OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,447 positions
SPDR SER TR | 5.8M | $419.9M | 4.7% | $49.14 | +45.88% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 6.7M | $310.6M | 3.4% | $40.83 | +7.80% | 12 qtrssince 2022-Q3 | Decreased 0 |
SCHWAB STRATEGIC TR | 7.3M | $212.2M | 2.4% | $20.91 | +39.13% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $201.7M | 2.2% | $137.65 | +31.28% | 24 qtrssince 2019-Q3 | Decreased 0 |
BLACKROCK ETF TRUST | 3.6M | $193.8M | 2.2% | $44.16 | +21.98% | 9 qtrssince 2023-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 295,594 | $167.9M | 1.9% | $363.72 | +53.95% | 26 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 3.8M | $159.6M | 1.8% | $37.20 | +12.48% | 7 qtrssince 2023-Q4 | Increased 51 |
ISHARES TR | 2.5M | $157.4M | 1.7% | $50.00 | +20.91% | 12 qtrssince 2022-Q3 | Increased 63 |
DIMENSIONAL ETF TRUST | 3.1M | $147.3M | 1.6% | $42.93 | +6.54% | 9 qtrssince 2023-Q2 | Increased 50 |
ISHARES TR | 1.5M | $145M | 1.6% | $82.55 | +8.22% | 24 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 688,175 | $134.5M | 1.5% | $171.77 | +11.46% | 26 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 215,681 | $133.9M | 1.5% | $351.87 | +73.87% | 26 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL ETF TRUST | 3.5M | $126.3M | 1.4% | $29.51 | +19.97% | 17 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 248,111 | $123.4M | 1.4% | $263.68 | +86.80% | 26 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 1.3M | $122.5M | 1.4% | $81.12 | +6.56% | 17 qtrssince 2021-Q2 | Increased 50 |
APPLE INC | 584,293 | $119.9M | 1.3% | $112.30 | +81.83% | 26 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE TR | 3.4M | $115.7M | 1.3% | $30.19 | +11.66% | 12 qtrssince 2022-Q3 | Increased 63 |
DIMENSIONAL ETF TRUST | 2.7M | $114.6M | 1.3% | $38.00 | +6.09% | 9 qtrssince 2023-Q2 | Increased 48 |
ISHARES TR | 352,669 | $107.3M | 1.2% | $254.40 | +18.27% | 26 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 588,846 | $102M | 1.1% | $115.36 | +49.98% | 26 qtrssince 2019-Q1 | Decreased 0 |
OneDigital Investment Advisors LLC manages $9B across 1447 positions as of Q2 2025. Top holdings: SPYM (4.7%), IUSB (3.4%), SCHG (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 128 new positions, 75 exits, 569 increased. Top move: EFV (INCREASED, conviction 63). Portfolio: $9.0B across 1447 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