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One Degree Advisors Inc.
One Degree Advisors, Inc. is an SEC-registered, fee-only investment advisory firm headquartered in San Diego, California. Founded in 2014, they serve clients seeking personalized financial guidance, with an emphasis on aligning financial planning with values, including biblical principles. The firm employs approximately 7 people and offers investment management, financial planning, and retirement planning services to individuals, families, small businesses, high net worth individuals, pension and profit sharing plans, and charitable institutions. One Degree Advisors is recognized for its transparent pricing, fiduciary duty, and commitment to helping clients maximize their return on life.
Investment Strategy
One Degree Advisors utilizes a personalized, values-based approach to financial planning and portfolio management. Their Compass System process begins with understanding clients' core motivations, developing customized plans, and monitoring progress to keep clients on track, especially through life transitions. The firm emphasizes a fee-only structure with no commissions, focusing on clarity, transparency, and long-term relationships. Their investment philosophy often integrates biblical principles and prioritizes helping clients use money as a tool for impact rather than mere accumulation. Advisors support a range of needs—from wealth building and retirement planning to charitable goals—selecting investments and strategies to match each client's unique objectives.
Latest 13F Filing Activity
One Degree Advisors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 73 equity positions with a total 13F market value of $281M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Vanguard Tax-managed FDS among other positions. One Degree Advisors Inc. reduced exposure to Vanguard Index FDS, Graniteshares Etf TR, Ishares TR among others.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 17.92% | $50.4M | 1,404,950 | $30.09 | $35.84 | +$5.9M |
V VTI | VANGUARD INDEX FDS | 11.53% | $32.4M | 106,571 | $237.85 | $303.93 | +$24.0K |
D DFIC | DIMENSIONAL ETF TRUST | 7.82% | $22.0M | 706,229 | $27.23 | $31.09 | +$7.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.15% | $20.1M | 352,097 | $49.74 | $57.01 | +$5.6M |
S SCHR | SCHWAB STRATEGIC TR | 5.24% | $14.7M | 587,661 | $24.98 | $25.03 | +$1.0M |
Industry Allocation
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