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


Currently, One Degree Advisors Inc holds 72 types of securities in its portfolio with a total value $381.2K. In the most recent quarter, they have increased their positions in DFAC (+96.0K shares, valued at $3.7K), DFIC (+84.3K shares, valued at $3.0K), VNQ (+30.2K shares, valued at $2.7K); decreased their positions in AAUS (-12.2K shares, valued at $636.5768803018078), FLMI (-17.5K shares, valued at $433.1878064853759), VEA (-4.1K shares, valued at $265.47792629566527); initiated new positions in N/A (+50.9K shares, valued at $2.4K), N/A (+30.7K shares, valued at $1.5K), JAAA (+6.6K shares, valued at $333).


1M P&L
+10.0M+2.55%
3M P&L
+10.2M+2.59%
HY P&L
+37.2M+10.16%

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/A357.4K
95.9%
2Consumer Electronics3.6K
1.0%
3Discount Stores2.9K
0.8%

Top Industries by Stock Count

1N/A45 stocks
70.3%
2Medical Distribution2 stocks
3.1%
3Farm & Heavy Construction Machinery2 stocks
3.1%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
5.33%
Shares1.9M
Event2026-03-31
Filed2026-05-01
DFIC
DIMENSIONAL ETF TRUST
8.12%
Shares1.1M
Event2026-03-31
Filed2026-05-01
VTI
VANGUARD INDEX FDS
1.62%
Shares113.7K
Event2026-03-31
Filed2026-05-01
VEA
VANGUARD TAX-MANAGED FDS
-1.09%
Shares375.0K
Event2026-03-31
Filed2026-05-01
SCHR
SCHWAB STRATEGIC TR
7.59%
Shares699.5K
Event2026-03-31
Filed2026-05-01
DFSD
DIMENSIONAL ETF TRUST
4.86%
Shares336.5K
Event2026-03-31
Filed2026-05-01
DFCF
DIMENSIONAL ETF TRUST
7.08%
Shares318.5K
Event2026-03-31
Filed2026-05-01
VBR
VANGUARD INDEX FDS
0.77%
Shares50.4K
Event2026-03-31
Filed2026-05-01
SPYM
SPDR SERIES TRUST
6.05%
Shares141.2K
Event2026-03-31
Filed2026-05-01
DFEM
DIMENSIONAL ETF TRUST
7.71%
Shares290.9K
Event2026-03-31
Filed2026-05-01
QVAL
EA SERIES TRUST
4.43%
Shares179.4K
Event2026-03-31
Filed2026-05-01
QMOM
EA SERIES TRUST
5.15%
Shares128.6K
Event2026-03-31
Filed2026-05-01
VTEB
VANGUARD MUN BD FDS
5.35%
Shares165.1K
Event2026-03-31
Filed2026-05-01
AAUS
EA SERIES TRUST
-8.12%
Shares137.6K
Event2026-03-31
Filed2026-05-01
VIG
VANGUARD SPECIALIZED FUNDS
-0.91%
Shares30.1K
Event2026-03-31
Filed2026-05-01
COMB
GRANITESHARES ETF TR
4.65%
Shares232.2K
Event2026-03-31
Filed2026-05-01
DFCA
DIMENSIONAL ETF TRUST
2.35%
Shares117.9K
Event2026-03-31
Filed2026-05-01
IEFA
ISHARES TR
3.44%
Shares63.1K
Event2026-03-31
Filed2026-05-01
VWO
VANGUARD INTL EQUITY INDEX F
0.23%
Shares104.6K
Event2026-03-31
Filed2026-05-01
DFGP
DIMENSIONAL ETF TRUST
6.91%
Shares98.1K
Event2026-03-31
Filed2026-05-01
IEF
ISHARES TR
4.99%
Shares54.7K
Event2026-03-31
Filed2026-05-01
VNQ
VANGUARD INDEX FDS
109.94%
Shares57.7K
Event2026-03-31
Filed2026-05-01
IVAL
EA SERIES TRUST
2.15%
Shares118.2K
Event2026-03-31
Filed2026-05-01
IMOM
EA SERIES TRUST
-1.81%
Shares98.0K
Event2026-03-31
Filed2026-05-01
AAPL
APPLE INC
-1.20%
Shares14.3K
Event2026-03-31
Filed2026-05-01
COST
COSTCO WHOLESALE CORPORATION
-6.43%
Shares2.9K
Event2026-03-31
Filed2026-05-01
HIDE
EA SERIES TRUST
-3.18%
Shares112.8K
Event2026-03-31
Filed2026-05-01
FLMI
FRANKLIN TEMPLETON ETF TR
-14.49%
Shares103.2K
Event2026-03-31
Filed2026-05-01
EA SERIES TRUST
EA SERIES TRUST
New
Shares50.9K
Event2026-03-31
Filed2026-05-01
PTLC
PACER FDS TR
-0.35%
Shares40.9K
Event2026-03-31
Filed2026-05-01
EA SERIES TRUST
EA SERIES TRUST
New
Shares30.7K
Event2026-03-31
Filed2026-05-01
SGOV
ISHARES TR
22.61%
Shares14.1K
Event2026-03-31
Filed2026-05-01
DFNM
DIMENSIONAL ETF TRUST
6.52%
Shares29.1K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-2.11%
Shares4.4K
Event2026-03-31
Filed2026-05-01
PTIN
PACER FDS TR
-0.24%
Shares38.9K
Event2026-03-31
Filed2026-05-01
SRE
SEMPRA
0.00%
Shares12.8K
Event2026-03-31
Filed2026-05-01
CAT
CATERPILLAR INC
0.06%
Shares1.7K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
INVESCO QQQ TR
14.76%
Shares1.9K
Event2026-03-31
Filed2026-05-01
VEU
VANGUARD INTL EQUITY INDEX F
-0.12%
Shares14.1K
Event2026-03-31
Filed2026-05-01
VTIP
VANGUARD MALVERN FDS
10.25%
Shares20.9K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-0.46%
Shares3.5K
Event2026-03-31
Filed2026-05-01
PCAR
PACCAR INC
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-01
MSFT
MICROSOFT CORP
-4.62%
Shares2.4K
Event2026-03-31
Filed2026-05-01
LAM RESEARCH CORP
LAM RESEARCH CORP
-7.44%
Shares3.3K
Event2026-03-31
Filed2026-05-01
MCK
MCKESSON CORP
-3.76%
Shares691
Event2026-03-31
Filed2026-05-01
CAH
CARDINAL HEALTH INC
0.07%
Shares2.8K
Event2026-03-31
Filed2026-05-01
NVDA
NVIDIA CORPORATION
-10.00%
Shares2.8K
Event2026-03-31
Filed2026-05-01
AMZN
AMAZON COM INC
-5.68%
Shares2.3K
Event2026-03-31
Filed2026-05-01
TSLA
TESLA INC
14.30%
Shares1.3K
Event2026-03-31
Filed2026-05-01
VSMV
VICTORY PORTFOLIOS II
-0.20%
Shares8.2K
Event2026-03-31
Filed2026-05-01
SLYV
SPDR SERIES TRUST
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-01
SPTS
SPDR SERIES TRUST
-35.47%
Shares13.4K
Event2026-03-31
Filed2026-05-01
FRDM
EA SERIES TRUST
-8.40%
Shares7.1K
Event2026-03-31
Filed2026-05-01
JPST
J P MORGAN EXCHANGE TRADED F
-35.94%
Shares7.6K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
VANGUARD INDEX FDS
29.09%
Shares639
Event2026-03-31
Filed2026-05-01
JAAA
JANUS DETROIT STR TR
New
Shares6.6K
Event2026-03-31
Filed2026-05-01
CVX
CHEVRON CORPORATION
0.13%
Shares1.5K
Event2026-03-31
Filed2026-05-01
QCOM
QUALCOMM INC
-0.09%
Shares2.3K
Event2026-03-31
Filed2026-05-01
VTEI
VANGUARD MUN BD FDS
7.75%
Shares2.9K
Event2026-03-31
Filed2026-05-01
WELL
WELLTOWER INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-01
JNJ
JOHNSON & JOHNSON
-1.98%
Shares1.1K
Event2026-03-31
Filed2026-05-01
BND
VANGUARD BD INDEX FDS
10.20%
Shares3.6K
Event2026-03-31
Filed2026-05-01
EFA
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-01
HD
HOME DEPOT INC
-16.63%
Shares757
Event2026-03-31
Filed2026-05-01
DFUV
DIMENSIONAL ETF TRUST
-2.72%
Shares5.0K
Event2026-03-31
Filed2026-05-01
BNDX
VANGUARD CHARLOTTE FDS
10.94%
Shares4.7K
Event2026-03-31
Filed2026-05-01
MA
MASTERCARD INCORPORATED
-14.23%
Shares452
Event2026-03-31
Filed2026-05-01
VUG
VANGUARD INDEX FDS
0.00%
Shares497
Event2026-03-31
Filed2026-05-01
META
META PLATFORMS INC
6.61%
Shares371
Event2026-03-31
Filed2026-05-01
IJR
ISHARES TR
New
Shares1.7K
Event2026-03-31
Filed2026-05-01
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares2.3K
Event2026-03-31
Filed2026-05-01
BIOX
BIOCERES CROP SOLUTIONS CORP
0.00%
Shares23.0K
Event2026-03-31
Filed2026-05-01

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