One Degree Advisors Inc

CIK 0002005743 · Q1 2026

13F Equity AUM

$381K

-99.9% QoQ

Positions

+2 QoQ

AUM Rank

#12,131

Top 98%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,284 · Top 89%

vs S&P -9.3%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 50.2%Top 10: 66.3%Top 20: 84.3%

DFAC19.3%

DFIC10.5%

VTI9.6%

VEA6.3%

SCHR4.6%

DFSD4.2%

DFCF3.5%

VBR2.9%

SPYM2.8%

DFEM2.6%

Others (62)33.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.8%

Other7.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 72Median: 0.32%Avg: 1.39%

0–0.5%

42(6.6%)

0.5–1%

6(4.3%)

1–3%

17(31.1%)

3–5%

3(12.3%)

5%+

4(45.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 60Unique: 12vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.2%

1.2%

1.6%

1.1%

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased33Decreased27Exited3

New Positions

AAEQ0.6%

+51K

EA SERIES TRUST0.4%

+31K

JAAA0.1%

+7K

IJR0.1%

+2K

Increased

DFAC19.3%

+96K(+5%)

DFIC10.5%

+84K(+8%)

SCHR4.6%

+49K(+8%)

VNQ1.3%

+30K(+110%)

DFCF3.5%

+21K(+7%)

DFEM2.6%

+21K(+8%)

DFSD4.2%

+16K(+5%)

COMB1.6%

+10K(+5%)

VTEB2.2%

+8K(+5%)

SPYM2.8%

+8K(+6%)

Decreased

FLMI0.7%

-17,481(-14%)

AAUS1.9%

-12,153(-8%)

SPTS0.1%

-7,380(-35%)

JPST0.1%

-4,263(-36%)

VEA6.3%

-4,143(-1%)

HIDE0.7%

-3,708(-3%)

IMOM1.0%

-1,809(-2%)

FRDM0.1%

-651(-8%)

NVDA0.1%

-307(-10%)

VIG1.7%

-278(-1%)

Exited

VGSH

-42,283

WDAY

-1,175

DFSU

-4,660

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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