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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1446 檔
11.3%
During the Q2 2025 filing period, OneDigital Investment Advisors LLC (CIK: 0001690370) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $11.8B across 1446 reported positions.
In Q2 2025, OneDigital Investment Advisors LLC displayed an active expansion posture, initiating 6 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, SCHG) accounted for 11.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
JMTG
市值: $38.1M
Top Position Liquidated / Trimmed
TIPZ
前期市值: $9.4M
Showing top 200 holdings (of 1446 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 | 4.66% | +2.30% | -19.42% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.45% | -0.13% | -12.80% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.36% | +0.09% | -12.48% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.24% | -0.87% | -4.60% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.15% | +0.12% | -2.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | -0.28% | -2.44% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.77% | +0.04% | +6.72% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.75% | -0.74% | +37.07% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 1.64% | -0.17% | +5.15% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.61% | -0.14% | -0.17% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | -0.54% | +4.25% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | -0.03% | +1.68% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.40% | +0.06% | -2.43% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.12% | -4.65% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.36% | -0.15% | +4.72% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.01% | -8.02% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.28% | — | +39.53% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.27% | -0.14% | +0.96% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.19% | -0.01% | +29.65% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.13% | +0.06% | -10.37% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.01% | -0.07% | +7.90% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.99% | -0.08% | +2.42% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.94% | -0.08% | -7.18% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.32% | -8.51% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.05% | +35.14% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.94% | — | -9.07% | |
| 27 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.89% | -0.03% | +22.59% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.03% | +1.57% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.78% | -0.17% | -8.33% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | -0.06% | -3.54% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | +0.16% | +3.44% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.73% | -0.04% | -0.50% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | -0.04% | -9.48% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.69% | -0.12% | +0.52% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.66% | -0.04% | +0.87% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.65% | +0.01% | -22.57% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | -0.57% | +1173.11% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.09% | -0.39% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.57% | -0.03% | -8.55% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | -10.38% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.48% | -0.02% | -0.27% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.02% | +22.13% | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.44% | -0.03% | +6.76% | |
| 44 | AVDE | Avantis International Equity | ETF-Other | 0.44% | -0.02% | -27.67% | |
| 45 | JMTG | Mortgage-backed Securities | ETF-Other | 0.42% | -0.06% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.04% | +62.16% | |
| 47 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.42% | -0.01% | +0.25% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.10% | -13.75% | |
| 49 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.40% | -0.03% | +2.01% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | -0.01% | -5.99% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1446 disclosed positions in Q2 2025.
During Q2 2025, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (4.7%)、IUSB (3.5%)、SCHG (2.4%). The largest single position, SPYM, represented 4.7% of total portfolio value.
In Q2 2025, OneDigital Investment Advisors LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 17 holdings, and fully liquidating 1 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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