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Size ($ in 1000's)
At 12/31/2023: $195,530
At 09/30/2023: $0
One Degree Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from One Degree Advisors Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the One Degree Advisors Inc top holdings by largest position size, as per the latest 13f filing made by One Degree Advisors Inc.
In the One Degree Advisors Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by One Degree Advisors Inc in that top holding, then the share count change between reporting periods, and finally the One Degree Advisors Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
1,148,529 |
+1,148,529 |
$34,008 | | DFAC | 1,148,529 | +1,148,529 | $34,008 | | VANGUARD INDEX FDS (VTI) |
117,145 |
+117,145 |
$28,586 | | VTI | 117,145 | +117,145 | $28,586 | | VANGUARD TAX MANAGED FDS (VEA) |
260,802 |
+260,802 |
$12,318 | | VEA | 260,802 | +260,802 | $12,318 | | DIMENSIONAL ETF TRUST (DFIC) |
403,118 |
+403,118 |
$10,082 | | DFIC | 403,118 | +403,118 | $10,082 | | ISHARES TR (SGOV) |
88,567 |
+88,567 |
$8,887 | | SGOV | 88,567 | +88,567 | $8,887 | | SPDR SER TR (SPLG) |
126,970 |
+126,970 |
$7,358 | | SPLG | 126,970 | +126,970 | $7,358 | | VANGUARD INDEX FDS (VBR) |
42,122 |
+42,122 |
$7,356 | | VBR | 42,122 | +42,122 | $7,356 | | SCHWAB STRATEGIC TR |
131,776 |
+131,776 |
$6,470 | | SCHR | 131,776 | +131,776 | $6,470 | | VANGUARD SPECIALIZED FUNDS (VIG) |
35,468 |
+35,468 |
$6,145 | | VIG | 35,468 | +35,468 | $6,145 | | VANGUARD SCOTTSDALE FDS (VGSH) |
91,481 |
+91,481 |
$5,316 | | VGSH | 91,481 | +91,481 | $5,316 | | VANGUARD MALVERN FDS (VTIP) |
97,601 |
+97,601 |
$4,628 | | VTIP | 97,601 | +97,601 | $4,628 | | EA SERIES TRUST |
82,805 |
+82,805 |
$4,375 | | QMOM | 82,805 | +82,805 | $4,375 | | EA SERIES TRUST |
105,141 |
+105,141 |
$4,252 | | QVAL | 105,141 | +105,141 | $4,252 | | VANGUARD BD INDEX FDS (BSV) |
54,755 |
+54,755 |
$4,196 | | BSV | 54,755 | +54,755 | $4,196 | | VANGUARD BD INDEX FDS (BND) |
56,692 |
+56,692 |
$4,106 | | BND | 56,692 | +56,692 | $4,106 | | VANGUARD CHARLOTTE FDS (BNDX) |
83,370 |
+83,370 |
$4,055 | | BNDX | 83,370 | +83,370 | $4,055 | | VANGUARD INTL EQUITY INDEX F (VWO) |
93,611 |
+93,611 |
$3,719 | | VWO | 93,611 | +93,611 | $3,719 | | ISHARES TR (IEFA) |
52,917 |
+52,917 |
$3,681 | | IEFA | 52,917 | +52,917 | $3,681 | | DIMENSIONAL ETF TRUST (DFEM) |
138,877 |
+138,877 |
$3,358 | | DFEM | 138,877 | +138,877 | $3,358 | | ISHARES TR (IEF) |
33,390 |
+33,390 |
$3,160 | | IEF | 33,390 | +33,390 | $3,160 | | APPLE INC |
14,374 |
+14,374 |
$2,698 | | AAPL | 14,374 | +14,374 | $2,698 | | VANGUARD INDEX FDS (VNQ) |
30,615 |
+30,615 |
$2,528 | | VNQ | 30,615 | +30,615 | $2,528 | | VANGUARD MUN BD FDS (VTEB) |
46,633 |
+46,633 |
$2,353 | | VTEB | 46,633 | +46,633 | $2,353 | | EA SERIES TRUST |
62,611 |
+62,611 |
$1,704 | | IMOM | 62,611 | +62,611 | $1,704 | | EA SERIES TRUST |
66,926 |
+66,926 |
$1,687 | | IVAL | 66,926 | +66,926 | $1,687 | | COSTCO WHSL CORP NEW |
2,318 |
+2,318 |
$1,648 | | COST | 2,318 | +2,318 | $1,648 | | VANGUARD BD INDEX FDS (VUSB) |
27,479 |
+27,479 |
$1,357 | | VUSB | 27,479 | +27,479 | $1,357 | | DIMENSIONAL ETF TRUST (DFNM) |
25,583 |
+25,583 |
$1,234 | | DFNM | 25,583 | +25,583 | $1,234 | | SEMPRA |
15,825 |
+15,825 |
$1,109 | | SRE | 15,825 | +15,825 | $1,109 | | PACCAR INC |
10,371 |
+10,371 |
$1,080 | | PCAR | 10,371 | +10,371 | $1,080 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
16,310 |
+16,310 |
$974 | | FTSM | 16,310 | +16,310 | $974 | | SPDR SER TR (SPTS) |
33,341 |
+33,341 |
$965 | | SPTS | 33,341 | +33,341 | $965 | | ISHARES TR (CMF) |
16,107 |
+16,107 |
$926 | | CMF | 16,107 | +16,107 | $926 | | VANGUARD INTL EQUITY INDEX F (VEU) |
16,499 |
+16,499 |
$910 | | VEU | 16,499 | +16,499 | $910 | | MICROSOFT CORP |
2,051 |
+2,051 |
$832 | | MSFT | 2,051 | +2,051 | $832 | | VICTORY PORTFOLIOS II |
17,640 |
+17,640 |
$762 | | VSMV | 17,640 | +17,640 | $762 | | UNION PAC CORP |
2,818 |
+2,818 |
$695 | | UNP | 2,818 | +2,818 | $695 | | SPDR SER TR (SHM) |
14,055 |
+14,055 |
$668 | | SHM | 14,055 | +14,055 | $668 | | CATERPILLAR INC |
1,615 |
+1,615 |
$519 | | CAT | 1,615 | +1,615 | $519 | | CHEVRON CORP NEW |
3,194 |
+3,194 |
$487 | | CVX | 3,194 | +3,194 | $487 | | ALPHABET INC |
3,280 |
+3,280 |
$471 | | GOOGL | 3,280 | +3,280 | $471 | | QUALCOMM INC |
2,930 |
+2,930 |
$422 | | QCOM | 2,930 | +2,930 | $422 | | MCKESSON CORP |
827 |
+827 |
$420 | | MCK | 827 | +827 | $420 | | ALPHABET INC |
2,840 |
+2,840 |
$412 | | GOOG | 2,840 | +2,840 | $412 | | ISHARES TR (MUB) |
3,561 |
+3,561 |
$382 | | MUB | 3,561 | +3,561 | $382 | | CARDINAL HEALTH INC |
3,574 |
+3,574 |
$370 | | CAH | 3,574 | +3,574 | $370 | | SPDR SER TR (SLYV) |
4,576 |
+4,576 |
$356 | | SLYV | 4,576 | +4,576 | $356 | | DIMENSIONAL ETF TRUST (DFUV) |
7,881 |
+7,881 |
$294 | | DFUV | 7,881 | +7,881 | $294 | | BIOCERES CROP SOLUTIONS CORP |
23,038 |
+23,038 |
$291 | | BIOX | 23,038 | +23,038 | $291 | | MASTERCARD INCORPORATED |
600 |
+600 |
$274 | | MA | 600 | +600 | $274 |
See Full List: All Stocks Held By One Degree Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By One Degree Advisors Inc
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