Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, DFAU, and represent 17.43% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$278M), IALT (+$68M), GGOV (+$61M), IUSB (+$41M), EFG (+$38M), VUG (+$23M), VO (+$23M), BRHY (+$21M), VT (+$20M), QLTA (+$16M).
Started 200 new stock positions in RBRK, MIDD, BKLN, SLF, BZAI, NUEM, HALO, BANF, DASH, BB.
Reduced shares in these 10 stocks: QUAL (-$101M), EFV (-$69M), BNDX (-$58M), AVEM (-$50M), IVE (-$47M), MTUM (-$32M), VOO (-$32M), BAI (-$25M), IGSB (-$20M), TFLO (-$16M).
Sold out of its positions in AIR, TAFI, ADMA, ARLO, ATO, DJP, BBDC, B, BR, BBW.
OneDigital Investment Advisors was a net buyer of stock by $662M.
OneDigital Investment Advisors has $12B in assets under management (AUM), dropping by 15.83%.
Central Index Key (CIK): 0001690370

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 1563 positions in its portfolio as reported in the June 2026 quarterly 13F filing

OneDigital Investment Advisors has 1563 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors June 30, 2026 positions
Download the OneDigital Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	7.6	$906M	+44%	10M	87.88	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.3	$391M	+11%	8.5M	46.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$269M	+4%	4.0M	68.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.2	$263M	+3%	7.8M	33.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$236M	+3%	4.6M	51.69	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.6	$188M	+5%	4.2M	44.36	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.6	$185M	+4%	3.9M	47.75	View chart
Apple Put Option (AAPL)	1.5	$180M	+2%	623k	289.36	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$179M	+6%	1.9M	94.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$172M	-21%	758k	227.06	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$169M	+4%	1.8M	92.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$165M		221k	748.89	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.3	$153M	+6%	4.2M	36.60	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.2	$147M	+4%	3.5M	42.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$133M	-27%	1.4M	96.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$126M	-20%	183k	686.81	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.1	$125M	+10%	4.4M	28.39	View chart
NVIDIA Corporation Call Option (NVDA)	1.0	$121M	+6%	606k	200.09	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.0	$116M	-17%	2.2M	52.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$116M	+6%	2.3M	50.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$114M		2.8M	41.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$113M	-22%	328k	342.83	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$102M	+24%	647k	156.95	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.8	$97M	+16%	1.6M	62.11	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$96M	+6%	896k	107.62	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$92M		650k	141.89	View chart
Microsoft Corporation (MSFT)	0.7	$88M		236k	373.02	View chart
Amazon (AMZN)	0.7	$86M	+5%	359k	238.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$83M	+14%	225k	370.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$83M	+8%	233k	357.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$81M	+4%	2.2M	37.26	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.7	$78M	+11%	1.7M	45.58	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$78M	-47%	1.0M	76.55	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.6	$75M		1.5M	50.37	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$74M	+25%	1.2M	59.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$73M	+3%	754k	96.58	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.6	$70M	-4%	1.3M	52.34	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.6	$68M	NEW	2.4M	28.05	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$67M	+17%	1.7M	40.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$66M	+3%	878k	75.51	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$64M		497k	128.08	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.5	$61M	NEW	1.2M	50.29	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$61M	+173%	486k	124.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$60M		163k	365.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$53M	+7%	715k	73.41	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$51M	+22%	437k	117.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$51M	-5%	371k	137.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$51M	-66%	233k	219.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$49M	+4%	66k	746.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$49M		514k	95.62	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$46M		1.0M	45.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$46M	+9%	1.7M	26.52	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$45M	+3%	1.1M	40.64	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.4	$45M		887k	50.68	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.4	$44M	+4%	541k	81.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$44M		174k	252.23	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$42M		1.1M	40.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$42M	+2%	58k	736.40	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$40M	+5%	782k	51.37	View chart
Advanced Micro Devices (AMD)	0.3	$39M	-20%	67k	580.91	View chart
JPMorgan Chase & Co. (JPM)	0.3	$38M	+6%	116k	327.33	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.3	$38M		904k	41.73	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$38M	+3%	387k	96.90	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$37M		924k	39.54	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.3	$36M		612k	59.05	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$36M	+7%	380k	93.52	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$35M	-7%	424k	82.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$35M	-5%	99k	353.33	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.3	$35M	+17%	709k	49.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$35M		73k	477.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$35M	+21%	766k	45.49	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$34M	+16%	666k	50.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$34M	+46%	1.1M	31.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$34M	-9%	1.5M	23.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$34M		1.1M	29.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$33M		891k	36.84	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$32M	-4%	306k	103.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$31M		62k	500.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$31M	+297%	383k	80.57	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.2	$29M	+8%	641k	45.11	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$29M	-2%	587k	49.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$28M	+54%	300k	94.57	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$28M	+19%	600k	46.99	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$28M		315k	89.20	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$28M	+13%	340k	81.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$28M		131k	212.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$28M	+527%	323k	86.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$28M		358k	77.11	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$27M	+4%	1.0M	25.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$26M	+6%	666k	38.79	View chart
T Rowe Price Exchange-traded Growth Etf (TGRT)	0.2	$26M	-2%	557k	45.72	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$26M	+17%	482k	52.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$25M	+7%	291k	85.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$25M	-2%	151k	164.27	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$24M	+179%	513k	47.52	View chart
Broadcom (AVGO)	0.2	$24M	+6%	64k	377.75	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$24M	-3%	583k	41.10	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$24M		827k	28.97	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$24M	+162%	126k	190.52	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$24M		505k	46.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$23M	-3%	672k	34.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$23M	+121%	62k	368.38	View chart
UnitedHealth (UNH)	0.2	$23M	+34%	55k	415.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$23M	-8%	56k	409.50	View chart
Procter & Gamble Company (PG)	0.2	$22M	+17%	152k	146.64	View chart
T Rowe Price Exchange-traded Value Etf (TVAL)	0.2	$22M	-5%	531k	41.68	View chart
Strategy Day Hagan Smart (SSUS)	0.2	$22M	+16%	394k	55.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$22M	+6%	174k	124.76	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$22M		224k	96.46	View chart
Blackrock Etf Trust Ii Isha High Yi Etf (BRHY)	0.2	$21M	NEW	415k	51.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$21M	-3%	730k	28.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$21M		569k	36.87	View chart
Johnson & Johnson (JNJ)	0.2	$21M	-2%	82k	253.97	View chart
Caterpillar (CAT)	0.2	$21M	+8%	19k	1064.91	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$21M		230k	89.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$21M	-13%	87k	236.62	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$20M	-3%	212k	94.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$20M		237k	82.34	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$19M	+13%	352k	54.67	View chart
McDonald's Corporation (MCD)	0.2	$19M	+9%	71k	270.31	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$19M	-9%	365k	51.29	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$19M	+20%	363k	51.51	View chart
Meta Platforms Cl A (META)	0.2	$19M		33k	563.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$18M	+29%	510k	36.13	View chart
Micron Technology (MU)	0.2	$18M	-10%	16k	1154.31	View chart
Tesla Motors (TSLA)	0.2	$18M	+14%	43k	420.60	View chart
Exxon Mobil Corporation (XOM)	0.2	$18M	+2%	132k	136.72	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$18M	-3%	310k	57.67	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$18M	+17%	343k	51.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$17M	+3%	79k	217.93	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$17M		311k	55.01	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$17M	+261%	337k	50.49	View chart
Cisco Systems (CSCO)	0.1	$17M	-9%	144k	117.46	View chart
Abbvie (ABBV)	0.1	$17M	+3%	67k	251.64	View chart
CVS Caremark Corporation (CVS)	0.1	$17M	-32%	160k	103.45	View chart
Costco Wholesale Corporation (COST)	0.1	$17M	+10%	18k	935.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$16M	-4%	320k	50.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$16M		109k	148.31	View chart
Eli Lilly & Co. (LLY)	0.1	$16M	+4%	13k	1199.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$16M		207k	77.91	View chart
Wal-Mart Stores (WMT)	0.1	$16M	-3%	142k	113.26	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$16M	+10%	180k	88.72	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$16M	+9%	48k	334.82	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$16M	+460%	85k	185.23	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$16M	+46%	305k	51.22	View chart
Applied Materials (AMAT)	0.1	$16M	+2%	22k	722.99	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$16M	+2026%	170k	91.64	View chart
Southern Company (SO)	0.1	$15M	+4%	161k	95.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$15M	+8%	194k	79.03	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$15M	+39%	147k	102.30	View chart
Boeing Company (BA)	0.1	$15M	+4%	69k	216.47	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$15M	+9%	156k	95.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$15M	+1214%	324k	45.34	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$15M		240k	61.23	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.1	$15M	+25%	1.6M	8.92	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$14M		344k	41.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$14M	+289%	140k	100.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$14M		500k	27.70	View chart
Visa Com Cl A (V)	0.1	$14M	+26%	40k	343.09	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$14M	+554%	257k	53.11	View chart
Canadian Pacific Kansas City (CP)	0.1	$14M	-7%	157k	86.65	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$14M		72k	188.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$14M	+38%	267k	50.66	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$13M	+1579%	132k	102.16	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$13M	-2%	267k	49.78	View chart
Chevron Corporation (CVX)	0.1	$13M	-4%	79k	165.76	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.1	$13M	-3%	429k	30.61	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$13M		315k	40.85	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$13M	-44%	59k	219.21	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$13M	+4%	64k	199.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$13M	+177%	103k	124.17	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$13M	+19%	267k	47.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$13M	-45%	145k	86.42	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$13M	+16%	267k	46.63	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$12M	+9%	275k	44.23	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$12M	+6%	230k	51.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	-9%	39k	303.12	View chart
International Business Machines (IBM)	0.1	$12M	+11%	41k	281.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$12M		153k	75.79	View chart
Dex (DXCM)	0.1	$12M		171k	67.35	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.1	$12M	NEW	130k	88.50	View chart
Home Depot (HD)	0.1	$12M	-6%	33k	352.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$11M	-2%	69k	163.67	View chart
Medtronic SHS (MDT)	0.1	$11M	+30%	145k	78.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$11M	+320%	225k	50.23	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$11M	+22%	189k	57.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$11M		348k	31.10	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$11M	+10%	107k	100.67	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.1	$11M	NEW	309k	34.49	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$11M	+5%	196k	53.59	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$11M		143k	73.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$11M	+2%	127k	82.65	View chart
TransDigm Group Incorporated (TDG)	0.1	$10M	+13%	7.8k	1332.06	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$10M		78k	132.76	View chart
Roundhill Etf Trust Memory Etf	0.1	$10M	NEW	140k	73.85	View chart
Abeona Therapeutics Com New (ABEO)	0.1	$10M	NEW	1.7M	6.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$10M	-38%	121k	83.75	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$10M	+12%	293k	34.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$10M	-15%	141k	71.25	View chart
Nike CL B (NKE)	0.1	$10M	+32%	244k	41.05	View chart
Servicenow (NOW)	0.1	$10M	+41%	101k	99.28	View chart
Ge Aerospace Com New (GE)	0.1	$10M	-3%	27k	373.73	View chart
Pepsi (PEP)	0.1	$9.9M		73k	135.40	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$9.9M	-10%	95k	103.83	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$9.8M	+22%	193k	50.66	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$9.6M	+218%	191k	50.39	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$9.3M	+4%	189k	48.87	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$9.3M	+14%	114k	81.06	View chart
Kimberly-Clark Corporation (KMB)	0.1	$9.2M	-10%	84k	109.77	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$9.2M	+36%	98k	93.92	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$9.1M		184k	49.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$9.0M	-61%	110k	82.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$8.9M		30k	302.97	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$8.9M		31k	289.43	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$8.6M	+20%	158k	54.46	View chart
Palo Alto Networks (PANW)	0.1	$8.5M		25k	341.02	View chart
Wisdomtree Tr Emer Mark Eff Fd (NTSE)	0.1	$8.5M	-4%	175k	48.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$8.5M		77k	110.15	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$8.5M	+18%	97k	87.04	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$8.4M	NEW	167k	50.37	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$8.4M		182k	46.18	View chart
Wells Fargo & Company Put Option (WFC)	0.1	$8.4M	+11%	101k	82.64	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$8.2M	-5%	113k	72.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$8.2M	-4%	34k	242.43	View chart
Intel Corporation (INTC)	0.1	$8.2M	-3%	59k	139.63	View chart
Bio-techne Corporation (TECH)	0.1	$8.1M	-2%	115k	70.65	View chart
Samsara Com Cl A (IOT)	0.1	$8.0M		247k	32.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$8.0M	-87%	166k	48.43	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$7.9M	-2%	118k	67.56	View chart
Kla Corp Com New (KLAC)	0.1	$7.9M	+877%	26k	301.71	View chart
Ge Vernova (GEV)	0.1	$7.9M	+6%	6.7k	1174.87	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$7.8M	+8%	135k	57.64	View chart
Bank of America Corporation (BAC)	0.1	$7.8M	+7%	136k	56.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.7M	+6%	49k	158.03	View chart
Texas Instruments Incorporated (TXN)	0.1	$7.7M	-22%	26k	298.07	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$7.6M	-3%	162k	47.20	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$7.6M	+2%	297k	25.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$7.5M	-8%	128k	58.20	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$7.5M	NEW	150k	49.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$7.5M	+89%	78k	95.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$7.5M	+504%	90k	82.62	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$7.4M	+33%	138k	53.61	View chart
Merck & Co (MRK)	0.1	$7.4M		58k	128.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.4M	+12%	14k	513.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$7.4M		9.6k	763.16	View chart
Coca-Cola Company (KO)	0.1	$7.3M	+10%	90k	81.27	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$7.3M	+16%	210k	34.88	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.1	$7.2M	-5%	163k	43.85	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$7.1M	-69%	141k	50.63	View chart
ConocoPhillips (COP)	0.1	$7.1M		69k	103.96	View chart

Past Filings by OneDigital Investment Advisors

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

OneDigital Investment Advisors 2026 Q2 filed Aug. 7, 2026
OneDigital Investment Advisors 2026 Q1 filed May 8, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z