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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1394 檔
12.4%
The Q4 2024 SEC filing reveals that OneDigital Investment Advisors LLC held a total portfolio value of $11.8B, covering 1394 public equity positions.
OneDigital Investment Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 2 holdings and trimming 23 positions.
Showing top 200 holdings (of 1394 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 | 6.05% | +2.30% | +0.16% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.04% | -0.13% | -9.65% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.66% | +0.09% | +280.83% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.16% | -0.87% | -2.84% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.16% | +0.12% | -0.60% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -0.28% | -0.96% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.01% | -5.22% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 1.79% | -0.14% | +2.54% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.57% | +0.32% | +11.66% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | -0.03% | -0.20% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.47% | -0.17% | +13.45% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.47% | +0.04% | +23.95% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.46% | -0.74% | -7.08% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.31% | +0.06% | +4.04% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.26% | -0.14% | +8.43% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.12% | -4.09% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.22% | +0.06% | -7.96% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.21% | -0.15% | +12.62% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.12% | -0.08% | +156.59% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.02% | — | +0.14% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.99% | -0.06% | -1.58% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.98% | -0.54% | -0.86% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | -0.07% | +15.72% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.87% | +0.01% | +3.71% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.03% | -9.48% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.86% | -0.08% | +4.17% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.82% | +0.05% | +0.20% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | -0.04% | +139.22% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.72% | -0.03% | -9.82% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.72% | -0.02% | +5.07% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.69% | -0.12% | -1.28% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | +0.16% | +0.72% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.09% | +1.25% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | — | -15.22% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.04% | +1.58% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.05% | -12.51% | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.57% | -0.02% | +28.35% | |
| 38 | DFIC | Dimensional International Co | ETF-Other | 0.55% | -0.04% | +9.26% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.10% | -7.62% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | — | +141.61% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | -0.01% | +196.41% | |
| 42 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.48% | — | +2.31% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.17% | +71.59% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.47% | -0.02% | +0.95% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.47% | -0.01% | -9.15% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.46% | -0.01% | +177.21% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.43% | -0.01% | -4.47% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.02% | -7.95% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.15% | +10.59% | |
| 50 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.40% | -0.01% | +1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +0.4% | +139.22% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.3% | +23.95% | Add |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +156.59% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +0.16% | Add |
| 5 | IBHE | Ishares Ibonds 2025 H/y Inc | +0.2% | +3032.53% | Add |
| 6 | IAU | Ishares Gold Trust | +0.2% | +71.59% | Add |
| 7 | DFSD | Dimensional Short Duration | +0.2% | +13.45% | Add |
| 8 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +4102.77% | Add |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | NEW | New buy |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +15.72% | Add |
| 11 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +104.95% | Add |
| 12 | TVAL | T. Rowe Price Value ETF | +0.1% | +131.35% | Add |
| 13 | BOND | Pimco Active Bond Exchange-t | +0.1% | +12.62% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | -0.60% | Trim |
| 15 | TGRT | T. Rowe Price Growth ETF | +0.1% | +124.72% | Add |
| 16 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +47.99% | Add |
| 17 | AVDE | Avantis International Equity | +0.1% | +28.35% | Add |
| 18 | DFAC | Dimensional US Core Equity 2 | +0.1% | +4.04% | Add |
| 19 | CORP | Pimco Inv Grade CORP Bd ETF | +0.1% | +28.14% | Add |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +48.68% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | -9.48% | Trim |
| 22 | ALLY | Ally Financial Inc | +0.1% | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +1.47% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | -7.07% | Trim |
| 25 | SCHV | Schwab US Large-cap Value | 0% | +177.21% | Add |
| 26 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -2.84% | Trim |
| 27 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +1.58% | Add |
| 28 | LLY | Eli Lilly & Co | -0.1% | -23.03% | Trim |
| 29 | NMZ | Nuveen Muni Hi Inc Opport | -0.1% | -85.58% | Trim |
| 30 | IEMG | Ishares Core Msci Emerging | -0.1% | -14.64% | Trim |
| 31 | DFLV | Dim US Large Cap Value ETF | -0.1% | -9.84% | Trim |
| 32 | MSFT | Microsoft CORP | -0.1% | -4.09% | Trim |
| 33 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -15.22% | Trim |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -25.33% | Trim |
| 35 | PMAR | Innovator U.s. Equity Power | -0.1% | -83.21% | Trim |
| 36 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | -62.91% | Trim |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -17.84% | Trim |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | +0.20% | Add |
| 39 | BIV | Vanguard Intermediate-term B | -0.1% | -65.60% | Trim |
| 40 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -22.23% | Trim |
| 41 | LGIH | Lgi Homes Inc | -0.1% | -51.38% | Trim |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -66.99% | Trim |
| 43 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -9.82% | Trim |
| 44 | SCHX | Schwab US Large-cap ETF | -0.1% | +141.61% | Add |
| 45 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 46 | TFLO | Ishares Treasury Floating Ra | -0.2% | -37.29% | Trim |
| 47 | CVS | Cvs Health CORP | -0.2% | -30.61% | Trim |
| 48 | GIGB | Goldman Sachs Inv Grd CORP | -0.2% | EXIT | Sold out |
| 49 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -7.08% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.6% | -9.65% | Trim |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1394 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, SCHG) accounted for 12.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
IGLB
市值: $10.3M
Top Position Liquidated / Trimmed
GIGB
前期市值: $19.6M
During Q4 2024, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (6.0%)、IUSB (4.0%)、SCHG (2.7%). The largest single position, SPYM, represented 6.0% of total portfolio value.
In Q4 2024, OneDigital Investment Advisors LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 2 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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