OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,432 positions
SPDR SER TR | 7.6M | $510.3M | 5.8% | $49.11 | +34.27% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.5M | $402.4M | 4.6% | $40.83 | +6.51% | 9 qtrssince 2022-Q3 | Increased 68 |
SCHWAB STRATEGIC TR | 2.2M | $224.9M | 2.6% | $20.87 | +23.90% | 23 qtrssince 2019-Q1 | Decreased 0 |
iShares Edge MSCI USE Quality Factor ETF | 1.1M | $193.2M | 2.2% | $134.41 | +30.88% | 21 qtrssince 2019-Q3 | Increased 53 |
BLACKROCK ETF TRUST | 3.6M | $180.5M | 2.1% | $44.13 | +9.84% | 6 qtrssince 2023-Q2 | Increased 53 |
VANGUARD S&P500 INDEX ETF | 312,240 | $164.8M | 1.9% | $363.72 | +41.63% | 23 qtrssince 2019-Q1 | Increased 52 |
Apple Inc | 686,330 | $159.9M | 1.8% | $112.30 | +105.77% | 23 qtrssince 2019-Q1 | Decreased 0 |
iShares MBS ETF | 1.6M | $157.4M | 1.8% | $82.47 | +7.21% | 21 qtrssince 2019-Q3 | Increased 49 |
iShares MSCI EAFE Value ETF | 2.6M | $148.7M | 1.7% | $46.13 | +14.30% | 9 qtrssince 2022-Q3 | Increased 76 |
ISHARES TR | 1.3M | $135.2M | 1.5% | $91.02 | +14.76% | 9 qtrssince 2022-Q3 | Decreased 0 |
iShares Core S&P 500 ETF | 218,859 | $126.2M | 1.4% | $347.49 | +61.98% | 23 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 268,484 | $115.5M | 1.3% | $262.55 | +61.34% | 23 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 2.4M | $114.2M | 1.3% | $42.44 | +3.67% | 6 qtrssince 2023-Q2 | Increased 52 |
ISHARES TR | 714,361 | $108.3M | 1.2% | $115.36 | +31.06% | 23 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL ETF TRUST | 3.1M | $107.5M | 1.2% | $29.00 | +15.84% | 14 qtrssince 2021-Q2 | Increased 54 |
Dimensional Core Fixed Income ETF | 2.4M | $104.9M | 1.2% | $37.89 | +4.91% | 6 qtrssince 2023-Q2 | Increased 50 |
DIMENSIONAL ETF TRUST | 2.5M | $100.5M | 1.1% | $36.04 | +7.83% | 4 qtrssince 2023-Q4 | Increased 57 |
PIMCO ETF TR | 1M | $97M | 1.1% | $80.06 | +6.66% | 14 qtrssince 2021-Q2 | Increased 57 |
ISHARES TR | 810,380 | $88M | 1.0% | $97.24 | +5.15% | 23 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 445,878 | $87.9M | 1.0% | $163.54 | +16.52% | 23 qtrssince 2019-Q1 | Increased 48 |
OneDigital Investment Advisors LLC manages $8.8B across 1432 positions as of Q3 2024. Top holdings: SPYM (5.8%), IUSB (4.6%), SCHG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 112 new positions, 46 exits, 659 increased. Top move: EFV (INCREASED, conviction 76). Portfolio: $8.8B across 1432 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