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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002005743

One Degree Advisors Inc

SAN DIEGO, CA · File #028-23627

Latest AUM
$363,819
Positions
70
Top-10 Concentration
67.7%
Filings
8

Sector Allocation

Technology
1.9%$6,980
Industrials
0.5%$1,860
Healthcare
0.4%$1,389
Financials
0.3%$1,307
Real Estate
0.1%$266
Energy
0.1%$231
Materials
0.0%$30

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7081,799,272$71,23319.88%
2VANGUARD INDEX FDS922908769111,870$37,50610.47%
3DIMENSIONAL ETF TRUST25434V7991,037,753$35,7609.98%
4VANGUARD TAX-MANAGED FDS921943858379,182$23,6876.61%
5SCHWAB STRATEGIC TR808524854650,156$16,3054.55%
6DIMENSIONAL ETF TRUST25434V864320,940$15,3894.29%
7DIMENSIONAL ETF TRUST25434V872297,403$12,6573.53%
8SPDR SERIES TRUST78464A854133,163$10,6822.98%
9VANGUARD INDEX FDS92290861149,986$10,5862.95%
10DIMENSIONAL ETF TRUST25434V732270,107$8,9352.49%
11EA SERIES TRUST02072L102171,801$8,3832.34%
12EA SERIES TRUST02072Q853149,724$8,2502.30%
13EA SERIES TRUST02072L409122,292$7,9842.23%
14VANGUARD MUN BD FDS922907746156,705$7,8802.20%
15VANGUARD SPECIALIZED FUNDS92190884430,395$6,6801.86%
16DIMENSIONAL ETF TRUST25434V633115,162$5,7671.61%
17VANGUARD INTL EQUITY INDEX F922042858104,338$5,6091.57%
18ISHARES TR46432F84261,005$5,4571.52%
19ISHARES TR46428744052,081$5,0081.40%
20DIMENSIONAL ETF TRUST25434V58391,774$4,9621.38%