Filed: 5/1/2026ACC: 0002005743-26-000003
📋 What this filing means
ONE DEGREE ADVISORS INC filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $381.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$381.2K
Total AUM (reported)
7.55M
Total Shares
Allocation by class
US CORE EQUITY 2$73.6K19.3%
INTL CORE EQUITY$39.9K10.5%
TOTAL STK MKT$36.5K9.6%
VAN FTSE DEV MKT$24.0K6.3%
INT-TRM U.S TRES$17.4K4.6%
SHORT DURATION F$16.1K4.2%
COM$14.9K3.9%
Portfolio Concentration
Top 3$150.0K39.3%
4–10$102.8K27.0%
11–25$90.6K23.8%
Rest$37.9K9.9%
Top 3 weight
39.3%
Top 10 weight
66.3%
Voting Authority Distribution
Total shares with voting rights: 7.55M
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
7.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.90M
TypeSH
Market value$73.6K
19.32%
Sole
0.00
Shared
0.00
None
1.90M
DIMENSIONAL ETF TRUST
SOLEShares1.12M
TypeSH
Market value$39.9K
10.46%
Sole
0.00
Shared
0.00
None
1.12M
VANGUARD INDEX FDS
SOLEShares113.68K
TypeSH
Market value$36.5K
9.57%
Sole
0.00
Shared
0.00
None
113.68K
VANGUARD TAX-MANAGED FDS
SOLEShares375.04K
TypeSH
Market value$24.0K
6.30%
Sole
0.00
Shared
0.00
None
375.04K
SCHWAB STRATEGIC TR
SOLEShares699.48K
TypeSH
Market value$17.4K
4.57%
Sole
0.00
Shared
0.00
None
699.48K
DIMENSIONAL ETF TRUST
SOLEShares336.55K
TypeSH
Market value$16.1K
4.23%
Sole
0.00
Shared
0.00
None
336.55K
DIMENSIONAL ETF TRUST
SOLEShares318.46K
TypeSH
Market value$13.4K
3.53%
Sole
0.00
Shared
0.00
None
318.46K
VANGUARD INDEX FDS
SOLEShares50.37K
TypeSH
Market value$10.9K
2.87%
Sole
0.00
Shared
0.00
None
50.37K
SPDR SERIES TRUST
SOLEShares141.23K
TypeSH
Market value$10.8K
2.84%
Sole
0.00
Shared
0.00
None
141.23K
DIMENSIONAL ETF TRUST
SOLEShares290.92K
TypeSH
Market value$10.1K
2.64%
Sole
0.00
Shared
0.00
None
290.92K
EA SERIES TRUST
SOLEShares179.42K
TypeSH
Market value$9.4K
2.45%
Sole
0.00
Shared
0.00
None
179.42K
EA SERIES TRUST
SOLEShares128.59K
TypeSH
Market value$8.8K
2.30%
Sole
0.00
Shared
0.00
None
128.59K
VANGUARD MUN BD FDS
SOLEShares165.09K
TypeSH
Market value$8.2K
2.16%
Sole
0.00
Shared
0.00
None
165.09K
EA SERIES TRUST
SOLEShares137.57K
TypeSH
Market value$7.2K
1.89%
Sole
0.00
Shared
0.00
None
137.57K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.12K
TypeSH
Market value$6.5K
1.70%
Sole
0.00
Shared
0.00
None
30.12K
GRANITESHARES ETF TR
SOLEShares232.17K
TypeSH
Market value$6.1K
1.60%
Sole
0.00
Shared
0.00
None
232.17K
DIMENSIONAL ETF TRUST
SOLEShares117.87K
TypeSH
Market value$5.9K
1.54%
Sole
0.00
Shared
0.00
None
117.87K
ISHARES TR
SOLEShares63.10K
TypeSH
Market value$5.7K
1.50%
Sole
0.00
Shared
0.00
None
63.10K
VANGUARD INTL EQUITY INDEX F
SOLEShares104.57K
TypeSH
Market value$5.7K
1.48%
Sole
0.00
Shared
0.00
None
104.57K
DIMENSIONAL ETF TRUST
SOLEShares98.11K
TypeSH
Market value$5.3K
1.39%
Sole
0.00
Shared
0.00
None
98.11K
ISHARES TR
SOLEShares54.68K
TypeSH
Market value$5.2K
1.37%
Sole
0.00
Shared
0.00
None
54.68K
VANGUARD INDEX FDS
SOLEShares57.67K
TypeSH
Market value$5.1K
1.34%
Sole
0.00
Shared
0.00
None
57.67K
EA SERIES TRUST
SOLEShares118.15K
TypeSH
Market value$4.0K
1.05%
Sole
0.00
Shared
0.00
None
118.15K
EA SERIES TRUST
SOLEShares98.02K
TypeSH
Market value$3.9K
1.02%
Sole
0.00
Shared
0.00
None
98.02K
APPLE INC
SOLEShares14.30K
TypeSH
Market value$3.6K
0.95%
Sole
0.00
Shared
0.00
None
14.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.90M | SH | $73.6K 19.32% | 0.00 | 0.00 | 1.90M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.12M | SH | $39.9K 10.46% | 0.00 | 0.00 | 1.12M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 113.68K | SH | $36.5K 9.57% | 0.00 | 0.00 | 113.68K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 375.04K | SH | $24.0K 6.30% | 0.00 | 0.00 | 375.04K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 699.48K | SH | $17.4K 4.57% | 0.00 | 0.00 | 699.48K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 336.55K | SH | $16.1K 4.23% | 0.00 | 0.00 | 336.55K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 318.46K | SH | $13.4K 3.53% | 0.00 | 0.00 | 318.46K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 50.37K | SH | $10.9K 2.87% | 0.00 | 0.00 | 50.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 141.23K | SH | $10.8K 2.84% | 0.00 | 0.00 | 141.23K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 290.92K | SH | $10.1K 2.64% | 0.00 | 0.00 | 290.92K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 179.42K | SH | $9.4K 2.45% | 0.00 | 0.00 | 179.42K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 128.59K | SH | $8.8K 2.30% | 0.00 | 0.00 | 128.59K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 165.09K | SH | $8.2K 2.16% | 0.00 | 0.00 | 165.09K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 137.57K | SH | $7.2K 1.89% | 0.00 | 0.00 | 137.57K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.12K | SH | $6.5K 1.70% | 0.00 | 0.00 | 30.12K |
GRANITESHARES ETF TRSOLE | BBG COMMD K 1 | 232.17K | SH | $6.1K 1.60% | 0.00 | 0.00 | 232.17K |
DIMENSIONAL ETF TRUSTSOLE | CALIF MUN BD ETF | 117.87K | SH | $5.9K 1.54% | 0.00 | 0.00 | 117.87K |
ISHARES TRSOLE | CORE MSCI EAFE | 63.10K | SH | $5.7K 1.50% | 0.00 | 0.00 | 63.10K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 104.57K | SH | $5.7K 1.48% | 0.00 | 0.00 | 104.57K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 98.11K | SH | $5.3K 1.39% | 0.00 | 0.00 | 98.11K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 54.68K | SH | $5.2K 1.37% | 0.00 | 0.00 | 54.68K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 57.67K | SH | $5.1K 1.34% | 0.00 | 0.00 | 57.67K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 118.15K | SH | $4.0K 1.05% | 0.00 | 0.00 | 118.15K |
EA SERIES TRUSTSOLE | INTL QUAN MOMNTM | 98.02K | SH | $3.9K 1.02% | 0.00 | 0.00 | 98.02K |
APPLE INCSOLE | COM | 14.30K | SH | $3.6K 0.95% | 0.00 | 0.00 | 14.30K |
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