OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,087 positions
SPDR SERIES TRUST | 7.1M | $438.5M | 6.9% | $47.50 | +25.68% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.4M | $244.4M | 3.8% | $39.98 | +3.13% | 7 qtrssince 2022-Q3 | Increased 76 |
ISHARES TR | 298,476 | $156.9M | 2.5% | $347.49 | +46.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 259,136 | $124.6M | 2.0% | $335.68 | +38.87% | 21 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 742,628 | $122.1M | 1.9% | $119.54 | +34.21% | 19 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.3M | $121.9M | 1.9% | $82.03 | +1.96% | 19 qtrssince 2019-Q3 | Increased 52 |
BLACKROCK ETF TRUST | 2.5M | $112.9M | 1.8% | $43.33 | +0.07% | 4 qtrssince 2023-Q2 | Increased 76 |
SCHWAB STRATEGIC TR | 1.2M | $112.8M | 1.8% | $17.55 | +30.85% | 21 qtrssince 2019-Q1 | Increased 76 |
APPLE INC | 548,627 | $94.1M | 1.5% | $87.31 | +94.28% | 21 qtrssince 2019-Q1 | Increased 49 |
MICROSOFT CORP | 219,508 | $92.4M | 1.5% | $223.73 | +84.46% | 21 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL ETF TRUST | 1.8M | $83.2M | 1.3% | $42.15 | +0.59% | 4 qtrssince 2023-Q2 | Increased 62 |
DIMENSIONAL ETF TRUST | 1.9M | $78.7M | 1.2% | $37.78 | -0.02% | 4 qtrssince 2023-Q2 | Increased 61 |
GOLDMAN SACHS ETF TR | 753,197 | $78.2M | 1.2% | $78.32 | +28.89% | 5 qtrssince 2023-Q1 | Increased 48 |
SCHWAB STRATEGIC TR | 1.7M | $77.1M | 1.2% | $22.34 | -7.34% | 21 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 2.4M | $77M | 1.2% | $27.92 | +11.49% | 12 qtrssince 2021-Q2 | Increased 48 |
ISHARES TR | 1.4M | $76.2M | 1.2% | $39.80 | +21.78% | 7 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 701,546 | $75.5M | 1.2% | $96.75 | +3.12% | 21 qtrssince 2019-Q1 | Increased 58 |
VANECK ETF TRUST | 794,349 | $71.4M | 1.1% | $52.36 | +67.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 658,820 | $68.4M | 1.1% | $82.51 | +20.75% | 7 qtrssince 2022-Q3 | Increased 49 |
ISHARES TR | 498,598 | $67.3M | 1.1% | $100.35 | +34.03% | 21 qtrssince 2019-Q1 | Increased 54 |
OneDigital Investment Advisors LLC manages $6.4B across 1087 positions as of Q1 2024. Top holdings: SPYM (6.9%), IUSB (3.8%), IVV (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 72 new positions, 89 exits, 519 increased. Top move: IUSB (INCREASED, conviction 76). Portfolio: $6.4B across 1087 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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