Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DFAC
4.35%DIMENSIONAL ETF TRUST
Shares2.0M
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
6.28%VANGUARD INDEX FDS
Shares120.8K
Event2026-06-30
Filed2026-08-03
DFIC
5.58%DIMENSIONAL ETF TRUST
Shares1.2M
Event2026-06-30
Filed2026-08-03
VEA
1.12%VANGUARD TAX-MANAGED FDS
Shares379.2K
Event2026-06-30
Filed2026-08-03
DFSD
2.89%DIMENSIONAL ETF TRUST
Shares346.3K
Event2026-06-30
Filed2026-08-03
DFCF
2.79%DIMENSIONAL ETF TRUST
Shares327.3K
Event2026-06-30
Filed2026-08-03
SGOV
804.24%ISHARES TR
Shares127.4K
Event2026-06-30
Filed2026-08-03
SPDR SERIES TRUST
2.29%SPDR SERIES TRUST
Shares144.5K
Event2026-06-30
Filed2026-08-03
VBR
1.27%VANGUARD INDEX FDS
Shares51.0K
Event2026-06-30
Filed2026-08-03
DFEM
1.98%DIMENSIONAL ETF TRUST
Shares296.7K
Event2026-06-30
Filed2026-08-03
QVAL
5.07%EA SERIES TRUST
Shares188.5K
Event2026-06-30
Filed2026-08-03
QMOM
4.69%EA SERIES TRUST
Shares134.6K
Event2026-06-30
Filed2026-08-03
SCHR
-45.70%SCHWAB STRATEGIC TR
Shares379.8K
Event2026-06-30
Filed2026-08-03
AAPL
110.78%APPLE INC
Shares30.1K
Event2026-06-30
Filed2026-08-03
AAUS
0.00%EA SERIES TRUST
Shares137.6K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
NewBROADCOM INC
Shares21.9K
Event2026-06-30
Filed2026-08-03
VIG
-0.07%VANGUARD SPECIALIZED FUNDS
Shares30.1K
Event2026-06-30
Filed2026-08-03
VWO
1.68%VANGUARD INTL EQUITY INDEX F
Shares106.3K
Event2026-06-30
Filed2026-08-03
ISHARES TR
3.69%ISHARES TR
Shares65.4K
Event2026-06-30
Filed2026-08-03
DFCA
3.79%DIMENSIONAL ETF TRUST
Shares122.3K
Event2026-06-30
Filed2026-08-03
VGSH
NewVANGUARD SCOTTSDALE FDS
Shares99.0K
Event2026-06-30
Filed2026-08-03
VNQ
2.43%VANGUARD INDEX FDS
Shares59.1K
Event2026-06-30
Filed2026-08-03
DFGP
2.51%DIMENSIONAL ETF TRUST
Shares100.6K
Event2026-06-30
Filed2026-08-03
COMB
-9.69%GRANITESHARES ETF TR
Shares209.7K
Event2026-06-30
Filed2026-08-03
VTEB
-40.25%VANGUARD MUN BD FDS
Shares98.6K
Event2026-06-30
Filed2026-08-03
IMOM
3.55%EA SERIES TRUST
Shares101.5K
Event2026-06-30
Filed2026-08-03
IVAL
4.84%EA SERIES TRUST
Shares123.9K
Event2026-06-30
Filed2026-08-03
HIDE
4.34%EA SERIES TRUST
Shares117.7K
Event2026-06-30
Filed2026-08-03
COSTCO WHOLESALE CORPORATION
-0.54%COSTCO WHOLESALE CORPORATION
Shares2.9K
Event2026-06-30
Filed2026-08-03
EA SERIES TRUST
0.00%EA SERIES TRUST
Shares50.9K
Event2026-06-30
Filed2026-08-03
FLMI
-0.10%FRANKLIN TEMPLETON ETF TR
Shares103.1K
Event2026-06-30
Filed2026-08-03
PTLC
8.45%PACER FDS TR
Shares44.4K
Event2026-06-30
Filed2026-08-03
QQQ
41.02%INVESCO QQQ TR
Shares2.7K
Event2026-06-30
Filed2026-08-03
VOO
292.33%VANGUARD INDEX FDS
Shares2.5K
Event2026-06-30
Filed2026-08-03
CAT
0.00%CATERPILLAR INC
Shares1.7K
Event2026-06-30
Filed2026-08-03
EA SERIES TRUST
-5.23%EA SERIES TRUST
Shares29.1K
Event2026-06-30
Filed2026-08-03
GOOG
1.36%ALPHABET INC
Shares4.5K
Event2026-06-30
Filed2026-08-03
PTIN
5.87%PACER FDS TR
Shares41.1K
Event2026-06-30
Filed2026-08-03
VXUS
NewVANGUARD STAR FDS
Shares17.3K
Event2026-06-30
Filed2026-08-03
DFNM
1.86%DIMENSIONAL ETF TRUST
Shares29.6K
Event2026-06-30
Filed2026-08-03
IEF
-72.68%ISHARES TR
Shares14.9K
Event2026-06-30
Filed2026-08-03
GOOGL
3.88%ALPHABET INC
Shares3.6K
Event2026-06-30
Filed2026-08-03
LRCX
0.09%LAM RESEARCH CORP
Shares3.3K
Event2026-06-30
Filed2026-08-03
VEU
-2.45%VANGUARD INTL EQUITY INDEX F
Shares13.8K
Event2026-06-30
Filed2026-08-03
VTIP
9.40%VANGUARD MALVERN FDS
Shares22.9K
Event2026-06-30
Filed2026-08-03
SRE
-3.50%SEMPRA
Shares12.3K
Event2026-06-30
Filed2026-08-03
PCAR
0.00%PACCAR INC
Shares8.0K
Event2026-06-30
Filed2026-08-03
MSFT
0.21%MICROSOFT CORP
Shares2.4K
Event2026-06-30
Filed2026-08-03
TSLA
41.80%TESLA INC
Shares1.8K
Event2026-06-30
Filed2026-08-03
BRK.A
NewBERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
NewUNITEDHEALTH GROUP INC
Shares1.7K
Event2026-06-30
Filed2026-08-03
NVDA
24.15%NVIDIA CORPORATION
Shares3.4K
Event2026-06-30
Filed2026-08-03
CAH
0.00%CARDINAL HEALTH INC
Shares2.8K
Event2026-06-30
Filed2026-08-03
AMZN
7.46%AMAZON COM INC
Shares2.5K
Event2026-06-30
Filed2026-08-03
MCK
0.00%MCKESSON CORP
Shares691
Event2026-06-30
Filed2026-08-03
SLYV
0.00%SPDR SERIES TRUST
Shares4.7K
Event2026-06-30
Filed2026-08-03
FRDM
-1.37%EA SERIES TRUST
Shares7.0K
Event2026-06-30
Filed2026-08-03
VSMV
0.05%VICTORY PORTFOLIOS II
Shares8.2K
Event2026-06-30
Filed2026-08-03
QCOM
3.15%QUALCOMM INC
Shares2.4K
Event2026-06-30
Filed2026-08-03
JPST
-2.21%J P MORGAN EXCHANGE TRADED F
Shares7.4K
Event2026-06-30
Filed2026-08-03
SPTS
-3.91%SPDR SERIES TRUST
Shares12.9K
Event2026-06-30
Filed2026-08-03
JAAA
1.18%JANUS DETROIT STR TR
Shares6.7K
Event2026-06-30
Filed2026-08-03
AMD
NewADVANCED MICRO DEVICES INC
Shares613
Event2026-06-30
Filed2026-08-03
WELL
0.14%WELLTOWER INC
Shares1.4K
Event2026-06-30
Filed2026-08-03
CVX
16.01%CHEVRON CORPORATION
Shares1.8K
Event2026-06-30
Filed2026-08-03
VLO
NewVALERO ENERGY CORP
Shares1.0K
Event2026-06-30
Filed2026-08-03
VTEI
-3.02%VANGUARD MUN BD FDS
Shares2.8K
Event2026-06-30
Filed2026-08-03
EFA
0.00%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-08-03
DFUV
0.14%DIMENSIONAL ETF TRUST
Shares5.0K
Event2026-06-30
Filed2026-08-03
JNJ
-0.83%JOHNSON & JOHNSON
Shares1.1K
Event2026-06-30
Filed2026-08-03
HD
1.32%HOME DEPOT INC
Shares767
Event2026-06-30
Filed2026-08-03
ITOT
NewISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-08-03
BND
-0.08%VANGUARD BD INDEX FDS
Shares3.6K
Event2026-06-30
Filed2026-08-03
IJR
4.45%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-08-03
VUG
499.80%VANGUARD INDEX FDS
Shares3.0K
Event2026-06-30
Filed2026-08-03
BMO
NewBANK MONTREAL MEDIUM
Shares1.3K
Event2026-06-30
Filed2026-08-03
IWF
NewISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
0.00%META PLATFORMS INC
Shares371
Event2026-06-30
Filed2026-08-03
BNDX
-0.55%VANGUARD CHARLOTTE FDS
Shares4.7K
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
-8.63%MASTERCARD INCORPORATED
Shares413
Event2026-06-30
Filed2026-08-03
DFSU
NewDIMENSIONAL ETF TRUST
Shares4.4K
Event2026-06-30
Filed2026-08-03
BIOX
0.00%BIOCERES CROP SOLUTIONS CORP
Shares23.0K
Event2026-06-30
Filed2026-08-03
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available