OneDigital Investment Advisors LLC Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$6.4B

Holdings

1,087

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,087 positions)

StockValue
SPYMSPDR SER TR
$438.5M
IUSBISHARES TR
$244.4M
IVVISHARES TR
$156.9M
VOOVANGUARD INDEX FDS
$124.6M
QUALISHARES TR
$122.0M
MBBISHARES TR
$121.9M
DYNFBLACKROCK ETF TRUST
$112.9M
SCHGSCHWAB STRATEGIC TR
$112.8M
AAPLAPPLE INC
$94.1M
MSFTMICROSOFT CORP
$92.4M
DFSDDIMENSIONAL ETF TRUST
$83.2M
DFCFDIMENSIONAL ETF TRUST
$78.7M
GSLCGOLDMAN SACHS ETF TR
$78.2M
SCHZSCHWAB STRATEGIC TR
$77.1M
DFACDIMENSIONAL ETF TRUST
$77.0M
EFVISHARES TR
$76.2M
MUBISHARES TR
$75.5M
MOATVANECK ETF TRUST
$71.4M
EFGISHARES TR
$68.4M
IYWISHARES TR
$67.3M
VTEBVANGUARD MUN BD FDS
$67.1M
AVUSAMERICAN CENTY ETF TR
$64.7M
IVEISHARES TR
$61.5M
IVWISHARES TR
$60.3M
DFAIDIMENSIONAL ETF TRUST
$59.1M
AMZNAMAZON COM INC
$57.4M
VTVANGUARD INTL EQUITY INDEX F
$52.8M
AQLTISHARES TR
$52.7M
BONDPIMCO ETF TR
$51.6M
CVSCVS HEALTH CORP
$47.2M
SCHVSCHWAB STRATEGIC TR
$46.5M
VTIVANGUARD INDEX FDS
$44.9M
SPTLSPDR SER TR
$44.8M
DUHPDIMENSIONAL ETF TRUST
$43.5M
GOOGLALPHABET INC
$40.4M
AVDEAMERICAN CENTY ETF TR
$39.7M
DGRWWISDOMTREE TR
$37.9M
SCHBSCHWAB STRATEGIC TR
$37.0M
EMXCISHARES INC
$36.5M
GSEWGOLDMAN SACHS ETF TR
$35.7M
DFAUDIMENSIONAL ETF TRUST
$35.0M
DFLVDIMENSIONAL ETF TRUST
$34.6M
SCHMSCHWAB STRATEGIC TR
$32.9M
BINCBLACKROCK ETF TRUST II
$32.3M
AGGISHARES TR
$29.9M
OEFISHARES TR
$29.8M
NTSXWISDOMTREE TR
$29.8M
GSIEGOLDMAN SACHS ETF TR
$29.8M
NVDANVIDIA CORPORATION
$29.7M
HEFAISHARES TR
$29.3M
JPMJPMORGAN CHASE & CO
$28.7M
SPYSPDR S&P 500 ETF TR
$28.6M
EMBISHARES TR
$27.3M
BNDVANGUARD BD INDEX FDS
$26.7M
TIPISHARES TR
$26.5M
XSOEWISDOMTREE TR
$23.3M
IJHISHARES TR
$23.3M
DFAXDIMENSIONAL ETF TRUST
$23.2M
VOOVVANGUARD ADMIRAL FDS INC
$22.9M
SCHDSCHWAB STRATEGIC TR
$22.1M
MTUMISHARES TR
$21.7M
SPSMSPDR SER TR
$21.3M
IWFISHARES TR
$21.1M
IJRISHARES TR
$20.9M
IAU*ISHARES GOLD TR
$20.3M
USMVISHARES TR
$20.2M
RSPINVESCO EXCHANGE TRADED FD T
$20.2M
DFICDIMENSIONAL ETF TRUST
$20.1M
FMBFIRST TR EXCH TRADED FD III
$19.6M
IGSBISHARES TR
$19.5M
IEMGISHARES INC
$19.5M
VEUVANGUARD INTL EQUITY INDEX F
$19.1M
PMBSPIMCO ETF TR
$19.0M
IXCISHARES TR
$18.8M
VNLAJANUS DETROIT STR TR
$18.4M
BSVVANGUARD BD INDEX FDS
$17.9M
UNHUNITEDHEALTH GROUP INC
$17.4M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$17.3M
NDQINVESCO QQQ TR
$17.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$17.0M
SPABSPDR SER TR
$16.8M
NTSIWISDOMTREE TR
$16.5M
VIGVANGUARD SPECIALIZED FUNDS
$16.5M
VVISA INC
$16.2M
USIGISHARES TR
$16.2M
SSUSSTRATEGY SHS
$16.2M
IGEBISHARES TR
$16.1M
METAMETA PLATFORMS INC
$15.9M
GBFISHARES TR
$15.8M
IWBISHARES TR
$15.7M
SCHFSCHWAB STRATEGIC TR
$15.5M
MCDMCDONALDS CORP
$14.8M
SHYGISHARES TR
$14.7M
BABOEING CO
$14.6M
CRMSALESFORCE INC
$14.2M
PGPROCTER AND GAMBLE CO
$14.0M
SCHASCHWAB STRATEGIC TR
$13.9M
TLTISHARES TR
$13.8M
XOMEXXON MOBIL CORP
$13.7M
WMTWALMART INC
$13.7M
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