FUND	+1,402	59,074	$5,696,505
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−319,691	379,789	$9,365,596
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−66,453	98,640	$4,989,211
IEF	iShares 7-10 Year Treasury Bond ETF	−39,743	14,938	$1,412,686
COMB	GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	−22,492	209,681	$5,049,118
AAUA	Alpha Architect US Equity 3 ETF	−1,605	29,094	$1,656,030
—		−525	12,900	$374,229
SRE	Sempra	−446	12,306	$1,140,889
VEU	Vanguard International Equity Index Funds	−347	13,796	$1,155,415
JPST	JPMorgan Ultra-Short Income ETF	−168	7,432	$375,836
FLMI	Franklin Dynamic Municipal Bond ETF	−108	103,078	$2,594,473
FRDM	Freedom 100 Emerging Markets ETF	−97	6,998	$510,154
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	−87	2,792	$281,908
MA	Mastercard Inc	−39	413	$212,116
BNDX	Vanguard Total International Bond ETF	−26	4,718	$228,492
VIG	Vanguard Specialized Funds	−22	30,095	$7,121,078
COST	Costco Wholesale Corp	−16	2,925	$2,736,249
JNJ	Johnson & Johnson	−9	1,079	$274,033
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−3	3,596	$263,982
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	21,929	$8,283,679
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	98,991	$5,761,276
VXUS	Vanguard Total International Stock ETF	17,338	$1,482,225
BRK-A	Berkshire Hathaway Inc	1	$748,850
UNH	Unitedhealth Group Inc	1,715	$712,805
AMD	Advanced Micro Devices Inc	613	$356,097
VLO	Valero Energy Corp	1,048	$272,941
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1,633	$268,252
BMO	Bank Of Montreal	1,307	$230,946
IWF	iShares Russell 1000 Growth ETF	1,851	$229,838
DFSU	Dimensional US Sustainability Core 1 ETF	4,423	$206,244
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IAU	Ishares Gold Trust	2,308	$203,473
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $448,406,384 total · filing declares 82 positions · $448,029 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	1,977,629	+82,390	$87,727,622	+19.1%	11	before history	19.56%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	120,821	+7,143	$44,708,602	+22.6%	11	before history	9.97%
DFIC	Dimensional International Core Equity 2 ETF	Added	1,184,642	+62,584	$44,139,760	+10.7%	11	before history	9.84%
VEA	Vanguard FTSE Developed Markets ETF	Added	379,221	+4,182	$27,019,496	+12.4%	11	before history	6.03%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	346,273	+9,727	$16,534,535	+2.6%	9	$47.59	3.69%
DFCF	Dimensional Core Fixed Income ETF	Added	327,344	+8,885	$13,817,190	+2.8%	8	$42.55	3.08%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	127,371	+113,285	$12,822,438	+804.3%	11	before history	2.86%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	144,457	+3,231	$12,694,881	+17.4%	11	before history	2.83%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	51,012	+640	$12,395,405	+13.3%	11	before history	2.76%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	296,679	+5,759	$12,057,034	+20.0%	11	before history	2.69%
QMOM	Alpha Architect U.S. Quantitative Momentum ETF	Added	134,618	+6,027	$10,598,475	+20.7%	11	before history	2.36%
QVAL	Alpha Architect U.S. Quantitative Value ETF	Added	188,514	+9,097	$10,453,101	+11.7%	11	before history	2.33%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	379,789	-319,691	$9,365,596	−46.2%	11	before history	2.09%
AAPL	Apple Inc. Technology	Added	30,140	+15,841	$8,721,310	+140.3%	11	before history	1.94%
AVGO	Broadcom Inc. Technology	NEW	21,929	NEW	$8,283,679	NEW	1	$400.96	1.85%
AAUS	Alpha Architect US Equity ETF	Held	137,571	0	$8,219,041	+14.1%	3	$54.72	1.83%
VIG	Vanguard Specialized Funds	Reduced	30,095	-22	$7,121,078	+9.9%	11	before history	1.59%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	106,332	+1,759	$6,346,957	+12.3%	11	before history	1.42%
IEFA	iShares Core MSCI EAFE ETF	Added	65,430	+2,329	$6,319,229	+10.6%	11	before history	1.41%
DFCA	Dimensional California Municipal Bond ETF	Added	122,336	+4,465	$6,138,820	+4.5%	8	$50.31	1.37%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	NEW	98,991	NEW	$5,761,276	NEW	1	$58.29	1.28%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	59,074	+1,402	$5,696,505	+11.4%	11	before history	1.27%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	100,576	+2,463	$5,477,368	+3.4%	8	$54.26	1.22%
COMB	GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	Reduced	209,681	-22,492	$5,049,118	−17.2%	7	unpriced	1.13%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	98,640	-66,453	$4,989,211	−39.4%	11	before history	1.11%
IMOM	Alpha Architect International Quantitative Momentum ETF	Added	101,502	+3,478	$4,392,499	+12.5%	11	before history	0.98%
IVAL	Alpha Architect International Quantitative Value ETF	Added	123,872	+5,722	$4,220,319	+5.2%	11	before history	0.94%
HIDE	Alpha Architect High Inflation and Deflation ETF	Added	117,658	+4,893	$2,812,379	+3.9%	7	unpriced	0.63%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,925	-16	$2,736,249	−6.6%	11	before history	0.61%
AAEQ	Alpha Architect US Equity 2 ETF	Held	50,944	0	$2,709,558	+14.3%	2	$48.59	0.60%
FLMI	Franklin Dynamic Municipal Bond ETF	Reduced	103,078	-108	$2,594,473	+1.4%	8	$24.64	0.58%
PTLC	Pacer Trendpilot US Large Cap ETF	Added	44,372	+3,457	$2,585,112	+20.4%	7	$51.80	0.58%
QQQ	Invesco Qqq Trust, Series 1	Added	2,654	+772	$1,954,405	+79.9%	9	$559.50	0.44%
CAT	Caterpillar Inc Industrials	Held	1,722	0	$1,833,757	+50.3%	11	before history	0.41%
VOO	VANGUARD 500 INDEX FUND	Added	2,507	+1,868	$1,721,832	+350.9%	3	unpriced	0.38%
AAUA	Alpha Architect US Equity 3 ETF	Reduced	29,094	-1,605	$1,656,030	+10.2%	2	unpriced	0.37%
GOOG	Alphabet Inc. Communication Services	Added	4,470	+60	$1,579,385	+24.8%	11	before history	0.35%
PTIN	Pacer Trendpilot International ETF	Added	41,132	+2,279	$1,508,310	+19.4%	7	$29.30	0.34%
VXUS	Vanguard Total International Stock ETF	NEW	17,338	NEW	$1,482,225	NEW	1	$83.74	0.33%
DFNM	Dimensional National Municipal Bond ETF	Added	29,613	+540	$1,431,344	+2.7%	11	before history	0.32%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	14,938	-39,743	$1,412,686	−72.9%	11	before history	0.32%
GOOGL	Alphabet Inc. Communication Services	Added	3,586	+134	$1,281,528	+29.1%	11	before history	0.29%
VEU	Vanguard International Equity Index Funds	Reduced	13,796	-347	$1,155,415	+8.8%	11	before history	0.26%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	22,865	+1,964	$1,148,508	+10.0%	11	before history	0.26%
SRE	Sempra Utilities	Reduced	12,306	-446	$1,140,889	−7.9%	11	before history	0.25%
PCAR	Paccar Inc Industrials	Held	7,997	0	$960,599	+4.0%	11	before history	0.21%
MSFT	Microsoft Corp Technology	Added	2,398	+5	$894,501	+1.0%	11	before history	0.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,825	+538	$767,595	+60.4%	9	unpriced	0.17%
BRK-A	Berkshire Hathaway Inc Financial Services	NEW	1	NEW	$748,850	NEW	1	$721,185.90	0.17%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,715	NEW	$712,805	NEW	1	$370.65	0.16%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.