Filed: 2/13/2025ACC: 0002005743-25-000001
📋 What this filing means
ONE DEGREE ADVISORS INC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $245.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$245.9K
Total AUM (reported)
4.72M
Total Shares
Allocation by class
US CORE EQUITY 2$45.4K18.5%
TOTAL STK MKT$35.0K14.2%
VAN FTSE DEV MKT$14.2K5.8%
COM$13.4K5.5%
INTL CORE EQUITY$13.3K5.4%
SHORT DURATION F$11.9K4.8%
0-3 MNTH TREASRY$9.9K4.0%
Portfolio Concentration
Top 3$94.6K38.5%
4–10$68.9K28.0%
11–25$60.8K24.7%
Rest$21.5K8.8%
Top 3 weight
38.5%
Top 10 weight
66.5%
Voting Authority Distribution
Total shares with voting rights: 4.72M
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
4.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.27M
TypeSH
Market value$45.4K
18.48%
Sole
0.00
Shared
0.00
None
1.27M
VANGUARD INDEX FDS
SOLEShares116.63K
TypeSH
Market value$35.0K
14.22%
Sole
0.00
Shared
0.00
None
116.63K
VANGUARD TAX-MANAGED FDS
SOLEShares280.64K
TypeSH
Market value$14.2K
5.79%
Sole
0.00
Shared
0.00
None
280.64K
DIMENSIONAL ETF TRUST
SOLEShares488.72K
TypeSH
Market value$13.3K
5.43%
Sole
0.00
Shared
0.00
None
488.72K
DIMENSIONAL ETF TRUST
SOLEShares252.18K
TypeSH
Market value$11.9K
4.84%
Sole
0.00
Shared
0.00
None
252.18K
ISHARES TR
SOLEShares98.58K
TypeSH
Market value$9.9K
4.03%
Sole
0.00
Shared
0.00
None
98.58K
DIMENSIONAL ETF TRUST
SOLEShares233.31K
TypeSH
Market value$9.7K
3.94%
Sole
0.00
Shared
0.00
None
233.31K
VANGUARD INDEX FDS
SOLEShares43.44K
TypeSH
Market value$8.8K
3.60%
Sole
0.00
Shared
0.00
None
43.44K
SPDR SER TR
SOLEShares113.94K
TypeSH
Market value$8.1K
3.30%
Sole
0.00
Shared
0.00
None
113.94K
SCHWAB STRATEGIC TR
SOLEShares292.50K
TypeSH
Market value$7.1K
2.90%
Sole
0.00
Shared
0.00
None
292.50K
VANGUARD SPECIALIZED FUNDS
SOLEShares32.35K
TypeSH
Market value$6.6K
2.69%
Sole
0.00
Shared
0.00
None
32.35K
EA SERIES TRUST
SOLEShares82.55K
TypeSH
Market value$5.6K
2.27%
Sole
0.00
Shared
0.00
None
82.55K
EA SERIES TRUST
SOLEShares116.78K
TypeSH
Market value$5.3K
2.14%
Sole
0.00
Shared
0.00
None
116.78K
DIMENSIONAL ETF TRUST
SOLEShares96.18K
TypeSH
Market value$4.8K
1.96%
Sole
0.00
Shared
0.00
None
96.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares98.55K
TypeSH
Market value$4.4K
1.81%
Sole
0.00
Shared
0.00
None
98.55K
VANGUARD SCOTTSDALE FDS
SOLEShares75.75K
TypeSH
Market value$4.4K
1.79%
Sole
0.00
Shared
0.00
None
75.75K
DIMENSIONAL ETF TRUST
SOLEShares165.32K
TypeSH
Market value$4.4K
1.79%
Sole
0.00
Shared
0.00
None
165.32K
ISHARES TR
SOLEShares57.44K
TypeSH
Market value$4.3K
1.75%
Sole
0.00
Shared
0.00
None
57.44K
GRANITESHARES ETF TR
SOLEShares178.42K
TypeSH
Market value$3.8K
1.55%
Sole
0.00
Shared
0.00
None
178.42K
DIMENSIONAL ETF TRUST
SOLEShares70.26K
TypeSH
Market value$3.7K
1.52%
Sole
0.00
Shared
0.00
None
70.26K
APPLE INC
SOLEShares13.21K
TypeSH
Market value$3.1K
1.25%
Sole
0.00
Shared
0.00
None
13.21K
VANGUARD INDEX FDS
SOLEShares31.14K
TypeSH
Market value$2.9K
1.16%
Sole
0.00
Shared
0.00
None
31.14K
VANGUARD MUN BD FDS
SOLEShares57.09K
TypeSH
Market value$2.9K
1.16%
Sole
0.00
Shared
0.00
None
57.09K
COSTCO WHSL CORP NEW
SOLEShares2.34K
TypeSH
Market value$2.5K
1.01%
Sole
0.00
Shared
0.00
None
2.34K
EA SERIES TRUST
SOLEShares74.33K
TypeSH
Market value$2.1K
0.87%
Sole
0.00
Shared
0.00
None
74.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.27M | SH | $45.4K 18.48% | 0.00 | 0.00 | 1.27M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 116.63K | SH | $35.0K 14.22% | 0.00 | 0.00 | 116.63K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 280.64K | SH | $14.2K 5.79% | 0.00 | 0.00 | 280.64K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 488.72K | SH | $13.3K 5.43% | 0.00 | 0.00 | 488.72K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 252.18K | SH | $11.9K 4.84% | 0.00 | 0.00 | 252.18K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 98.58K | SH | $9.9K 4.03% | 0.00 | 0.00 | 98.58K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 233.31K | SH | $9.7K 3.94% | 0.00 | 0.00 | 233.31K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 43.44K | SH | $8.8K 3.60% | 0.00 | 0.00 | 43.44K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 113.94K | SH | $8.1K 3.30% | 0.00 | 0.00 | 113.94K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 292.50K | SH | $7.1K 2.90% | 0.00 | 0.00 | 292.50K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.35K | SH | $6.6K 2.69% | 0.00 | 0.00 | 32.35K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 82.55K | SH | $5.6K 2.27% | 0.00 | 0.00 | 82.55K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 116.78K | SH | $5.3K 2.14% | 0.00 | 0.00 | 116.78K |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 96.18K | SH | $4.8K 1.96% | 0.00 | 0.00 | 96.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 98.55K | SH | $4.4K 1.81% | 0.00 | 0.00 | 98.55K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 75.75K | SH | $4.4K 1.79% | 0.00 | 0.00 | 75.75K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 165.32K | SH | $4.4K 1.79% | 0.00 | 0.00 | 165.32K |
ISHARES TRSOLE | CORE MSCI EAFE | 57.44K | SH | $4.3K 1.75% | 0.00 | 0.00 | 57.44K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 178.42K | SH | $3.8K 1.55% | 0.00 | 0.00 | 178.42K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 70.26K | SH | $3.7K 1.52% | 0.00 | 0.00 | 70.26K |
APPLE INCSOLE | COM | 13.21K | SH | $3.1K 1.25% | 0.00 | 0.00 | 13.21K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 31.14K | SH | $2.9K 1.16% | 0.00 | 0.00 | 31.14K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 57.09K | SH | $2.9K 1.16% | 0.00 | 0.00 | 57.09K |
COSTCO WHSL CORP NEWSOLE | COM | 2.34K | SH | $2.5K 1.01% | 0.00 | 0.00 | 2.34K |
EA SERIES TRUSTSOLE | INTL QUAN MOMNTM | 74.33K | SH | $2.1K 0.87% | 0.00 | 0.00 | 74.33K |
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