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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1365 檔
11.9%
At the close of Q2 2024, OneDigital Investment Advisors LLC disclosed equity holdings valued at approximately $11.8B, spread across 1365 reported holdings.
During Q2 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 1365 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 | 6.40% | +2.30% | +12.20% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.04% | -0.13% | +33.48% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.76% | +0.09% | +80.32% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.27% | -0.87% | +43.29% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.12% | +0.12% | +42.15% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 1.85% | -0.14% | +22.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.01% | +25.93% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.28% | +10.50% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.74% | +0.32% | +106.11% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.03% | -24.64% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.12% | +18.53% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.32% | +0.06% | +40.31% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.28% | -0.17% | +23.09% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.20% | -0.14% | +22.91% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.11% | +0.06% | +14.07% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | -0.06% | +10.96% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.02% | — | +1.30% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.00% | -0.54% | +33.48% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.97% | -0.08% | +1.12% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.96% | +0.04% | +114.86% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.95% | -0.15% | +49.14% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.07% | +8.47% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.03% | +15.45% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.87% | -0.74% | -5.87% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.05% | +1964.37% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.86% | -0.08% | +18.40% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.84% | +0.01% | +2.75% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.83% | -0.03% | -3.87% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | — | -0.87% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.76% | -0.02% | +39.77% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.75% | +0.05% | +60.79% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | — | +526.01% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.04% | +6.76% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.68% | +0.16% | +0.69% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.09% | +9.74% | |
| 36 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.62% | — | +105.05% | |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.60% | -0.12% | +49.24% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.10% | -2.08% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.55% | -0.01% | -0.49% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.51% | -0.01% | -9.43% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.49% | -0.03% | +135.57% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.49% | -0.02% | +0.50% | |
| 43 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.48% | -0.02% | +143.15% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.48% | -0.02% | -0.02% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | -0.01% | -0.75% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.02% | +16.97% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.43% | — | +31.90% | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.43% | -0.03% | -1.34% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.42% | -0.01% | +26.14% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.42% | -0.01% | +6.39% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1365 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, SCHG) accounted for 11.9% of total reported equity market value during Q2 2024.
During Q2 2024, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (6.4%)、IUSB (4.0%)、SCHG (2.8%). The largest single position, SPYM, represented 6.4% of total portfolio value.
In Q2 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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