One Degree Advisors

SAN DIEGO, CAfiles as One Degree Advisors Inc

$448m in 82 US stocks at the end of 30 June 2026. The top 10 are 63.1% of the money. It changed about 9.0% of the portfolio this quarter.

Value

$448m

Stocks

Top 10 share

63.1%

Turnover

9.0%

What changed this quarter

New

Bought for the first time this quarter.

BroadcomAVGO
1.8% of the fund
Vanguard Scottsdale FDSVGSH
1.3% of the fund
Vanguard Star FDSVXUS
0.3% of the fund
Berkshire Hathaway INC DELBRK-A
0.2% of the fund
UnitedHealth GroupUNH
0.2% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Valero EnergyVLO
<0.1% of the fund
Ishares TRITOT
<0.1% of the fund
Bank of Montreal /canBMO
<0.1% of the fund
Ishares TRIWF
<0.1% of the fund
Dimensional ETF TrustDFSU
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
19.5% of the fund
+4%
Vanguard Index FDSVTI
10.0% of the fund
+6%
Dimensional ETF TrustDFIC
9.8% of the fund
+6%
Dimensional ETF TrustDFSD
3.7% of the fund
+3%
Dimensional ETF TrustDFCF
3.1% of the fund
+3%
Ishares TRSGOV
2.9% of the fund
+804%
Spdr Series TrustSPYM
2.8% of the fund
+2%
EA Series TrustQVAL
2.3% of the fund
+5%
EA Series TrustQMOM
2.3% of the fund
+5%
AppleAAPL
2.0% of the fund
+111%
Ishares TRIEFA
1.4% of the fund
+4%
Dimensional ETF TrustDFCA
1.4% of the fund
+4%
Vanguard Index FDSVNQ
1.3% of the fund
+2%
Dimensional ETF TrustDFGP
1.2% of the fund
+3%
EA Series TrustIMOM
1.0% of the fund
+4%
EA Series TrustIVAL
0.9% of the fund
+5%
EA Series TrustHIDE
0.6% of the fund
+4%
Pacer FDS TRPTLC
0.6% of the fund
+8%
Invesco QQQ TRQQQ
0.4% of the fund
+41%
Vanguard Index FDSVOO
0.4% of the fund
+292%
Pacer FDS TRPTIN
0.3% of the fund
+6%
AlphabetGOOGL
0.3% of the fund
+4%
Vanguard Malvern FDSVTIP
0.3% of the fund
+9%
TeslaTSLA
0.2% of the fund
+42%
NvidiaNVDA
0.2% of the fund
+24%

Cut

Sold some of their stake.

Schwab Strategic TRSCHR
2.1% of the fund
-46%
Graniteshares ETF TRCOMB
1.1% of the fund
-10%
Vanguard MUN BD FDSVTEB
1.1% of the fund
-40%
EA Series TrustAAUA
0.4% of the fund
-5%
Ishares TRIEF
0.3% of the fund
-73%
Vanguard Intl Equity Index FVEU
0.3% of the fund
-2%
SempraSRE
0.3% of the fund
-4%
J P Morgan Exchange Traded FJPST
<0.1% of the fund
-2%
Spdr Series TrustSPTS
<0.1% of the fund
-4%
Vanguard MUN BD FDSVTEI
<0.1% of the fund
-3%
MastercardMA
<0.1% of the fund
-9%

Sold out

Sold their entire stake.

Ishares Gold TRIAU
-100%

Holdings

Dimensional ETF TrustDFAC
Share
19.5%
Value
$88m
Shares
1,977,629
+4%
Vanguard Index FDSVTI
Share
10.0%
Value
$45m
Shares
120,821
+6%
Dimensional ETF TrustDFIC
Share
9.8%
Value
$44m
Shares
1,184,642
+6%
Vanguard Tax-Managed FDSVEA
Share
6.0%
Value
$27m
Shares
379,221
Held
Dimensional ETF TrustDFSD
Share
3.7%
Value
$17m
Shares
346,273
+3%
Dimensional ETF TrustDFCF
Share
3.1%
Value
$14m
Shares
327,344
+3%
Ishares TRSGOV
Share
2.9%
Value
$13m
Shares
127,371
+804%
Spdr Series TrustSPYM
Share
2.8%
Value
$13m
Shares
144,457
+2%
Vanguard Index FDSVBR
Share
2.8%
Value
$12m
Shares
51,012
Held
Dimensional ETF TrustDFEM
Share
2.6%
Value
$12m
Shares
296,679
Held
EA Series TrustQVAL
Share
2.3%
Value
$10m
Shares
188,514
+5%
EA Series TrustQMOM
Share
2.3%
Value
$10m
Shares
134,618
+5%
Schwab Strategic TRSCHR
Share
2.1%
Value
$9m
Shares
379,789
-46%
AppleAAPL
Share
2.0%
Value
$9m
Shares
30,140
+111%
EA Series TrustAAUS
Share
1.8%
Value
$8m
Shares
137,571
Held
BroadcomAVGO
Share
1.8%
Value
$8m
Shares
21,929
New
Vanguard Specialized FundsVIG
Share
1.6%
Value
$7m
Shares
30,095
Held
Vanguard Intl Equity Index FVWO
Share
1.4%
Value
$6m
Shares
106,332
Held
Ishares TRIEFA
Share
1.4%
Value
$6m
Shares
65,430
+4%
Dimensional ETF TrustDFCA
Share
1.4%
Value
$6m
Shares
122,336
+4%
Vanguard Scottsdale FDSVGSH
Share
1.3%
Value
$6m
Shares
98,991
New
Vanguard Index FDSVNQ
Share
1.3%
Value
$6m
Shares
59,074
+2%
Dimensional ETF TrustDFGP
Share
1.2%
Value
$5m
Shares
100,576
+3%
Graniteshares ETF TRCOMB
Share
1.1%
Value
$5m
Shares
209,681
-10%
Vanguard MUN BD FDSVTEB
Share
1.1%
Value
$5m
Shares
98,640
-40%
EA Series TrustIMOM
Share
1.0%
Value
$4m
Shares
101,502
+4%
EA Series TrustIVAL
Share
0.9%
Value
$4m
Shares
123,872
+5%
EA Series TrustHIDE
Share
0.6%
Value
$3m
Shares
117,658
+4%
Costco WholesaleCOST
Share
0.6%
Value
$3m
Shares
2,925
Held
EA Series TrustAAEQ
Share
0.6%
Value
$3m
Shares
50,944
Held
Franklin Templeton ETF TRFLMI
Share
0.6%
Value
$3m
Shares
103,078
Held
Pacer FDS TRPTLC
Share
0.6%
Value
$3m
Shares
44,372
+8%
Invesco QQQ TRQQQ
Share
0.4%
Value
$2m
Shares
2,654
+41%
Vanguard Index FDSVOO
Share
0.4%
Value
$2m
Shares
2,507
+292%
CaterpillarCAT
Share
0.4%
Value
$2m
Shares
1,722
Held
EA Series TrustAAUA
Share
0.4%
Value
$2m
Shares
29,094
-5%
AlphabetGOOG
Share
0.4%
Value
$2m
Shares
4,470
Held
Pacer FDS TRPTIN
Share
0.3%
Value
$1m
Shares
41,132
+6%
Vanguard Star FDSVXUS
Share
0.3%
Value
$1m
Shares
17,338
New
Dimensional ETF TrustDFNM
Share
0.3%
Value
$1m
Shares
29,613
Held
Ishares TRIEF
Share
0.3%
Value
$1m
Shares
14,938
-73%
AlphabetGOOGL
Share
0.3%
Value
$1m
Shares
3,586
+4%
Lam ResearchLRCX
Share
0.3%
Value
$1m
Shares
3,287
Held
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$1m
Shares
13,796
-2%
Vanguard Malvern FDSVTIP
Share
0.3%
Value
$1m
Shares
22,865
+9%
SempraSRE
Share
0.3%
Value
$1m
Shares
12,306
-4%
PaccarPCAR
Share
0.2%
Value
$969,000
Shares
7,997
Held
MicrosoftMSFT
Share
0.2%
Value
$921,000
Shares
2,398
Held
TeslaTSLA
Share
0.2%
Value
$776,000
Shares
1,825
+42%
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$751,000
Shares
1
New
UnitedHealth GroupUNH
Share
0.2%
Value
$731,000
Shares
1,715
New
NvidiaNVDA
Share
0.2%
Value
$677,000
Shares
3,429
+24%
Cardinal HealthCAH
Share
0.1%
Value
$662,000
Shares
2,788
Held
Amazon.comAMZN
Share
0.1%
Value
$599,000
Shares
2,479
+7%
MckessonMCK
Share
0.1%
Value
$530,000
Shares
691
Held
Spdr Series TrustSLYV
Share
0.1%
Value
$512,000
Shares
4,708
Held
EA Series TrustFRDM
Share
0.1%
Value
$488,000
Shares
6,998
Held
Victory Portfolios IIVSMV
Share
0.1%
Value
$483,000
Shares
8,169
Held
QualcommQCOM
Share
<0.1%
Value
$440,000
Shares
2,422
+3%
J P Morgan Exchange Traded FJPST
Share
<0.1%
Value
$374,000
Shares
7,432
-2%
Spdr Series TrustSPTS
Share
<0.1%
Value
$372,000
Shares
12,900
-4%
Janus Detroit STR TRJAAA
Share
<0.1%
Value
$338,000
Shares
6,709
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$331,000
Shares
613
New
WelltowerWELL
Share
<0.1%
Value
$331,000
Shares
1,440
Held
ChevronCVX
Share
<0.1%
Value
$291,000
Shares
1,761
+16%
Valero EnergyVLO
Share
<0.1%
Value
$282,000
Shares
1,048
New
Vanguard MUN BD FDSVTEI
Share
<0.1%
Value
$281,000
Shares
2,792
-3%
Ishares TREFA
Share
<0.1%
Value
$280,000
Shares
2,723
Held
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$274,000
Shares
5,009
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$273,000
Shares
1,079
Held
Home DepotHD
Share
<0.1%
Value
$269,000
Shares
767
Held
Ishares TRITOT
Share
<0.1%
Value
$267,000
Shares
1,633
New
Vanguard BD Index FDSBND
Share
<0.1%
Value
$262,000
Shares
3,596
Held
Ishares TRIJR
Share
<0.1%
Value
$256,000
Shares
1,738
+4%
Vanguard Index FDSVUG
Share
<0.1%
Value
$256,000
Shares
2,981
Held
Bank of Montreal /canBMO
Share
<0.1%
Value
$232,000
Shares
1,307
New
Meta PlatformsMETA
Share
<0.1%
Value
$227,000
Shares
371
Held
Ishares TRIWF
Share
<0.1%
Value
$227,000
Shares
1,851
New
Vanguard Charlotte FDSBNDX
Share
<0.1%
Value
$227,000
Shares
4,718
Held
MastercardMA
Share
<0.1%
Value
$215,000
Shares
413
-9%
Dimensional ETF TrustDFSU
Share
<0.1%
Value
$207,000
Shares
4,423
New
Bioceres Crop SolutionsBIOX
Share
<0.1%
Value
$7,000
Shares
23,038
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	19.5%	$88m	1,977,629	+4%
Vanguard Index FDSVTI	10.0%	$45m	120,821	+6%
Dimensional ETF TrustDFIC	9.8%	$44m	1,184,642	+6%
Vanguard Tax-Managed FDSVEA	6.0%	$27m	379,221	Held
Dimensional ETF TrustDFSD	3.7%	$17m	346,273	+3%
Dimensional ETF TrustDFCF	3.1%	$14m	327,344	+3%
Ishares TRSGOV	2.9%	$13m	127,371	+804%
Spdr Series TrustSPYM	2.8%	$13m	144,457	+2%
Vanguard Index FDSVBR	2.8%	$12m	51,012	Held
Dimensional ETF TrustDFEM	2.6%	$12m	296,679	Held
EA Series TrustQVAL	2.3%	$10m	188,514	+5%
EA Series TrustQMOM	2.3%	$10m	134,618	+5%
Schwab Strategic TRSCHR	2.1%	$9m	379,789	-46%
AppleAAPL	2.0%	$9m	30,140	+111%
EA Series TrustAAUS	1.8%	$8m	137,571	Held
BroadcomAVGO	1.8%	$8m	21,929	New
Vanguard Specialized FundsVIG	1.6%	$7m	30,095	Held
Vanguard Intl Equity Index FVWO	1.4%	$6m	106,332	Held
Ishares TRIEFA	1.4%	$6m	65,430	+4%
Dimensional ETF TrustDFCA	1.4%	$6m	122,336	+4%
Vanguard Scottsdale FDSVGSH	1.3%	$6m	98,991	New
Vanguard Index FDSVNQ	1.3%	$6m	59,074	+2%
Dimensional ETF TrustDFGP	1.2%	$5m	100,576	+3%
Graniteshares ETF TRCOMB	1.1%	$5m	209,681	-10%
Vanguard MUN BD FDSVTEB	1.1%	$5m	98,640	-40%
EA Series TrustIMOM	1.0%	$4m	101,502	+4%
EA Series TrustIVAL	0.9%	$4m	123,872	+5%
EA Series TrustHIDE	0.6%	$3m	117,658	+4%
Costco WholesaleCOST	0.6%	$3m	2,925	Held
EA Series TrustAAEQ	0.6%	$3m	50,944	Held
Franklin Templeton ETF TRFLMI	0.6%	$3m	103,078	Held
Pacer FDS TRPTLC	0.6%	$3m	44,372	+8%
Invesco QQQ TRQQQ	0.4%	$2m	2,654	+41%
Vanguard Index FDSVOO	0.4%	$2m	2,507	+292%
CaterpillarCAT	0.4%	$2m	1,722	Held
EA Series TrustAAUA	0.4%	$2m	29,094	-5%
AlphabetGOOG	0.4%	$2m	4,470	Held
Pacer FDS TRPTIN	0.3%	$1m	41,132	+6%
Vanguard Star FDSVXUS	0.3%	$1m	17,338	New
Dimensional ETF TrustDFNM	0.3%	$1m	29,613	Held
Ishares TRIEF	0.3%	$1m	14,938	-73%
AlphabetGOOGL	0.3%	$1m	3,586	+4%
Lam ResearchLRCX	0.3%	$1m	3,287	Held
Vanguard Intl Equity Index FVEU	0.3%	$1m	13,796	-2%
Vanguard Malvern FDSVTIP	0.3%	$1m	22,865	+9%
SempraSRE	0.3%	$1m	12,306	-4%
PaccarPCAR	0.2%	$969,000	7,997	Held
MicrosoftMSFT	0.2%	$921,000	2,398	Held
TeslaTSLA	0.2%	$776,000	1,825	+42%
Berkshire Hathaway INC DELBRK-A	0.2%	$751,000	1	New
UnitedHealth GroupUNH	0.2%	$731,000	1,715	New
NvidiaNVDA	0.2%	$677,000	3,429	+24%
Cardinal HealthCAH	0.1%	$662,000	2,788	Held
Amazon.comAMZN	0.1%	$599,000	2,479	+7%
MckessonMCK	0.1%	$530,000	691	Held
Spdr Series TrustSLYV	0.1%	$512,000	4,708	Held
EA Series TrustFRDM	0.1%	$488,000	6,998	Held
Victory Portfolios IIVSMV	0.1%	$483,000	8,169	Held
QualcommQCOM	<0.1%	$440,000	2,422	+3%
J P Morgan Exchange Traded FJPST	<0.1%	$374,000	7,432	-2%
Spdr Series TrustSPTS	<0.1%	$372,000	12,900	-4%
Janus Detroit STR TRJAAA	<0.1%	$338,000	6,709	Held
Advanced Micro DevicesAMD	<0.1%	$331,000	613	New
WelltowerWELL	<0.1%	$331,000	1,440	Held
ChevronCVX	<0.1%	$291,000	1,761	+16%
Valero EnergyVLO	<0.1%	$282,000	1,048	New
Vanguard MUN BD FDSVTEI	<0.1%	$281,000	2,792	-3%
Ishares TREFA	<0.1%	$280,000	2,723	Held
Dimensional ETF TrustDFUV	<0.1%	$274,000	5,009	Held
Johnson & JohnsonJNJ	<0.1%	$273,000	1,079	Held
Home DepotHD	<0.1%	$269,000	767	Held
Ishares TRITOT	<0.1%	$267,000	1,633	New
Vanguard BD Index FDSBND	<0.1%	$262,000	3,596	Held
Ishares TRIJR	<0.1%	$256,000	1,738	+4%
Vanguard Index FDSVUG	<0.1%	$256,000	2,981	Held
Bank of Montreal /canBMO	<0.1%	$232,000	1,307	New
Meta PlatformsMETA	<0.1%	$227,000	371	Held
Ishares TRIWF	<0.1%	$227,000	1,851	New
Vanguard Charlotte FDSBNDX	<0.1%	$227,000	4,718	Held
MastercardMA	<0.1%	$215,000	413	-9%
Dimensional ETF TrustDFSU	<0.1%	$207,000	4,423	New
Bioceres Crop SolutionsBIOX	<0.1%	$7,000	23,038	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 59.5% since 30 June 2025.

Where the money is

Technology4.6%

Media & telecom0.7%

Everyday goods0.6%

Industrials0.6%

Health care0.5%

Retail & consumer0.4%

Utilities0.3%

Energy0.1%

Financial services0.1%

Real estate0.1%

Materials0.0%

Other92.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.