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Resources Investment Advisors

Latest statistics and disclosures from OneDigital Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, IUSB, DYNF, SCHG, IVE, and represent 14.91% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$152M), IVE (+$58M), MTUM (+$33M), FBCG (+$20M), DFAU (+$16M), FENI (+$16M), DFSD (+$15M), SPYM (+$14M), DFCF (+$14M), DFAC (+$13M).
Started 125 new stock positions in LEVI, CRNX, ARKB, LUV, LALT, IBTH, CRGY, Strive, BBUS, EFX.
Reduced shares in these 10 stocks: XSOE (-$116M), QUAL (-$76M), EFV (-$21M), IBHE (-$20M), STIP (-$18M), IYW (-$15M), XTEN (-$13M), CVS (-$13M), BWXT (-$10M), IYF (-$8.2M).
Sold out of its positions in ACHV, ACM, AADR, AEO, APPF, ATR, AN, BMNR, BOOT, CCC.
OneDigital Investment Advisors was a net buyer of stock by $311M.
OneDigital Investment Advisors has $10B in assets under management (AUM), dropping by 4.73%.
Central Index Key (CIK): 0001690370

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Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 1502 positions in its portfolio as reported in the December 2025 quarterly 13F filing

OneDigital Investment Advisors has 1502 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors Dec. 31, 2025 positions
Download the OneDigital Investment Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	4.8	$491M	+3%	6.1M	80.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.1	$319M	+2%	6.9M	46.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$262M	+3%	4.3M	60.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$234M	-3%	7.2M	32.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.1	$210M	+37%	990k	212.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$203M	+8%	4.3M	46.80	View chart
Ishares Tr S&p 100 Etf (OEF)	1.9	$191M	+2%	557k	342.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$182M		290k	627.13	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$173M	+731%	2.2M	77.02	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.7	$171M	+9%	3.6M	47.95	View chart
Apple (AAPL)	1.6	$163M		599k	271.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$156M	+9%	3.9M	39.59	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$156M	+3%	1.6M	95.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$145M	+8%	1.6M	93.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$143M	-5%	208k	684.94	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.4	$138M	+11%	3.2M	42.56	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$136M	-13%	1.9M	71.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$129M	-37%	650k	198.62	View chart
Microsoft Corporation (MSFT)	1.2	$125M	+4%	258k	483.62	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$110M		1.4M	81.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$103M		2.7M	38.11	View chart
NVIDIA Corporation (NVDA)	1.0	$103M	-2%	550k	186.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$101M	+48%	403k	250.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$97M	+4%	1.9M	50.29	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$86M	-3%	651k	132.37	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$83M	+3%	774k	107.11	View chart
Amazon (AMZN)	0.8	$77M	+2%	335k	230.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$75M	+2%	529k	141.06	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$75M	+4%	1.4M	52.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$74M	+5%	2.2M	33.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$73M	-6%	3.1M	23.37	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.7	$72M	-15%	1.6M	46.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$71M		796k	89.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$71M	+6%	2.0M	34.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$64M	-4%	192k	335.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$64M		205k	313.00	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.6	$62M	+46%	1.1M	54.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$55M	-3%	488k	111.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$53M	-2%	1.1M	48.32	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$48M	-8%	467k	103.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$47M	-9%	381k	123.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$46M		509k	89.43	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.4	$45M	-2%	877k	51.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$45M	-25%	224k	199.68	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$45M	+56%	1.2M	36.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$43M	+6%	577k	74.07	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$43M		994k	42.94	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$39M		703k	54.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$38M	-4%	455k	82.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$37M	+36%	1.4M	26.68	View chart
JPMorgan Chase & Co. (JPM)	0.4	$36M	+2%	113k	322.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$36M	-3%	943k	38.03	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$36M	+11%	483k	73.63	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$36M	+9%	549k	64.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$35M	+5%	1.1M	33.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$35M	-3%	1.3M	26.23	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$35M	+10%	356k	97.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$34M	-2%	287k	119.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$34M	+6%	1.0M	32.57	View chart
Broadcom (AVGO)	0.3	$34M	+2%	98k	346.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$33M	-13%	54k	614.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$33M	+8%	106k	313.80	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$33M	-2%	715k	45.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$33M		65k	502.65	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$32M		936k	34.21	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$32M	+31%	1.2M	25.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$31M	-3%	1.0M	29.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$31M	-10%	1.1M	26.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$31M	+2%	320k	96.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$31M	+7%	353k	87.16	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$30M	-79%	763k	39.02	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$30M	+3%	579k	51.13	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$30M	-2%	144k	204.85	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$28M	-3%	732k	38.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$28M		854k	32.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$28M	-2%	528k	52.88	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$27M	+13%	288k	94.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$27M	+4%	92k	290.22	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.3	$27M	-2%	312k	85.12	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$25M		489k	50.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$25M	-2%	297k	82.82	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$24M	+28%	361k	67.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$24M		126k	191.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$24M	+7%	49k	487.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$23M		62k	373.44	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$23M	+29%	501k	46.04	View chart
Wal-Mart Stores (WMT)	0.2	$23M	+4%	205k	111.41	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$23M		480k	47.16	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$22M	+53%	491k	45.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$22M		102k	219.78	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$22M	-2%	235k	94.16	View chart
Johnson & Johnson (JNJ)	0.2	$22M	+29%	106k	206.95	View chart
Meta Platforms Cl A (META)	0.2	$22M	-2%	33k	660.09	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.2	$22M		491k	44.25	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$21M		486k	44.09	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$21M	-4%	709k	30.07	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$21M	+4%	802k	26.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$21M	+28%	286k	74.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$21M	-4%	186k	113.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$21M	-14%	319k	66.00	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$21M		406k	51.77	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.2	$21M	+96%	423k	49.70	View chart
T Rowe Price Etf Value Etf (TVAL)	0.2	$21M	-6%	596k	35.22	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$20M	-3%	534k	37.40	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$20M	+23%	601k	32.89	View chart
Tesla Motors (TSLA)	0.2	$19M	+19%	43k	449.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$19M	-14%	63k	303.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$19M		199k	96.16	View chart
Procter & Gamble Company (PG)	0.2	$19M	+24%	133k	143.31	View chart
CVS Caremark Corporation (CVS)	0.2	$19M	-39%	239k	79.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$19M	-9%	688k	27.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$18M	-18%	248k	73.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$18M	+34%	359k	50.59	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$18M	-3%	644k	28.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$18M	+15%	239k	75.44	View chart
McDonald's Corporation (MCD)	0.2	$18M		58k	305.63	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$18M	-4%	226k	78.62	View chart
Strategy Day Hagan Smart (SSUS)	0.2	$18M	-4%	363k	48.75	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$18M	-2%	462k	38.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$18M		118k	148.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$17M	-5%	218k	78.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$17M	-8%	36k	473.30	View chart
Boeing Company (BA)	0.2	$17M	+3%	77k	217.12	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$16M	+22%	318k	51.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$16M	-6%	230k	69.67	View chart
Costco Wholesale Corporation (COST)	0.2	$16M	+4%	18k	862.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$15M	+4%	193k	79.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$15M	-3%	328k	46.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$15M	-2%	127k	120.34	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$15M	-2%	321k	46.86	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$15M	+5%	520k	28.84	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$15M	+50%	271k	54.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$15M	-23%	122k	120.18	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$14M	+108%	284k	49.84	View chart
Southern Company (SO)	0.1	$14M	+292%	162k	87.20	View chart
Advanced Micro Devices (AMD)	0.1	$14M	-36%	65k	214.16	View chart
Abbvie (ABBV)	0.1	$14M	+47%	61k	228.49	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$14M	+7%	137k	98.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$13M	-11%	214k	62.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$13M	+3%	70k	190.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$13M	+6%	52k	257.95	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$13M	NEW	148k	89.76	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$13M		347k	38.05	View chart
Eli Lilly & Co. (LLY)	0.1	$13M	+9%	12k	1074.67	View chart
Home Depot (HD)	0.1	$13M	+51%	37k	344.10	View chart
Chevron Corporation (CVX)	0.1	$13M	+38%	82k	152.41	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$13M	-4%	255k	49.14	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$12M	-3%	210k	59.28	View chart
Canadian Pacific Kansas City (CP)	0.1	$12M	+2%	168k	73.63	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$12M		73k	167.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$12M	-9%	507k	24.04	View chart
UnitedHealth (UNH)	0.1	$12M	-3%	37k	330.11	View chart
Cisco Systems (CSCO)	0.1	$12M	+82%	156k	77.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$12M	-5%	30k	396.31	View chart
International Business Machines (IBM)	0.1	$12M	+35%	39k	296.21	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$11M	-19%	117k	95.94	View chart
Pepsi (PEP)	0.1	$11M	+52%	78k	143.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$11M	-2%	393k	28.48	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$11M	NEW	442k	24.89	View chart
Automatic Data Processing (ADP)	0.1	$11M		43k	257.23	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$11M		105k	104.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$11M	+2%	130k	83.75	View chart
Visa Com Cl A (V)	0.1	$11M	-10%	30k	350.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$11M	-3%	71k	148.98	View chart
Servicenow (NOW)	0.1	$11M	+425%	69k	153.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M	-14%	104k	101.98	View chart
Nike CL B (NKE)	0.1	$10M	+2%	161k	63.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$10M	-2%	148k	69.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$10M	+27%	103k	99.88	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$10M	+64%	198k	51.51	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$10M		226k	44.54	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$10M	+58%	198k	50.50	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$10M	+67%	177k	56.26	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$10M	-3%	232k	42.87	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$9.9M	+8%	689k	14.39	View chart
Caterpillar (CAT)	0.1	$9.9M		17k	572.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$9.9M	-6%	98k	100.38	View chart
Dex (DXCM)	0.1	$9.4M	+80%	142k	66.37	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$9.4M	-2%	185k	50.86	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$9.4M	+10%	216k	43.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$9.3M		92k	101.67	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$9.3M	-35%	343k	27.21	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$9.3M		77k	121.27	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$9.2M	-9%	349k	26.47	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$8.9M	+32%	169k	52.64	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$8.7M	+35%	181k	47.83	View chart
EXACT Sciences Corporation (EXAS)	0.1	$8.6M	-16%	85k	101.56	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.6M	-26%	15k	579.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$8.6M		146k	58.73	View chart
Ishares Tr Europe Etf (IEV)	0.1	$8.6M	-3%	125k	68.60	View chart
American Express Company (AXP)	0.1	$8.5M	+36%	23k	369.95	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$8.4M	-4%	143k	58.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$8.4M		202k	41.36	View chart
Coca-Cola Company (KO)	0.1	$8.2M	+7%	117k	69.91	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$8.1M	+57%	184k	44.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$8.0M	-37%	184k	43.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$8.0M	+9%	38k	210.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$8.0M	+5%	45k	177.75	View chart
Ge Aerospace Com New (GE)	0.1	$8.0M		26k	308.03	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$7.9M	+161%	234k	33.51	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.8M		76k	102.54	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$7.7M	+348%	318k	24.23	View chart
Insulet Corporation (PODD)	0.1	$7.7M	+14%	27k	284.24	View chart
TransDigm Group Incorporated (TDG)	0.1	$7.7M	+2868%	5.8k	1329.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$7.6M	-4%	105k	72.68	View chart
Bank of America Corporation (BAC)	0.1	$7.5M	-7%	137k	55.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.5M	+7%	13k	570.89	View chart
Medtronic SHS (MDT)	0.1	$7.5M	-3%	78k	96.06	View chart
Oracle Corporation (ORCL)	0.1	$7.5M	+4%	39k	194.91	View chart
Samsara Com Cl A (IOT)	0.1	$7.5M	+16%	211k	35.45	View chart
Pfizer (PFE)	0.1	$7.3M	+116%	292k	24.90	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$7.2M	-18%	124k	57.91	View chart
Privia Health Group (PRVA)	0.1	$7.1M	-8%	301k	23.71	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$7.1M	+5%	123k	57.46	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$7.1M	-3%	138k	51.10	View chart
Wells Fargo & Company (WFC)	0.1	$7.0M	+7%	75k	93.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$7.0M	+91%	48k	143.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.9M	-8%	128k	53.76	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.8M	-3%	133k	51.27	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$6.8M		180k	37.73	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$6.7M	-5%	15k	444.59	View chart
Steris Shs Usd (STE)	0.1	$6.7M	+18%	27k	253.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.7M	+10%	69k	96.27	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$6.7M	-55%	52k	128.93	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$6.6M	NEW	272k	24.28	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$6.6M		120k	54.77	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$6.5M	-26%	117k	55.80	View chart
Raymond James Financial (RJF)	0.1	$6.5M	+8%	41k	160.59	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$6.4M		219k	29.36	View chart
ConocoPhillips (COP)	0.1	$6.4M		68k	93.61	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$6.4M	+86%	118k	54.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.3M	-6%	58k	109.91	View chart
Truist Financial Corp equities (TFC)	0.1	$6.3M	+231%	127k	49.21	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$6.2M	+14%	25k	252.92	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$6.2M	-3%	96k	64.31	View chart
Edwards Lifesciences (EW)	0.1	$6.1M	+43%	72k	85.25	View chart
Bristol Myers Squibb (BMY)	0.1	$6.1M	+257%	113k	53.94	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$6.1M	-3%	90k	67.43	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$6.0M	-3%	116k	51.74	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$6.0M	+164%	89k	67.64	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$5.9M	-6%	80k	74.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.9M	-5%	85k	69.47	View chart
Bio-techne Corporation (TECH)	0.1	$5.9M	-2%	101k	58.81	View chart
Williams Companies (WMB)	0.1	$5.9M	+585%	98k	60.11	View chart
Micron Technology (MU)	0.1	$5.9M	-9%	21k	285.41	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.9M	-45%	36k	162.01	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$5.9M		78k	74.94	View chart
Deere & Company (DE)	0.1	$5.9M	+52%	13k	465.58	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$5.8M	NEW	246k	23.41	View chart
Texas Instruments Incorporated (TXN)	0.1	$5.7M	+125%	33k	173.49	View chart

Past Filings by OneDigital Investment Advisors

SEC 13F filings are viewable for OneDigital Investment Advisors going back to 2017

OneDigital Investment Advisors 2025 Q4 filed Feb. 13, 2026
OneDigital Investment Advisors 2025 Q3 filed Nov. 10, 2025
OneDigital Investment Advisors 2025 Q2 filed Aug. 7, 2025
OneDigital Investment Advisors 2025 Q1 filed April 29, 2025
OneDigital Investment Advisors 2024 Q4 filed Feb. 13, 2025
OneDigital Investment Advisors 2024 Q3 filed Nov. 6, 2024
OneDigital Investment Advisors 2024 Q2 filed Aug. 2, 2024
OneDigital Investment Advisors 2024 Q1 filed May 10, 2024
OneDigital Investment Advisors 2023 Q3 filed Nov. 14, 2023
OneDigital Investment Advisors 2023 Q2 filed Aug. 7, 2023
Resources Investment Advisors 2023 Q1 filed May 10, 2023
Resources Investment Advisors 2022 Q4 filed Feb. 2, 2023
Resources Investment Advisors 2022 Q3 filed Nov. 8, 2022
Resources Investment Advisors 2022 Q2 filed Aug. 8, 2022
Resources Investment Advisors 2022 Q1 filed May 5, 2022
Resources Investment Advisors 2021 Q4 filed Feb. 23, 2022

View all past filings

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