Institutional Fund
One Degree Advisors Inc
San Diego, CACIK 20057435 filings on record
Portfolio Value
$381.2K
Q1 2026
Holdings
72
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+4.8%
from $363.8K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust19.3%
- Dimensional ETF Trust10.5%
- Vanguard Index Fds9.6%
- Vanguard Tax-Managed Fds6.3%
- Schwab Strategic Tr4.6%
- Dimensional ETF Trust4.2%
- Other45.6%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.90M | $73.6K | 19.3% | +96.0K | Added |
| 2 | Dimensional ETF Trust | 1.12M | $39.9K | 10.5% | +84.3K | Added |
| 3 | Vanguard Index Fds | 113.7K | $36.5K | 9.6% | +1.8K | Added |
| 4 | Vanguard Tax-Managed Fds | 375.0K | $24.0K | 6.3% | −4.1K | Reduced |
| 5 | Schwab Strategic Tr | 699.5K | $17.4K | 4.6% | +49.3K | Added |
| 6 | Dimensional ETF Trust | 336.5K | $16.1K | 4.2% | +15.6K | Added |
| 7 | Dimensional ETF Trust | 318.5K | $13.4K | 3.5% | +21.1K | Added |
| 8 | Vanguard Index Fds | 50.4K | $10.9K | 2.9% | +386 | Added |
| 9 | Spdr Series Trust | 141.2K | $10.8K | 2.8% | +8.1K | Added |
| 10 | Dimensional ETF Trust | 290.9K | $10.1K | 2.6% | +20.8K | Added |
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