OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings821 positions
ISHARES TR | 336,798 | $129.4M | 3.8% | $334.74 | +9.13% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 2.5M | $112M | 3.2% | $22.40 | -11.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 2.5M | $111.7M | 3.2% | $41.88 | +2.24% | 16 qtrssince 2019-Q1 | Increased 89 |
VANGUARD INDEX FDS | 270,387 | $95M | 2.8% | $329.81 | +1.35% | 16 qtrssince 2019-Q1 | Increased 83 |
SCHWAB STRATEGIC TR | 2.6M | $83.5M | 2.4% | $12.46 | +16.56% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANECK ETF TRUST | 1.2M | $80M | 2.3% | $52.36 | +19.63% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1M | $79.1M | 2.3% | $20.00 | +9.92% | 16 qtrssince 2019-Q1 | Increased 74 |
GOLDMAN SACHS ETF TR | 1.2M | $68.7M | 2.0% | $49.19 | +11.06% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $63.9M | 1.9% | $38.80 | +0.48% | 2 qtrssince 2022-Q3 | Increased 75 |
APPLE INC | 468,024 | $60.8M | 1.8% | $71.71 | +78.01% | 16 qtrssince 2019-Q1 | Increased 49 |
JANUS DETROIT STR TR | 1.3M | $60M | 1.7% | $39.08 | +2.38% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 886,205 | $58.1M | 1.7% | $18.43 | +12.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 872,474 | $57.6M | 1.7% | $16.95 | +20.01% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.2M | $53.6M | 1.6% | $38.07 | +2.61% | 2 qtrssince 2022-Q3 | Increased 75 |
SCHWAB STRATEGIC TR | 811,780 | $45.1M | 1.3% | $11.77 | +16.18% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 370,257 | $42.2M | 1.2% | $106.05 | +3.25% | 14 qtrssince 2019-Q3 | Increased 74 |
ISHARES TR | 277,876 | $40.6M | 1.2% | $137.19 | +2.57% | 14 qtrssince 2019-Q3 | Increased 74 |
iShares National Muni Bond | 380,639 | $40.2M | 1.2% | $94.48 | +0.30% | 16 qtrssince 2019-Q1 | Increased 74 |
ISHARES TR | 156,589 | $37.9M | 1.1% | $40.89 | +12.43% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 153,953 | $36.9M | 1.1% | $180.33 | +29.07% | 16 qtrssince 2019-Q1 | Increased 59 |
OneDigital Investment Advisors LLC manages $3.4B across 821 positions as of Q4 2022. Top holdings: IVV (3.8%), SCHZ (3.2%), SPYM (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 112 new positions, 49 exits, 392 increased. Top move: SPYM (INCREASED, conviction 89). Portfolio: $3.4B across 821 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