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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 SPLG, IUSB, DYNF, SCHG, QUAL, and represent 15.05% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: OEF (+$63M), DYNF (+$36M), SHLD (+$35M), BAI (+$33M), FBCG (+$24M), IAU (+$17M), FENI (+$16M), XSOE (+$14M), SPLG (+$13M), BND (+$13M).
Started 105 new stock positions in BSCS, ELP, GSL, LVS, URTY, AN, THC, XBI, MDGL, MVIS.
Reduced shares in these 10 stocks: EFG (-$64M), IYW (-$57M), EFV (-$19M), QUAL (-$13M), HYMB (-$11M), AVUS (-$8.1M), FLOT (-$8.0M), SPAB (-$7.9M), FALN (-$7.8M), SCHZ (-$7.7M).
Sold out of its positions in BUXX, ALT, American Centy Etf Tr, American Centy Etf Tr, ANSS, ARCB, BBVA, BAX, BB, BXSL.
OneDigital Investment Advisors was a net buyer of stock by $200M.
OneDigital Investment Advisors has $9.7B in assets under management (AUM), dropping by 7.77%.
Central Index Key (CIK): 0001690370

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Positions held by Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 1486 positions in its portfolio as reported in the September 2025 quarterly 13F filing

OneDigital Investment Advisors has 1486 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors Sept. 30, 2025 positions
Download the OneDigital Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	4.8	$466M	+2%	5.9M	78.34	View chart
Ishares Tr Core Total Usd (IUSB)	3.2	$311M		6.7M	46.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.5	$247M	+17%	4.2M	59.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$236M		7.4M	31.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$201M	-6%	1.0M	194.50	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$183M	+6%	4.0M	45.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$181M		296k	612.38	View chart
Ishares Tr S&p 100 Etf (OEF)	1.9	$181M	+53%	543k	332.84	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$156M	+5%	3.2M	48.19	View chart
Apple (AAPL)	1.6	$152M	+2%	597k	254.63	View chart
Ishares Tr Mbs Etf (MBB)	1.6	$151M	+2%	1.6M	95.15	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$149M	-11%	2.2M	67.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$148M	+4%	718k	206.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$147M		220k	669.30	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.5	$142M	+11%	3.7M	37.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$139M	+2%	3.6M	38.57	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$134M	+7%	1.4M	93.35	View chart
Microsoft Corporation (MSFT)	1.3	$128M		248k	517.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.3	$124M	+6%	2.9M	42.76	View chart
NVIDIA Corporation (NVDA)	1.1	$105M	+5%	563k	186.58	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$99M	+20%	1.4M	72.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$97M	+3%	2.7M	36.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$93M		1.9M	50.07	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$88M	-2%	677k	130.28	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.9	$85M	+5%	1.8M	46.63	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$80M	+15%	747k	106.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$78M	-9%	3.3M	23.47	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$72M	+83%	2.1M	34.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$72M	+15%	1.4M	53.24	View chart
Amazon (AMZN)	0.7	$72M		326k	219.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$71M		516k	137.80	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$70M		271k	256.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$69M		789k	87.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$66M	+11%	201k	328.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$63M		1.9M	32.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$59M	-49%	300k	195.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$55M		1.1M	49.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$55M	-12%	506k	108.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$51M	-4%	421k	120.72	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$51M	-7%	511k	99.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$50M		204k	243.10	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.5	$46M	+18%	903k	51.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$46M		511k	88.96	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$41M		1.0M	41.11	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$41M	+133%	766k	53.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$40M	+45%	541k	74.37	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$38M	-7%	704k	53.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$38M	-8%	63k	600.37	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$38M	-11%	477k	78.90	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$37M	-2%	980k	37.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$36M	-8%	1.4M	25.71	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$35M	+10495%	503k	70.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$35M		293k	119.51	View chart
JPMorgan Chase & Co. (JPM)	0.4	$35M		110k	315.43	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$34M		734k	46.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$34M	-2%	1.3M	26.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$32M	+11%	65k	502.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$32M		1.0M	32.07	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$32M	-13%	322k	98.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$32M	-6%	1.1M	29.11	View chart
Broadcom (AVGO)	0.3	$31M	+2%	95k	329.91	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$31M		432k	71.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$31M	+5%	978k	31.53	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$31M	+3%	934k	32.90	View chart
CVS Caremark Corporation (CVS)	0.3	$30M		397k	75.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$30M	-7%	313k	95.19	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$30M		148k	199.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$29M	+8%	327k	89.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$29M	+5%	543k	53.03	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$29M	-2%	759k	37.70	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$28M		558k	50.70	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$28M	+141%	779k	35.28	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.3	$27M	-4%	322k	85.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$27M		867k	31.38	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$27M	+13%	1.0M	26.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$26M		88k	293.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$25M	+3%	306k	82.96	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$25M	+3%	497k	50.59	View chart
Meta Platforms Cl A (META)	0.3	$25M	-3%	34k	734.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$25M		375k	65.26	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$24M	+17%	255k	95.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$24M	-2%	128k	189.70	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$24M	-24%	926k	25.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$24M	-2%	98k	243.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$23M	-4%	241k	95.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$23M	-2%	62k	365.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$22M		103k	215.79	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$22M	+5%	477k	46.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$22M	-74%	195k	113.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$22M	-4%	744k	29.64	View chart
T Rowe Price Etf Value Etf (TVAL)	0.2	$22M	-4%	636k	34.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$22M	+4%	45k	479.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$22M		304k	71.37	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.2	$22M	-2%	496k	43.64	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$21M		404k	52.22	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$21M	-5%	556k	37.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$21M	+2%	765k	27.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$21M	+8%	760k	27.30	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$21M	-7%	482k	42.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$21M		74k	279.29	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$20M		875k	23.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$20M	+22%	270k	75.11	View chart
Wal-Mart Stores (WMT)	0.2	$20M		197k	103.06	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$20M	+9%	203k	96.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$19M	+2%	185k	103.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$19M		160k	118.83	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$19M	-11%	281k	65.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$18M	-2%	39k	468.41	View chart
Strategy Day Hagan Smart (SSUS)	0.2	$18M	-2%	381k	48.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$18M		231k	78.91	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$18M	-3%	664k	27.31	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$18M	-15%	237k	76.51	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$18M	-4%	476k	37.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$18M	+132%	385k	46.24	View chart
McDonald's Corporation (MCD)	0.2	$18M	+15%	59k	303.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$17M		119k	145.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$17M	+25%	246k	68.46	View chart
Advanced Micro Devices (AMD)	0.2	$17M	+4%	102k	161.79	View chart
Procter & Gamble Company (PG)	0.2	$16M	-3%	107k	153.65	View chart
Costco Wholesale Corporation (COST)	0.2	$16M		18k	925.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$16M	+52%	222k	72.44	View chart
Tesla Motors (TSLA)	0.2	$16M		36k	444.72	View chart
Boeing Company (BA)	0.2	$16M	-2%	74k	215.83	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$16M	+7%	485k	31.84	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$15M		342k	44.69	View chart
Johnson & Johnson (JNJ)	0.2	$15M		82k	185.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$15M	+28%	207k	73.46	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$15M	-5%	328k	46.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$15M	+6%	184k	79.93	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$15M		116k	126.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$15M		130k	112.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$15M	+3%	242k	59.92	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$14M	+2%	494k	28.90	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$14M	-14%	146k	96.14	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$14M	-2%	532k	26.30	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$14M	+125%	321k	42.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$14M	+32%	267k	50.73	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$13M	+92%	259k	50.90	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$13M	-8%	266k	49.29	View chart
UnitedHealth (UNH)	0.1	$13M	-2%	38k	345.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$13M	+37%	562k	23.28	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$13M	+3%	127k	100.05	View chart
Automatic Data Processing (ADP)	0.1	$13M		43k	293.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$13M	+18%	67k	186.49	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$13M		352k	35.48	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$13M	-2%	217k	57.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$12M	-2%	293k	42.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	+2%	48k	254.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$12M	-3%	74k	164.54	View chart
Canadian Pacific Kansas City (CP)	0.1	$12M	-2%	163k	74.49	View chart
Servicenow (NOW)	0.1	$12M	+63%	13k	920.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$12M	-9%	121k	99.53	View chart
Bwx Technologies (BWXT)	0.1	$12M	+3%	64k	184.37	View chart
Visa Com Cl A (V)	0.1	$12M	-3%	34k	341.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$11M		403k	27.90	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$11M	-4%	106k	105.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$11M	+4%	31k	355.47	View chart
Nike CL B (NKE)	0.1	$11M		157k	69.73	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$11M		74k	145.60	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$11M	+60%	215k	49.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$11M	+11%	126k	84.11	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$11M	+42%	105k	100.70	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$11M	-3%	242k	43.30	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.1	$10M		71k	146.05	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$10M	-13%	385k	26.95	View chart
Oracle Corporation (ORCL)	0.1	$10M	-3%	37k	281.24	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$10M		152k	68.08	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$10M		230k	44.35	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$10M		67k	150.86	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$10M	+4%	634k	15.92	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$10M		181k	55.45	View chart
Home Depot (HD)	0.1	$10M		25k	405.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$9.8M	+55%	20k	485.02	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$9.7M	-45%	190k	51.09	View chart
Abbvie (ABBV)	0.1	$9.5M		41k	231.54	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$9.5M	-3%	92k	102.99	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$9.4M	+543%	321k	29.32	View chart
Chevron Corporation (CVX)	0.1	$9.2M	+2%	59k	155.29	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$9.1M		78k	117.04	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$9.1M		160k	56.86	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$8.7M	+40%	153k	57.19	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$8.7M		148k	58.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$8.6M		147k	58.85	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$8.6M	-15%	150k	57.25	View chart
Eli Lilly & Co. (LLY)	0.1	$8.5M	-7%	11k	763.03	View chart
Ishares Tr Europe Etf (IEV)	0.1	$8.5M	-2%	130k	65.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$8.3M	-3%	28k	297.61	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$8.3M	+6%	195k	42.47	View chart
Caterpillar (CAT)	0.1	$8.2M	-2%	17k	477.14	View chart
Privia Health Group (PRVA)	0.1	$8.2M		330k	24.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$8.1M	-6%	81k	100.25	View chart
International Business Machines (IBM)	0.1	$8.1M		29k	282.16	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$8.0M	-8%	202k	39.61	View chart
Ge Aerospace Com New (GE)	0.1	$7.8M		26k	300.82	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.8M	+2%	43k	182.42	View chart
Medtronic SHS (MDT)	0.1	$7.7M		81k	95.24	View chart
Bank of America Corporation (BAC)	0.1	$7.6M		148k	51.59	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.6M		76k	99.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$7.6M	+4%	140k	54.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$7.4M	-9%	110k	67.51	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$7.4M	-51%	266k	27.78	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$7.3M	+6%	143k	51.28	View chart
Insulet Corporation (PODD)	0.1	$7.3M	+24%	24k	308.73	View chart
Coca-Cola Company (KO)	0.1	$7.2M		109k	66.32	View chart
Pepsi (PEP)	0.1	$7.2M	-3%	51k	140.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$7.1M	-8%	35k	203.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$7.1M	+4%	25k	281.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.0M		12k	568.82	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$6.9M	+2%	16k	435.46	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$6.9M	+2%	128k	53.96	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$6.9M	-2%	100k	68.81	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.9M		62k	111.22	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$6.8M	+15%	136k	49.99	View chart
Samsara Com Cl A (IOT)	0.1	$6.7M	+184%	180k	37.25	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$6.7M	-8%	184k	36.23	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$6.6M	+4%	117k	57.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$6.6M		122k	53.87	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$6.6M	-4%	182k	36.15	View chart
ConocoPhillips (COP)	0.1	$6.6M		69k	94.59	View chart
Raymond James Financial (RJF)	0.1	$6.5M		38k	172.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$6.5M	-3%	121k	53.40	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$6.5M	+5%	217k	29.73	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$6.4M	+147%	134k	48.00	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$6.3M	+259%	125k	50.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$6.3M	-10%	94k	66.90	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.2M	+2%	51k	123.75	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$6.2M	+37%	120k	51.80	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$6.2M	NEW	120k	51.97	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.1M	-13%	138k	44.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.1M	+2%	90k	67.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.1M		63k	96.55	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$6.0M	+122%	106k	56.45	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$5.9M	NEW	122k	48.47	View chart
Cisco Systems (CSCO)	0.1	$5.8M		85k	68.42	View chart
Wells Fargo & Company (WFC)	0.1	$5.8M	-2%	70k	83.82	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$5.8M		79k	73.73	View chart
Bio-techne Corporation (TECH)	0.1	$5.8M	NEW	103k	55.63	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$5.7M	+6%	86k	66.87	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$5.7M		161k	35.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.6M	-6%	27k	208.71	View chart
EXACT Sciences Corporation (EXAS)	0.1	$5.6M		102k	54.71	View chart
American Express Company (AXP)	0.1	$5.6M	-5%	17k	332.16	View chart
Steris Shs Usd (STE)	0.1	$5.5M		22k	247.44	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$5.4M		74k	72.58	View chart
Netflix (NFLX)	0.1	$5.4M	-4%	4.5k	1198.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.3M	-2%	38k	140.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.3M		22k	247.12	View chart
Dex (DXCM)	0.1	$5.3M		79k	67.29	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$5.2M		105k	49.39	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$5.1M	+139%	117k	44.01	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 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
Resources Investment Advisors 2021 Q3 filed Nov. 5, 2021

View all past filings

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