OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings758 positions
Schwab U.S. Aggregate Bond ETF | 3.3M | $150.3M | 5.6% | $22.40 | -13.32% | 15 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P 500 ETF | 346,071 | $124.1M | 4.6% | $334.74 | +1.43% | 15 qtrssince 2019-Q1 | Increased 89 |
VANECK ETF TRUST | 1.6M | $97.2M | 3.6% | $52.36 | +9.21% | 15 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 1.6M | $84.8M | 3.1% | $49.19 | +1.34% | 15 qtrssince 2019-Q1 | Decreased 0 |
COLUMBIA ETF TR I | 4.9M | $82.7M | 3.1% | $17.43 | -19.98% | 13 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB STRATEGIC TR | 2.8M | $79.8M | 3.0% | $12.46 | -0.13% | 15 qtrssince 2019-Q1 | Increased 82 |
JANUS DETROIT STR TR | 1.6M | $79.5M | 2.9% | $39.08 | +1.22% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.1M | $64.9M | 2.4% | $16.95 | +5.62% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 1.4M | $62.7M | 2.3% | $52.43 | -22.77% | 8 qtrssince 2020-Q4 | Decreased 0 |
Apple Inc | 441,012 | $60.9M | 2.3% | $68.28 | +98.51% | 15 qtrssince 2019-Q1 | Increased 58 |
SCHWAB STRATEGIC TR | 970,273 | $58.7M | 2.2% | $18.43 | +3.43% | 15 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 1.8M | $56.7M | 2.1% | $31.39 | -1.08% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1M | $56M | 2.1% | $11.77 | +16.53% | 15 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 1.2M | $55.5M | 2.1% | $42.38 | -9.93% | 8 qtrssince 2020-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 645,202 | $42.9M | 1.6% | $18.76 | +2.09% | 15 qtrssince 2019-Q1 | Increased 74 |
SPDR SER TR | 481,080 | $36.4M | 1.3% | $72.22 | +5.46% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 739,854 | $35.3M | 1.3% | $46.05 | -9.30% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 158,206 | $34.7M | 1.3% | $40.89 | +1.46% | 15 qtrssince 2019-Q1 | Increased 74 |
SPDR SER TR | 759,711 | $31.9M | 1.2% | $39.75 | +0.10% | 15 qtrssince 2019-Q1 | Increased 73 |
SPDR SER TR | 727,561 | $28.1M | 1.0% | $54.29 | -32.51% | 4 qtrssince 2021-Q4 | Decreased 0 |
OneDigital Investment Advisors LLC manages $2.7B across 758 positions as of Q3 2022. Top holdings: SCHZ (5.6%), IVV (4.6%), MOAT (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 101 new positions, 52 exits, 345 increased. Top move: IVV (INCREASED, conviction 89). Portfolio: $2.7B across 758 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