OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings752 positions
Schwab U.S. Aggregate Bond ETF | 3.8M | $192.6M | 7.3% | $22.40 | -4.41% | 13 qtrssince 2019-Q1 | Increased 61 |
VANECK ETF TRUST | 1.8M | $136M | 5.1% | $52.36 | +35.98% | 13 qtrssince 2019-Q1 | Increased 60 |
COLUMBIA ETF TR I | 6.4M | $125.6M | 4.7% | $17.43 | -8.20% | 11 qtrssince 2019-Q3 | Increased 56 |
GOLDMAN SACHS ETF TR | 1.8M | $119.6M | 4.5% | $49.19 | +26.78% | 13 qtrssince 2019-Q1 | Increased 57 |
AMERICAN CENTY ETF TR | 1.5M | $92.1M | 3.5% | $52.43 | +0.26% | 6 qtrssince 2020-Q4 | Increased 59 |
SCHWAB STRATEGIC TR | 1.2M | $87.5M | 3.3% | $16.95 | +27.26% | 13 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 1.1M | $81.8M | 3.1% | $11.77 | +55.81% | 13 qtrssince 2019-Q1 | Increased 88 |
SCHWAB STRATEGIC TR | 1.1M | $80.6M | 3.0% | $18.43 | +28.47% | 13 qtrssince 2019-Q1 | Increased 56 |
JANUS DETROIT STR TR | 1.6M | $76.7M | 2.9% | $39.00 | +1.99% | 13 qtrssince 2019-Q1 | Increased 51 |
J P MORGAN EXCHANGE TRADED F | 1.5M | $72.8M | 2.7% | $42.38 | -2.71% | 6 qtrssince 2020-Q4 | Increased 52 |
INDEXIQ ETF TR | 2.2M | $70.6M | 2.7% | $31.39 | +0.67% | 13 qtrssince 2019-Q1 | Increased 51 |
Apple Inc | 394,231 | $68.8M | 2.6% | $58.16 | +193.61% | 13 qtrssince 2019-Q1 | Increased 53 |
SPDR SER TR | 530,565 | $49.7M | 1.9% | $72.22 | +31.14% | 13 qtrssince 2019-Q1 | Increased 48 |
AMERICAN CENTY ETF TR | 935,857 | $48.3M | 1.8% | $46.05 | -2.64% | 13 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 785,053 | $40.8M | 1.5% | $54.43 | -10.08% | 2 qtrssince 2021-Q4 | Increased 54 |
Microsoft Corp | 100,930 | $31.1M | 1.2% | $153.50 | +93.52% | 13 qtrssince 2019-Q1 | Increased 51 |
PIMCO ETF TR | 617,647 | $30.9M | 1.2% | $44.80 | -0.65% | 12 qtrssince 2019-Q2 | Decreased 0 |
Invesco S&P 500 Equal Weight ETF | 190,796 | $30.1M | 1.1% | $84.88 | +72.16% | 13 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 8,821 | $24.5M | 0.9% | $66.36 | +107.59% | 13 qtrssince 2019-Q1 | Increased 43 |
SPDR S&P 500 ETF Trust | 45,479 | $20.5M | 0.8% | $268.31 | +58.48% | 13 qtrssince 2019-Q1 | Increased 40 |
OneDigital Investment Advisors LLC manages $2.6B across 752 positions as of Q1 2022. Top holdings: SCHZ (7.3%), MOAT (5.1%), DIAL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 72 new positions, 101 exits, 380 increased. Top move: SCHG (INCREASED, conviction 88). Portfolio: $2.6B across 752 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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