One Degree Advisors Inc

RIA/Wealth

One Degree Advisors Inc is a RIA/Wealth based in San Diego, CA led by Janice Adele Thompson, reporting $341.6M in AUM as of Q3 2025 with 94% ETF concentration, 71% concentrated in top 10 holdings, and 22% allocation to DFAC.

FounderJanice Adele Thompson

Portfolio Value: $308.0M
Positions: 63
Top Holding: DFAC at 22.4%
Last Reported: Q3 2025

Address8880 Rio San Diego Drive, Suite 1000, San Diego, CA, 92108, United States

Top Holdings

Largest long holdings in One Degree Advisors Inc's portfolio (70.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$69.0M	22.40%	+$14.8M Bought	— 1.8M shares	Q4 2023 Held for 1y 11m
2 Vanguard Total Stock Market VTI	ETF ETF	$40.7M	13.20%	+$5.7M Bought	— 123.9K shares	Q4 2023 Held for 1y 11m
3 Dimensional International Core Equity 2 DFIC	ETF ETF	$23.6M	7.65%	+$414.8K Bought	— 718.9K shares	Q4 2023 Held for 1y 11m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$17.3M	5.61%	-$3.8M Sold	— 288.3K shares	Q4 2023 Held for 1y 11m
5 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$15.0M	4.86%	+$1.9M Bought	— 310.5K shares	Q4 2023 Held for 1y 11m
6 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$12.2M	3.96%	+$1.5M Bought	— 285.3K shares	Q3 2024 Held for 1y 2m
7 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$11.9M	3.88%	+$11.0M Bought	— 118.6K shares	Q4 2023 Held for 1y 11m
8 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$10.2M	3.31%	+$855.9K Bought	— 130.0K shares	Q4 2023 Held for 1y 11m
9 Vanguard Small-Cap Value VBR	ETF ETF	$10.1M	3.28%	+$438.7K Bought	— 48.4K shares	Q4 2023 Held for 1y 11m
10 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$8.1M	2.65%	-$6.6M Sold	— 324.2K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in One Degree Advisors Inc's latest filing

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Market Value

$308.0M

Prior: $263.2M

Q/Q Change

+17.04%

+$44.9M

Net Flows % of MV

+9.67%

Turnover Ratio

11.08%

New Purchases

4 stocks

$1.7M

Added To

29 stocks

+$47.2M

Sold Out Of

10 stocks

$3.4M

Reduced Holdings

22 stocks

-$15.7M

Increased Positions

Position	Shares Δ	Change
1 Guild Holdings GHLD	New	0 → 47.1K +$939.1K
2 Freedom 100 Emerging Markets FRDM	New	0 → 7.0K +$308.8K
3 Vanguard Growth VUG	New	0 → 496.0 +$237.9K
4 Dimensional US Sustainability Core 1 DFSU	New	0 → 4.8K +$203.2K
5 iShares 0-3 Month Treasury Bond SGOV	+1,214.94%	9.0K → 118.6K +$11.0M

Decreased Positions

Position	Shares Δ	Change
1 iShares California Muni Bond CMF	Sold	15.6K → 0 −$871.3K
2 Berkshire Hathaway BRK.B	Sold	854.0 → 0 −$414.8K
3 JPMorgan Chase JPM	Sold	1.2K → 0 −$348.5K
4 Broadcom Inc. AVGO	Sold	1.2K → 0 −$318.1K
5 Walmart WMT	Sold	2.7K → 0 −$261.9K