One Degree Advisors Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002005743

Type: FundHoldings: 62Value: $242.9MLatest: 2025Q1

One Degree Advisors Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 62 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "NDAQ",
  null,
  "PCAR",
  "AAPL",
  "NVDA",
  "IEFA",
  null,
  "SRE",
  "SPLG",
  null,
  "VNQ",
  null,
  "VWO",
  null,
  "VIG",
  "IEF",
  "CAH",
  "AMZN",
  "VEU",
  "VEA",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "WELL",
  null,
  null,
  null,
  "MCK",
  "BRK-B",
  "BIOX",
  "CVX",
  "COST",
  null,
  "DFAC",
  null,
  "QQQ",
  "GOOG",
  "JNJ",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 62
Total Value: 242885
Accession Number: 0002005743-25-000002
Form Type: 13F-HR
CIK: one-degree-advisors
Manager Name: One-Degree-Advisors

Data Enrichment

61% identified

38 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $242.9K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

25434V708

DFAC|25434V708

Shares:1.3M

Value:$44.5M

% of Portfolio:18319.8% ($44.5M/$242.9K)

922908769

VTI|922908769

Shares:117.8K

Value:$32.4M

% of Portfolio:13325.6% ($32.4M/$242.9K)

25434V799

Shares:521.5K

Value:$14.5M

% of Portfolio:5962.1% ($14.5M/$242.9K)

921943858

VEA|921943858

Shares:284.2K

Value:$14.4M

% of Portfolio:5946.8% ($14.4M/$242.9K)

808524854

Shares:551.4K

Value:$13.7M

% of Portfolio:5643.4% ($13.7M/$242.9K)

25434V864

Shares:255.9K

Value:$12.2M

% of Portfolio:5006.9% ($12.2M/$242.9K)

25434V872

Shares:236.4K

Value:$9.9M

% of Portfolio:4093.3% ($9.9M/$242.9K)

922908611

VBR|922908611

Shares:44.2K

Value:$8.2M

% of Portfolio:3387.6% ($8.2M/$242.9K)

78464A854

SPLG|78464A854

Shares:115.0K

Value:$7.6M

% of Portfolio:3112.6% ($7.6M/$242.9K)

921908844

VIG|921908844

Shares:32.3K

Value:$6.3M

% of Portfolio:2583.1% ($6.3M/$242.9K)

922907746

VTEB|922907746

Shares:109.3K

Value:$5.4M

% of Portfolio:2233.6% ($5.4M/$242.9K)

02072L102

Shares:122.0K

Value:$5.2M

% of Portfolio:2142.2% ($5.2M/$242.9K)

02072L409

Shares:86.3K

Value:$5.1M

% of Portfolio:2111.7% ($5.1M/$242.9K)

25434V633

Shares:97.7K

Value:$4.8M

% of Portfolio:1995.6% ($4.8M/$242.9K)

464287440

IEF|464287440

Shares:50.0K

Value:$4.8M

% of Portfolio:1963.1% ($4.8M/$242.9K)

25434V732

Shares:176.0K

Value:$4.7M

% of Portfolio:1917.4% ($4.7M/$242.9K)

922042858

VWO|922042858

Shares:99.8K

Value:$4.5M

% of Portfolio:1859.3% ($4.5M/$242.9K)

46432F842

IEFA|46432F842

Shares:56.3K

Value:$4.3M

% of Portfolio:1753.5% ($4.3M/$242.9K)

38747R108

Shares:181.1K

Value:$3.9M

% of Portfolio:1617.6% ($3.9M/$242.9K)

25434V583

Shares:71.6K

Value:$3.8M

% of Portfolio:1576.1% ($3.8M/$242.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	1.3M	QoQ +6.15% (-78.2K) YoY +16.15% (+187.5K)	All Managers (Combined)	$44.5M	18319.8% ($44.5M/$242.9K)	QoQ -2.06% (-$1) YoY +19.92% (+$7)
(VTIcusip922908769)	117.8K	QoQ +0.97% (-1.1K) YoY +0.72% (+842)	All Managers (Combined)	$32.4M	13325.6% ($32.4M/$242.9K)	QoQ -7.41% (-$3) YoY +6.50% (+$2)
(cusip25434V799)✕	521.5K	QoQ +6.70% (+32.7K) YoY +27.65% (+113.0K)	All Managers (Combined)	$14.5M	5962.1% ($14.5M/$242.9K)	QoQ +8.54% (+$1) YoY +32.51% (+$4)
(VEAcusip921943858)	284.2K	QoQ +1.26% (+3.5K) YoY +9.17% (+23.9K)	All Managers (Combined)	$14.4M	5946.8% ($14.4M/$242.9K)	QoQ +1.46% (+$0) YoY +10.60% (+$1)
(cusip808524854)✕	551.4K	QoQ +88.50% (+258.9K) YoY +319.36% (+419.9K)	All Managers (Combined)	$13.7M	5643.4% ($13.7M/$242.9K)	QoQ +92.54% (+$7) YoY +112.51% (+$7)
(cusip25434V864)✕	255.9K	QoQ +1.48% (+3.7K) YoY NEW(+255.9K)	All Managers (Combined)	$12.2M	5006.9% ($12.2M/$242.9K)	QoQ +2.21% (+$0) YoY NEW(+$12)
(cusip25434V872)✕	236.4K	QoQ +1.31% (+3.1K) YoY NEW(+236.4K)	All Managers (Combined)	$9.9M	4093.3% ($9.9M/$242.9K)	QoQ +2.53% (+$0) YoY NEW(+$10)
(VBRcusip922908611)	44.2K	QoQ +1.67% (-727) YoY +4.88% (+2.1K)	All Managers (Combined)	$8.2M	3387.6% ($8.2M/$242.9K)	QoQ -6.94% (-$1) YoY +1.81% (+$0)
(SPLGcusip78464A854)	115.0K	QoQ +0.89% (-1.0K) YoY -9.50% (-12.1K)	All Managers (Combined)	$7.6M	3112.6% ($7.6M/$242.9K)	QoQ -6.80% (-$1) YoY -3.28% (-$0)
(VIGcusip921908844)	32.3K	QoQ -0.01% (-5) YoY -8.46% (-3.0K)	All Managers (Combined)	$6.3M	2583.1% ($6.3M/$242.9K)	QoQ -5.01% (-$0) YoY -2.78% (-$0)
(VTEBcusip922907746)	109.3K	QoQ +91.51% (+52.2K) YoY +133.93% (+62.6K)	All Managers (Combined)	$5.4M	2233.6% ($5.4M/$242.9K)	QoQ +89.48% (+$3) YoY +129.28% (+$3)
(cusip02072L102)✕	122.0K	QoQ +4.47% (-5.2K) YoY +15.50% (+16.4K)	All Managers (Combined)	$5.2M	2142.2% ($5.2M/$242.9K)	QoQ -1.19% (-$0) YoY +9.60% (+$0)
(cusip02072L409)✕	86.3K	QoQ +4.59% (-3.8K) YoY +4.60% (+3.8K)	All Managers (Combined)	$5.1M	2111.7% ($5.1M/$242.9K)	QoQ -7.91% (-$0) YoY +5.10% (+$0)
(cusip25434V633)✕	97.7K	QoQ +1.60% (+1.5K) YoY NEW(+97.7K)	All Managers (Combined)	$4.8M	1995.6% ($4.8M/$242.9K)	QoQ +0.58% (+$0) YoY NEW(+$5)
(IEFcusip464287440)	50.0K	QoQ +293.48% (+37.3K) YoY +49.09% (+16.5K)	All Managers (Combined)	$4.8M	1963.1% ($4.8M/$242.9K)	QoQ +304.06% (+$4) YoY +50.17% (+$2)
(cusip25434V732)✕	176.0K	QoQ +6.47% (+10.7K) YoY +25.20% (+35.4K)	All Managers (Combined)	$4.7M	1917.4% ($4.7M/$242.9K)	QoQ +5.72% (+$0) YoY +29.93% (+$1)
(VWOcusip922042858)	99.8K	QoQ +1.25% (+1.2K) YoY +6.88% (+6.4K)	All Managers (Combined)	$4.5M	1859.3% ($4.5M/$242.9K)	QoQ +1.52% (+$0) YoY +15.79% (+$1)
(IEFAcusip46432F842)	56.3K	QoQ -1.97% (-1.1K) YoY +6.14% (+3.3K)	All Managers (Combined)	$4.3M	1753.5% ($4.3M/$242.9K)	QoQ -0.88% (-$0) YoY +8.15% (+$0)
(cusip38747R108)✕	181.1K	QoQ +1.49% (+2.7K) YoY NEW(+181.1K)	All Managers (Combined)	$3.9M	1617.6% ($3.9M/$242.9K)	QoQ +2.88% (+$0) YoY NEW(+$4)
(cusip25434V583)✕	71.6K	QoQ +1.96% (+1.4K) YoY NEW(+71.6K)	All Managers (Combined)	$3.8M	1576.1% ($3.8M/$242.9K)	QoQ +2.48% (+$0) YoY NEW(+$4)