OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings710 positions
SCHWAB STRATEGIC TR | 3.7M | $174.8M | 7.5% | $22.40 | -8.99% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANECK ETF TRUST | 1.7M | $111.2M | 4.8% | $52.36 | +16.01% | 14 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 1.7M | $95.8M | 4.1% | $49.19 | +5.34% | 14 qtrssince 2019-Q1 | Decreased 0 |
COLUMBIA ETF TR I | 5.3M | $92.8M | 4.0% | $17.43 | -16.20% | 12 qtrssince 2019-Q3 | Decreased 0 |
JANUS DETROIT STR TR | 1.9M | $90.3M | 3.9% | $39.08 | +1.13% | 14 qtrssince 2019-Q1 | Increased 65 |
AMERICAN CENTY ETF TR | 1.5M | $75.9M | 3.3% | $52.43 | -13.73% | 7 qtrssince 2020-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.2M | $74.2M | 3.2% | $16.95 | +11.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1M | $65.4M | 2.8% | $18.43 | +6.73% | 14 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 2.1M | $63.9M | 2.7% | $31.39 | -2.55% | 14 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 1.4M | $62M | 2.7% | $42.38 | -9.25% | 7 qtrssince 2020-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.1M | $61.7M | 2.7% | $11.77 | +20.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 383,339 | $52.4M | 2.3% | $58.16 | +130.24% | 14 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 600 SMALL CAP ETF | 516,764 | $41.4M | 1.8% | $72.22 | +11.34% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 118,553 | $41.1M | 1.8% | $311.40 | +5.01% | 14 qtrssince 2019-Q1 | Increased 74 |
AMERICAN CENTY ETF TR | 783,659 | $39.1M | 1.7% | $46.05 | -5.65% | 14 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 791,625 | $32.1M | 1.4% | $54.29 | -29.38% | 3 qtrssince 2021-Q4 | Increased 46 |
MICROSOFT CORP | 100,405 | $25.8M | 1.1% | $153.50 | +61.58% | 14 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 186,244 | $25M | 1.1% | $84.88 | +47.32% | 14 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 480,739 | $23.9M | 1.0% | $44.80 | -1.14% | 13 qtrssince 2019-Q2 | Decreased 0 |
PRIVIA HEALTH GROUP INC | 721,499 | $21M | 0.9% | $29.06 | 0.00% | 1 qtr | New 56 |
OneDigital Investment Advisors LLC manages $2.3B across 710 positions as of Q2 2022. Top holdings: SCHZ (7.5%), MOAT (4.8%), GSEW (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 53 new positions, 82 exits, 325 increased. Top move: VOO (INCREASED, conviction 74). Portfolio: $2.3B across 710 positions.
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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