OneDigital Investment Advisors LLC

Est. AUM

$10.19B

13F long equity only

Positions

1,442

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$547.2M	7,148,887	5.37%	SOLE
2	ISHARES TR	CORE UNIVRSL USD	$350.6M	7,590,426	3.44%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$220.2M	3,785,256	2.16%	SOLE
4	SCHWAB STRATEGIC TR	US LCAP GR ETF	$218.0M	7,482,295	2.14%	SOLE
5	ISHARES TR	S&P 500 VAL ETF	$203.9M	965,589	2.00%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$199.6M	4,423,579	1.96%	SOLE
7	DIMENSIONAL ETF TRUST	SHORT DURATION F	$177.1M	3,699,843	1.74%	SOLE
8	ISHARES TR	MBS ETF	$168.9M	1,778,596	1.66%	SOLE
9	PIMCO ETF TR	ACTIVE BD ETF	$161.6M	1,750,925	1.59%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$156.7M	4,033,269	1.54%	SOLE
11	APPLE INC	COM	$154.9M	610,187	1.52%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$152.2M	1,888,950	1.49%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$144.8M	221,711	1.42%	SOLE
14	ISHARES TR	EAFE VALUE ETF	$142.9M	1,921,972	1.40%	SOLE
15	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$140.9M	3,337,866	1.38%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$137.1M	229,422	1.35%	SOLE
17	ISHARES TR	MSCI USA QLT FCT	$132.6M	691,130	1.30%	SOLE
18	BLACKROCK ETF TRUST	ISHARES INTL CTR	$126.2M	3,926,072	1.24%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$114.6M	3,997,338	1.12%	SOLE
20	VANGUARD MUN BD FDS	TAX EXEMPT BD	$107.4M	2,153,555	1.05%	SOLE
21	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$106.8M	2,741,547	1.05%	SOLE
22	ISHARES TR	MSCI USA MMENTM	$101.3M	422,147	0.99%	SOLE
23	NVIDIA CORPORATION	COM	$98.0M	561,643	0.96%	SOLE
24	ISHARES TR	NATIONAL MUN ETF	$89.5M	842,713	0.88%	SOLE
25	MICROSOFT CORP	COM	$88.4M	238,840	0.87%	SOLE
26	BLACKROCK ETF TRUST	ISHARES A I INNO	$88.1M	2,674,692	0.87%	SOLE
27	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$80.0M	639,363	0.79%	SOLE
28	ISHARES GOLD TR	ISHARES NEW	$74.4M	843,846	0.73%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$73.7M	2,074,009	0.72%	SOLE
30	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$72.5M	1,396,637	0.71%	SOLE
31	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$71.8M	519,204	0.70%	SOLE
32	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$70.7M	1,542,545	0.69%	SOLE
33	AMAZON COM INC	COM	$70.7M	339,349	0.69%	SOLE
34	GLOBAL X FDS	DEFENSE TECH ETF	$69.6M	982,367	0.68%	SOLE
35	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$67.3M	1,342,354	0.66%	SOLE
36	ISHARES TR	CORE MSCI EAFE	$66.2M	731,705	0.65%	SOLE
37	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$65.7M	1,366,754	0.64%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$62.8M	195,878	0.62%	SOLE
39	ALPHABET INC	CAP STK CL A	$61.8M	214,794	0.61%	SOLE
40	BLACKROCK ETF TRUST	ISHARES LARGE CA	$60.1M	1,463,092	0.59%	SOLE
41	AMERICAN CENTY ETF TR	US EQT ETF	$54.2M	487,207	0.53%	SOLE
42	FIDELITY COVINGTON TRUST	ENHANCED INTL	$52.8M	1,418,041	0.52%	SOLE
43	ISHARES TR	S&P 100 ETF	$52.0M	163,435	0.51%	SOLE
44	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$49.1M	667,292	0.48%	SOLE
45	J P MORGAN EXCHANGE TRADED F	MORTGAGE BACKED	$45.4M	889,486	0.45%	SOLE
46	WISDOMTREE TR	US QTLY DIV GRT	$44.8M	509,821	0.44%	SOLE
47	ISHARES TR	S&P 500 GRWT ETF	$44.2M	391,098	0.43%	SOLE
48	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$43.5M	1,007,630	0.43%	SOLE
49	ISHARES TR	3 7 YR TREAS BD	$42.4M	357,210	0.42%	SOLE
50	PIMCO ETF TR	MULTISECTOR BD	$41.2M	1,571,471	0.40%	SOLE

1–50 of 1,442

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.