OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings790 positions
SCHWAB STRATEGIC TR | 3.7M | $199.1M | 7.0% | $22.43 | +1.37% | 12 qtrssince 2019-Q1 | Increased 62 |
VANECK ETF TRUST | 1.8M | $136M | 4.8% | $52.00 | +39.51% | 12 qtrssince 2019-Q1 | Increased 57 |
COLUMBIA ETF TR I | 6.3M | $134.4M | 4.8% | $17.46 | -0.23% | 10 qtrssince 2019-Q3 | Increased 60 |
GOLDMAN SACHS ETF TR | 1.7M | $123.2M | 4.4% | $48.75 | +35.90% | 12 qtrssince 2019-Q1 | Increased 55 |
AMERICAN CENTY ETF TR | 1.4M | $90.3M | 3.2% | $52.42 | +5.35% | 5 qtrssince 2020-Q4 | Increased 85 |
SCHWAB STRATEGIC TR | 1.2M | $87.1M | 3.1% | $16.81 | +31.03% | 12 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 528,466 | $86.5M | 3.1% | $11.54 | +73.72% | 12 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 1M | $83.2M | 2.9% | $18.29 | +36.94% | 12 qtrssince 2019-Q1 | Increased 52 |
JANUS DETROIT STR TR | 1.6M | $77.2M | 2.7% | $39.00 | +2.78% | 12 qtrssince 2019-Q1 | Increased 53 |
J P MORGAN EXCHANGE TRADED F | 1.4M | $73.1M | 2.6% | $42.41 | +0.51% | 5 qtrssince 2020-Q4 | Increased 55 |
INDEXIQ ETF TR | 2.2M | $71.1M | 2.5% | $31.39 | +1.24% | 12 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 379,914 | $67.5M | 2.4% | $53.92 | +221.68% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 69,700 | $65.3M | 2.3% | — | — | — | Unchanged — |
AMERICAN CENTY ETF TR | 968,362 | $53.5M | 1.9% | $46.05 | +3.92% | 12 qtrssince 2019-Q1 | Increased 52 |
SPDR SER TR | 510,584 | $50.8M | 1.8% | $71.34 | +39.45% | 12 qtrssince 2019-Q1 | Increased 47 |
SPDR SER TR | 664,497 | $39.2M | 1.4% | $55.42 | 0.00% | 1 qtr | New 66 |
PIMCO ETF TR | 638,199 | $32.7M | 1.2% | $44.80 | +1.74% | 11 qtrssince 2019-Q2 | Increased 47 |
INVESCO EXCHANGE TRADED FD T | 197,584 | $32.2M | 1.1% | $84.88 | +76.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 90,507 | $30.4M | 1.1% | $136.97 | +136.09% | 12 qtrssince 2019-Q1 | Increased 46 |
ABBOTT LABS | 227,700 | $27.3M | 1.0% | — | — | — | Unchanged — |
OneDigital Investment Advisors LLC manages $2.8B across 790 positions as of Q4 2021. Top holdings: SCHZ (7.0%), MOAT (4.8%), DIAL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 77 new positions, 49 exits, 344 increased. Top move: AVDE (INCREASED, conviction 85). Portfolio: $2.8B across 790 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