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| One Degree Advisors Inc
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| |
|---|---|
| CRD # | 170392 |
| SEC # | 801-79351 |
| CIK # | 0002005743 |
| AUM | $306.5 MM (2024-07-23) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 619-282-3288 |
| Address | 8880 Rio San Diego Drive San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| AAPL | 2,382,844,009.6 | 3.1 | |
| COST | 207,576,867.5 | 2.0 | |
| SRE | 47,526,018.2 | 1.2 | |
| PCAR | 28,930,720.9 | 1.1 | |
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 100.0 |
| (b) Individuals (high net worth individuals) | 112 | 192.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.8 |
| (h) Charitable organizations | 5 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,096 | 306.5 |
| By Discretionary | ||
| Discretionary | 1,096 | 306.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,096 | 306.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.5 | |
| Total | 1,096 | 306.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002005743] |
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|---|---|---|
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PA | 0.3 |
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OK | 0.3 |
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KY | 0.3 |
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IL | 0.3 |