Filed: 5/12/2025ACC: 0002005743-25-000002
📋 What this filing means
ONE DEGREE ADVISORS INC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $242.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$242.9K
Total AUM (reported)
5.09M
Total Shares
Allocation by class
US CORE EQUITY 2$44.5K18.3%
TOTAL STK MKT$32.4K13.3%
INTL CORE EQUITY$14.5K6.0%
VAN FTSE DEV MKT$14.4K5.9%
INT-TRM U.S TRES$13.7K5.6%
COM$12.5K5.1%
SHORT DURATION F$12.2K5.0%
Portfolio Concentration
Top 3$91.3K37.6%
4–10$72.3K29.8%
11–25$60.0K24.7%
Rest$19.2K7.9%
Top 3 weight
37.6%
Top 10 weight
67.4%
Voting Authority Distribution
Total shares with voting rights: 5.09M
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
5.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.35M
TypeSH
Market value$44.5K
18.32%
Sole
0.00
Shared
0.00
None
1.35M
VANGUARD INDEX FDS
SOLEShares117.77K
TypeSH
Market value$32.4K
13.33%
Sole
0.00
Shared
0.00
None
117.77K
DIMENSIONAL ETF TRUST
SOLEShares521.46K
TypeSH
Market value$14.5K
5.96%
Sole
0.00
Shared
0.00
None
521.46K
VANGUARD TAX-MANAGED FDS
SOLEShares284.18K
TypeSH
Market value$14.4K
5.95%
Sole
0.00
Shared
0.00
None
284.18K
SCHWAB STRATEGIC TR
SOLEShares551.38K
TypeSH
Market value$13.7K
5.64%
Sole
0.00
Shared
0.00
None
551.38K
DIMENSIONAL ETF TRUST
SOLEShares255.92K
TypeSH
Market value$12.2K
5.01%
Sole
0.00
Shared
0.00
None
255.92K
DIMENSIONAL ETF TRUST
SOLEShares236.38K
TypeSH
Market value$9.9K
4.09%
Sole
0.00
Shared
0.00
None
236.38K
VANGUARD INDEX FDS
SOLEShares44.17K
TypeSH
Market value$8.2K
3.39%
Sole
0.00
Shared
0.00
None
44.17K
SPDR SER TR
SOLEShares114.97K
TypeSH
Market value$7.6K
3.11%
Sole
0.00
Shared
0.00
None
114.97K
VANGUARD SPECIALIZED FUNDS
SOLEShares32.35K
TypeSH
Market value$6.3K
2.58%
Sole
0.00
Shared
0.00
None
32.35K
VANGUARD MUN BD FDS
SOLEShares109.34K
TypeSH
Market value$5.4K
2.23%
Sole
0.00
Shared
0.00
None
109.34K
EA SERIES TRUST
SOLEShares122K
TypeSH
Market value$5.2K
2.14%
Sole
0.00
Shared
0.00
None
122K
EA SERIES TRUST
SOLEShares86.35K
TypeSH
Market value$5.1K
2.11%
Sole
0.00
Shared
0.00
None
86.35K
DIMENSIONAL ETF TRUST
SOLEShares97.72K
TypeSH
Market value$4.8K
2.00%
Sole
0.00
Shared
0.00
None
97.72K
ISHARES TR
SOLEShares50K
TypeSH
Market value$4.8K
1.96%
Sole
0.00
Shared
0.00
None
50K
DIMENSIONAL ETF TRUST
SOLEShares176.02K
TypeSH
Market value$4.7K
1.92%
Sole
0.00
Shared
0.00
None
176.02K
VANGUARD INTL EQUITY INDEX F
SOLEShares99.79K
TypeSH
Market value$4.5K
1.86%
Sole
0.00
Shared
0.00
None
99.79K
ISHARES TR
SOLEShares56.31K
TypeSH
Market value$4.3K
1.75%
Sole
0.00
Shared
0.00
None
56.31K
GRANITESHARES ETF TR
SOLEShares181.09K
TypeSH
Market value$3.9K
1.62%
Sole
0.00
Shared
0.00
None
181.09K
DIMENSIONAL ETF TRUST
SOLEShares71.65K
TypeSH
Market value$3.8K
1.58%
Sole
0.00
Shared
0.00
None
71.65K
VANGUARD INDEX FDS
SOLEShares40.93K
TypeSH
Market value$3.7K
1.53%
Sole
0.00
Shared
0.00
None
40.93K
APPLE INC
SOLEShares14.13K
TypeSH
Market value$3.1K
1.29%
Sole
0.00
Shared
0.00
None
14.13K
COSTCO WHSL CORP NEW
SOLEShares2.34K
TypeSH
Market value$2.2K
0.91%
Sole
0.00
Shared
0.00
None
2.34K
EA SERIES TRUST
SOLEShares77.57K
TypeSH
Market value$2.2K
0.90%
Sole
0.00
Shared
0.00
None
77.57K
EA SERIES TRUST
SOLEShares85.04K
TypeSH
Market value$2.2K
0.89%
Sole
0.00
Shared
0.00
None
85.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.35M | SH | $44.5K 18.32% | 0.00 | 0.00 | 1.35M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 117.77K | SH | $32.4K 13.33% | 0.00 | 0.00 | 117.77K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 521.46K | SH | $14.5K 5.96% | 0.00 | 0.00 | 521.46K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 284.18K | SH | $14.4K 5.95% | 0.00 | 0.00 | 284.18K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 551.38K | SH | $13.7K 5.64% | 0.00 | 0.00 | 551.38K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 255.92K | SH | $12.2K 5.01% | 0.00 | 0.00 | 255.92K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 236.38K | SH | $9.9K 4.09% | 0.00 | 0.00 | 236.38K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 44.17K | SH | $8.2K 3.39% | 0.00 | 0.00 | 44.17K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 114.97K | SH | $7.6K 3.11% | 0.00 | 0.00 | 114.97K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.35K | SH | $6.3K 2.58% | 0.00 | 0.00 | 32.35K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 109.34K | SH | $5.4K 2.23% | 0.00 | 0.00 | 109.34K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 122K | SH | $5.2K 2.14% | 0.00 | 0.00 | 122K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 86.35K | SH | $5.1K 2.11% | 0.00 | 0.00 | 86.35K |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 97.72K | SH | $4.8K 2.00% | 0.00 | 0.00 | 97.72K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 50K | SH | $4.8K 1.96% | 0.00 | 0.00 | 50K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 176.02K | SH | $4.7K 1.92% | 0.00 | 0.00 | 176.02K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 99.79K | SH | $4.5K 1.86% | 0.00 | 0.00 | 99.79K |
ISHARES TRSOLE | CORE MSCI EAFE | 56.31K | SH | $4.3K 1.75% | 0.00 | 0.00 | 56.31K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 181.09K | SH | $3.9K 1.62% | 0.00 | 0.00 | 181.09K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 71.65K | SH | $3.8K 1.58% | 0.00 | 0.00 | 71.65K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 40.93K | SH | $3.7K 1.53% | 0.00 | 0.00 | 40.93K |
APPLE INCSOLE | COM | 14.13K | SH | $3.1K 1.29% | 0.00 | 0.00 | 14.13K |
COSTCO WHSL CORP NEWSOLE | COM | 2.34K | SH | $2.2K 0.91% | 0.00 | 0.00 | 2.34K |
EA SERIES TRUSTSOLE | INTL QUAN MOMNTM | 77.57K | SH | $2.2K 0.90% | 0.00 | 0.00 | 77.57K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 85.04K | SH | $2.2K 0.89% | 0.00 | 0.00 | 85.04K |
Page 1 of 3