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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 SPYM, IUSB, DYNF, SCHG, IVE, and represent 15.05% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: CORO (+$126M), SPTI (+$100M), SPYM (+$79M), BLCR (+$60M), IUSB (+$34M), SHLD (+$31M), BOND (+$18M), BAI (+$15M), MBB (+$14M), BNDX (+$13M).
Started 102 new stock positions in ARCB, COWZ, GDE, TSN, YNOT, AIR, ONEQ, EZM, EFAV, DJAN.
Reduced shares in these 10 stocks: OEF (-$125M), IAU (-$45M), VOO (-$36M), SCHZ (-$35M), DYNF (-$30M), AVEM (-$29M), EMB (-$25M), SCHB (-$15M), MOAT (-$14M), AVDE (-$12M).
Sold out of its positions in AYI, ALNY, AMRN, AIG, AREC, AMKR, HACK, APO, ARES, ARKB.
OneDigital Investment Advisors was a net buyer of stock by $219M.
OneDigital Investment Advisors has $10B in assets under management (AUM), dropping by 0.59%.
Central Index Key (CIK): 0001690370

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Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 1447 positions in its portfolio as reported in the March 2026 quarterly 13F filing

OneDigital Investment Advisors has 1447 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors March 31, 2026 positions
Download the OneDigital Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	5.3	$547M	+16%	7.1M	76.54	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.4	$351M	+10%	7.6M	46.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.2	$220M	-11%	3.8M	58.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$218M	+4%	7.5M	29.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$204M	-2%	966k	211.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$200M		4.4M	45.12	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.7	$177M	+4%	3.7M	47.88	View chart
Ishares Tr Mbs Etf (MBB)	1.7	$169M	+8%	1.8M	94.95	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.6	$162M	+12%	1.8M	92.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$157M	+2%	4.0M	38.86	View chart
Apple (AAPL)	1.5	$155M		610k	253.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$152M	-15%	1.9M	80.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$145M	+6%	222k	653.21	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$143M		1.9M	74.35	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.4	$141M	+3%	3.3M	42.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$137M	-20%	229k	597.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$133M	+6%	691k	191.81	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.2	$126M	NEW	3.9M	32.15	View chart
Spdr Series Trust State Street Spd (SPTI)	1.1	$115M	+668%	4.0M	28.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$107M	+11%	2.2M	49.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$107M		2.7M	38.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$101M	+4%	422k	239.99	View chart
NVIDIA Corporation Call Option (NVDA)	1.0	$99M	+3%	568k	174.40	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$90M	+8%	843k	106.15	View chart
Microsoft Corporation (MSFT)	0.9	$88M	-7%	239k	370.17	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$88M	+19%	2.7M	32.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$80M		639k	125.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$74M	-37%	844k	88.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$74M		2.1M	35.53	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$73M		1.4M	51.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$72M		519k	138.32	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.7	$71M		1.5M	45.86	View chart
Amazon (AMZN)	0.7	$71M		339k	208.27	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$70M	+79%	982k	70.84	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.7	$67M	+19%	1.3M	50.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$66M	-8%	732k	90.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$66M	+25%	1.4M	48.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$63M		196k	320.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$62M	+4%	215k	287.56	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.6	$60M	NEW	1.5M	41.06	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$54M		487k	111.18	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.5	$53M	+16%	1.4M	37.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$52M	-70%	163k	318.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$49M	+15%	667k	73.64	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.4	$45M		890k	51.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$45M		510k	87.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$44M	+2%	391k	113.11	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$44M		1.0M	43.13	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$42M	+24%	357k	118.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$41M	+14%	1.6M	26.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.4	$41M		63k	650.34	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$38M	+28%	744k	50.66	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$37M		1.1M	34.55	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.4	$37M	+7%	517k	72.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$37M	-48%	1.6M	23.22	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.4	$36M	+4%	374k	96.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$36M		1.0M	33.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$34M	-2%	920k	36.76	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$34M		937k	35.71	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$33M	+23%	355k	93.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$33M	+3%	56k	577.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$32M	-20%	177k	181.42	View chart
JPMorgan Chase & Co. (JPM)	0.3	$32M	-3%	109k	294.16	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$32M	+26%	457k	69.75	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.3	$32M	-13%	610k	52.15	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$31M	-31%	319k	96.70	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.3	$30M	-2%	63k	479.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$30M	+4%	888k	33.97	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.3	$30M	+43%	606k	49.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$30M		105k	286.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$29M		1.1M	25.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$29M	+25%	630k	45.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$28M	+4%	96k	287.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$27M	-3%	509k	52.56	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$27M	-17%	591k	45.06	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$27M	+16%	572k	46.40	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$27M	-31%	313k	84.84	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$26M	-18%	1.0M	25.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$25M	+3%	131k	191.92	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$25M	+16%	74k	337.95	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$24M	-21%	599k	40.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$24M	+10%	353k	67.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$24M	-4%	465k	50.63	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$23M	+4%	502k	46.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$23M	-5%	282k	82.57	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$23M	-24%	266k	86.69	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.2	$23M	+16%	574k	39.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$23M	+5%	51k	436.79	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$22M	+3%	506k	44.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$22M	+5%	725k	30.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$22M	+32%	156k	142.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$22M	+4%	626k	35.04	View chart
Exxon Mobil Corporation (XOM)	0.2	$22M		129k	169.66	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$22M		61k	356.56	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$22M	+2%	820k	26.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$22M		101k	215.06	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$22M	-17%	603k	35.59	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$21M	-27%	105k	203.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$21M	+5%	301k	70.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$21M	-33%	696k	30.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$21M	-3%	227k	92.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$21M	+13%	271k	77.11	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$21M		405k	51.23	View chart
Johnson & Johnson (JNJ)	0.2	$21M	-20%	84k	244.44	View chart
T Rowe Price Etf Value Etf (TVAL)	0.2	$20M	-6%	560k	36.18	View chart
McDonald's Corporation (MCD)	0.2	$20M	+10%	65k	310.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$20M	-4%	178k	111.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$19M	-43%	755k	25.10	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$19M	-29%	221k	84.66	View chart
Procter & Gamble Company (PG)	0.2	$19M	-3%	129k	144.44	View chart
Broadcom (AVGO)	0.2	$19M	-38%	60k	309.51	View chart
Meta Platforms Cl A (META)	0.2	$19M		32k	572.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$19M	-2%	194k	95.44	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$18M	+122%	410k	44.72	View chart
Wal-Mart Stores (WMT)	0.2	$18M	-28%	147k	124.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$18M	+57%	163k	110.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$18M	-19%	571k	30.96	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$18M		226k	77.55	View chart
Chevron Corporation (CVX)	0.2	$17M		83k	206.90	View chart
Advanced Micro Devices (AMD)	0.2	$17M	+28%	84k	203.43	View chart
CVS Caremark Corporation (CVS)	0.2	$17M		238k	71.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$17M	-6%	336k	50.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$17M	+2%	236k	71.13	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$17M	+13%	309k	54.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$17M	-3%	210k	78.41	View chart
Costco Wholesale Corporation (COST)	0.2	$16M	-12%	16k	996.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$16M	+2%	37k	426.41	View chart
Strategy Day Hagan Smart (SSUS)	0.2	$16M	-6%	338k	46.69	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$16M		320k	48.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$15M	-3%	316k	48.46	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$15M	-22%	412k	36.84	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$15M	+152%	292k	51.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$15M	+9%	77k	196.20	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$15M	-5%	301k	50.14	View chart
Southern Company (SO)	0.1	$15M	-4%	155k	96.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$15M	-20%	197k	75.10	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$15M	+10%	163k	89.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$14M	-7%	179k	79.27	View chart
Tesla Motors (TSLA)	0.1	$14M	-12%	38k	371.75	View chart
Abbvie (ABBV)	0.1	$14M	+6%	65k	217.49	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$14M		347k	39.68	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$14M		135k	101.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$14M	-9%	110k	124.31	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$14M	+21%	142k	95.82	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$14M	-3%	273k	49.78	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$13M	-31%	444k	30.15	View chart
Canadian Pacific Kansas City (CP)	0.1	$13M		169k	78.66	View chart
Boeing Company (BA)	0.1	$13M	-13%	66k	199.03	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$13M	+12%	236k	54.55	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$13M	-30%	319k	39.69	View chart
Caterpillar (CAT)	0.1	$13M	+3%	18k	708.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$12M		503k	24.75	View chart
Cisco Systems (CSCO)	0.1	$12M		159k	77.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$12M	-5%	28k	430.29	View chart
Eli Lilly & Co. (LLY)	0.1	$12M	+4%	13k	919.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M		395k	29.08	View chart
Pepsi (PEP)	0.1	$12M	-5%	74k	155.29	View chart
Home Depot (HD)	0.1	$11M	-7%	35k	328.89	View chart
Putnam Etf Trust Franklin Minneso (FTMN)	0.1	$11M	NEW	1.3M	8.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$11M		73k	155.11	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$11M	+11%	252k	44.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M	-17%	42k	261.92	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$11M		107k	104.17	View chart
UnitedHealth (UNH)	0.1	$11M	+11%	41k	270.59	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$11M	+8%	215k	50.67	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$11M	+19%	44k	250.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$11M	+5%	155k	70.18	View chart
Dex (DXCM)	0.1	$11M	+20%	171k	62.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$11M	-22%	166k	64.08	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$11M	+23%	225k	47.13	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$10M	NEW	208k	49.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$10M	-4%	124k	82.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$10M		71k	141.42	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$9.8M	+2%	351k	27.85	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$9.8M		97k	100.66	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$9.7M	+9%	186k	52.45	View chart
Nike CL B (NKE)	0.1	$9.7M	+14%	184k	52.82	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$9.6M	-2%	193k	49.99	View chart
Medtronic SHS (MDT)	0.1	$9.6M	+41%	111k	86.65	View chart
Visa Com Cl A (V)	0.1	$9.6M	+3%	32k	302.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$9.4M	-3%	223k	42.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$9.4M	+6%	229k	41.09	View chart
Kimberly-Clark Corporation (KMB)	0.1	$9.0M	+95%	94k	96.47	View chart
ConocoPhillips (COP)	0.1	$9.0M		68k	132.00	View chart
International Business Machines (IBM)	0.1	$9.0M	-4%	37k	242.39	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$8.9M		143k	62.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$8.9M	-12%	90k	99.27	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$8.8M	-28%	181k	48.86	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$8.8M		77k	113.60	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$8.8M	+11%	262k	33.47	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$8.7M	+54%	184k	47.59	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$8.7M	+69%	61k	142.19	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$8.5M	-12%	155k	54.93	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$8.3M	-13%	594k	13.96	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$8.3M		105k	78.66	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$8.3M	+394%	284k	29.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$8.2M	-4%	140k	58.54	View chart
Valero Energy Corporation (VLO)	0.1	$8.2M	-2%	33k	247.08	View chart
Insulet Corporation (PODD)	0.1	$8.1M	+43%	39k	209.84	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$8.0M	+13%	157k	50.84	View chart
TransDigm Group Incorporated (TDG)	0.1	$8.0M	+19%	6.9k	1158.98	View chart
Pfizer (PFE)	0.1	$8.0M	-2%	284k	28.08	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$8.0M	NEW	180k	44.11	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$7.9M	+123%	96k	82.43	View chart
Ge Aerospace Com New (GE)	0.1	$7.8M	+6%	28k	283.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$7.8M		183k	42.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.7M		76k	102.25	View chart
Samsara Com Cl A (IOT)	0.1	$7.7M	+15%	244k	31.69	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$7.7M		318k	24.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$7.6M	-6%	36k	213.67	View chart
Servicenow (NOW)	0.1	$7.4M	+2%	71k	104.55	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$7.3M		184k	39.75	View chart
Wells Fargo & Company Put Option (WFC)	0.1	$7.3M	+21%	91k	79.61	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$7.2M	+120%	291k	24.80	View chart
Applied Materials (AMAT)	0.1	$7.2M	+57%	21k	341.79	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$7.1M	-2%	121k	59.22	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$7.1M		125k	56.86	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$7.1M	+11%	131k	53.99	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.1	$7.1M	NEW	112k	62.90	View chart
Merck & Co (MRK)	0.1	$7.0M	+11%	59k	120.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$7.0M	+19%	29k	237.62	View chart
Williams Companies (WMB)	0.1	$7.0M	-2%	96k	72.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.8M	+19%	46k	148.10	View chart
Ishares Tr Europe Etf (IEV)	0.1	$6.8M	-20%	100k	67.94	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.8M	+16%	100k	68.28	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$6.7M	+197%	168k	40.19	View chart
Bristol Myers Squibb (BMY)	0.1	$6.7M		111k	60.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.7M	-8%	14k	491.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$6.7M	+168%	72k	92.76	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$6.6M		273k	24.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$6.6M	-29%	130k	50.95	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$6.5M		118k	55.35	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.5M		34k	194.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.5M	-5%	121k	54.05	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.5M	-10%	119k	54.65	View chart
Jacobs Engineering Group (J)	0.1	$6.5M	+1632%	51k	127.28	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$6.5M	+109%	31k	211.90	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$6.4M	+2%	223k	28.72	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.4M	-3%	13k	499.65	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$6.4M	+10%	174k	36.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$6.4M		48k	132.90	View chart
Hershey Company (HSY)	0.1	$6.3M	+2%	30k	207.89	View chart
Raytheon Technologies Corp (RTX)	0.1	$6.2M	+15%	32k	192.90	View chart
Coca-Cola Company (KO)	0.1	$6.2M	-30%	82k	76.05	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$6.2M	+28%	180k	34.63	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.2M	-6%	42k	146.28	View chart
Bio-techne Corporation (TECH)	0.1	$6.2M	+17%	119k	52.26	View chart
Privia Health Group (PRVA)	0.1	$6.2M		301k	20.57	View chart
Bank of America Corporation (BAC)	0.1	$6.2M	-7%	127k	48.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.1M	-3%	56k	110.36	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 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
Resources Investment Advisors 2022 Q1 filed May 5, 2022

View all past filings

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