OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,503 positions
SPDR SER TR | 6.1M | $491.2M | 4.8% | $50.81 | +56.63% | 28 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 6.9M | $319.3M | 3.1% | $40.96 | +10.87% | 14 qtrssince 2022-Q3 | Increased 58 |
BLACKROCK ETF TRUST | 4.3M | $261.5M | 2.6% | $46.72 | +29.30% | 11 qtrssince 2023-Q2 | Increased 55 |
SCHWAB STRATEGIC TR | 7.2M | $233.8M | 2.3% | $21.10 | +54.28% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 989,897 | $209.9M | 2.1% | $183.11 | +14.48% | 28 qtrssince 2019-Q1 | Increased 69 |
DIMENSIONAL ETF TRUST | 4.3M | $203.1M | 2.0% | $38.37 | +21.13% | 9 qtrssince 2023-Q4 | Increased 52 |
ISHARES TR | 556,996 | $191M | 1.9% | $282.32 | +20.65% | 28 qtrssince 2019-Q1 | Increased 49 |
VANGUARD S&P500 INDEX ETF | 289,976 | $181.9M | 1.8% | $363.79 | +70.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 2.2M | $172.9M | 1.7% | $73.35 | +3.63% | 14 qtrssince 2022-Q3 | Increased 77 |
DIMENSIONAL ETF TRUST | 3.6M | $170.6M | 1.7% | $43.45 | +8.02% | 11 qtrssince 2023-Q2 | Increased 53 |
Apple Inc | 598,915 | $162.8M | 1.6% | $115.82 | +134.09% | 28 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL ETF TRUST | 3.9M | $156M | 1.5% | $30.53 | +28.77% | 19 qtrssince 2021-Q2 | Increased 52 |
iShares MBS ETF | 1.6M | $155.8M | 1.5% | $83.10 | +11.79% | 26 qtrssince 2019-Q3 | Increased 49 |
PIMCO ETF TR | 1.6M | $144.5M | 1.4% | $82.30 | +9.31% | 19 qtrssince 2021-Q2 | Increased 52 |
iShares Core S&P 500 ETF | 208,317 | $142.7M | 1.4% | $357.33 | +90.11% | 28 qtrssince 2019-Q1 | Decreased 0 |
Dimensional Core Fixed Income ETF | 3.2M | $137.5M | 1.3% | $38.57 | +8.05% | 11 qtrssince 2023-Q2 | Increased 53 |
iShares MSCI EAFE Value ETF | 1.9M | $135.7M | 1.3% | $50.00 | +39.11% | 14 qtrssince 2022-Q3 | Decreased 0 |
iShares Edge MSCI USE Quality Factor ETF | 650,190 | $129.1M | 1.3% | $137.65 | +43.42% | 26 qtrssince 2019-Q3 | Decreased 0 |
Microsoft Corp | 257,812 | $124.7M | 1.2% | $272.22 | +76.54% | 28 qtrssince 2019-Q1 | Increased 49 |
iShares Gold Trust | 1.4M | $110.3M | 1.1% | $51.66 | +58.15% | 28 qtrssince 2019-Q1 | Decreased 0 |
OneDigital Investment Advisors LLC manages $10.2B across 1503 positions as of Q4 2025. Top holdings: SPYM (4.8%), IUSB (3.1%), DYNF (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 125 new positions, 109 exits, 538 increased. Top move: AVEM (INCREASED, conviction 77). Portfolio: $10.2B across 1503 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