One Degree Advisors Inc Portfolio Holdings
Q3 2025•63 long positions•$308.0M portfolio value
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Holding73 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $69.0M 22.4% | +$14.8M Bought | — 1.8M shares | 1.4M → 1.8M +$14.8M | +27.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $40.7M 13.2% | +$5.7M Bought | — 123.9K shares | 106.6K → 123.9K +$5.7M | +16.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $23.6M 7.65% | +$414.8K Bought | — 718.9K shares | 706.2K → 718.9K +$414.8K | +1.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.3M 5.61% | -$3.8M Sold | — 288.3K shares | 352.1K → 288.3K −$3.8M | -18.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.0M 4.86% | +$1.9M Bought | — 310.5K shares | 271.4K → 310.5K +$1.9M | +14.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.2M 3.96% | +$1.5M Bought | — 285.3K shares | 249.8K → 285.3K +$1.5M | +14.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $11.9M 3.88% | +$11.0M Bought | — 118.6K shares | 9.0K → 118.6K +$11.0M | +1,214.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.2M 3.31% | +$855.9K Bought | — 130.0K shares | 119.1K → 130.0K +$855.9K | +9.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.1M 3.28% | +$438.7K Bought | — 48.4K shares | 46.3K → 48.4K +$438.7K | +4.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.1M 2.65% | -$6.6M Sold | — 324.2K shares | 587.7K → 324.2K −$6.6M | -44.83% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.7M 2.5% | +$1.3M Bought | — 239.8K shares | 200.3K → 239.8K +$1.3M | +19.7% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.3M 2.38% | +$1.1M Bought | — 157.2K shares | 133.8K → 157.2K +$1.1M | +17.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.2M 2.33% | +$1.1M Bought | — 111.5K shares | 94.8K → 111.5K +$1.1M | +17.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.5M 1.8% | +$140.1K Bought | — 102.4K shares | 99.8K → 102.4K +$140.1K | +2.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.5M 1.79% | +$773.6K Bought | — 110.7K shares | 95.2K → 110.7K +$773.6K | +16.32% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.0M 1.62% | +$989.2K Bought | — 57.2K shares | 45.9K → 57.2K +$989.2K | +24.7% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.9M 1.58% | +$583.1K Bought | — 87.6K shares | 77.2K → 87.6K +$583.1K | +13.6% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $3.6M 1.15% | -$631.7K Sold | 0.0% 14.0K shares | 16.4K → 14.0K −$631.7K | -15.09% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.5M 1.15% | -$773.7K Sold | — 36.8K shares | 44.8K → 36.8K −$773.7K | -17.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.4M 1.11% | +$392.1K Bought | — 93.7K shares | 83.0K → 93.7K +$392.1K | +12.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.3M 1.07% | +$2.3M Bought | — 36.1K shares | 10.4K → 36.1K +$2.3M | +246.76% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 1.04% | +$416.1K Bought | — 106.3K shares | 92.5K → 106.3K +$416.1K | +14.91% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 0.772% | +$343.9K Bought | — 102.7K shares | 87.9K → 102.7K +$343.9K | +16.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.752% | -$1.4M Sold | — 39.4K shares | 63.5K → 39.4K −$1.4M | -38.03% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $2.3M 0.733% | -$193.5K Sold | 0.001% 2.4K shares | 2.6K → 2.4K −$193.5K | -7.89% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 0.655% | +$291.7K Bought | — 36.8K shares | 31.5K → 36.8K +$291.7K | +16.9% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.4M 0.446% | -$292.1K Sold | 0.0% 2.7K shares | 3.2K → 2.7K −$292.1K | -17.54% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $1.3M 0.424% | -$17.5K Sold | 0.0% 5.4K shares | 5.4K → 5.4K −$17.5K | -1.32% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.386% | +$93.3K Bought | — 24.8K shares | 22.8K → 24.8K +$93.3K | +8.52% | — — | Q4 2023 Held for 1y 11m | |
Diversified Utilities Utilities | $1.2M 0.373% | -$5.3K Sold | 0.002% 12.8K shares | 12.8K → 12.8K −$5.3K | -0.46% | $58.7B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.352% | +$107.7K Bought | — 35.6K shares | 32.1K → 35.6K +$107.7K | +11.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.345% | -$13.2K Sold | — 14.9K shares | 15.1K → 14.9K −$13.2K | -1.23% | — — | Q4 2023 Held for 1y 11m | |
Financial - Mortgages Financial Services | $939.1K 0.305% | +$939.1K New | 0.076% 47.1K shares | 0 → 47.1K +$939.1K | New | $1.2B Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $911.4K 0.296% | +$57.6K Bought | — 1.5K shares | 1.4K → 1.5K +$57.6K | +6.75% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $877.8K 0.285% | -$293.9K Sold | 0.0% 3.6K shares | 4.8K → 3.6K −$293.9K | -25.08% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Agricultural - Machinery Industrials | $821.2K 0.267% | +$29.1K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$29.1K | +3.67% | $223.53B Mega Cap | Q4 2023 Held for 1y 11m | |
Agricultural - Machinery Industrials | $786.3K 0.255% | -$196.6K Sold | 0.002% 8.0K shares | 10.0K → 8.0K −$196.6K | -20.01% | $51.6B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $774.9K 0.252% | +$40.9K Bought | — 15.3K shares | 14.5K → 15.3K +$40.9K | +5.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $618.0K 0.201% | +$259.3K Bought | — 21.1K shares | 12.2K → 21.1K +$259.3K | +72.28% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $607.3K 0.197% | +$291.6K Bought | — 12.0K shares | 6.2K → 12.0K +$291.6K | +92.38% | — — | Q3 2024 Held for 1y 2m | |
Medical - Distribution Healthcare | $553.9K 0.18% | — | 0.001% 717.0 shares | — | — | $96.1B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Distribution Healthcare | $519.5K 0.169% | — | 0.001% 3.3K shares | — | — | $37.3B Large Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $492.7K 0.16% | -$241.5K Sold | 0.0% 2.2K shares | 3.3K → 2.2K −$241.5K | -32.89% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $491.0K 0.159% | -$90.7K Sold | 0.0% 1.1K shares | 1.3K → 1.1K −$90.7K | -15.6% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $417.4K 0.135% | — | — 4.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $392.1K 0.127% | -$44.4K Sold | 0.0% 2.4K shares | 2.6K → 2.4K −$44.4K | -10.18% | $179.50B Large Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $390.6K 0.127% | -$110.6K Sold | 0.0% 964.0 shares | 1.2K → 964.0 −$110.6K | -22.07% | $403.32B Mega Cap | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $376.0K 0.122% | — | 0.0% 661.0 shares | — | — | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $374.8K 0.122% | -$682.9K Sold | 0.0% 2.0K shares | 5.7K → 2.0K −$682.9K | -64.56% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $355.1K 0.115% | -$15.2K Sold | 0.001% 1.5K shares | 1.5K → 1.5K −$15.2K | -4.1% | $64.3B Large Cap | Q2 2025 Held for 5 months |
