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:
46.24%
Gain +0.37%
Monthly
1.14%
Yearly
14.6%
Drawdown
14.93%
$450.71M
Equity
Holdings
$450.71M
Investment
$364.56M
$91.17M
Profit +$958,252.41
Realized
$5.02M
Unrealized
$86.15M
Dividends
$16.73M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$958,252.41
Win %
70%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$2.25M
Win %
70%
This Month
Compared to last month
Gain
0.69%
Profit
$3.07M
Win %
70%
This Year
Compared to last year
Gain
0.25%
Profit
$1.1M
Win %
69%
UNH UnitedHealth Group Incorporated
+3.76%
+$25,527.78 
HD The Home Depot, Inc.
+3.5%
+$7,942.28 
MA Mastercard Incorporated
+2.43%
+$6,046.32 
PCAR PACCAR Inc.
+2.38%
+$20,637.86 
QCOM QUALCOMM Incorporated
+2.11%
+$8,816.08 
MCK McKesson Corporation
+2.03%
+$13,695.61 
QVAL Alpha Architect U.S. Quantitative Value ETF
+1.72%
+$198,335.58 
CAH Cardinal Health Inc.
+1.61%
+$11,110.18 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.33%
+$158,137.2 
BMO Bank of Montreal
+1.28%
+$2,744.7 
VNQ Vanguard Real Estate ETF
+1.17%
+$62,323.07 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.11%
+$5,343.58 
MSFT Microsoft Corp.
+1.04%
+$13,260.94 
FLMI Franklin Dynamic Municipal Bond ETF
+0.96%
+$23,192.55 
VSMV VictoryShares US Minimum Volatility ETF
+0.96%
+$4,791.12 
IJR iShares Core S&P Small-Cap ETF
+0.89%
+$2,102.98 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.89%
+$2,373.19 
WELL Welltower Inc.
+0.88%
+$2,930.4 
COST Costco Wholesale Corporation
+0.84%
+$24,160.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$37,976.4 
IEF iShares 7-10 Year Treasury Bond ETF
+0.77%
+$10,307.22 
VIG Vanguard Dividend Appreciation ETF
+0.77%
+$55,374.8 
EFA iShares MSCI EAFE ETF
+0.68%
+$1,892.48 
BND Vanguard Total Bond Market Index Fund
+0.64%
+$1,609.93 
DFCF Dimensional Core Fixed Income ETF
+0.62%
+$81,836 
DFCA Dimensional California Municipal Bond ETF
+0.59%
+$34,865.76 
DFNM Dimensional National Municipal Bond ETF
+0.59%
+$8,143.57 
IEFA iShares Core MSCI EAFE ETF
+0.57%
+$35,659.35 
DFSU Dimensional US Sustainability Core 1 ETF
+0.57%
+$1,194.21 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.55%
+$49,334.59 
GOOGL Alphabet Inc
+0.52%
+$6,454.76 
GOOG Alphabet Inc
+0.49%
+$7,464.94 
DFUV Dimensional US Marketwide Value ETF
+0.47%
+$1,327.38 
DFIC Dimensional International Core Equity Market ETF
+0.47%
+$207,312.35 
DFGP Dimensional Global Core Fixed Income Fund
+0.43%
+$22,529.02 
IVAL Alpha Architect International Quantitative Value ETF
+0.39%
+$17,366.85 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.37%
+$326,308.78 
BNDX Vanguard Total International Bond ETF
+0.32%
+$707.7 
BRK-A Berkshire Hathaway Inc.
+0.3%
+$2,333.99 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.24%
+$38,090.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.23%
+$60,675.36 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.23%
+$2,515.15 
AAEQ Alpha Architect US Equity 2 ETF
+0.16%
+$4,584.96 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.12%
+$451.5 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$6,929.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$54,369.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$1,172.66 
PTLC Pacer Trendpilot US Large Cap ETF
+0.08%
+$2,218.6 
META Meta Platforms Inc Class A
+0.08%
+$218.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.08%
+$212.29 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.05%
+$1,529.55 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$111.48 
AAUS Alpha Architect U.S. Equity ETF
+0.03%
+$2,173.62 
VOO Vanguard S&P 500 ETF
+0.02%
+$325.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$260.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.02%
+$2,166.86 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$39.58 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,273.71 
LRCX Lam Research Corporation
-4.93%
-$46,511.08 
BIOX Bioceres Crop Solutions Corp.
-3.8%
-$262.63 
AMD Advanced Micro Devices, Inc.
-3.47%
-$12,152.17 
VLO Valero Energy Corporation
-3.28%
-$15,793.36 
CAT Caterpillar Inc.
-2.96%
-$38,193.96 
AVGO Broadcom Inc.
-2.38%
-$180,475.67 
NVDA NVIDIA Corporation
-1.93%
-$14,641.83 
TSLA Tesla, Inc.
-1.79%
-$12,026.73 
FRDM Freedom 100 Emerging Markets ETF
-1.78%
-$8,222.65 
IMOM Alpha International Quantitative Momentum ETF
-1.47%
-$58,485.45 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.15%
-$113,052.2 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.14%
-$130,538.76 
CVX Chevron Corporation
-1.02%
-$3,997.46 
QQQ Invesco QQQ Trust, Series 1
-0.69%
-$13,429.24 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$1,258.68 
VWO Vanguard FTSE Emerging Markets ETF
-0.5%
-$31,367.94 
VUG Vanguard Growth ETF
-0.46%
-$1,222.21 
AAPL Apple Inc.
-0.24%
-$24,865.2 
AMZN Amazon.com Inc
-0.17%
-$1,090.76 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-0.08%
-$5,032.34 
SRE Sempra
-0.07%
-$676.83 
JNJ Johnson & Johnson
-0.05%
-$140.27 
PTIN Pacer Trendpilot International ETF
-0.05%
-$736.26 
AAUA Alpha Architect US Equity 3 ETF
-0.01%
-$81.46 Events
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Dividends
Dividend Analysis
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| Trades 634 | Longs Won 433/634 68% | Profit Factor 19.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $968,227.35 |
| Average Win $222,206.54 | Best Trade (Oct 15) $18.17M | Sharpe Ratio -10.64 |
| Average Loss -$25,122.03 | Worst Trade (Oct 15) -$871,239.17 | Z-Score 7.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $143,794.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 50,944 | $2.37M | $2.82M | - | $445,760 | 18.81% | +0.163% |
| AAPL Apple Inc. | 30,140 | $7.44M | $10.31M | - | $2.87M | 38.64% | -0.241% |
| AAUA Alpha Architect US Equity 3 ETF | 29,094 | $1.42M | $1.72M | - | $295,222.64 | 20.73% | -0.005% |
| AAUS Alpha Architect U.S. Equity ETF | 137,571 | $7.58M | $8.53M | - | $953,917.31 | 12.58% | +0.025% |
| AMD Advanced Micro Devices, Inc. | 613 | $356,097.81 | $337,760.49 | - | -$18,337.32 | -5.15% | -3.473% |
| AMZN Amazon.com Inc | 2,479 | $531,485.96 | $628,773.56 | - | $97,287.6 | 18.3% | -0.173% |
| AVGO Broadcom Inc. | 21,929 | $8.28M | $7.41M | - | -$871,239.17 | -10.52% | -2.377% |
| BIOX Bioceres Crop Solutions Corp. | 23,038 | $316,311.74 | $6,651.07 | - | -$309,660.67 | -97.9% | -3.799% |
| BMO Bank of Montreal | 1,307 | $230,136.56 | $216,596.04 | - | -$13,540.52 | -5.88% | +1.283% |
| BND Vanguard Total Bond Market Index Fund | 3,596 | $261,474.19 | $254,768.33 | - | -$6,705.86 | -2.56% | +0.636% |
| BNDX Vanguard Total International Bond ETF | 4,718 | $232,481.5 | $222,689.6 | - | -$9,791.9 | -4.21% | +0.319% |
| BRK-A Berkshire Hathaway Inc. | 1 | $748,850 | $791,919 | - | $43,069 | 5.75% | +0.296% |
| CAH Cardinal Health Inc. | 2,788 | $281,251.42 | $701,809.3 | - | $420,557.88 | 149.53% | +1.609% |
| CAT Caterpillar Inc. | 1,722 | $524,440.67 | $1.25M | - | $727,108.93 | 138.64% | -2.961% |
| COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | 209,681 | $4.41M | $5.95M | - | $1.55M | 35.14% | -0.084% |
| COST Costco Wholesale Corporation | 2,925 | $2.19M | $2.9M | - | $701,737.38 | 31.97% | +0.841% |
| CVX Chevron Corporation | 1,761 | $271,515.52 | $387,014.97 | - | $115,499.45 | 42.54% | -1.022% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.98M | $64.88M | $89.09M | - | $24.21M | 37.31% | +0.368% |
| DFCA Dimensional California Municipal Bond ETF | 122,336 | $6.17M | $5.91M | - | -$266,509.54 | -4.32% | +0.594% |
| DFCF Dimensional Core Fixed Income ETF | 327,344 | $14.06M | $13.3M | - | -$760,609.78 | -5.41% | +0.619% |
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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 - $3.21M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.1M, Dimensional International Core Equity Market ETF - $1.65M, Dimensional U.S. Core Equity 2 ETF - $1.56M, and Dimensional Short-Duration Fixed Income ETF - $1.23M. 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, iShares Gold Trust - $29,196.2, and Netflix, Inc - $26,497.8. 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 $16.73M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.65M, Dimensional U.S. Core Equity 2 ETF - $1.56M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.27M, Dimensional Short-Duration Fixed Income ETF - $1.23M, and VANGUARD TOTAL STOCK MKT ETF - $1.21M. 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.
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