One Degree Advisors Inc. Portfolio
Invests via One Degree Advisors Inc | Managed by Janice Thompson, Anthony Saffer
Invests via One Degree Advisors Inc
Managed by Janice Thompson, Anthony Saffer
Automatically Tracked
Company Profile
One Degree Advisors Inc is an investment advisory firm providing wealth management and financial planning services to high-net-worth individuals, families and small institutions. The firm focuses on portfolio construction, asset allocation and risk management, combining discretionary advisory and tailored financial planning. Positioned as a boutique fee-based manager, it emphasizes personalized client relationships, multi-asset strategies and private-market allocation advice.
One Degree Advisors Inc is an investment advisory firm providing wealth management and financial planning services to high-net-worth individuals, families and small institutions. The firm focuses on portfolio construction, asset allocation and risk management, combining discretionary advisory and tailored financial planning. Positioned as a boutique fee-based manager, it emphasizes personalized client relationships, multi-asset strategies and private-market allocation advice.
Investment Philosophy & Strategy
Operates as a boutique advisory emphasizing personalized, fee-based wealth management for HNW individuals, families and small institutions. Investment approach blends strategic multi-asset allocation with tactical risk management, integrating public equities, fixed income and private-market allocations to enhance diversification and return sources. Capital deployment favors calibrated private-market exposure, tax-aware portfolio tilts, and liquid core holdings to preserve liquidity and manage drawdowns. Decision-making is client-centric, goal-based, with discretionary implementation, disciplined rebalancing, and outcome-oriented performance evaluation over multi-year horizons.
Operates as a boutique advisory emphasizing personalized, fee-based wealth management for HNW individuals, families and small institutions. Investment approach blends strategic multi-asset allocation with tactical risk management, integrating public equities, fixed income and private-market allocations to enhance diversification and return sources. Capital deployment favors calibrated private-market exposure, tax-aware portfolio tilts, and liquid core holdings to preserve liquidity and manage drawdowns. Decision-making is client-centric, goal-based, with discretionary implementation, disciplined rebalancing, and outcome-oriented performance evaluation over multi-year horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.49%
Gain
Monthly
0.08%
Yearly
0.97%
Drawdown
30.37%
$416M
Equity
Holdings
$416M
Investment
$330.47M
$90.41M
Profit -$887,911.02
Realized
$4.89M
Unrealized
$85.53M
Dividends
$14.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$887,911.02
Win %
80%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$696,764.13
Win %
80%
This Month
Compared to last month
Gain
0.11%
Profit
$469,054.47
Win %
80%
This Year
Compared to last year
Gain
9.1%
Profit
$34.71M
Win %
79%
MCK McKesson Corporation
+5.13%
+$28,244.61 
WELL Welltower Inc.
+2.5%
+$8,369.16 
MA Mastercard Incorporated
+2.46%
+$5,948.32 
COST Costco Wholesale Corporation
+2.29%
+$61,731.68 
PCAR PACCAR Inc.
+2.13%
+$20,988.13 
HD The Home Depot, Inc.
+1.99%
+$5,147.6 
MSFT Microsoft Corp.
+1.89%
+$17,927.18 
VNQ Vanguard Real Estate ETF
+1.69%
+$95,158.8 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.57%
+$8,050.68 
AAPL Apple Inc.
+1.4%
+$65,417.93 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$148,345.54 
CVX Chevron Corporation
+1.11%
+$3,066.36 
CAH Cardinal Health Inc.
+1.08%
+$6,746.96 
VSMV VictoryShares US Minimum Volatility ETF
+1%
+$4,858.18 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$2,246.4 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.88%
+$89,941.74 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$43,519.07 
JNJ Johnson & Johnson
+0.46%
+$1,236.72 
AMZN Amazon.com Inc
+0.37%
+$2,168.58 
GOOG Alphabet Inc
+0.28%
+$4,593.02 
GOOGL Alphabet Inc
+0.21%
+$2,744.34 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.21%
+$5,638.25 
DFUV Dimensional US Marketwide Value ETF
+0.19%
+$525.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.04%
+$37,715.26 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$99.47 
BIOX Bioceres Crop Solutions Corp.
+0.03%
+$2.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$209.01 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$35.72 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$70.43 
AAUA Alpha Architect US Equity 3 ETF
0%
$0 
LRCX Lam Research Corporation
-4.29%
-$47,289.6 
CAT Caterpillar Inc.
-3.36%
-$52,925.67 
QCOM QUALCOMM Incorporated
-3.33%
-$13,911.9 
FRDM Freedom 100 Emerging Markets ETF
-2.75%
-$13,125.75 
NVDA NVIDIA Corporation
-2.56%
-$15,047.38 
IMOM Alpha International Quantitative Momentum ETF
-2.03%
-$84,300.64 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.83%
-$176,928.36 
META Meta Platforms Inc Class A
-1.71%
-$4,314.73 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.65%
-$187,643.4 
IAU iShares Gold Trust
-1.64%
-$2,885 
TSLA Tesla, Inc.
-1.51%
-$7,670.52 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$17,766.08 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-1.13%
-$67,562.34 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$67,972.45 
VEU Vanguard FTSE All-World ex-US ETF
-0.98%
-$11,526.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$251,276.13 
PTIN Pacer Trendpilot International ETF
-0.92%
-$13,039.07 
VUG Vanguard Growth ETF
-0.81%
-$2,132.13 
EFA iShares MSCI EAFE ETF
-0.69%
-$1,974.17 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$41,015.65 
DFIC Dimensional International Core Equity Market ETF
-0.54%
-$230,021.89 
IVAL Alpha Architect International Quantitative Value ETF
-0.46%
-$19,246.63 
AAEQ Alpha Architect US Equity 2 ETF
-0.37%
-$10,188.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.28%
-$35,306.5 
VOO Vanguard S&P 500 ETF
-0.28%
-$1,246.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$105,720.54 
PTLC Pacer Trendpilot US Large Cap ETF
-0.23%
-$5,523.52 
FLMI Franklin Dynamic Municipal Bond ETF
-0.22%
-$5,675.23 
SRE Sempra
-0.18%
-$2,167.84 
BNDX Vanguard Total International Bond ETF
-0.18%
-$403.24 
DFGP Dimensional Global Core Fixed Income Fund
-0.17%
-$8,830.17 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.14%
-$24,481.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$6,835.12 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.13%
-$374.27 
DFNM Dimensional National Municipal Bond ETF
-0.11%
-$1,599.02 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$8,254.65 
DFCA Dimensional California Municipal Bond ETF
-0.06%
-$3,536.13 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.06%
-$232.25 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$143.6 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$4,776.89 
AAUS Alpha Architect U.S. Equity ETF
-0.01%
-$1,183.11 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$1,682.73 Events
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Dividends
Dividend Analysis
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| Trades 562 | Longs Won 409/562 72% | Profit Factor 42.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $995,802.19 |
| Average Win $226,395.21 | Best Trade (Jul 15) $17.7M | Sharpe Ratio -10.9 |
| Average Loss -$14,266.18 | Worst Trade (Jul 13) -$311,759.17 | Z-Score 11.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $160,877.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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