Filed: 2/6/2026ACC: 0002005743-26-000002
๐ What this filing means
ONE DEGREE ADVISORS INC filed this quarterly 13FโHR report disclosing 70 equity positions with a total reported market value of $363.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$363.8K
Total AUM (reported)
7.18M
Total Shares
Allocation by class
US CORE EQUITY 2$71.2K19.6%
TOTAL STK MKT$37.5K10.3%
INTL CORE EQUITY$35.8K9.8%
VAN FTSE DEV MKT$23.7K6.5%
INT-TRM U.S TRES$16.3K4.5%
SHORT DURATION F$15.4K4.2%
COM$15.1K4.1%
Portfolio Concentration
Top 3$144.5K39.7%
4โ10$98.2K27.0%
11โ25$85.0K23.4%
Rest$36.0K9.9%
Top 3 weight
39.7%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 7.18M
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
7.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings70
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.80M
TypeSH
Market value$71.2K
19.58%
Sole
0.00
Shared
0.00
None
1.80M
VANGUARD INDEX FDS
SOLEShares111.87K
TypeSH
Market value$37.5K
10.31%
Sole
0.00
Shared
0.00
None
111.87K
DIMENSIONAL ETF TRUST
SOLEShares1.04M
TypeSH
Market value$35.8K
9.83%
Sole
0.00
Shared
0.00
None
1.04M
VANGUARD TAX-MANAGED FDS
SOLEShares379.18K
TypeSH
Market value$23.7K
6.51%
Sole
0.00
Shared
0.00
None
379.18K
SCHWAB STRATEGIC TR
SOLEShares650.16K
TypeSH
Market value$16.3K
4.48%
Sole
0.00
Shared
0.00
None
650.16K
DIMENSIONAL ETF TRUST
SOLEShares320.94K
TypeSH
Market value$15.4K
4.23%
Sole
0.00
Shared
0.00
None
320.94K
DIMENSIONAL ETF TRUST
SOLEShares297.40K
TypeSH
Market value$12.7K
3.48%
Sole
0.00
Shared
0.00
None
297.40K
SPDR SERIES TRUST
SOLEShares133.16K
TypeSH
Market value$10.7K
2.94%
Sole
0.00
Shared
0.00
None
133.16K
VANGUARD INDEX FDS
SOLEShares49.99K
TypeSH
Market value$10.6K
2.91%
Sole
0.00
Shared
0.00
None
49.99K
DIMENSIONAL ETF TRUST
SOLEShares270.11K
TypeSH
Market value$8.9K
2.46%
Sole
0.00
Shared
0.00
None
270.11K
EA SERIES TRUST
SOLEShares171.80K
TypeSH
Market value$8.4K
2.30%
Sole
0.00
Shared
0.00
None
171.80K
EA SERIES TRUST
SOLEShares149.72K
TypeSH
Market value$8.3K
2.27%
Sole
0.00
Shared
0.00
None
149.72K
EA SERIES TRUST
SOLEShares122.29K
TypeSH
Market value$8.0K
2.19%
Sole
0.00
Shared
0.00
None
122.29K
VANGUARD MUN BD FDS
SOLEShares156.71K
TypeSH
Market value$7.9K
2.17%
Sole
0.00
Shared
0.00
None
156.71K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.39K
TypeSH
Market value$6.7K
1.84%
Sole
0.00
Shared
0.00
None
30.39K
DIMENSIONAL ETF TRUST
SOLEShares115.16K
TypeSH
Market value$5.8K
1.59%
Sole
0.00
Shared
0.00
None
115.16K
VANGUARD INTL EQUITY INDEX F
SOLEShares104.34K
TypeSH
Market value$5.6K
1.54%
Sole
0.00
Shared
0.00
None
104.34K
ISHARES TR
SOLEShares61.01K
TypeSH
Market value$5.5K
1.50%
Sole
0.00
Shared
0.00
None
61.01K
ISHARES TR
SOLEShares52.08K
TypeSH
Market value$5.0K
1.38%
Sole
0.00
Shared
0.00
None
52.08K
DIMENSIONAL ETF TRUST
SOLEShares91.77K
TypeSH
Market value$5.0K
1.36%
Sole
0.00
Shared
0.00
None
91.77K
GRANITESHARES ETF TR
SOLEShares221.85K
TypeSH
Market value$4.7K
1.29%
Sole
0.00
Shared
0.00
None
221.85K
APPLE INC
SOLEShares14.47K
TypeSH
Market value$3.9K
1.08%
Sole
0.00
Shared
0.00
None
14.47K
EA SERIES TRUST
SOLEShares99.83K
TypeSH
Market value$3.8K
1.05%
Sole
0.00
Shared
0.00
None
99.83K
EA SERIES TRUST
SOLEShares115.66K
TypeSH
Market value$3.6K
1.00%
Sole
0.00
Shared
0.00
None
115.66K
FRANKLIN TEMPLETON ETF TR
SOLEShares120.67K
TypeSH
Market value$3.0K
0.82%
Sole
0.00
Shared
0.00
None
120.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.80M | SH | $71.2K 19.58% | 0.00 | 0.00 | 1.80M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 111.87K | SH | $37.5K 10.31% | 0.00 | 0.00 | 111.87K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.04M | SH | $35.8K 9.83% | 0.00 | 0.00 | 1.04M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 379.18K | SH | $23.7K 6.51% | 0.00 | 0.00 | 379.18K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 650.16K | SH | $16.3K 4.48% | 0.00 | 0.00 | 650.16K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 320.94K | SH | $15.4K 4.23% | 0.00 | 0.00 | 320.94K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 297.40K | SH | $12.7K 3.48% | 0.00 | 0.00 | 297.40K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 133.16K | SH | $10.7K 2.94% | 0.00 | 0.00 | 133.16K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 49.99K | SH | $10.6K 2.91% | 0.00 | 0.00 | 49.99K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 270.11K | SH | $8.9K 2.46% | 0.00 | 0.00 | 270.11K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 171.80K | SH | $8.4K 2.30% | 0.00 | 0.00 | 171.80K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 149.72K | SH | $8.3K 2.27% | 0.00 | 0.00 | 149.72K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 122.29K | SH | $8.0K 2.19% | 0.00 | 0.00 | 122.29K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 156.71K | SH | $7.9K 2.17% | 0.00 | 0.00 | 156.71K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.39K | SH | $6.7K 1.84% | 0.00 | 0.00 | 30.39K |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 115.16K | SH | $5.8K 1.59% | 0.00 | 0.00 | 115.16K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 104.34K | SH | $5.6K 1.54% | 0.00 | 0.00 | 104.34K |
ISHARES TRSOLE | CORE MSCI EAFE | 61.01K | SH | $5.5K 1.50% | 0.00 | 0.00 | 61.01K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 52.08K | SH | $5.0K 1.38% | 0.00 | 0.00 | 52.08K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 91.77K | SH | $5.0K 1.36% | 0.00 | 0.00 | 91.77K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 221.85K | SH | $4.7K 1.29% | 0.00 | 0.00 | 221.85K |
APPLE INCSOLE | COM | 14.47K | SH | $3.9K 1.08% | 0.00 | 0.00 | 14.47K |
EA SERIES TRUSTSOLE | INTL QUAN MOMNTM | 99.83K | SH | $3.8K 1.05% | 0.00 | 0.00 | 99.83K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 115.66K | SH | $3.6K 1.00% | 0.00 | 0.00 | 115.66K |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 120.67K | SH | $3.0K 0.82% | 0.00 | 0.00 | 120.67K |
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