Filed: 10/24/2025ACC: 0002005743-25-000004
📋 What this filing means
ONE DEGREE ADVISORS INC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $326.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$326.0K
Total AUM (reported)
6.18M
Total Shares
Allocation by class
US CORE EQUITY 2$69.0K21.2%
TOTAL STK MKT$40.7K12.5%
INTL CORE EQUITY$23.6K7.2%
VAN FTSE DEV MKT$17.3K5.3%
SHORT DURATION F$15.0K4.6%
COM$14.2K4.4%
CORE FIXED INCOM$12.2K3.7%
Portfolio Concentration
Top 3$133.2K40.9%
4–10$84.8K26.0%
11–25$75.4K23.1%
Rest$32.6K10.0%
Top 3 weight
40.9%
Top 10 weight
66.9%
Voting Authority Distribution
Total shares with voting rights: 6.18M
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
6.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.79M
TypeSH
Market value$69.0K
21.16%
Sole
0.00
Shared
0.00
None
1.79M
VANGUARD INDEX FDS
SOLEShares123.92K
TypeSH
Market value$40.7K
12.47%
Sole
0.00
Shared
0.00
None
123.92K
DIMENSIONAL ETF TRUST
SOLEShares718.88K
TypeSH
Market value$23.6K
7.23%
Sole
0.00
Shared
0.00
None
718.88K
VANGUARD TAX-MANAGED FDS
SOLEShares288.25K
TypeSH
Market value$17.3K
5.30%
Sole
0.00
Shared
0.00
None
288.25K
DIMENSIONAL ETF TRUST
SOLEShares310.50K
TypeSH
Market value$15.0K
4.59%
Sole
0.00
Shared
0.00
None
310.50K
DIMENSIONAL ETF TRUST
SOLEShares285.33K
TypeSH
Market value$12.2K
3.74%
Sole
0.00
Shared
0.00
None
285.33K
ISHARES TR
SOLEShares118.62K
TypeSH
Market value$11.9K
3.66%
Sole
0.00
Shared
0.00
None
118.62K
SPDR SERIES TRUST
SOLEShares130.02K
TypeSH
Market value$10.2K
3.12%
Sole
0.00
Shared
0.00
None
130.02K
VANGUARD INDEX FDS
SOLEShares48.42K
TypeSH
Market value$10.1K
3.10%
Sole
0.00
Shared
0.00
None
48.42K
SCHWAB STRATEGIC TR
SOLEShares324.23K
TypeSH
Market value$8.1K
2.50%
Sole
0.00
Shared
0.00
None
324.23K
DIMENSIONAL ETF TRUST
SOLEShares239.75K
TypeSH
Market value$7.7K
2.36%
Sole
0.00
Shared
0.00
None
239.75K
EA SERIES TRUST
SOLEShares157.20K
TypeSH
Market value$7.3K
2.25%
Sole
0.00
Shared
0.00
None
157.20K
EA SERIES TRUST
SOLEShares111.54K
TypeSH
Market value$7.2K
2.20%
Sole
0.00
Shared
0.00
None
111.54K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.58K
TypeSH
Market value$6.6K
2.02%
Sole
0.00
Shared
0.00
None
30.58K
VANGUARD INTL EQUITY INDEX F
SOLEShares102.36K
TypeSH
Market value$5.5K
1.70%
Sole
0.00
Shared
0.00
None
102.36K
DIMENSIONAL ETF TRUST
SOLEShares110.68K
TypeSH
Market value$5.5K
1.69%
Sole
0.00
Shared
0.00
None
110.68K
ISHARES TR
SOLEShares57.20K
TypeSH
Market value$5.0K
1.53%
Sole
0.00
Shared
0.00
None
57.20K
DIMENSIONAL ETF TRUST
SOLEShares87.64K
TypeSH
Market value$4.9K
1.49%
Sole
0.00
Shared
0.00
None
87.64K
GRANITESHARES ETF TR
SOLEShares210.52K
TypeSH
Market value$4.6K
1.41%
Sole
0.00
Shared
0.00
None
210.52K
VANGUARD MUN BD FDS
SOLEShares80.37K
TypeSH
Market value$4.0K
1.23%
Sole
0.00
Shared
0.00
None
80.37K
APPLE INC
SOLEShares13.96K
TypeSH
Market value$3.6K
1.09%
Sole
0.00
Shared
0.00
None
13.96K
ISHARES TR
SOLEShares36.78K
TypeSH
Market value$3.5K
1.09%
Sole
0.00
Shared
0.00
None
36.78K
EA SERIES TRUST
SOLEShares93.70K
TypeSH
Market value$3.4K
1.05%
Sole
0.00
Shared
0.00
None
93.70K
VANGUARD INDEX FDS
SOLEShares36.08K
TypeSH
Market value$3.3K
1.01%
Sole
0.00
Shared
0.00
None
36.08K
EA SERIES TRUST
SOLEShares106.29K
TypeSH
Market value$3.2K
0.98%
Sole
0.00
Shared
0.00
None
106.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.79M | SH | $69.0K 21.16% | 0.00 | 0.00 | 1.79M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 123.92K | SH | $40.7K 12.47% | 0.00 | 0.00 | 123.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 718.88K | SH | $23.6K 7.23% | 0.00 | 0.00 | 718.88K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 288.25K | SH | $17.3K 5.30% | 0.00 | 0.00 | 288.25K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 310.50K | SH | $15.0K 4.59% | 0.00 | 0.00 | 310.50K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 285.33K | SH | $12.2K 3.74% | 0.00 | 0.00 | 285.33K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 118.62K | SH | $11.9K 3.66% | 0.00 | 0.00 | 118.62K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 130.02K | SH | $10.2K 3.12% | 0.00 | 0.00 | 130.02K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 48.42K | SH | $10.1K 3.10% | 0.00 | 0.00 | 48.42K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 324.23K | SH | $8.1K 2.50% | 0.00 | 0.00 | 324.23K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 239.75K | SH | $7.7K 2.36% | 0.00 | 0.00 | 239.75K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 157.20K | SH | $7.3K 2.25% | 0.00 | 0.00 | 157.20K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 111.54K | SH | $7.2K 2.20% | 0.00 | 0.00 | 111.54K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.58K | SH | $6.6K 2.02% | 0.00 | 0.00 | 30.58K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 102.36K | SH | $5.5K 1.70% | 0.00 | 0.00 | 102.36K |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 110.68K | SH | $5.5K 1.69% | 0.00 | 0.00 | 110.68K |
ISHARES TRSOLE | CORE MSCI EAFE | 57.20K | SH | $5.0K 1.53% | 0.00 | 0.00 | 57.20K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 87.64K | SH | $4.9K 1.49% | 0.00 | 0.00 | 87.64K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 210.52K | SH | $4.6K 1.41% | 0.00 | 0.00 | 210.52K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 80.37K | SH | $4.0K 1.23% | 0.00 | 0.00 | 80.37K |
APPLE INCSOLE | COM | 13.96K | SH | $3.6K 1.09% | 0.00 | 0.00 | 13.96K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 36.78K | SH | $3.5K 1.09% | 0.00 | 0.00 | 36.78K |
EA SERIES TRUSTSOLE | INTL QUAN MOMNTM | 93.70K | SH | $3.4K 1.05% | 0.00 | 0.00 | 93.70K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 36.08K | SH | $3.3K 1.01% | 0.00 | 0.00 | 36.08K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 106.29K | SH | $3.2K 0.98% | 0.00 | 0.00 | 106.29K |
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