OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,153 positions
JANUS DETROIT STR TR | 703,964 | $35M | 5.1% | $38.02 | 0.00% | 1 qtr | First report 0 |
VANECK ETF TRUST | 613,195 | $28.6M | 4.2% | $42.78 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 508,337 | $27.8M | 4.1% | $15.18 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 483,208 | $26.8M | 3.9% | $16.56 | 0.00% | 1 qtr | First report 0 |
INDEXIQ ETF TR | 811,758 | $25.9M | 3.8% | $30.84 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 356,195 | $24.2M | 3.5% | $10.16 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 302,541 | $24M | 3.5% | $9.55 | 0.00% | 1 qtr | First report 0 |
Schwab U.S. Aggregate Bond ETF | 398,302 | $20.7M | 3.0% | $20.42 | 0.00% | 1 qtr | First report 0 |
GOLDMAN SACHS ETF TR | 453,422 | $20.5M | 3.0% | $39.98 | 0.00% | 1 qtr | First report 0 |
Invesco S&P 500 Equal Weight ETF | 128,788 | $13.6M | 2.0% | $91.73 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 58,737 | $11.2M | 1.6% | $45.22 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC CL A | 34 | $10.7M | 1.6% | $301,215.00 | 0.00% | 1 qtr | First report 0 |
SPDR INDEX SHS FDS | 220,068 | $9.8M | 1.4% | $36.77 | 0.00% | 1 qtr | First report 0 |
TEMPLETON EMERGING MKTS INCO | 730,041 | $7.5M | 1.1% | $4.74 | 0.00% | 1 qtr | First report 0 |
Valmont Industries Inc | 54,558 | $7.1M | 1.0% | $121.72 | 0.00% | 1 qtr | First report 0 |
iShares Preferred & Income Securities ETF | 187,704 | $6.9M | 1.0% | $23.82 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 112,837 | $6.8M | 1.0% | $56.22 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 138,427 | $6.7M | 1.0% | $42.98 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF Trust | 20,497 | $5.9M | 0.9% | $253.19 | 0.00% | 1 qtr | First report 0 |
Berkshire Hathaway Inc | 27,766 | $5.7M | 0.8% | $200.89 | 0.00% | 1 qtr | First report 0 |
OneDigital Investment Advisors LLC manages $684.1M across 1153 positions as of Q1 2019. Top holdings: VNLA (5.1%), MOAT (4.2%), SCHV (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 1153 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $684M across 1153 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR