The Analysis of One Degree Advisors Inc's Holdings & P&L


Currently, One Degree Advisors Inc holds 82 types of securities in its portfolio with a total value $448.0K. In the most recent quarter, they have increased their positions in SGOV (+113.3K shares, valued at $11.4K), N/A (+21.9K shares, valued at $8.1K), VGSH (+99.0K shares, valued at $5.7K); decreased their positions in SCHR (-319.7K shares, valued at $7.8K), IEF (-39.7K shares, valued at $3.7K), VTEB (-66.5K shares, valued at $3.4K); initiated new positions in N/A (+21.9K shares, valued at $8.1K), VGSH (+99.0K shares, valued at $5.7K), VXUS (+17.3K shares, valued at $1.5K).


1M P&L
-7.4M-1.96%
3M P&L
+4.3M+1.18%
HY P&L
+35.6M+10.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A344.6K
93.6%
2Consumer Electronics8.9K
2.4%
3Internet Content & Information2.9K
0.8%

Top Industries by Stock Count

1N/A50 stocks
69.4%
2Semiconductors3 stocks
4.2%
3Internet Content & Information2 stocks
2.8%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
4.35%
Shares2.0M
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
VANGUARD INDEX FDS
6.28%
Shares120.8K
Event2026-06-30
Filed2026-08-03
DFIC
DIMENSIONAL ETF TRUST
5.58%
Shares1.2M
Event2026-06-30
Filed2026-08-03
VEA
VANGUARD TAX-MANAGED FDS
1.12%
Shares379.2K
Event2026-06-30
Filed2026-08-03
DFSD
DIMENSIONAL ETF TRUST
2.89%
Shares346.3K
Event2026-06-30
Filed2026-08-03
DFCF
DIMENSIONAL ETF TRUST
2.79%
Shares327.3K
Event2026-06-30
Filed2026-08-03
SGOV
ISHARES TR
804.24%
Shares127.4K
Event2026-06-30
Filed2026-08-03
SPDR SERIES TRUST
SPDR SERIES TRUST
2.29%
Shares144.5K
Event2026-06-30
Filed2026-08-03
VBR
VANGUARD INDEX FDS
1.27%
Shares51.0K
Event2026-06-30
Filed2026-08-03
DFEM
DIMENSIONAL ETF TRUST
1.98%
Shares296.7K
Event2026-06-30
Filed2026-08-03
QVAL
EA SERIES TRUST
5.07%
Shares188.5K
Event2026-06-30
Filed2026-08-03
QMOM
EA SERIES TRUST
4.69%
Shares134.6K
Event2026-06-30
Filed2026-08-03
SCHR
SCHWAB STRATEGIC TR
-45.70%
Shares379.8K
Event2026-06-30
Filed2026-08-03
AAPL
APPLE INC
110.78%
Shares30.1K
Event2026-06-30
Filed2026-08-03
AAUS
EA SERIES TRUST
0.00%
Shares137.6K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
BROADCOM INC
New
Shares21.9K
Event2026-06-30
Filed2026-08-03
VIG
VANGUARD SPECIALIZED FUNDS
-0.07%
Shares30.1K
Event2026-06-30
Filed2026-08-03
VWO
VANGUARD INTL EQUITY INDEX F
1.68%
Shares106.3K
Event2026-06-30
Filed2026-08-03
ISHARES TR
ISHARES TR
3.69%
Shares65.4K
Event2026-06-30
Filed2026-08-03
DFCA
DIMENSIONAL ETF TRUST
3.79%
Shares122.3K
Event2026-06-30
Filed2026-08-03
VGSH
VANGUARD SCOTTSDALE FDS
New
Shares99.0K
Event2026-06-30
Filed2026-08-03
VNQ
VANGUARD INDEX FDS
2.43%
Shares59.1K
Event2026-06-30
Filed2026-08-03
DFGP
DIMENSIONAL ETF TRUST
2.51%
Shares100.6K
Event2026-06-30
Filed2026-08-03
COMB
GRANITESHARES ETF TR
-9.69%
Shares209.7K
Event2026-06-30
Filed2026-08-03
VTEB
VANGUARD MUN BD FDS
-40.25%
Shares98.6K
Event2026-06-30
Filed2026-08-03
IMOM
EA SERIES TRUST
3.55%
Shares101.5K
Event2026-06-30
Filed2026-08-03
IVAL
EA SERIES TRUST
4.84%
Shares123.9K
Event2026-06-30
Filed2026-08-03
HIDE
EA SERIES TRUST
4.34%
Shares117.7K
Event2026-06-30
Filed2026-08-03
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-0.54%
Shares2.9K
Event2026-06-30
Filed2026-08-03
EA SERIES TRUST
EA SERIES TRUST
0.00%
Shares50.9K
Event2026-06-30
Filed2026-08-03
FLMI
FRANKLIN TEMPLETON ETF TR
-0.10%
Shares103.1K
Event2026-06-30
Filed2026-08-03
PTLC
PACER FDS TR
8.45%
Shares44.4K
Event2026-06-30
Filed2026-08-03
QQQ
INVESCO QQQ TR
41.02%
Shares2.7K
Event2026-06-30
Filed2026-08-03
VOO
VANGUARD INDEX FDS
292.33%
Shares2.5K
Event2026-06-30
Filed2026-08-03
CAT
CATERPILLAR INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-08-03
EA SERIES TRUST
EA SERIES TRUST
-5.23%
Shares29.1K
Event2026-06-30
Filed2026-08-03
GOOG
ALPHABET INC
1.36%
Shares4.5K
Event2026-06-30
Filed2026-08-03
PTIN
PACER FDS TR
5.87%
Shares41.1K
Event2026-06-30
Filed2026-08-03
VXUS
VANGUARD STAR FDS
New
Shares17.3K
Event2026-06-30
Filed2026-08-03
DFNM
DIMENSIONAL ETF TRUST
1.86%
Shares29.6K
Event2026-06-30
Filed2026-08-03
IEF
ISHARES TR
-72.68%
Shares14.9K
Event2026-06-30
Filed2026-08-03
GOOGL
ALPHABET INC
3.88%
Shares3.6K
Event2026-06-30
Filed2026-08-03
LRCX
LAM RESEARCH CORP
0.09%
Shares3.3K
Event2026-06-30
Filed2026-08-03
VEU
VANGUARD INTL EQUITY INDEX F
-2.45%
Shares13.8K
Event2026-06-30
Filed2026-08-03
VTIP
VANGUARD MALVERN FDS
9.40%
Shares22.9K
Event2026-06-30
Filed2026-08-03
SRE
SEMPRA
-3.50%
Shares12.3K
Event2026-06-30
Filed2026-08-03
PCAR
PACCAR INC
0.00%
Shares8.0K
Event2026-06-30
Filed2026-08-03
MSFT
MICROSOFT CORP
0.21%
Shares2.4K
Event2026-06-30
Filed2026-08-03
TSLA
TESLA INC
41.80%
Shares1.8K
Event2026-06-30
Filed2026-08-03
BRK.A
BERKSHIRE HATHAWAY INC DEL
New
Shares1
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
New
Shares1.7K
Event2026-06-30
Filed2026-08-03
NVDA
NVIDIA CORPORATION
24.15%
Shares3.4K
Event2026-06-30
Filed2026-08-03
CAH
CARDINAL HEALTH INC
0.00%
Shares2.8K
Event2026-06-30
Filed2026-08-03
AMZN
AMAZON COM INC
7.46%
Shares2.5K
Event2026-06-30
Filed2026-08-03
MCK
MCKESSON CORP
0.00%
Shares691
Event2026-06-30
Filed2026-08-03
SLYV
SPDR SERIES TRUST
0.00%
Shares4.7K
Event2026-06-30
Filed2026-08-03
FRDM
EA SERIES TRUST
-1.37%
Shares7.0K
Event2026-06-30
Filed2026-08-03
VSMV
VICTORY PORTFOLIOS II
0.05%
Shares8.2K
Event2026-06-30
Filed2026-08-03
QCOM
QUALCOMM INC
3.15%
Shares2.4K
Event2026-06-30
Filed2026-08-03
JPST
J P MORGAN EXCHANGE TRADED F
-2.21%
Shares7.4K
Event2026-06-30
Filed2026-08-03
SPTS
SPDR SERIES TRUST
-3.91%
Shares12.9K
Event2026-06-30
Filed2026-08-03
JAAA
JANUS DETROIT STR TR
1.18%
Shares6.7K
Event2026-06-30
Filed2026-08-03
AMD
ADVANCED MICRO DEVICES INC
New
Shares613
Event2026-06-30
Filed2026-08-03
WELL
WELLTOWER INC
0.14%
Shares1.4K
Event2026-06-30
Filed2026-08-03
CVX
CHEVRON CORPORATION
16.01%
Shares1.8K
Event2026-06-30
Filed2026-08-03
VLO
VALERO ENERGY CORP
New
Shares1.0K
Event2026-06-30
Filed2026-08-03
VTEI
VANGUARD MUN BD FDS
-3.02%
Shares2.8K
Event2026-06-30
Filed2026-08-03
EFA
ISHARES TR
0.00%
Shares2.7K
Event2026-06-30
Filed2026-08-03
DFUV
DIMENSIONAL ETF TRUST
0.14%
Shares5.0K
Event2026-06-30
Filed2026-08-03
JNJ
JOHNSON & JOHNSON
-0.83%
Shares1.1K
Event2026-06-30
Filed2026-08-03
HD
HOME DEPOT INC
1.32%
Shares767
Event2026-06-30
Filed2026-08-03
ITOT
ISHARES TR
New
Shares1.6K
Event2026-06-30
Filed2026-08-03
BND
VANGUARD BD INDEX FDS
-0.08%
Shares3.6K
Event2026-06-30
Filed2026-08-03
IJR
ISHARES TR
4.45%
Shares1.7K
Event2026-06-30
Filed2026-08-03
VUG
VANGUARD INDEX FDS
499.80%
Shares3.0K
Event2026-06-30
Filed2026-08-03
BMO
BANK MONTREAL MEDIUM
New
Shares1.3K
Event2026-06-30
Filed2026-08-03
IWF
ISHARES TR
New
Shares1.9K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
META PLATFORMS INC
0.00%
Shares371
Event2026-06-30
Filed2026-08-03
BNDX
VANGUARD CHARLOTTE FDS
-0.55%
Shares4.7K
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-8.63%
Shares413
Event2026-06-30
Filed2026-08-03
DFSU
DIMENSIONAL ETF TRUST
New
Shares4.4K
Event2026-06-30
Filed2026-08-03
BIOX
BIOCERES CROP SOLUTIONS CORP
0.00%
Shares23.0K
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
One Degree Advisors Inc Institutional Holdings, Portfolio & P&L β€” TradeFomo