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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, SCHG, QUAL, DYNF, and represent 17.26% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EFV (+$73M), IUSB (+$65M), IEI (+$27M), SHY (+$23M), DFIC (+$22M), GIGB (+$20M), DFAU (+$19M), BOND (+$18M), AVGO (+$16M), EMXC (+$16M).
Started 112 new stock positions in ALNY, Innovator Etfs Trust, HSBC, SFM, QPFF, MFIC, CFG, TPH, IPAC, SON.
Reduced shares in these 10 stocks: SPLG (-$30M), NVDA (-$29M), TIP (-$26M), HEFA (-$20M), IGEB (-$20M), SVOL (-$16M), EFG (-$11M), XSOE (-$9.8M), SHV (-$7.8M), SPAB (-$7.4M).
Sold out of its positions in BIRD, AVLV, AFT, ATKR, BRCC, BRBR, GTLS, CEIX, TCS, ELF.
OneDigital Investment Advisors was a net buyer of stock by $351M.
OneDigital Investment Advisors has $8.8B in assets under management (AUM), dropping by 10.35%.
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 1431 positions in its portfolio as reported in the September 2024 quarterly 13F filing

OneDigital Investment Advisors has 1431 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors Sept. 30, 2024 positions
Download the OneDigital Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.8	$510M	-5%	7.6M	67.51	View chart
Ishares Tr Core Total Usd (IUSB)	4.6	$402M	+19%	8.5M	47.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$225M		2.2M	104.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.2	$193M		1.1M	179.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.1	$181M		3.6M	49.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$165M	+9%	312k	527.67	View chart
Apple (AAPL)	1.8	$160M		686k	233.00	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$157M		1.6M	95.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$149M	+95%	2.6M	57.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$135M	-7%	1.3M	107.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$126M	-2%	219k	576.82	View chart
Microsoft Corporation (MSFT)	1.3	$116M	+3%	269k	430.30	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$114M	+9%	2.4M	47.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$108M	+2%	714k	151.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$108M	+14%	3.1M	34.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$105M	+5%	2.4M	43.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$101M	+23%	2.5M	39.69	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$97M	+22%	1.0M	94.61	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$88M	+4%	810k	108.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$88M		446k	197.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$86M		760k	112.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$79M	-2%	1.7M	47.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$78M	+25%	1.3M	61.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$77M	+4%	2.4M	31.78	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.8	$72M	-3%	740k	96.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$72M	-2%	1.4M	51.12	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$71M		745k	95.15	View chart
Amazon (AMZN)	0.8	$69M		372k	186.33	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$65M		2.2M	29.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$62M	-7%	652k	95.75	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.7	$62M	+26%	1.2M	53.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$60M		769k	78.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$58M		488k	119.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$55M	-7%	803k	67.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$54M		192k	283.16	View chart
NVIDIA Corporation (NVDA)	0.6	$54M	-34%	442k	121.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$48M	+83%	1.7M	28.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$45M	+3%	272k	165.85	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$45M	-4%	1.3M	34.07	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$44M		548k	80.37	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$44M	-18%	1.3M	33.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$42M	+5%	635k	66.52	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$42M		629k	67.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$42M		499k	83.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$39M	+5%	68k	573.76	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$38M	+36%	756k	50.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$37M	+3%	133k	276.76	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$37M	+12%	1.2M	30.81	View chart
CVS Caremark Corporation (CVS)	0.4	$36M		576k	62.88	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.4	$34M	-4%	445k	77.47	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$34M	+2%	733k	46.99	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$34M	-17%	1.3M	26.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$33M	+214%	399k	83.15	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$33M	-7%	354k	93.58	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$32M		879k	36.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$32M	-3%	379k	83.09	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$30M	+769%	250k	119.60	View chart
JPMorgan Chase & Co. (JPM)	0.3	$30M		142k	210.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$29M	+53%	542k	52.66	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$29M	+7%	149k	190.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$27M		299k	91.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$27M	+16%	151k	179.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$27M	-8%	357k	75.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$27M	+74%	940k	28.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$26M	+6%	57k	460.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$25M	-2%	125k	202.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$25M		925k	27.01	View chart
Meta Platforms Cl A (META)	0.3	$25M		43k	572.44	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$25M	+3%	248k	99.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$24M		488k	49.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$24M	+166%	91k	263.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$24M	+3%	387k	62.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$24M	+7%	243k	98.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$23M	+6%	364k	63.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$23M		47k	488.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$23M	-2%	59k	383.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$22M	+3%	189k	116.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$22M	-3%	69k	314.39	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$22M	+4%	419k	51.96	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$22M	-2%	477k	45.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$22M	+6%	108k	198.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$21M	+3%	126k	167.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$21M		247k	84.53	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$21M	-49%	444k	46.47	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$20M	-3%	356k	57.41	View chart
Wal-Mart Stores (WMT)	0.2	$20M		247k	80.75	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$20M	NEW	414k	47.32	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$19M	+55%	670k	28.86	View chart
Costco Wholesale Corporation (COST)	0.2	$19M		21k	886.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$19M	+17%	688k	27.41	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$19M	+4%	475k	39.23	View chart
Broadcom (AVGO)	0.2	$18M	+867%	106k	172.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$18M	+10%	155k	117.22	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$18M	+61%	510k	35.52	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$18M	+46%	634k	28.13	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$18M	+3%	338k	52.58	View chart
UnitedHealth (UNH)	0.2	$18M	-11%	30k	584.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$18M	-8%	224k	78.69	View chart
Visa Com Cl A (V)	0.2	$18M	-5%	64k	274.95	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$17M	-2%	354k	49.04	View chart
Qualcomm (QCOM)	0.2	$17M		101k	170.05	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$17M		409k	41.59	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$17M	+52%	603k	27.34	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$16M	+17%	318k	51.04	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$16M	+5%	169k	95.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$16M	+3%	343k	46.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$16M	-8%	125k	126.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$16M	+109%	373k	41.69	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$16M	+8%	161k	95.96	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$15M		349k	43.42	View chart
Johnson & Johnson (JNJ)	0.2	$15M	-5%	90k	162.06	View chart
McDonald's Corporation (MCD)	0.2	$15M	-2%	48k	304.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$15M		282k	51.50	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$14M	-7%	135k	106.84	View chart
Eli Lilly & Co. (LLY)	0.2	$14M		16k	885.95	View chart
Procter & Gamble Company (PG)	0.2	$14M	-6%	82k	173.20	View chart
Home Depot (HD)	0.2	$14M	-3%	34k	405.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$14M		190k	71.76	View chart
salesforce (CRM)	0.2	$14M	-7%	50k	273.71	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$14M	-4%	458k	29.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$14M	+2%	36k	375.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$14M	+20%	283k	47.53	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$13M	+2%	461k	29.06	View chart
Advanced Micro Devices (AMD)	0.1	$13M	+14%	79k	164.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$13M		200k	64.60	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$13M	+14%	196k	65.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$12M	+67%	466k	26.65	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$12M	-9%	632k	19.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$12M	+13%	155k	79.42	View chart
Automatic Data Processing (ADP)	0.1	$12M		44k	276.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$12M	+2432%	188k	64.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$12M	+2%	236k	50.88	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$12M	+92%	389k	30.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$12M		90k	131.91	View chart
Tesla Motors (TSLA)	0.1	$12M	+6%	44k	261.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$11M	-12%	278k	41.12	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$11M	+3%	136k	83.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$11M	+7%	64k	174.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M	-3%	47k	237.21	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$11M	-3%	305k	36.44	View chart
Boeing Company (BA)	0.1	$11M	-2%	72k	152.04	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$11M	+96%	170k	63.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$11M	+5%	62k	173.67	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$11M	+15%	103k	103.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M	+2%	111k	95.95	View chart
Lgi Homes (LGIH)	0.1	$11M		88k	118.52	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$10M	-66%	292k	35.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$10M	+2%	192k	52.81	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$10M		175k	58.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$10M	-3%	161k	62.69	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$10M	-2%	226k	44.79	View chart
Abbvie (ABBV)	0.1	$10M	-9%	51k	197.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$10M	-2%	128k	78.37	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$10M	+2%	186k	54.02	View chart
Ge Aerospace Com New (GE)	0.1	$10M	+66%	53k	188.58	View chart
Privia Health Group (PRVA)	0.1	$9.8M		540k	18.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$9.7M	+18%	96k	101.27	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$9.7M	+12%	95k	101.52	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$9.6M	-2%	50k	191.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$9.5M	-73%	86k	110.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$9.5M		36k	267.37	View chart
Chevron Corporation (CVX)	0.1	$9.5M		64k	147.27	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$9.3M	-2%	141k	66.37	View chart
Ishares Tr Europe Etf (IEV)	0.1	$9.3M	+8%	160k	58.27	View chart
Pepsi (PEP)	0.1	$9.3M	-3%	55k	170.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$9.3M		438k	21.12	View chart
Bank of America Corporation (BAC)	0.1	$9.1M		230k	39.68	View chart
Wells Fargo & Company (WFC)	0.1	$9.0M	+11%	160k	56.49	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$8.8M		187k	46.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.7M	+4%	18k	493.80	View chart
Merck & Co (MRK)	0.1	$8.7M	-2%	76k	113.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$8.6M	+19%	102k	83.75	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.4M	-4%	14k	618.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$8.4M	+3%	141k	59.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$8.3M	-15%	164k	50.74	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$8.3M	+50%	250k	33.25	View chart
Canadian Pacific Kansas City (CP)	0.1	$8.0M	-3%	93k	85.54	View chart
Oracle Corporation (ORCL)	0.1	$7.9M		46k	170.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$7.9M	+30%	63k	125.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$7.8M		376k	20.65	View chart
ConocoPhillips (COP)	0.1	$7.7M	-5%	73k	105.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.5M	+2%	31k	243.06	View chart
Caterpillar (CAT)	0.1	$7.5M	+2%	19k	391.12	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$7.5M	-30%	146k	51.24	View chart
Coca-Cola Company (KO)	0.1	$7.5M		104k	71.86	View chart
Lockheed Martin Corporation (LMT)	0.1	$7.4M	-2%	13k	584.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$7.4M	+3%	246k	29.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$7.3M	+25%	124k	59.02	View chart
Intuitive Surgical Com New (ISRG)	0.1	$7.3M	-34%	15k	491.28	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.1	$7.3M	NEW	135k	54.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$7.3M	+4%	38k	189.80	View chart
Stryker Corporation (SYK)	0.1	$7.2M	-23%	20k	361.26	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$7.2M	-3%	126k	57.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$7.1M	-3%	110k	64.74	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$7.1M	-9%	139k	51.42	View chart
Workday Cl A (WDAY)	0.1	$7.1M	-11%	29k	244.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$7.0M	-4%	129k	54.68	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$6.9M	+47%	187k	37.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.9M	+14%	34k	200.78	View chart
Cisco Systems (CSCO)	0.1	$6.8M	-4%	128k	53.22	View chart
EXACT Sciences Corporation (EXAS)	0.1	$6.8M	-3%	100k	68.12	View chart
Becton, Dickinson and (BDX)	0.1	$6.8M	-3%	28k	241.10	View chart
American Express Company (AXP)	0.1	$6.7M	-6%	25k	271.19	View chart
Pimco Etf Tr Mtg Bkd Secs Act	0.1	$6.7M	NEW	134k	49.92	View chart
Servicenow (NOW)	0.1	$6.7M	-13%	7.5k	894.33	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$6.6M		67k	99.49	View chart
Verizon Communications (VZ)	0.1	$6.6M	-6%	147k	44.91	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.5M	+3%	60k	109.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.5M	-3%	68k	95.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.5M		136k	47.85	View chart
T Rowe Price Etf Value Etf (TVAL)	0.1	$6.5M	+59%	202k	31.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$6.4M	-5%	163k	39.25	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.4M		178k	35.78	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$6.3M		69k	90.80	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$6.2M	-3%	57k	109.04	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.2M	+105%	164k	37.65	View chart
Amgen (AMGN)	0.1	$6.1M	+4%	19k	322.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$6.0M	+3%	130k	45.86	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$6.0M	+3%	185k	32.19	View chart
Bwx Technologies (BWXT)	0.1	$5.9M	-6%	54k	108.70	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$5.9M	+33%	108k	54.84	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.9M	-6%	51k	115.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$5.9M	+15%	7.0k	833.26	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$5.8M	+3%	129k	45.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.8M		128k	45.32	View chart
General Dynamics Corporation (GD)	0.1	$5.8M	-29%	19k	302.20	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$5.8M	+29%	120k	48.06	View chart
International Business Machines (IBM)	0.1	$5.8M	+17%	26k	221.08	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$5.7M		122k	47.14	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.1	$5.7M	+52%	160k	35.88	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$5.7M	+10%	194k	29.41	View chart
S&p Global (SPGI)	0.1	$5.7M		11k	516.61	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$5.7M		96k	59.21	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.7M		25k	225.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.6M	-4%	28k	200.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.6M		79k	70.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.5M		43k	128.20	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$5.4M	+3%	463k	11.66	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$5.4M	-9%	86k	62.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.4M	+4%	35k	153.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.4M	+58%	86k	62.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.3M		54k	98.12	View chart
Steris Shs Usd (STE)	0.1	$5.3M	+335%	22k	242.54	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$5.2M	-3%	109k	47.53	View chart
Parker-Hannifin Corporation (PH)	0.1	$5.1M	-32%	8.1k	631.79	View chart
Keysight Technologies (KEYS)	0.1	$5.0M	-9%	32k	158.93	View chart
Fortive (FTV)	0.1	$5.0M	-5%	63k	78.93	View chart
Raymond James Financial (RJF)	0.1	$5.0M	-2%	41k	122.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$5.0M	-36%	70k	71.10	View chart
Everest Re Group (EG)	0.1	$5.0M	+4%	13k	391.83	View chart

Past Filings by OneDigital Investment Advisors

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

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
Resources Investment Advisors 2021 Q2 filed Aug. 9, 2021
Resources Investment Advisors 2021 Q1 filed May 10, 2021
Resources Investment Advisors 2020 Q4 filed Feb. 8, 2021
Resources Investment Advisors 2020 Q3 filed Oct. 9, 2020

View all past filings

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