OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings604 positions
Schwab U.S. Aggregate Bond ETF | 926,450 | $49.5M | 3.9% | $20.93 | +2.84% | 4 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 723,177 | $43.5M | 3.4% | $16.91 | +7.66% | 4 qtrssince 2019-Q1 | Increased 55 |
GOLDMAN SACHS ETF TR | 856,357 | $43.4M | 3.4% | $41.51 | +9.43% | 4 qtrssince 2019-Q1 | Increased 56 |
JANUS DETROIT STR TR | 869,953 | $43.1M | 3.4% | $38.27 | +1.87% | 4 qtrssince 2019-Q1 | Increased 54 |
VANECK ETF TRUST | 771,530 | $42.3M | 3.3% | $43.57 | +16.83% | 4 qtrssince 2019-Q1 | Increased 54 |
SCHWAB STRATEGIC TR | 443,769 | $41.2M | 3.2% | $9.99 | +12.59% | 4 qtrssince 2019-Q1 | Increased 61 |
INDEXIQ ETF TR | 1.1M | $37.9M | 3.0% | $30.70 | +4.41% | 4 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 624,948 | $37.6M | 3.0% | $15.49 | +10.32% | 4 qtrssince 2019-Q1 | Increased 52 |
Apple Inc | 91,886 | $27M | 2.1% | $46.30 | +52.61% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 320,165 | $23.2M | 1.8% | $67.63 | +6.89% | 4 qtrssince 2019-Q1 | Increased 46 |
LATTICE STRATEGIES TR | 696,253 | $20.4M | 1.6% | $22.14 | +4.94% | 4 qtrssince 2019-Q1 | Increased 48 |
PIMCO ENH SHORT MATURITY ACTIVE ETF | 194,922 | $19.8M | 1.6% | $81.67 | +1.25% | 4 qtrssince 2019-Q1 | Increased 48 |
SPDR INDEX SHS FDS | 357,827 | $16.5M | 1.3% | $37.13 | +4.40% | 4 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 139,979 | $15.9M | 1.3% | $93.86 | +2.62% | 4 qtrssince 2019-Q1 | Decreased 0 |
Invesco S&P 500 Equal Weight ETF | 129,141 | $14.9M | 1.2% | $92.12 | +11.82% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMARIN CORP PLC | 668,864 | $14.3M | 1.1% | — | — | — | Decreased 0 |
SPDR S&P 500 ETF Trust | 42,149 | $13.6M | 1.1% | $260.61 | +12.30% | 4 qtrssince 2019-Q1 | Increased 45 |
Microsoft Corp | 84,551 | $13.3M | 1.1% | $121.91 | +22.04% | 4 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 151,073 | $11.6M | 0.9% | $10.94 | +6.62% | 4 qtrssince 2019-Q1 | Increased 63 |
BERKSHIRE HATHAWAY INC CL A | 34 | $11.5M | 0.9% | $311,450.00 | +8.77% | 2 qtrssince 2019-Q3 | Unchanged 0 |
OneDigital Investment Advisors LLC manages $1.3B across 604 positions as of Q4 2019. Top holdings: SCHZ (3.9%), SCHM (3.4%), GSEW (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 51 new positions, 27 exits, 232 increased. Top move: SCHB (INCREASED, conviction 63). Portfolio: $1.3B across 604 positions.
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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