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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1431 檔
12.8%
As reported in its official Q3 2024 Form 13F filing, OneDigital Investment Advisors LLC's tracked investment portfolio stood at $11.8B with 1431 total positions.
In Q3 2024, OneDigital Investment Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1431 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 | 5.83% | +2.30% | -5.46% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.60% | -0.13% | +19.34% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.57% | +0.09% | -1.57% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.21% | -0.87% | +1.25% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.06% | +0.12% | +1.00% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.28% | +9.04% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.01% | -0.66% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 1.80% | -0.14% | +1.67% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.70% | -0.74% | +95.90% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.54% | +0.32% | -7.53% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.03% | -2.70% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.12% | +3.19% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.30% | -0.17% | +9.82% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.24% | +0.06% | +2.11% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.23% | +0.06% | +14.02% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.20% | -0.14% | +5.31% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.15% | +0.04% | +23.10% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.11% | -0.15% | +22.44% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | -0.06% | +4.11% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.00% | -0.54% | +1.43% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.98% | — | -0.38% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.90% | -0.08% | -2.40% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.89% | +0.05% | +25.49% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.88% | -0.08% | +4.82% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.82% | -0.03% | -3.16% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | -0.07% | -2.79% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.81% | +0.01% | +0.29% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.03% | +1.44% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.74% | -0.02% | +0.05% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | — | -7.86% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.71% | -0.12% | +26.62% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.04% | +1.45% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | +0.16% | +1.38% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | — | -7.37% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.09% | +1.28% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.05% | -34.76% | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.54% | -0.04% | +83.28% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.10% | +3.69% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.51% | -0.01% | -4.56% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.50% | -0.01% | -1.26% | |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.50% | — | -18.28% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | -0.01% | +5.43% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.48% | -0.02% | +0.39% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.47% | -0.02% | +0.31% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.02% | +5.56% | |
| 46 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.44% | -0.17% | +36.86% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.42% | -0.01% | +3.93% | |
| 48 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +12.01% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.41% | -0.03% | -1.31% | |
| 50 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.39% | -0.01% | -4.27% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1431 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, SCHG) accounted for 12.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
GIGB
市值: $19.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $145.5M
During Q3 2024, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (5.8%)、IUSB (4.6%)、SCHG (2.6%). The largest single position, SPYM, represented 5.8% of total portfolio value.
In Q3 2024, OneDigital Investment Advisors LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 36 positions, trimming 11 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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