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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1393 檔
11.9%
In Q1 2025, OneDigital Investment Advisors LLC's U.S. equity holdings reached a combined market value of $11.8B, distributed across 1393 disclosed stock positions.
In Q1 2025, OneDigital Investment Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1393 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 | 5.58% | +2.30% | -5.33% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.21% | -0.13% | -0.14% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.46% | +0.09% | +1.00% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.34% | -0.87% | +10.48% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.11% | +0.12% | +0.76% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.28% | -2.02% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 1.72% | -0.14% | -8.20% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.01% | -2.34% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 1.64% | -0.17% | +7.56% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.61% | +0.04% | +12.48% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | -0.54% | +49.34% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | -0.03% | -2.89% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.41% | +0.06% | +10.67% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.39% | -0.15% | +9.97% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.34% | -0.14% | +2.00% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.26% | -0.74% | -24.67% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.12% | +1.05% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.09% | +0.06% | -0.07% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.08% | -0.08% | -7.40% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.02% | -0.07% | +6.72% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.00% | — | +0.33% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.98% | +0.32% | -41.22% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.93% | -0.08% | -0.18% | |
| 24 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.88% | — | +76.96% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.87% | -0.01% | +113.67% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.86% | -0.17% | +47.33% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.06% | -15.88% | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.82% | +0.01% | -2.91% | |
| 29 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.78% | -0.03% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.03% | -3.62% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.73% | -0.12% | +1.95% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.04% | +1.90% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | -0.04% | -0.93% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.69% | +0.16% | +1.84% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.63% | -0.03% | -9.53% | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.62% | -0.04% | +2.84% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.09% | -6.91% | |
| 38 | AVDE | Avantis International Equity | ETF-Other | 0.58% | -0.02% | -7.97% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | +0.05% | -30.28% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | -10.60% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.05% | +2.08% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.49% | -0.02% | +3.05% | |
| 43 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.44% | -0.01% | -6.19% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.10% | -4.99% | |
| 45 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.42% | -0.03% | +14.30% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | -17.95% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | -0.01% | -14.45% | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.41% | — | +237.28% | |
| 49 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.41% | -0.01% | +1.47% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.40% | +0.02% | +1.91% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1393 disclosed positions in Q1 2025.
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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 Q1 2025.
Top New Position Initiated
SPYM
市值: $471.4M
During Q1 2025, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (5.6%)、IUSB (4.2%)、SCHG (2.5%). The largest single position, SPYM, represented 5.6% of total portfolio value.
In Q1 2025, OneDigital Investment Advisors LLC made 50 total portfolio adjustments, initiating 50 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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