OneDigital Investment Advisors LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$9.0B
Holdings
1,446
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,446 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $18.5M |
BSVVANGUARD BD INDEX FDS | $18.4M |
GOOGALPHABET INC | $17.9M |
DBMFLITMAN GREGORY FDS TR | $17.7M |
IEFISHARES TR | $17.7M |
PGPROCTER AND GAMBLE CO | $17.7M |
FLOTISHARES TR | $17.7M |
WTMFWISDOMTREE TR | $17.6M |
SSUSSTRATEGY SHS | $17.5M |
IJRISHARES TR | $17.2M |
COSTCOSTCO WHSL CORP NEW | $17.1M |
IWFISHARES TR | $17.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $16.9M |
LDURPIMCO ETF TR | $16.3M |
ITOTISHARES TR | $16.2M |
FBCGFIDELITY COVINGTON TRUST | $15.8M |
BABOEING CO | $15.8M |
AVEMAMERICAN CENTY ETF TR | $15.1M |
FALNISHARES TR | $14.9M |
MCDMCDONALDS CORP | $14.8M |
SPSMSPDR SERIES TRUST | $14.8M |
DFUVDIMENSIONAL ETF TRUST | $14.7M |
VNLAJANUS DETROIT STR TR | $14.3M |
IYFISHARES TR | $13.9M |
AMDADVANCED MICRO DEVICES INC | $13.9M |
SPTISPDR SERIES TRUST | $13.8M |
XOMEXXON MOBIL CORP | $13.8M |
VCSHVANGUARD SCOTTSDALE FDS | $13.7M |
FNDXSCHWAB STRATEGIC TR | $13.4M |
VEAVANGUARD TAX-MANAGED FDS | $13.4M |
DFSVDIMENSIONAL ETF TRUST | $13.3M |
CPCANADIAN PACIFIC KANSAS CITY | $13.3M |
ADPAUTOMATIC DATA PROCESSING IN | $13.3M |
HYMBSPDR SERIES TRUST | $13.2M |
JNJJOHNSON & JOHNSON | $12.6M |
DFASDIMENSIONAL ETF TRUST | $12.5M |
VVISA INC | $12.4M |
UNHUNITEDHEALTH GROUP INC | $12.2M |
AVUVAMERICAN CENTY ETF TR | $12.2M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $11.8M |
SPTLSPDR SERIES TRUST | $11.8M |
IVLUISHARES TR | $11.8M |
GBFISHARES TR | $11.6M |
XLGINVESCO EXCHANGE TRADED FD T | $11.6M |
IUSGISHARES TR | $11.5M |
TSLATESLA INC | $11.3M |
VBVANGUARD INDEX FDS | $11.2M |
ISRGINTUITIVE SURGICAL INC | $11.2M |
NKENIKE INC | $11.1M |
VXUSVANGUARD STAR FDS | $11.1M |
ICVTISHARES TR | $11.1M |
SHYGISHARES TR | $10.8M |
FENIFIDELITY COVINGTON TRUST | $10.7M |
BTALAGF INVTS TR | $10.7M |
SCHASCHWAB STRATEGIC TR | $10.3M |
GNMAISHARES TR | $10.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $10.2M |
CRMSALESFORCE INC | $10.1M |
VTVVANGUARD INDEX FDS | $10.1M |
ESGUISHARES TR | $10.0M |
DFUSDIMENSIONAL ETF TRUST | $9.8M |
DGCBDIMENSIONAL ETF TRUST | $9.7M |
DGROISHARES TR | $9.7M |
TLHISHARES TR | $9.6M |
VCITVANGUARD SCOTTSDALE FDS | $9.4M |
LLYELI LILLY & CO | $9.4M |
GQ9SPDR GOLD TR | $9.2M |
VGLTVANGUARD SCOTTSDALE FDS | $9.1M |
AVSCAMERICAN CENTY ETF TR | $9.1M |
SCHFSCHWAB STRATEGIC TR | $9.0M |
HDHOME DEPOT INC | $9.0M |
BWXTBWX TECHNOLOGIES INC | $8.8M |
VRTVERTIV HOLDINGS CO | $8.7M |
VGSHVANGUARD SCOTTSDALE FDS | $8.6M |
AGGISHARES TR | $8.5M |
IYHISHARES TR | $8.5M |
SUSLISHARES TR | $8.5M |
IBMINTERNATIONAL BUSINESS MACHS | $8.4M |
IEVISHARES TR | $8.4M |
ORCLORACLE CORP | $8.4M |
HEFAISHARES TR | $8.3M |
NOWSERVICENOW INC | $8.3M |
CVXCHEVRON CORP NEW | $8.3M |
VBKVANGUARD INDEX FDS | $8.1M |
ABBVABBVIE INC | $7.7M |
EMXCISHARES INC | $7.7M |
KOCOCA COLA CO | $7.6M |
WDAYWORKDAY INC | $7.6M |
PRVAPRIVIA HEALTH GROUP INC | $7.6M |
FBNDFIDELITY MERRIMACK STR TR | $7.6M |
SGOVISHARES TR | $7.4M |
IWDISHARES TR | $7.4M |
FISVFISERV INC | $7.3M |
DFSUDIMENSIONAL ETF TRUST | $7.2M |
IUSVISHARES TR | $7.2M |
MDTMEDTRONIC PLC | $7.2M |
BACBANK AMERICA CORP | $7.1M |
MAMASTERCARD INCORPORATED | $7.1M |
PEPPEPSICO INC | $7.0M |
DC4DEXCOM INC | $7.0M |