account_balance
Investment manager · 13F filer · SEC CIK 1690370
OneDigital Investment Advisors LLC
Reported value$12.7Bas of Sep 30, 2026
Positions1,603 122 new, 82 sold out
Top 10 weight26.2%SPYM alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
7.8%Added +7%
IUSBiShares Tr
3.8%Added +29%
DYNFBlackRock ETF Trust
2.3%Added +5%
SCHGSchwab Strategic Tr
2.3%Added +3%
IEFAiShares Tr
2.0%Added +256%
DFAUDimensional ETF Trust
1.9%
AAPLApple Inc
1.8%Added +11%
DFACDimensional ETF Trust
1.5%Added +2%
IVEiShares Tr
1.5%Added +7%
DFSDDimensional ETF Trust
1.4%
BONDPimco ETF Tr
1.4%Added +12%
MSFTMicrosoft Corp
1.4%Added +47%
SPYMSPDR Series Trust
7.8%Added +7%
IUSB3.8%
DYNFBlackRock ETF Trust
2.3%Added +5%
SCHGSchwab Strategic Tr
2.3%Added +3%
IEFA2.0%
DFAU1.9%
AAPL1.8%DFAC1.5%
IVE1.5%
DFSD1.4%
BOND1.4%
MSFT1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 7.8% Added +7%
IUSB iShares Tr 3.8% Added +29%
DYNF BlackRock ETF Trust 2.3% Added +5%
SCHG Schwab Strategic Tr 2.3% Added +3%
IEFA iShares Tr 2.0% Added +256%
DFAU Dimensional ETF Trust 1.9% Held
AAPL Apple Inc 1.8% Added +11%DFAC Dimensional ETF Trust 1.5% Added +2%
IVE iShares Tr 1.5% Added +7%
DFSD Dimensional ETF Trust 1.4% Held
BOND Pimco ETF Tr 1.4% Added +12%
MSFT Microsoft Corp 1.4% Added +47%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IDMO $44.1M
- MBBA $21M
- DXUVZZZZ $4.61M
- CGMU $4.14M
arrow_upwardAdded
- AIQ +3984%
- QQQM +1093%
- JAAA +387%
- IEFA +256%
arrow_downwardTrimmed
- MTUM −70%
- MBB −64%
- VOO −22%
- SHLD −15%
remove_circleSold out
- QLTA $24.4M
- ABEO $10.2M
- QSPT $3.42M
- BRLN $1.85M