0002005743-24-000003.txt : 20240503 0002005743-24-000003.hdr.sgml : 20240503 20240503145311 ACCESSION NUMBER: 0002005743-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: One Degree Advisors Inc CENTRAL INDEX KEY: 0002005743 ORGANIZATION NAME: IRS NUMBER: 330940439 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23627 FILM NUMBER: 24912487 BUSINESS ADDRESS: STREET 1: 8880 RIO SAN DIEGO DRIVE STREET 2: SUITE 1000 CITY: SAN DIEGO STATE: CA ZIP: 92108 BUSINESS PHONE: 6192823288 MAIL ADDRESS: STREET 1: 8880 RIO SAN DIEGO DRIVE STREET 2: SUITE 1000 CITY: SAN DIEGO STATE: CA ZIP: 92108 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002005743 XXXXXXXX 03-31-2024 03-31-2024 One Degree Advisors Inc

8880 RIO SAN DIEGO DRIVE SUITE 1000 SAN DIEGO CA 92108

13F HOLDINGS REPORT 028-23627 N Cindi Hill 6197955986 Cindi Hill San Diego CA 05-03-2024 0 50 200809 false INFORMATION TABLE 2 onedegree13fexport03312024.xml ALPHABET INC CAP STK CL A 02079K305 496 3280 SH SOLE 0 0 3280 ALPHABET INC CAP STK CL C 02079K107 433 2840 SH SOLE 0 0 2840 AMAZON COM INC COM 023135106 221 1220 SH SOLE 0 0 1220 APPLE INC COM 037833100 2445 14258 SH SOLE 0 0 14258 BIOCERES CROP SOLUTIONS CORP SHS G1117K114 292 23038 SH SOLE 0 0 23038 CARDINAL HEALTH INC COM 14149Y108 400 3574 SH SOLE 0 0 3574 CATERPILLAR INC COM 149123101 592 1615 SH SOLE 0 0 1615 CHEVRON CORP NEW COM 166764100 504 3194 SH SOLE 0 0 3194 COSTCO WHSL CORP NEW COM 22160K105 1699 2318 SH SOLE 0 0 2318 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 3584 140587 SH SOLE 0 0 140587 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1210 25145 SH SOLE 0 0 25145 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 323 7890 SH SOLE 0 0 7890 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 37102 1161243 SH SOLE 0 0 1161243 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 10928 408499 SH SOLE 0 0 408499 EA SERIES TRUST INTL QUAN VALUE 02072L201 1819 67414 SH SOLE 0 0 67414 EA SERIES TRUST US QUAN MOMENTUM 02072L409 4880 82546 SH SOLE 0 0 82546 EA SERIES TRUST INTL QUAN MOMNTM 02072L300 1833 62835 SH SOLE 0 0 62835 EA SERIES TRUST US QUAN VALUE 02072L102 4747 105624 SH SOLE 0 0 105624 ISHARES TR NATIONAL MUN ETF 464288414 345 3197 SH SOLE 0 0 3197 ISHARES TR 7-10 YR TRSY BD 464287440 3175 33538 SH SOLE 0 0 33538 ISHARES TR 0-3 MNTH TREASRY 46436E718 8915 88518 SH SOLE 0 0 88518 ISHARES TR CALIF MUN BD ETF 464288356 971 16871 SH SOLE 0 0 16871 ISHARES TR CORE MSCI EAFE 46432F842 3938 53048 SH SOLE 0 0 53048 JOHNSON & JOHNSON COM 478160104 212 1334 SH SOLE 0 0 1334 MASTERCARD INCORPORATED CL A 57636Q104 289 600 SH SOLE 0 0 600 MCKESSON CORP COM 58155Q103 429 799 SH SOLE 0 0 799 MICROSOFT CORP COM 594918104 863 2051 SH SOLE 0 0 2051 PACCAR INC COM 693718108 1285 10371 SH SOLE 0 0 10371 QUALCOMM INC COM 747525103 385 2269 SH SOLE 0 0 2269 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 6450 131479 SH SOLE 0 0 131479 SEMPRA COM 816851109 1113 15485 SH SOLE 0 0 15485 SPDR SER TR S&P 600 SMCP VAL 78464A300 382 4596 SH SOLE 0 0 4596 SPDR SER TR NUVEEN BLMBRG SH 78468R739 666 14031 SH SOLE 0 0 14031 SPDR SER TR PORTFOLIO S&P500 78464A854 7817 127039 SH SOLE 0 0 127039 UNION PAC CORP COM 907818108 694 2818 SH SOLE 0 0 2818 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3122 40716 SH SOLE 0 0 40716 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4100 56450 SH SOLE 0 0 56450 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 249 5010 SH SOLE 0 0 5010 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4085 83039 SH SOLE 0 0 83039 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8081 42111 SH SOLE 0 0 42111 VANGUARD INDEX FDS TOTAL STK MKT 922908769 30389 116924 SH SOLE 0 0 116924 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2634 30457 SH SOLE 0 0 30457 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 970 16526 SH SOLE 0 0 16526 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3900 93361 SH SOLE 0 0 93361 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3782 78959 SH SOLE 0 0 78959 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2366 46740 SH SOLE 0 0 46740 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5382 92678 SH SOLE 0 0 92678 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6454 35339 SH SOLE 0 0 35339 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 13059 260293 SH SOLE 0 0 260293 VICTORY PORTFOLIOS II VICTORYSHS US 92647N691 799 17657 SH SOLE 0 0 17657