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:
50.29%
Gain +2.66%
Monthly
1.3%
Yearly
16.74%
Drawdown
14.93%
$424.48M
Equity
Holdings
$424.48M
Investment
$330.47M
$99.02M
Profit +$7.46M
Realized
$5.01M
Unrealized
$94.01M
Dividends
$15.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.66%
Profit
$7.46M
Win %
76%
This Week
Compared To Last Week
Gain
2.2%
Profit
$9.12M
Win %
76%
This Month
Compared to last month
Gain
2.36%
Profit
$9.8M
Win %
76%
This Year
Compared to last year
Gain
11.33%
Profit
$43.19M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$83,236.54 
BIOX Bioceres Crop Solutions Corp.
+7.46%
+$575.95 
GOOG Alphabet Inc
+6.88%
+$101,297.7 
GOOGL Alphabet Inc
+6.73%
+$77,566.44 
META Meta Platforms Inc Class A
+3.28%
+$6,559.28 
MSFT Microsoft Corp.
+3.02%
+$32,592.64 
NVDA NVIDIA Corporation
+2.93%
+$15,771.04 
CVX Chevron Corporation
+2.35%
+$6,861.36 
CAH Cardinal Health Inc.
+1.3%
+$8,252.46 
VUG Vanguard Growth ETF
+1.1%
+$2,773.26 
IMOM Alpha International Quantitative Momentum ETF
+1.01%
+$39,699.82 
AAUS Alpha Architect U.S. Equity ETF
+0.96%
+$78,690.61 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$58,560.88 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$15,042.51 
AAEQ Alpha Architect US Equity 2 ETF
+0.81%
+$21,702.14 
TSLA Tesla, Inc.
+0.76%
+$3,037.29 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$17,593.45 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,105.57 
CAT Caterpillar Inc.
+0.7%
+$9,763.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$83,323.34 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$3,050.85 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,356.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$220,535.32 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$46,547.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$303,238.24 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$600.24 
JNJ Johnson & Johnson
+0.21%
+$576.64 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$706.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$281.72 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$350,611.48 
QCOM QUALCOMM Incorporated
-2.63%
-$9,368.54 
IVAL Alpha Architect International Quantitative Value ETF
-2.03%
-$88,612.5 
LRCX Lam Research Corporation
-1.58%
-$15,434.84 
IAU iShares Gold Trust
-1.46%
-$2,608.04 
SRE Sempra
-1.15%
-$13,134.56 
MCK McKesson Corporation
-1.08%
-$6,440.13 
VSMV VictoryShares US Minimum Volatility ETF
-0.85%
-$4,180.48 
PCAR PACCAR Inc.
-0.81%
-$8,636.76 
MA Mastercard Incorporated
-0.74%
-$1,921 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$176,266.83 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$39,753.63 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,797.18 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$246,852.76 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$57,234.02 
VNQ Vanguard Real Estate ETF
-0.54%
-$31,142.88 
WELL Welltower Inc.
-0.51%
-$1,711.22 
PTIN Pacer Trendpilot International ETF
-0.49%
-$6,954.69 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.42%
-$40,377.7 
HD The Home Depot, Inc.
-0.42%
-$1,052.25 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$26,804.07 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$18,837.7 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,127.27 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$38,215.08 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$14,217.06 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$683.81 
COST Costco Wholesale Corporation
-0.24%
-$6,705.39 
BNDX Vanguard Total International Bond ETF
-0.23%
-$521.84 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,545.73 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$34,974 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$24,178.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$8,254.65 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$4,125.48 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$268.5 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$10,096.38 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$581.46 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.04%
-$1,127.65 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$100.77 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$66.54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 562 | Longs Won 405/562 72% | Profit Factor 38.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $251,070.59 | Best Trade (Aug 13) $19.21M | Sharpe Ratio -12.01 |
| Average Loss -$16,996.06 | Worst Trade (Aug 02) -$385,987.55 | Z-Score 11.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $176,183.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 50,944 | $2.37M | $2.72M | - | $347,641.86 | 14.67% | +0.805% |
| AAPL Apple Inc. | 14,299 | $2.85M | $4.42M | - | $1.56M | 54.76% | -7.354% |
| AAUA Alpha Architect US Equity 3 ETF | 30,699 | $1.5M | $1.75M | - | $252,345.78 | 16.8% | +0.865% |
| AAUS Alpha Architect U.S. Equity ETF | 137,571 | $7.58M | $8.25M | - | $665,293.35 | 8.78% | +0.963% |
| AMZN Amazon.com Inc | 2,307 | $490,491.48 | $626,535.04 | - | $136,043.56 | 27.74% | +15.321% |
| BIOX Bioceres Crop Solutions Corp. | 23,038 | $316,311.74 | $8,293.68 | - | -$308,018.06 | -97.38% | +7.463% |
| BND Vanguard Total Bond Market Index Fund | 3,599 | $261,694.84 | $259,955.77 | - | -$1,739.07 | -0.66% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 4,744 | $233,767.46 | $226,620.88 | - | -$7,146.58 | -3.06% | -0.23% |
| CAH Cardinal Health Inc. | 2,788 | $281,251.42 | $641,323.64 | - | $360,072.22 | 128.03% | +1.304% |
| CAT Caterpillar Inc. | 1,722 | $524,440.67 | $1.4M | - | $878,662.15 | 167.54% | +0.701% |
| COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | 232,173 | $4.86M | $6.01M | - | $1.16M | 23.8% | 0.0 |
| COST Costco Wholesale Corporation | 2,941 | $2.21M | $2.8M | - | $594,174.12 | 26.94% | -0.239% |
| CVX Chevron Corporation | 1,518 | $226,361.26 | $298,787.94 | - | $72,426.68 | 32% | +2.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.9M | $61.23M | $84.32M | - | $23.09M | 37.71% | +0.361% |
| DFCA Dimensional California Municipal Bond ETF | 117,871 | $5.95M | $5.84M | - | -$112,522.33 | -1.89% | -0.071% |
| DFCF Dimensional Core Fixed Income ETF | 318,459 | $13.69M | $13.22M | - | -$469,512.15 | -3.43% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 290,920 | $8.17M | $10.97M | - | $2.8M | 34.23% | +0.426% |
| DFGP Dimensional Global Core Fixed Income Fund | 98,113 | $5.38M | $5.22M | - | -$151,977.72 | -2.83% | -0.359% |
| DFIC Dimensional International Core Equity Market ETF | 1.12M | $33.63M | $42.74M | - | $9.11M | 27.09% | -0.574% |
| DFNM Dimensional National Municipal Bond ETF | 29,073 | $1.4M | $1.39M | - | -$17,943.4 | -1.28% | -0.042% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for One Degree Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $3.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.04M, Dimensional International Core Equity Market ETF - $1.43M, Dimensional U.S. Core Equity 2 ETF - $1.36M, and Dimensional Short-Duration Fixed Income ETF - $1.12M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Workday Inc - $37,153.51, Alpha Architect U.S. Equity ETF - $33,092.62, Union Pacific Corporation - $30,885.28, Netflix, Inc - $26,497.8, and Texas Instruments Inc - $25,458.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does One Degree Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.22M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.43M, Dimensional U.S. Core Equity 2 ETF - $1.36M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.2M, Dimensional Short-Duration Fixed Income ETF - $1.12M, and VANGUARD TOTAL STOCK MKT ETF - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are One Degree Advisors Inc.'s monthly returns?
One Degree Advisors Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can One Degree Advisors Inc.'s strategy be considered aggressive or moderate?
One Degree Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow One Degree Advisors Inc.'s strategy?
One Degree Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
