2026 Q1 Portfolio Activity
In 2026 Q1, One Degree Advisors Inc maintained a portfolio of 75 distinct positions. The most significant new addition was EA SERIES TRUST, now representing 0.62% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 109.9%. Conversely, One Degree Advisors Inc completely exited their position in VANGUARD SCOTTSDALE FDS.
Position History
hover any row below to update
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Total Positions
75
Quarter
2026 Q1
Top Holding
DFAC (19.3%)
Top 10 Concentration
66.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 75
One Degree Advisors Inc Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 19.32% | 19.58% |
#1
Prev: #1
|
8.0 |
—
|
95,967 | 5.3% |
P
S
|
1,895,239 | $73,649 |
$31.80
+37.1%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 10.46% | 9.83% |
#2
1
Prev: #3
|
7.5 |
—
|
84,305 | 8.1% |
P
S
|
1,122,058 | $39,866 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 9.57% | 10.31% |
#3
1
Prev: #2
|
5.3 |
—
|
1,808 | 1.6% |
P
S
|
113,678 | $36,469 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.30% | 6.51% |
#4
Prev: #4
|
3.5 |
—
|
-4,143 | -1.1% |
P
S
|
375,039 | $24,032 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 4.57% | 4.48% |
#5
Prev: #5
|
4.3 |
—
|
49,324 | 7.6% |
P
S
|
699,480 | $17,424 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 4.23% | 4.23% |
#6
Prev: #6
|
2.2 |
—
|
15,606 | 4.9% |
P
S
|
336,546 | $16,113 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 3.53% | 3.48% |
#7
Prev: #7
|
3.4 |
—
|
21,056 | 7.1% |
P
S
|
318,459 | $13,445 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 2.87% | 2.91% |
#8
1
Prev: #9
|
1.6 |
—
|
386 | 0.8% |
P
S
|
50,372 | $10,943 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 2.84% | 2.94% |
#9
1
Prev: #8
|
3.1 |
—
|
8,063 | 6.1% |
P
S
|
141,226 | $10,809 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.64% | 2.46% |
#10
Prev: #10
|
3.1 |
—
|
20,813 | 7.7% |
P
S
|
290,920 | $10,051 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QVAL
EA SERIES TRUST
|
ETF | 2.45% | 2.30% |
#11
Prev: #11
|
1.5 |
—
|
7,616 | 4.4% |
P
S
|
179,417 | $9,355 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QMOM
EA SERIES TRUST
|
Bond/Debt | 2.30% | 2.19% |
#12
1
Prev: #13
|
2.9 |
—
|
6,299 | 5.2% |
P
S
|
128,591 | $8,784 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.16% | 2.17% |
#13
1
Prev: #14
|
2.9 |
—
|
8,388 | 5.4% |
P
S
|
165,093 | $8,236 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAUS
EA SERIES TRUST
|
Unknown | 1.89% | 2.27% |
#14
2
Prev: #12
|
1.3 |
—
|
-12,153 | -8.1% |
P
S
|
137,571 | $7,206 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.70% | 1.84% |
#15
Prev: #15
|
1.2 |
—
|
-278 | -0.9% |
P
S
|
30,117 | $6,477 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COMB
GRANITESHARES E...
|
ETF | 1.60% | 1.29% |
#16
5
Prev: #21
|
1.1 |
—
|
10,319 | 4.7% |
P
S
|
232,173 | $6,098 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFCA
DIMENSIONAL ETF...
|
ETF | 1.54% | 1.59% |
#17
1
Prev: #16
|
1.1 |
—
|
2,709 | 2.4% |
P
S
|
117,871 | $5,875 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEFA
ISHARES TR
|
ETF | 1.50% | 1.50% |
#18
Prev: #18
|
1.1 |
—
|
2,096 | 3.4% |
P
S
|
63,101 | $5,712 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.48% | 1.54% |
#19
2
Prev: #17
|
1.1 |
—
|
235 | 0.2% |
P
S
|
104,573 | $5,652 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 1.39% | 1.36% |
#20
Prev: #20
|
2.6 |
—
|
6,339 | 6.9% |
P
S
|
98,113 | $5,297 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEF
ISHARES TR
|
ETF | 1.37% | 1.38% |
#21
2
Prev: #19
|
1.0 |
—
|
2,600 | 5.0% |
P
S
|
54,681 | $5,218 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.34% | 0.67% |
#22
7
Prev: #29
|
3.5 |
—
|
30,201 | 109.9% |
P
S
|
57,672 | $5,115 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVAL
EA SERIES TRUST
|
Bond/Debt | 1.05% | 1.00% |
#23
1
Prev: #24
|
0.9 |
—
|
2,491 | 2.2% |
P
S
|
118,150 | $4,012 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IMOM
EA SERIES TRUST
|
Bond/Debt | 1.02% | 1.05% |
#24
1
Prev: #23
|
0.9 |
—
|
-1,809 | -1.8% |
P
S
|
98,024 | $3,904 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 0.95% | 1.08% |
#25
3
Prev: #22
|
0.9 |
—
|
-174 | -1.2% |
P
S
|
14,299 | $3,628 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.77% | 0.74% |
#26
Prev: #26
|
0.8 |
—
|
-202 | -6.4% |
P
S
|
2,941 | $2,930 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
HIDE
EA SERIES TRUST
|
Unknown | 0.71% | 0.73% |
#27
Prev: #27
|
0.8 |
—
|
-3,708 | -3.2% |
P
S
|
112,765 | $2,706 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
FLMI
FRANKLIN TEMPLE...
|
ETF | 0.67% | 0.82% |
#28
3
Prev: #25
|
0.8 |
—
|
-17,481 | -14.5% |
P
S
|
103,186 | $2,557 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAEQ
EA SERIES TRUST
|
Unknown | 0.62% | — |
#29
Prev: #—
|
3.7 |
—
|
50,944 | — |
NEW
|
50,944 | $2,369 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PTLC
PACER FDS TR
|
Unknown | 0.56% | 0.63% |
#30
Prev: #30
|
0.7 |
—
|
-145 | -0.4% |
P
S
|
40,915 | $2,146 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
N/A
EA SERIES TRUST
|
|
Unknown | 0.39% | — |
#31
Prev: #—
|
3.7 |
—
|
30,699 | — |
NEW
|
30,699 | $1,502 | — | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.37% | 0.32% |
#32
3
Prev: #35
|
2.6 |
—
|
2,598 | 22.6% |
P
S
|
14,086 | $1,417 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.37% | 0.36% |
#33
1
Prev: #32
|
2.1 |
—
|
1,780 | 6.5% |
P
S
|
29,073 | $1,393 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.33% | 0.39% |
#34
3
Prev: #31
|
0.6 |
—
|
-95 | -2.1% |
P
S
|
4,410 | $1,265 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PTIN
PACER FDS TR
|
Bond/Debt | 0.33% | 0.34% |
#35
2
Prev: #33
|
0.6 |
—
|
-95 | -0.2% |
P
S
|
38,853 | $1,263 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SRE
SEMPRA
|
Utilities | 0.32% | 0.31% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
12,752 | $1,239 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.32% | 0.27% |
#37
3
Prev: #40
|
0.6 |
—
|
1 | 0.1% |
P
S
|
1,722 | $1,219 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.28% | 0.28% |
#38
1
Prev: #39
|
2.1 |
—
|
242 | 14.8% |
P
S
|
1,882 | $1,086 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.28% | 0.29% |
#39
1
Prev: #38
|
0.6 |
—
|
-17 | -0.1% |
P
S
|
14,143 | $1,062 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.27% | 0.26% |
#40
1
Prev: #41
|
2.1 |
—
|
1,943 | 10.2% |
P
S
|
20,901 | $1,043 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.26% | 0.30% |
#41
4
Prev: #37
|
0.6 |
—
|
-16 | -0.5% |
P
S
|
3,452 | $992 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.24% | 0.24% |
#42
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
7,997 | $923 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.23% | 0.33% |
#43
9
Prev: #34
|
0.6 |
—
|
-116 | -4.6% |
P
S
|
2,393 | $885 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.18% | 0.17% |
#44
Prev: #44
|
0.6 |
—
|
-264 | -7.4% |
P
S
|
3,284 | $701 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.16% | 0.16% |
#45
1
Prev: #46
|
0.6 |
—
|
-27 | -3.8% |
P
S
|
691 | $598 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CAH
CARDINAL HEALTH...
|
Healthcare | 0.15% | 0.16% |
#46
2
Prev: #48
|
0.6 |
—
|
2 | 0.1% |
P
S
|
2,788 | $589 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.13% | 0.16% |
#47
Prev: #47
|
0.6 |
—
|
-307 | -10.0% |
P
S
|
2,762 | $481 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.13% | 0.16% |
#48
1
Prev: #49
|
0.6 |
—
|
-139 | -5.7% |
P
S
|
2,307 | $480 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.13% | 0.14% |
#49
1
Prev: #50
|
2.1 |
—
|
161 | 14.3% |
P
S
|
1,287 | $478 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VSMV
VICTORY PORTFOL...
|
ETF | 0.12% | 0.12% |
#50
1
Prev: #51
|
0.5 |
—
|
-16 | -0.2% |
P
S
|
8,165 | $461 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 75 holdings