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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1087 檔
9.2%
According to the latest 13F quarterly dataset, OneDigital Investment Advisors LLC managed an equity portfolio of $11.8B at the end of Q1 2024, spanning 1087 distinct U.S. exchange-listed positions.
During Q1 2024, OneDigital Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1087 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.89% | +2.30% | -9.92% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.84% | -0.13% | +44.04% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.47% | -0.03% | -6.90% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.28% | +4.35% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.92% | -0.87% | -10.65% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 1.92% | -0.14% | +8.85% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.77% | +0.12% | +21632.45% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | +0.09% | +106.79% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.01% | +3.29% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.12% | +2.33% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.31% | -0.17% | +39.55% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.24% | -0.14% | +36.46% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.23% | — | +2.00% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.21% | -0.08% | -9.43% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.21% | +0.06% | +3.38% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.20% | -0.74% | -17.99% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.19% | -0.06% | +26.18% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.12% | -0.03% | -7.85% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.07% | +0.32% | +4.96% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.06% | +0.06% | +16.39% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.05% | -0.07% | +18.24% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.02% | +0.01% | +2.43% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.54% | +267.98% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | — | -32.68% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.93% | -0.08% | +41.30% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.03% | +1.28% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.83% | +0.16% | +292.40% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | -0.04% | +4.23% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.81% | -0.15% | +8.81% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.74% | -0.03% | +1.82% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.73% | -0.01% | -3.60% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.09% | +12.36% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.70% | -0.02% | -8.22% | |
| 34 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | -0.01% | +26.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.10% | +2.82% | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.62% | -0.02% | -2.52% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.02% | +4.23% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | -0.01% | -5.56% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.57% | +0.05% | +120.29% | |
| 40 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.56% | -0.01% | -15.02% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.55% | +0.04% | +106.01% | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +47.72% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | +0.01% | -7.50% | |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.51% | -0.12% | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.47% | -0.03% | +64.99% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.47% | -0.01% | -48.25% | |
| 47 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.47% | -0.01% | -0.29% | |
| 48 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.47% | -0.03% | +4.40% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.05% | -22.37% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.46% | — | +10833.20% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1087 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, IVV) accounted for 9.2% of total reported equity market value during Q1 2024.
During Q1 2024, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (6.9%)、IUSB (3.8%)、IVV (2.5%). The largest single position, SPYM, represented 6.9% of total portfolio value.
In Q1 2024, OneDigital Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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