Filed: 7/25/2025ACC: 0001907157-25-000021
📋 What this filing means
ONE DEGREE ADVISORS INC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $280.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$280.9K
Total AUM (reported)
5.66M
Total Shares
Allocation by class
US CORE EQUITY 2$50.4K17.9%
TOTAL STK MKT$32.4K11.5%
INTL CORE EQUITY$22.0K7.8%
VAN FTSE DEV MKT$20.1K7.1%
COM$17.1K6.1%
INT-TRM U.S TRES$14.7K5.2%
SHORT DURATION F$13.0K4.6%
Portfolio Concentration
Top 3$104.7K37.3%
4–10$82.7K29.4%
11–25$63.3K22.5%
Rest$30.3K10.8%
Top 3 weight
37.3%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 5.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.40M
TypeSH
Market value$50.4K
17.92%
Sole
0.00
Shared
0.00
None
1.40M
VANGUARD INDEX FDS
SOLEShares106.57K
TypeSH
Market value$32.4K
11.53%
Sole
0.00
Shared
0.00
None
106.57K
DIMENSIONAL ETF TRUST
SOLEShares706.23K
TypeSH
Market value$22.0K
7.82%
Sole
0.00
Shared
0.00
None
706.23K
VANGUARD TAX-MANAGED FDS
SOLEShares352.10K
TypeSH
Market value$20.1K
7.15%
Sole
0.00
Shared
0.00
None
352.10K
SCHWAB STRATEGIC TR
SOLEShares587.66K
TypeSH
Market value$14.7K
5.24%
Sole
0.00
Shared
0.00
None
587.66K
DIMENSIONAL ETF TRUST
SOLEShares271.41K
TypeSH
Market value$13.0K
4.64%
Sole
0.00
Shared
0.00
None
271.41K
DIMENSIONAL ETF TRUST
SOLEShares249.79K
TypeSH
Market value$10.6K
3.76%
Sole
0.00
Shared
0.00
None
249.79K
VANGUARD INDEX FDS
SOLEShares46.32K
TypeSH
Market value$9.0K
3.22%
Sole
0.00
Shared
0.00
None
46.32K
SPDR SER TR
SOLEShares119.09K
TypeSH
Market value$8.7K
3.08%
Sole
0.00
Shared
0.00
None
119.09K
VANGUARD SPECIALIZED FUNDS
SOLEShares32.25K
TypeSH
Market value$6.6K
2.35%
Sole
0.00
Shared
0.00
None
32.25K
EA SERIES TRUST
SOLEShares94.76K
TypeSH
Market value$6.2K
2.19%
Sole
0.00
Shared
0.00
None
94.76K
DIMENSIONAL ETF TRUST
SOLEShares200.29K
TypeSH
Market value$5.9K
2.12%
Sole
0.00
Shared
0.00
None
200.29K
EA SERIES TRUST
SOLEShares133.81K
TypeSH
Market value$5.9K
2.10%
Sole
0.00
Shared
0.00
None
133.81K
VANGUARD MUN BD FDS
SOLEShares110.18K
TypeSH
Market value$5.4K
1.92%
Sole
0.00
Shared
0.00
None
110.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares99.78K
TypeSH
Market value$4.9K
1.76%
Sole
0.00
Shared
0.00
None
99.78K
DIMENSIONAL ETF TRUST
SOLEShares95.16K
TypeSH
Market value$4.7K
1.67%
Sole
0.00
Shared
0.00
None
95.16K
ISHARES TR
SOLEShares44.80K
TypeSH
Market value$4.3K
1.53%
Sole
0.00
Shared
0.00
None
44.80K
DIMENSIONAL ETF TRUST
SOLEShares77.15K
TypeSH
Market value$4.2K
1.50%
Sole
0.00
Shared
0.00
None
77.15K
ISHARES TR
SOLEShares45.87K
TypeSH
Market value$3.8K
1.36%
Sole
0.00
Shared
0.00
None
45.87K
VANGUARD SCOTTSDALE FDS
SOLEShares63.54K
TypeSH
Market value$3.7K
1.33%
Sole
0.00
Shared
0.00
None
63.54K
APPLE INC
SOLEShares16.44K
TypeSH
Market value$3.4K
1.20%
Sole
0.00
Shared
0.00
None
16.44K
GRANITESHARES ETF TR
SOLEShares134.62K
TypeSH
Market value$2.8K
1.01%
Sole
0.00
Shared
0.00
None
134.62K
EA SERIES TRUST
SOLEShares83K
TypeSH
Market value$2.8K
1.00%
Sole
0.00
Shared
0.00
None
83K
COSTCO WHSL CORP NEW
SOLEShares2.65K
TypeSH
Market value$2.6K
0.93%
Sole
0.00
Shared
0.00
None
2.65K
EA SERIES TRUST
SOLEShares92.49K
TypeSH
Market value$2.6K
0.92%
Sole
0.00
Shared
0.00
None
92.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.40M | SH | $50.4K 17.92% | 0.00 | 0.00 | 1.40M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 106.57K | SH | $32.4K 11.53% | 0.00 | 0.00 | 106.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 706.23K | SH | $22.0K 7.82% | 0.00 | 0.00 | 706.23K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 352.10K | SH | $20.1K 7.15% | 0.00 | 0.00 | 352.10K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 587.66K | SH | $14.7K 5.24% | 0.00 | 0.00 | 587.66K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 271.41K | SH | $13.0K 4.64% | 0.00 | 0.00 | 271.41K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 249.79K | SH | $10.6K 3.76% | 0.00 | 0.00 | 249.79K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 46.32K | SH | $9.0K 3.22% | 0.00 | 0.00 | 46.32K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 119.09K | SH | $8.7K 3.08% | 0.00 | 0.00 | 119.09K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.25K | SH | $6.6K 2.35% | 0.00 | 0.00 | 32.25K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 94.76K | SH | $6.2K 2.19% | 0.00 | 0.00 | 94.76K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 200.29K | SH | $5.9K 2.12% | 0.00 | 0.00 | 200.29K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 133.81K | SH | $5.9K 2.10% | 0.00 | 0.00 | 133.81K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 110.18K | SH | $5.4K 1.92% | 0.00 | 0.00 | 110.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 99.78K | SH | $4.9K 1.76% | 0.00 | 0.00 | 99.78K |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 95.16K | SH | $4.7K 1.67% | 0.00 | 0.00 | 95.16K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 44.80K | SH | $4.3K 1.53% | 0.00 | 0.00 | 44.80K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 77.15K | SH | $4.2K 1.50% | 0.00 | 0.00 | 77.15K |
ISHARES TRSOLE | CORE MSCI EAFE | 45.87K | SH | $3.8K 1.36% | 0.00 | 0.00 | 45.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 63.54K | SH | $3.7K 1.33% | 0.00 | 0.00 | 63.54K |
APPLE INCSOLE | COM | 16.44K | SH | $3.4K 1.20% | 0.00 | 0.00 | 16.44K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 134.62K | SH | $2.8K 1.01% | 0.00 | 0.00 | 134.62K |
EA SERIES TRUSTSOLE | INTL QUAN MOMNTM | 83K | SH | $2.8K 1.00% | 0.00 | 0.00 | 83K |
COSTCO WHSL CORP NEWSOLE | COM | 2.65K | SH | $2.6K 0.93% | 0.00 | 0.00 | 2.65K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 92.49K | SH | $2.6K 0.92% | 0.00 | 0.00 | 92.49K |
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