OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings1,231 positions
Schwab U.S. Aggregate Bond ETF | 1.3M | $70.7M | 5.5% | $20.84 | +0.86% | 2 qtrssince 2019-Q1 | Increased 93 |
JANUS DETROIT STR TR | 1.4M | $69.4M | 5.4% | $38.25 | +0.62% | 2 qtrssince 2019-Q1 | Increased 92 |
GOLDMAN SACHS ETF TR | 1.5M | $68.4M | 5.3% | $41.33 | +0.86% | 2 qtrssince 2019-Q1 | Increased 93 |
VANECK ETF TRUST | 1.3M | $64.2M | 5.0% | $43.47 | +1.35% | 2 qtrssince 2019-Q1 | Increased 87 |
SCHWAB STRATEGIC TR | 1.1M | $61M | 4.7% | $16.87 | +1.52% | 2 qtrssince 2019-Q1 | Increased 87 |
INDEXIQ ETF TR | 1.9M | $58.9M | 4.6% | $30.63 | -0.53% | 2 qtrssince 2019-Q1 | Increased 87 |
SCHWAB STRATEGIC TR | 666,332 | $55.4M | 4.3% | $9.81 | +2.22% | 2 qtrssince 2019-Q1 | Increased 87 |
SCHWAB STRATEGIC TR | 970,998 | $54.5M | 4.2% | $15.41 | +1.70% | 2 qtrssince 2019-Q1 | Increased 85 |
SPDR SER TR | 521,327 | $35.3M | 2.7% | $67.48 | +0.22% | 2 qtrssince 2019-Q1 | Increased 80 |
LATTICE STRATEGIES TR | 1.1M | $30.4M | 2.4% | $22.07 | +0.11% | 2 qtrssince 2019-Q1 | Increased 80 |
SPDR INDEX SHS FDS | 586,984 | $26.2M | 2.0% | $37.06 | +0.47% | 2 qtrssince 2019-Q1 | Increased 79 |
ISHARES TR | 221,282 | $25M | 1.9% | $93.86 | +0.49% | 2 qtrssince 2019-Q1 | Increased 73 |
Apple Inc | 121,866 | $24.1M | 1.9% | $46.30 | +2.16% | 2 qtrssince 2019-Q1 | Increased 73 |
Invesco S&P 500 Equal Weight ETF | 145,584 | $15.7M | 1.2% | $92.12 | +3.25% | 2 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 208,997 | $13.1M | 1.0% | $57.35 | +2.31% | 2 qtrssince 2019-Q1 | Increased 68 |
PIMCO ENH SHORT MATURITY ACTIVE ETF | 127,658 | $13M | 1.0% | $81.36 | +0.29% | 2 qtrssince 2019-Q1 | Increased 71 |
Microsoft Corp | 81,506 | $10.9M | 0.8% | $121.25 | +3.54% | 2 qtrssince 2019-Q1 | Increased 63 |
Alphabet Inc | 9,617 | $10.4M | 0.8% | $55.65 | -3.64% | 2 qtrssince 2019-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 321,459 | $10.3M | 0.8% | $12.83 | +1.69% | 2 qtrssince 2019-Q1 | Increased 62 |
Cerner Corp | 139,408 | $10.2M | 0.8% | — | — | 2 qtrssince 2019-Q1 | Increased 63 |
OneDigital Investment Advisors LLC manages $1.3B across 1231 positions as of Q2 2019. Top holdings: SCHZ (5.5%), VNLA (5.4%), GSEW (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 164 new positions, 106 exits, 452 increased. Top move: SCHZ (INCREASED, conviction 93). Portfolio: $1.3B across 1231 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