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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 17.07% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$169M), SCHZ (+$59M), MTUM (+$36M), SCHB (+$28M), SCHX (+$26M), SCHV (+$25M), DFAU (+$25M), IBHE (+$18M), SCHM (+$18M), IAU (+$17M).
Started 117 new stock positions in TIPT, KIND, TLRY, NRG, AVLV, ILTB, BBDC, ALLY, JEF, PHIN.
Reduced shares in these 10 stocks: IUSB (-$37M), GIGB (-$20M), TFLO (-$14M), IVW (-$10M), EFV (-$9.6M), Bsco etf (-$9.3M), IYW (-$9.1M), AAPL (-$9.0M), JAAA (-$8.0M), CVS (-$7.9M).
Sold out of its positions in ADT, SDOG, ANF, ASO, ACIW, AEM, APRW, JULW, OCTW, FEBW.
OneDigital Investment Advisors was a net buyer of stock by $325M.
OneDigital Investment Advisors has $8.6B in assets under management (AUM), dropping by -1.51%.
Central Index Key (CIK): 0001690370

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Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 1394 positions in its portfolio as reported in the December 2024 quarterly 13F filing

OneDigital Investment Advisors has 1394 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors Dec. 31, 2024 positions
Download the OneDigital Investment Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.1	$522M		7.6M	68.94	View chart
Ishares Tr Core Total Usd (IUSB)	4.0	$349M	-9%	7.7M	45.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$229M	+280%	8.2M	27.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.2	$186M	-2%	1.0M	178.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.2	$186M		3.6M	51.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$167M		309k	538.81	View chart
Apple (AAPL)	1.9	$163M	-5%	651k	250.42	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$155M	+2%	1.7M	91.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$136M	+11%	1.4M	96.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$129M		218k	588.68	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$127M	+13%	2.7M	46.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$127M	+23%	3.1M	40.49	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$126M	-7%	2.4M	52.47	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$113M	+4%	3.3M	34.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.3	$109M	+8%	2.6M	41.27	View chart
Microsoft Corporation (MSFT)	1.3	$109M	-4%	258k	421.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$105M	-7%	658k	159.52	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$104M	+12%	1.2M	90.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$96M	+156%	4.2M	22.70	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$88M		761k	115.18	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$85M		798k	106.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$84M		442k	190.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$81M	+15%	1.6M	50.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$75M	+3%	772k	96.93	View chart
Amazon (AMZN)	0.9	$74M	-9%	337k	219.39	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$74M	+4%	2.5M	29.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$71M		1.3M	55.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$62M	+139%	299k	206.92	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$62M	-9%	667k	92.72	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$62M	+5%	2.4M	26.19	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$60M		1.1M	52.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$58M		492k	117.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$56M		194k	289.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$56M	-15%	553k	101.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$55M		781k	70.28	View chart
NVIDIA Corporation (NVDA)	0.6	$52M	-12%	387k	134.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$50M	+28%	807k	61.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$48M	+9%	1.8M	25.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$48M	-7%	251k	189.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$45M	+141%	1.9M	23.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$43M	+196%	1.9M	22.70	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$41M	+2%	1.4M	30.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$41M	+71%	836k	49.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$41M		503k	80.93	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$40M	-9%	1.2M	33.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$40M	+177%	1.5M	26.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$37M	-4%	127k	288.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$36M	-7%	62k	586.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$36M	+10%	442k	81.98	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$35M		745k	46.69	View chart
JPMorgan Chase & Co. (JPM)	0.4	$35M		144k	239.71	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$33M	+12%	282k	115.55	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$32M	-9%	1.1M	30.03	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.4	$32M	-8%	408k	77.22	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$31M	+47%	360k	87.33	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$31M	+6%	936k	33.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$31M		350k	89.04	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.4	$30M	+28%	318k	95.10	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$29M	+172%	1.0M	27.71	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$28M		543k	51.70	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$27M	-4%	143k	184.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$26M		58k	453.28	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$26M	-17%	1.1M	24.99	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$26M	+4%	980k	26.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$26M		357k	71.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$25M	+3%	95k	264.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$25M	-6%	281k	88.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$25M	-5%	142k	175.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$24M		392k	62.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$24M		47k	511.24	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$24M	-37%	474k	50.47	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$24M	+19%	531k	44.36	View chart
Broadcom (AVGO)	0.3	$23M	-7%	98k	231.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$23M		909k	24.86	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$22M	+4%	436k	51.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$22M	-8%	116k	190.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$22M	-3%	67k	322.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$21M	-11%	52k	410.44	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$21M	+28%	774k	26.71	View chart
Meta Platforms Cl A (META)	0.2	$21M	-18%	35k	585.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$21M	-3%	104k	195.83	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$20M	+16%	803k	25.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$20M	-8%	173k	115.22	View chart
Wal-Mart Stores (WMT)	0.2	$20M	-10%	220k	90.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$20M	+188%	712k	27.32	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$19M	+7%	551k	34.93	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$19M	+14%	727k	26.16	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$19M	+3032%	809k	23.20	View chart
Costco Wholesale Corporation (COST)	0.2	$19M	-4%	20k	916.27	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$18M	+6%	715k	25.54	View chart
Procter & Gamble Company (PG)	0.2	$18M	+31%	108k	167.65	View chart
CVS Caremark Corporation (CVS)	0.2	$18M	-30%	400k	44.89	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$18M	+3%	352k	50.28	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$17M	+4%	495k	35.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$17M		223k	77.27	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$17M	+104%	512k	33.27	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$17M		347k	48.91	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$17M		402k	42.07	View chart
UnitedHealth (UNH)	0.2	$17M	+10%	33k	505.85	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$16M	+2%	174k	93.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$16M	-22%	283k	57.41	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$16M	+48%	252k	64.16	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$16M	-25%	356k	44.92	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$16M	-14%	304k	52.22	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$16M		337k	46.29	View chart
salesforce (CRM)	0.2	$16M	-6%	46k	334.33	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$16M	-4%	304k	50.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$15M		376k	40.92	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$15M	+33%	181k	84.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$15M	+5%	38k	401.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$15M	+26%	588k	25.92	View chart
Tesla Motors (TSLA)	0.2	$15M	-15%	37k	403.84	View chart
Qualcomm (QCOM)	0.2	$15M	-3%	98k	153.62	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$15M	-2%	157k	94.99	View chart
Exxon Mobil Corporation (XOM)	0.2	$15M	-10%	139k	107.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$15M	+103%	573k	25.86	View chart
T Rowe Price Etf Value Etf (TVAL)	0.2	$14M	+131%	468k	30.82	View chart
Visa Com Cl A (V)	0.2	$14M	-29%	45k	316.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$14M	+211%	590k	23.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$14M	-15%	106k	128.82	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.2	$14M	+124%	360k	37.87	View chart
McDonald's Corporation (MCD)	0.2	$14M		47k	289.89	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$14M	-4%	271k	49.96	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$14M	-2%	132k	102.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$13M	-10%	312k	42.61	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$13M	+8%	67k	197.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$13M	+7%	202k	65.08	View chart
Automatic Data Processing (ADP)	0.2	$13M		44k	292.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$13M	+2%	93k	139.35	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M	+19%	133k	96.53	View chart
Boeing Company (BA)	0.1	$13M		72k	177.00	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$13M		458k	27.88	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$13M	+8%	687k	18.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$13M	+3%	160k	78.01	View chart
Johnson & Johnson (JNJ)	0.1	$13M	-4%	87k	144.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$12M	+4%	210k	58.79	View chart
Home Depot (HD)	0.1	$12M	-6%	31k	388.99	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$12M		386k	30.78	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$12M	-4%	438k	27.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	+2%	48k	240.28	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$11M	+4102%	481k	23.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$11M	+3%	67k	169.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$11M	+17%	113k	96.90	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$11M		308k	35.26	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$11M	+4%	194k	54.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$10M	+4%	37k	280.06	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$10M	NEW	209k	49.40	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$10M	-11%	174k	58.27	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$10M	-11%	92k	110.58	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$10M		175k	57.28	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$9.9M	+15%	216k	46.10	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$9.8M		229k	42.93	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$9.7M	-3%	280k	34.75	View chart
Eli Lilly & Co. (LLY)	0.1	$9.6M	-23%	12k	771.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$9.5M	+3%	198k	47.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$9.5M	-4%	154k	61.34	View chart
Advanced Micro Devices (AMD)	0.1	$9.3M	-2%	77k	120.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$9.2M	+13%	160k	57.53	View chart
Bank of America Corporation (BAC)	0.1	$9.2M	-9%	209k	43.95	View chart
Pepsi (PEP)	0.1	$9.0M	+8%	59k	152.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$8.9M	+7%	177k	50.37	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$8.9M	+46%	241k	36.79	View chart
Chevron Corporation (CVX)	0.1	$8.8M	-5%	60k	144.84	View chart
Abbvie (ABBV)	0.1	$8.7M	-3%	49k	177.70	View chart
Privia Health Group (PRVA)	0.1	$8.7M	-17%	446k	19.55	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$8.7M	-11%	84k	103.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$8.6M	+66%	464k	18.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$8.3M		104k	80.27	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$8.3M	-6%	131k	63.15	View chart
Stryker Corporation (SYK)	0.1	$8.2M	+13%	23k	360.04	View chart
Ge Aerospace Com New (GE)	0.1	$8.0M	-8%	48k	166.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.0M		62k	128.62	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.1	$8.0M	+14%	154k	51.82	View chart
Intuitive Surgical Com New (ISRG)	0.1	$7.8M		15k	521.97	View chart
Workday Cl A (WDAY)	0.1	$7.7M	+3%	30k	258.03	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$7.7M	+35%	146k	52.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$7.7M	+12%	39k	198.18	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$7.6M	-17%	71k	106.55	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$7.6M	+2%	150k	50.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.6M		31k	242.13	View chart
Servicenow (NOW)	0.1	$7.5M	-5%	7.1k	1060.07	View chart
Ishares Tr Europe Etf (IEV)	0.1	$7.4M	-10%	142k	52.06	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.4M	+16%	80k	92.59	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$7.3M	+22%	73k	99.54	View chart
ConocoPhillips (COP)	0.1	$7.2M		73k	99.17	View chart
Coca-Cola Company (KO)	0.1	$7.2M	+11%	116k	62.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.2M	-21%	14k	526.55	View chart
Becton, Dickinson and (BDX)	0.1	$7.2M	+12%	32k	226.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.2M		14k	520.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$7.1M		39k	185.13	View chart
Oracle Corporation (ORCL)	0.1	$7.1M	-8%	43k	166.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$7.1M		122k	58.18	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$7.0M		185k	37.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$7.0M	-6%	230k	30.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$6.9M	+5%	117k	58.93	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$6.8M	-3%	125k	54.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$6.8M	+20%	116k	59.14	View chart
Caterpillar (CAT)	0.1	$6.7M	-3%	19k	362.76	View chart
Cisco Systems (CSCO)	0.1	$6.6M	-12%	111k	59.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$6.5M	+47%	103k	63.47	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$6.4M		134k	47.86	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$6.4M	-7%	128k	50.14	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$6.3M	-16%	56k	113.61	View chart
Raymond James Financial (RJF)	0.1	$6.3M		40k	155.33	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$6.2M	-34%	33k	188.28	View chart
American Express Company (AXP)	0.1	$6.2M	-16%	21k	296.79	View chart
Marvell Technology (MRVL)	0.1	$6.1M	+24%	56k	110.45	View chart
Merck & Co (MRK)	0.1	$6.1M	-20%	61k	99.48	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.0M	+4%	185k	32.68	View chart
Bwx Technologies (BWXT)	0.1	$6.0M		54k	111.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.0M		136k	44.04	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.9M		26k	232.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.9M	-2%	34k	172.42	View chart
Fiserv (FI)	0.1	$5.9M	+6%	29k	205.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$5.9M	+7%	140k	41.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.8M	-6%	121k	48.33	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.8M	-6%	12k	485.95	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$5.8M	-3%	55k	105.61	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$5.7M	+2%	199k	28.67	View chart
EXACT Sciences Corporation (EXAS)	0.1	$5.7M		101k	56.19	View chart
International Business Machines (IBM)	0.1	$5.6M		26k	219.83	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$5.6M		120k	47.01	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$5.6M		130k	42.97	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$5.6M	+121%	82k	68.00	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$5.5M	+3%	191k	28.69	View chart
Verizon Communications (VZ)	0.1	$5.4M	-7%	136k	39.99	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.4M	+5%	83k	65.08	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$5.4M	+2%	31k	176.67	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$5.4M	+11%	15k	366.05	View chart
Wells Fargo & Company (WFC)	0.1	$5.3M	-52%	76k	70.24	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.3M	-3%	83k	63.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.3M	-3%	49k	107.74	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$5.3M	+126%	163k	32.24	View chart
Palo Alto Networks (PANW)	0.1	$5.3M	+103%	29k	181.96	View chart
Upwork (UPWK)	0.1	$5.1M	+70%	315k	16.35	View chart
Keysight Technologies (KEYS)	0.1	$5.1M		32k	160.63	View chart
Parker-Hannifin Corporation (PH)	0.1	$5.1M		8.0k	636.04	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$5.1M		121k	41.92	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$5.1M	-7%	79k	64.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$5.1M	-16%	58k	87.82	View chart
General Dynamics Corporation (GD)	0.1	$5.0M		19k	263.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.0M	-8%	39k	127.59	View chart
Ally Financial (ALLY)	0.1	$5.0M	NEW	138k	36.01	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.9M	-2%	53k	92.45	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$4.9M	-31%	86k	56.26	View chart
Fortive (FTV)	0.1	$4.8M		64k	75.00	View chart
Amgen (AMGN)	0.1	$4.8M	-3%	18k	260.63	View chart
Netflix (NFLX)	0.1	$4.8M	-13%	5.3k	891.32	View chart
Ametek (AME)	0.1	$4.7M	+33%	26k	180.26	View chart
Dex (DXCM)	0.1	$4.7M	+2%	60k	77.77	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 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
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

View all past filings

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