OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,462 positions
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 7.1M | $547.2M | 5.3% | $54.44 | +39.83% | 29 qtrssince 2019-Q1 | Increased 71 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 7.6M | $350.6M | 3.4% | $41.38 | +9.66% | 15 qtrssince 2022-Q3 | Increased 63 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.8M | $220.2M | 2.2% | $46.72 | +24.04% | 12 qtrssince 2023-Q2 | Decreased 0 |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 7.5M | $218M | 2.1% | $21.43 | +35.78% | 29 qtrssince 2019-Q1 | Increased 55 |
ISHARES S&P 500 VALUE ETF | 965,589 | $203.9M | 2.0% | $183.11 | +14.40% | 29 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US CORE EQUITY MARKET ETF | 4.4M | $199.6M | 2.0% | $38.49 | +16.69% | 10 qtrssince 2023-Q4 | Increased 49 |
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 3.7M | $177.1M | 1.7% | $43.59 | +7.86% | 12 qtrssince 2023-Q2 | Increased 50 |
ISHARES MBS ETF | 1.8M | $168.9M | 1.7% | $83.91 | +11.15% | 27 qtrssince 2019-Q3 | Increased 52 |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1.8M | $161.6M | 1.6% | $83.17 | +8.15% | 20 qtrssince 2021-Q2 | Increased 54 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 4M | $156.7M | 1.5% | $30.72 | +25.93% | 20 qtrssince 2021-Q2 | Increased 49 |
Apple Inc. | 610,187 | $154.9M | 1.5% | $118.36 | +114.04% | 29 qtrssince 2019-Q1 | Increased 49 |
AVANTIS EMERGING MARKETS EQUITY ETF | 1.9M | $152.2M | 1.5% | $73.35 | +8.50% | 15 qtrssince 2022-Q3 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 221,711 | $144.8M | 1.4% | $374.98 | +73.23% | 29 qtrssince 2019-Q1 | Increased 51 |
ISHARES MSCI EAFE VALUE ETF | 1.9M | $142.9M | 1.4% | $50.26 | +44.09% | 15 qtrssince 2022-Q3 | Increased 48 |
DIMENSIONAL CORE FIXED INCOME ETF | 3.3M | $140.9M | 1.4% | $38.67 | +7.66% | 12 qtrssince 2023-Q2 | Increased 49 |
Vanguard Index Funds S&P 500 ETF SHS | 229,422 | $137.1M | 1.3% | $363.79 | +63.36% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI USA QUALITY FACTOR ETF | 691,130 | $132.6M | 1.3% | $140.82 | +35.68% | 27 qtrssince 2019-Q3 | Increased 51 |
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 3.9M | $126.2M | 1.2% | $31.89 | 0.00% | 1 qtr | New 69 |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 4M | $114.6M | 1.1% | $27.87 | +1.16% | 15 qtrssince 2022-Q3 | Increased 76 |
VANGUARD TAX-EXEMPT BOND ETF | 2.2M | $107.4M | 1.1% | $46.00 | +6.93% | 19 qtrssince 2021-Q3 | Increased 53 |
OneDigital Investment Advisors LLC manages $10.2B across 1462 positions as of Q1 2026. Top holdings: SPYM (5.3%), IUSB (3.4%), DYNF (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 102 new positions, 157 exits, 547 increased. Top move: SPTI (INCREASED, conviction 76). Portfolio: $10.2B across 1462 positions.
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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
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