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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, IVV, VOO, MBB, and represent 17.09% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$111M), TFLO (+$50M), IUSB (+$37M), EFV (+$32M), VTEB (+$25M), IVW (+$23M), LQD (+$19M), GBF (+$18M), TIP (+$15M), SPTL (+$14M).
Started 40 new stock positions in FIS, MPLX, LASR, PGX, PFLT, RPM, RWL, VONG, XAIR, SHEL.
Reduced shares in these 10 stocks: IVV (-$45M), SCHF (-$40M), SCHD (-$19M), IYW (-$16M), SPTI (-$16M), USMV (-$14M), SCHZ (-$9.8M), SCHE (-$7.5M), HYG (-$6.6M), HTRB (-$5.2M).
Sold out of its positions in Amc Entmt Hldgs Inc Cl A, AIG, BBDC, BRK.A, CGC, CHE, CINF, CRWD, DRI, DFS.
OneDigital Investment Advisors was a net buyer of stock by $271M.
OneDigital Investment Advisors has $4.6B in assets under management (AUM), dropping by 2.18%.
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 989 positions in its portfolio as reported in the September 2023 quarterly 13F filing

OneDigital Investment Advisors has 989 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors Sept. 30, 2023 positions
Download the OneDigital Investment Advisors September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.6	$303M	+57%	6.0M	50.26	View chart
Ishares Tr Core Total Usd (IUSB)	3.3	$151M	+32%	3.5M	43.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$140M	-24%	326k	429.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$98M	-2%	249k	392.70	View chart
Ishares Tr Mbs Etf (MBB)	2.1	$97M	+12%	1.1M	88.80	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$87M	+57%	1.8M	48.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$87M	-3%	657k	131.79	View chart
Apple (AAPL)	1.9	$87M		505k	171.21	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.7	$79M	-11%	1.8M	44.23	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$73M	-3%	967k	75.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$63M		743k	84.23	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.4	$62M	+5%	723k	86.30	View chart
Microsoft Corporation (MSFT)	1.3	$62M	+6%	195k	315.75	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.2	$55M	-3%	921k	59.73	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.1	$50M	NEW	975k	50.74	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$49M	+14%	672k	73.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$49M	+19%	196k	249.35	View chart
CVS Caremark Corporation (CVS)	1.1	$49M		697k	69.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$48M	-45%	1.4M	33.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$47M	+109%	981k	48.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$47M	-6%	639k	72.72	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$43M	+4%	418k	102.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$43M	-6%	662k	64.46	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.9	$41M	-8%	864k	47.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$41M	-7%	612k	67.68	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$40M		458k	87.90	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$39M	-3%	1.5M	26.67	View chart
Amazon (AMZN)	0.8	$39M	+5%	303k	127.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$38M	-27%	522k	72.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$38M	+25%	586k	64.35	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$37M	+2%	671k	55.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$35M	-35%	488k	70.76	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$33M	+71%	1.3M	26.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$32M	-2%	643k	50.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$32M	+5%	245k	130.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$32M	+242%	465k	68.42	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$31M		487k	63.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$30M		141k	212.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$28M	-37%	263k	104.92	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$26M	-5%	703k	36.90	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.6	$26M	+8%	735k	34.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$26M	+2%	310k	82.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$25M	+4%	58k	427.48	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$25M		831k	30.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$24M	+18%	173k	139.70	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.5	$23M	-14%	158k	148.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$23M	-3%	160k	141.69	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$22M	+10%	437k	50.89	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.5	$22M	-10%	700k	31.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$22M	-13%	233k	94.33	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$21M	+7%	191k	110.47	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$21M	+245%	203k	103.72	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.4	$20M	+8%	705k	28.90	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$20M	+3606%	191k	102.02	View chart
JPMorgan Chase & Co. (JPM)	0.4	$19M	+5%	134k	145.02	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.4	$19M	+3143%	188k	100.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$19M	-8%	120k	155.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$17M		493k	34.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$17M		49k	350.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$16M	-19%	530k	31.01	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$16M	+16%	673k	24.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$16M		235k	69.78	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$16M	-49%	588k	27.53	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.3	$16M	+8%	600k	26.22	View chart
NVIDIA Corporation (NVDA)	0.3	$16M	+10%	36k	434.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$15M	-9%	297k	51.87	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$15M	-12%	320k	47.95	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$15M	+85%	322k	47.59	View chart
UnitedHealth (UNH)	0.3	$15M	+10%	30k	504.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$15M	+44%	96k	153.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$15M	-7%	63k	234.91	View chart
Visa Com Cl A (V)	0.3	$13M	+14%	58k	230.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$13M	-3%	268k	49.85	View chart
Palo Alto Networks (PANW)	0.3	$13M	+2%	56k	234.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$13M	+5%	36k	358.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$13M	+74%	146k	88.69	View chart
Johnson & Johnson (JNJ)	0.3	$13M	+5%	83k	155.75	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$13M	+10%	376k	34.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$13M	-2%	308k	41.42	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$13M		261k	48.88	View chart
Privia Health Group (PRVA)	0.3	$13M		549k	23.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$13M	+4%	107k	117.58	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$13M	+9%	395k	31.94	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$13M	+14%	139k	90.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$12M	+21%	60k	200.64	View chart
Wal-Mart Stores (WMT)	0.3	$12M	+9%	73k	159.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$12M	+432%	124k	93.18	View chart
Valmont Industries (VMI)	0.2	$11M		47k	240.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$11M	-13%	137k	80.97	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$11M	-11%	220k	48.95	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$11M	+14%	118k	91.12	View chart
Automatic Data Processing (ADP)	0.2	$11M		44k	240.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$10M		39k	265.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$10M	+3%	77k	131.85	View chart
Tesla Motors (TSLA)	0.2	$10M	+6%	41k	250.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$10M		247k	41.03	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$10M	+15%	108k	93.74	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$9.9M	+437%	225k	44.10	View chart
Boeing Company (BA)	0.2	$9.9M	+2%	52k	191.68	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$9.8M	-43%	411k	23.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$9.8M	+26%	372k	26.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$9.2M	+12%	175k	52.79	View chart
Meta Platforms Cl A (META)	0.2	$9.2M	+18%	31k	300.21	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$9.1M	-19%	34k	270.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$9.1M	-4%	96k	94.83	View chart
Procter & Gamble Company (PG)	0.2	$9.0M	+14%	62k	145.86	View chart
Home Depot (HD)	0.2	$8.9M	+6%	30k	302.16	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$8.6M	+2%	174k	49.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.6M		160k	53.56	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$8.4M	+9%	373k	22.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$8.2M	-32%	89k	91.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$8.2M	+88%	187k	43.72	View chart
McDonald's Corporation (MCD)	0.2	$7.9M	+10%	30k	263.44	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$7.8M	+99%	132k	59.16	View chart
ConocoPhillips (COP)	0.2	$7.7M	+2%	64k	119.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$7.6M	+13%	97k	77.95	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$7.5M	-9%	100k	74.76	View chart
Servicenow (NOW)	0.2	$7.5M	+24%	13k	558.95	View chart
Pepsi (PEP)	0.2	$7.4M	+7%	44k	169.44	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$7.4M		51k	145.27	View chart
Abbvie (ABBV)	0.2	$7.3M	+10%	49k	149.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$7.3M	-8%	145k	50.60	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$7.3M	-47%	99k	73.72	View chart
EXACT Sciences Corporation (EXAS)	0.2	$7.2M	+7%	105k	68.22	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$7.1M	+7%	71k	100.14	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$7.1M	+15%	161k	44.27	View chart
Costco Wholesale Corporation (COST)	0.2	$7.1M	+8%	13k	564.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.0M		46k	151.82	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$6.9M	+250%	138k	50.32	View chart
Chevron Corporation (CVX)	0.1	$6.9M	+5%	41k	168.62	View chart
Eli Lilly & Co. (LLY)	0.1	$6.8M	+22%	13k	537.15	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$6.7M	-5%	152k	43.79	View chart
Broadcom (AVGO)	0.1	$6.6M	+8%	7.9k	830.56	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$6.6M	+3%	133k	49.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.5M	-4%	34k	189.07	View chart
Merck & Co (MRK)	0.1	$6.3M		61k	102.95	View chart
Advanced Micro Devices (AMD)	0.1	$6.3M	+9%	61k	102.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.3M	-4%	83k	75.15	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$6.2M	+29%	68k	90.72	View chart
Qualcomm (QCOM)	0.1	$6.0M	-17%	54k	111.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$6.0M	-8%	111k	53.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$5.8M	+9%	79k	73.63	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$5.6M	+14%	153k	36.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$5.4M	-6%	26k	208.24	View chart
Simplify Exchange Traded Fun Convexity Etf (EAFD)	0.1	$5.4M	+9%	287k	18.73	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$5.4M	+15%	112k	48.07	View chart
salesforce (CRM)	0.1	$5.3M	+14%	26k	202.78	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$5.2M	-3%	100k	52.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$5.0M	-9%	53k	94.04	View chart
Coca-Cola Company (KO)	0.1	$4.9M	+4%	88k	55.98	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.9M	+19%	17k	292.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.9M	+19%	129k	37.95	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.9M		65k	74.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.8M	-9%	33k	147.41	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$4.8M	+9%	170k	28.31	View chart
Cisco Systems (CSCO)	0.1	$4.7M	-11%	88k	53.76	View chart
Bank of America Corporation (BAC)	0.1	$4.7M	+6%	173k	27.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.7M	-7%	46k	103.32	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$4.7M	+244%	48k	98.47	View chart
Amgen (AMGN)	0.1	$4.7M	-4%	17k	268.76	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.1	$4.7M	-10%	48k	97.24	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$4.5M	-12%	185k	24.49	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$4.5M		107k	42.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.5M	-6%	17k	272.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.5M	+39%	114k	39.21	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$4.4M	+53%	94k	47.28	View chart
Raymond James Financial (RJF)	0.1	$4.4M	+457%	44k	100.43	View chart
Workiva Com Cl A (WK)	0.1	$4.4M		43k	101.34	View chart
Fiserv (FI)	0.1	$4.4M	+36%	39k	112.96	View chart
Everest Re Group (EG)	0.1	$4.4M		12k	371.67	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)	0.1	$4.3M	-3%	135k	32.26	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$4.3M	-54%	134k	32.09	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$4.3M	+9%	166k	25.77	View chart
Pfizer (PFE)	0.1	$4.2M	+2%	127k	33.17	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$4.0M	-2%	433k	9.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.0M	-4%	121k	33.17	View chart
Workday Cl A (WDAY)	0.1	$3.9M	+11%	18k	214.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.9M	+15%	68k	57.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN)	0.1	$3.9M		184k	21.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.9M	+4%	28k	137.93	View chart
Verizon Communications (VZ)	0.1	$3.9M	-3%	120k	32.41	View chart
Union Pacific Corporation (UNP)	0.1	$3.8M	-5%	18k	203.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.7M	-7%	23k	163.93	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.7M		81k	45.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$3.7M	+152%	91k	40.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.6M	+7%	9.2k	395.92	View chart
Vail Resorts (MTN)	0.1	$3.6M		16k	221.89	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.6M	-44%	107k	33.57	View chart
Canadian Pacific Kansas City (CP)	0.1	$3.6M		48k	74.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.6M	+21%	8.7k	408.96	View chart
Phillips 66 (PSX)	0.1	$3.5M	+3%	29k	120.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.5M		33k	107.14	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$3.5M	-30%	60k	57.93	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$3.5M		58k	60.29	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$3.5M	+28%	70k	49.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.4M	+118%	31k	113.16	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.4M	+4%	58k	59.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.4M	+7%	49k	68.92	View chart
Deere & Company (DE)	0.1	$3.4M	-16%	9.0k	377.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.4M	-12%	19k	176.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.4M	+26%	67k	49.83	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$3.3M	+12%	261k	12.71	View chart
Keysight Technologies (KEYS)	0.1	$3.3M	+13%	25k	132.31	View chart
O'reilly Automotive (ORLY)	0.1	$3.3M	+3%	3.6k	908.86	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$3.3M	-14%	194k	16.84	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.3M	-3%	7.1k	456.65	View chart
Apollo Sr Floating Rate Fd I (AFT)	0.1	$3.2M	-8%	240k	13.44	View chart
General Electric Com New (GE)	0.1	$3.2M	+29%	29k	110.55	View chart
Intel Corporation (INTC)	0.1	$3.2M	-2%	90k	35.55	View chart
Activision Blizzard (ATVI)	0.1	$3.2M	+10%	34k	93.63	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.1M	+29%	8.0k	389.52	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.1M		65k	47.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.0M	+17%	40k	75.17	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.9M	-2%	64k	45.74	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$2.9M		12k	235.09	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.9M	+4%	4.9k	588.66	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.8M	+26%	85k	33.44	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.8M	+8%	32k	88.26	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$2.8M	-6%	109k	25.65	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$2.8M	-26%	112k	24.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.8M		29k	94.19	View chart
Nabors Industries SHS (NBR)	0.1	$2.8M		22k	123.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.7M	-38%	48k	57.15	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.7M	+13%	5.4k	506.17	View chart
Iqvia Holdings (IQV)	0.1	$2.7M	+12%	14k	196.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$2.7M	+16%	71k	37.57	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$2.7M	-17%	86k	30.72	View chart
Bristol Myers Squibb (BMY)	0.1	$2.6M	+2%	46k	58.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M	-6%	37k	71.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$2.6M	+6%	56k	46.38	View chart
American Express Company (AXP)	0.1	$2.6M	+31%	17k	149.19	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	-3%	26k	96.85	View chart
Lamb Weston Hldgs (LW)	0.1	$2.5M		27k	92.46	View chart
At&t (T)	0.1	$2.5M	+7%	168k	15.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.5M	-9%	15k	171.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.5M	+9%	29k	86.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.5M	+4%	33k	75.98	View chart
Emerson Electric (EMR)	0.1	$2.5M	+6%	26k	96.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.5M	+61%	8.1k	307.10	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	0.1	$2.5M	-15%	40k	61.56	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.4M	+13%	55k	44.34	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.4M	-13%	81k	30.15	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.4M	+17%	24k	100.67	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.4M	+4%	11k	227.92	View chart
Templeton Emerging Markets Income Fund (TEI)	0.1	$2.4M	-9%	522k	4.61	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$2.4M		125k	19.19	View chart
Edwards Lifesciences (EW)	0.1	$2.4M	+15%	35k	69.28	View chart
Walt Disney Company (DIS)	0.1	$2.4M	-5%	30k	81.05	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$2.4M	-2%	44k	53.48	View chart
Diageo Spon Adr New (DEO)	0.1	$2.3M	+32%	16k	149.18	View chart

Past Filings by OneDigital Investment Advisors

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

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
Resources Investment Advisors 2020 Q2 filed Aug. 14, 2020
Resources Investment Advisors 2020 Q1 filed May 14, 2020
Resources Investment Advisors 2019 Q4 filed Feb. 7, 2020

View all past filings

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