OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,487 positions
SPDR SER TR | 5.9M | $465.7M | 4.8% | $49.95 | +55.16% | 27 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 6.7M | $311.4M | 3.2% | $40.83 | +10.08% | 13 qtrssince 2022-Q3 | Decreased 0 |
BLACKROCK ETF TRUST | 4.2M | $246.6M | 2.5% | $46.28 | +26.80% | 10 qtrssince 2023-Q2 | Increased 61 |
SCHWAB STRATEGIC TR | 7.4M | $235.9M | 2.4% | $21.10 | +50.77% | 27 qtrssince 2019-Q1 | Increased 53 |
iShares Edge MSCI USE Quality Factor ETF | 1M | $201.2M | 2.1% | $137.65 | +40.01% | 25 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4M | $182.8M | 1.9% | $37.66 | +20.33% | 8 qtrssince 2023-Q4 | Increased 51 |
VANGUARD S&P500 INDEX ETF | 295,680 | $181.1M | 1.9% | $363.79 | +66.42% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 542,764 | $180.7M | 1.9% | $280.79 | +17.44% | 27 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL ETF TRUST | 3.2M | $155.9M | 1.6% | $43.11 | +7.68% | 10 qtrssince 2023-Q2 | Increased 50 |
Apple Inc | 596,489 | $151.9M | 1.6% | $115.19 | +120.24% | 27 qtrssince 2019-Q1 | Increased 49 |
iShares MBS ETF | 1.6M | $150.7M | 1.5% | $82.78 | +10.56% | 25 qtrssince 2019-Q3 | Increased 49 |
iShares MSCI EAFE Value ETF | 2.2M | $149.1M | 1.5% | $50.00 | +29.20% | 13 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 718,063 | $148.3M | 1.5% | $173.08 | +17.39% | 27 qtrssince 2019-Q1 | Increased 50 |
iShares Core S&P 500 ETF | 219,553 | $146.9M | 1.5% | $357.33 | +85.12% | 27 qtrssince 2019-Q1 | Increased 49 |
WISDOMTREE TR | 3.7M | $141.5M | 1.5% | $30.90 | +20.66% | 13 qtrssince 2022-Q3 | Increased 53 |
DIMENSIONAL ETF TRUST | 3.6M | $139M | 1.4% | $29.71 | +28.60% | 18 qtrssince 2021-Q2 | Increased 49 |
PIMCO ETF TR | 1.4M | $133.7M | 1.4% | $81.66 | +8.59% | 18 qtrssince 2021-Q2 | Increased 51 |
Microsoft Corp | 247,662 | $128.3M | 1.3% | $263.68 | +94.83% | 27 qtrssince 2019-Q1 | Decreased 0 |
Dimensional Core Fixed Income ETF | 2.9M | $123.7M | 1.3% | $38.21 | +7.98% | 10 qtrssince 2023-Q2 | Increased 51 |
NVIDIA Corp | 563,208 | $105.1M | 1.1% | $93.03 | +100.08% | 27 qtrssince 2019-Q1 | Increased 50 |
OneDigital Investment Advisors LLC manages $9.7B across 1487 positions as of Q3 2025. Top holdings: SPYM (4.8%), IUSB (3.2%), DYNF (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 105 new positions, 65 exits, 500 increased. Top move: OEF (INCREASED, conviction 67). Portfolio: $9.7B across 1487 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