OneDigital Investment Advisors LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$8.4T
Holdings
1,393
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,393 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WTMFWISDOMTREE TR | 510,539 | $17.4B | 0.21% | |
| 102 | GOOGALPHABET INC | 110,587 | $17.3B | 0.20% | |
| 103 | UNHUNITEDHEALTH GROUP INC | 32,848 | $17.2B | 0.20% | |
| 104 | HYSPIMCO ETF TR | 180,698 | $16.9B | 0.20% | |
| 105 | IJRISHARES TR | 160,760 | $16.8B | 0.20% | |
| 106 | AVGOBROADCOM INC | 96,875 | $16.2B | 0.19% | |
| 107 | VNLAJANUS DETROIT STR TR | 320,786 | $15.8B | 0.19% | |
| 108 | SPTLSPDR SER TR | 573,913 | $15.6B | 0.19% | |
| 109 | VVISA INC | 44,221 | $15.5B | 0.18% | |
| 110 | XOMEXXON MOBIL CORP | 130,012 | $15.5B | 0.18% | |
| 111 | SSUSSTRATEGY SHS | 379,402 | $15.4B | 0.18% | |
| 112 | MCDMCDONALDS CORP | 49,380 | $15.4B | 0.18% | |
| 113 | VUGVANGUARD INDEX FDS | 41,554 | $15.4B | 0.18% | |
| 114 | ICVTISHARES TR | 183,228 | $15.3B | 0.18% | |
| 115 | ITMVANECK ETF TRUST | 335,521 | $15.3B | 0.18% | |
| 116 | ITOTISHARES TR | 123,619 | $15.1B | 0.18% | |
| 117 | DFUVDIMENSIONAL ETF TRUST | 360,578 | $14.9B | 0.18% | |
| 118 | SPSMSPDR SER TR | 356,354 | $14.5B | 0.17% | |
| 119 | JNJJOHNSON & JOHNSON | 87,424 | $14.5B | 0.17% | |
| 120 | LDURPIMCO ETF TR | 147,057 | $14.1B | 0.17% | |
| 121 | BABOEING CO | 79,800 | $13.6B | 0.16% | |
| 122 | IVLUISHARES TR | 448,994 | $13.6B | 0.16% | |
| 123 | SPTISPDR SER TR | 475,495 | $13.6B | 0.16% | |
| 124 | BTALAGF INVTS TR | 649,220 | $13.5B | 0.16% | |
| 125 | VCSHVANGUARD SCOTTSDALE FDS | 169,792 | $13.4B | 0.16% | |
| 126 | IWFISHARES TR | 36,973 | $13.4B | 0.16% | |
| 127 | ADPAUTOMATIC DATA PROCESSING IN | 43,241 | $13.2B | 0.16% | |
| 128 | XLGINVESCO EXCHANGE TRADED FD T | 286,014 | $13.2B | 0.16% | |
| 129 | GBFISHARES TR | 125,213 | $13.0B | 0.15% | |
| 130 | FNDXSCHWAB STRATEGIC TR | 547,174 | $12.9B | 0.15% | |
| 131 | DFSVDIMENSIONAL ETF TRUST | 449,646 | $12.7B | 0.15% | |
| 132 | CPCANADIAN PACIFIC KANSAS CITY | 178,554 | $12.5B | 0.15% | |
| 133 | AVEMAMERICAN CENTY ETF TR | 208,118 | $12.5B | 0.15% | |
| 134 | AVUVAMERICAN CENTY ETF TR | 142,879 | $12.5B | 0.15% | |
| 135 | GEGE AEROSPACE | 62,180 | $12.4B | 0.15% | |
| 136 | ESGUISHARES TR | 100,067 | $12.2B | 0.14% | |
| 137 | SPHYSPDR SER TR | 501,853 | $11.8B | 0.14% | |
| 138 | DFASDIMENSIONAL ETF TRUST | 196,217 | $11.7B | 0.14% | |
| 139 | SHYGISHARES TR | 269,843 | $11.5B | 0.14% | |
| 140 | IUSGISHARES TR | 90,135 | $11.5B | 0.14% | |
| 141 | IGLBISHARES TR | 223,806 | $11.2B | 0.13% | |
| 142 | HDHOME DEPOT INC | 30,365 | $11.1B | 0.13% | |
| 143 | CGDGCAPITAL GROUP DIVIDEND VALUE | 302,402 | $10.8B | 0.13% | |
| 144 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 64,295 | $10.7B | 0.13% | |
| 145 | VBVANGUARD INDEX FDS | 47,291 | $10.5B | 0.12% | |
| 146 | HYDVANECK ETF TRUST | 201,953 | $10.3B | 0.12% | |
| 147 | VTVVANGUARD INDEX FDS | 59,816 | $10.3B | 0.12% | |
| 148 | SCHASCHWAB STRATEGIC TR | 438,332 | $10.3B | 0.12% | |
| 149 | VEAVANGUARD TAX-MANAGED FDS | 200,205 | $10.2B | 0.12% | |
| 150 | GNMAISHARES TR | 230,737 | $10.1B | 0.12% | |
| 151 | ABBVABBVIE INC | 47,684 | $10.0B | 0.12% | |
| 152 | CRMSALESFORCE INC | 36,869 | $9.9B | 0.12% | |
| 153 | LLYELI LILLY & CO | 11,974 | $9.9B | 0.12% | |
| 154 | CVXCHEVRON CORP NEW | 58,985 | $9.9B | 0.12% | |
| 155 | IYFISHARES TR | 86,961 | $9.8B | 0.12% | |
| 156 | FISVFISERV INC | 43,042 | $9.5B | 0.11% | |
| 157 | IYHISHARES TR | 155,072 | $9.4B | 0.11% | |
| 158 | TIPZPIMCO ETF TR | 174,963 | $9.4B | 0.11% | |
| 159 | DGROISHARES TR | 152,681 | $9.4B | 0.11% | |
| 160 | GQ9SPDR GOLD TR | 32,535 | $9.4B | 0.11% | |
| 161 | CMFISHARES TR | 166,059 | $9.3B | 0.11% | |
| 162 | JPSTJ P MORGAN EXCHANGE TRADED F | 184,529 | $9.3B | 0.11% | |
| 163 | AVSCAMERICAN CENTY ETF TR | 192,267 | $9.3B | 0.11% | |
| 164 | SYKSTRYKER CORPORATION | 24,655 | $9.2B | 0.11% | |
| 165 | TSLATESLA INC | 35,073 | $9.1B | 0.11% | |
| 166 | VCITVANGUARD SCOTTSDALE FDS | 110,528 | $9.0B | 0.11% | |
| 167 | IEVISHARES TR | 152,571 | $8.9B | 0.11% | |
| 168 | PRVAPRIVIA HEALTH GROUP INC | 378,431 | $8.5B | 0.10% | |
| 169 | DGCBDIMENSIONAL ETF TRUST | 158,510 | $8.4B | 0.10% | |
| 170 | PEPPEPSICO INC | 55,935 | $8.4B | 0.10% | |
| 171 | SUSLISHARES TR | 87,058 | $8.3B | 0.10% | |
| 172 | VGSHVANGUARD SCOTTSDALE FDS | 141,492 | $8.3B | 0.10% | |
| 173 | VXUSVANGUARD STAR FDS | 133,660 | $8.3B | 0.10% | |
| 174 | AMDADVANCED MICRO DEVICES INC | 80,451 | $8.3B | 0.10% | |
| 175 | SCHFSCHWAB STRATEGIC TR | 415,622 | $8.2B | 0.10% | |
| 176 | BACBANK AMERICA CORP | 194,001 | $8.1B | 0.10% | |
| 177 | VBKVANGUARD INDEX FDS | 32,045 | $8.1B | 0.10% | |
| 178 | NEARISHARES U S ETF TR | 157,226 | $8.0B | 0.09% | |
| 179 | VWOBVANGUARD WHITEHALL FDS | 123,350 | $7.9B | 0.09% | |
| 180 | KOCOCA COLA CO | 109,500 | $7.8B | 0.09% | |
| 181 | ISRGINTUITIVE SURGICAL INC | 15,535 | $7.7B | 0.09% | |
| 182 | COPCONOCOPHILLIPS | 72,163 | $7.6B | 0.09% | |
| 183 | WDAYWORKDAY INC | 31,807 | $7.4B | 0.09% | |
| 184 | MDTMEDTRONIC PLC | 82,413 | $7.4B | 0.09% | |
| 185 | IUSVISHARES TR | 79,826 | $7.4B | 0.09% | |
| 186 | TMOTHERMO FISHER SCIENTIFIC INC | 14,451 | $7.2B | 0.09% | |
| 187 | DFSUDIMENSIONAL ETF TRUST | 199,388 | $7.1B | 0.08% | |
| 188 | IBMINTERNATIONAL BUSINESS MACHS | 28,404 | $7.1B | 0.08% | |
| 189 | TIPISHARES TR | 62,529 | $6.9B | 0.08% | |
| 190 | IEFISHARES TR | 72,092 | $6.9B | 0.08% | |
| 191 | HYMBSPDR SER TR | 271,662 | $6.9B | 0.08% | |
| 192 | IWDISHARES TR | 35,786 | $6.7B | 0.08% | |
| 193 | AGGISHARES TR | 68,053 | $6.7B | 0.08% | |
| 194 | VGKVANGUARD INTL EQUITY INDEX F | 95,538 | $6.7B | 0.08% | |
| 195 | MAMASTERCARD INCORPORATED | 12,138 | $6.7B | 0.08% | |
| 196 | PMBSPIMCO ETF TR | 134,360 | $6.6B | 0.08% | |
| 197 | TLHISHARES TR | 63,249 | $6.6B | 0.08% | |
| 198 | VBRVANGUARD INDEX FDS | 33,314 | $6.2B | 0.07% | |
| 199 | BWXTBWX TECHNOLOGIES INC | 62,577 | $6.2B | 0.07% | |
| 200 | EEMISHARES TR | 140,920 | $6.2B | 0.07% |