StockDriftsStockDriftsTop 50 One Degree Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.32% | 1.90M | $73.6M | +5.33%(+95.97K) | $31.07(+39.09%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.46% | 1.12M | $39.9M | +8.12%(+84.31K) | $29.03(+31.19%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.57% | 113.7K | $36.5M | +1.62%(+1.81K) | $239.78(+52.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.3% | 375.0K | $24.0M | -1.09%(-4.14K) | $50.94(+38.65%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 4.57% | 699.5K | $17.4M | +7.59%(+49.32K) | $24.88(-0.79%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.23% | 336.5K | $16.1M | +4.86%(+15.61K) | $47.51(+0.80%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.53% | 318.5K | $13.4M | +7.08%(+21.06K) | $42.38(-0.32%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.87% | 50.4K | $10.9M | +0.77%(+386) | $174.50(+31.81%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.84% | 141.2K | $10.8M | +6.05%(+8.06K) | $57.41(+52.17%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.64% | 290.9K | $10.1M | +7.71%(+20.81K) | $27.27(+48.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.87% |
| Top 20 Holdings Unweighted | +8.27% | +26.90% |
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