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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1486 檔
12.3%
At the close of Q3 2025, OneDigital Investment Advisors LLC disclosed equity holdings valued at approximately $11.8B, spread across 1486 reported holdings.
In Q3 2025, OneDigital Investment Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1486 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 | 4.78% | +2.30% | +2.92% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.20% | -0.13% | -0.77% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.53% | +0.12% | +17.04% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.42% | +0.09% | +1.76% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.07% | -0.87% | -6.25% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.88% | +0.04% | +6.04% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | -0.28% | +0.03% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.85% | -0.01% | +53.90% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 1.60% | -0.17% | +5.46% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.01% | +2.09% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.55% | -0.14% | +2.59% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.53% | -0.74% | -11.35% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.52% | -0.54% | +4.34% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.03% | +1.80% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.45% | — | +11.13% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.43% | +0.06% | +2.31% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.37% | -0.15% | +7.77% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.12% | -0.18% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.27% | -0.14% | +6.63% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.05% | +5.52% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.17% | +20.60% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.99% | -0.08% | +3.05% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | -0.07% | -0.58% | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.91% | — | -2.53% | |
| 25 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.88% | -0.03% | +5.25% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | -0.06% | +15.48% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.80% | -0.08% | -9.04% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.74% | +0.12% | +83.63% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.74% | -0.12% | +15.04% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.03% | -1.22% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.73% | +0.16% | -0.28% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | -0.04% | +0.87% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.04% | -0.40% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.09% | +11.34% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.65% | -0.04% | +0.86% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.60% | +0.06% | -49.13% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.57% | -0.57% | +1.15% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.57% | +0.01% | -12.78% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | — | -4.95% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.52% | -0.03% | -7.46% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.10% | -0.96% | |
| 42 | JMTG | Mortgage-backed Securities | ETF-Other | 0.47% | -0.06% | +18.80% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.47% | -0.02% | -1.19% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.02% | +1.72% | |
| 45 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.42% | -0.03% | -0.86% | |
| 46 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.42% | +0.16% | +133.41% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | -0.04% | +45.97% | |
| 48 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.39% | -0.01% | -7.08% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.04% | -8.39% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.39% | -0.02% | -11.31% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1486 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, DYNF) accounted for 12.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $72.2M
Top Position Liquidated / Trimmed
IUSB
前期市值: $355.0M
During Q3 2025, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (4.8%)、IUSB (3.2%)、DYNF (2.5%). The largest single position, SPYM, represented 4.8% of total portfolio value.
In Q3 2025, OneDigital Investment Advisors LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 17 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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