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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 17.74% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$99M), IUSB (+$81M), EFG (+$72M), SPLG (+$56M), QUAL (+$55M), DYNF (+$50M), SCHX (+$47M), DFAU (+$41M), IYW (+$30M), AAPL (+$30M).
Started 324 new stock positions in ING, DFSB, CBRE, WTFC, SH, JBBB, LW, IDA, FOLD, OUNZ.
Reduced shares in these 10 stocks: IVV (-$40M), AGG (-$22M), IXC (-$14M), IWF (-$10M), LQD (-$7.3M), SPDW (-$5.6M), FI, EFV, SCHV, SCHF.
Sold out of its positions in ACHL, Flamel Technologies Sa, Vpc Impact Acquisition Hld-a, BLDR, CADL, CLX, CCOI, DRI, DMTKQ, DG.
OneDigital Investment Advisors was a net buyer of stock by $1.5B.
OneDigital Investment Advisors has $7.9B in assets under management (AUM), dropping by 24.68%.
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 1365 positions in its portfolio as reported in the June 2024 quarterly 13F filing

OneDigital Investment Advisors has 1365 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.4	$512M	+12%	8.0M	64.00	View chart
Ishares Tr Core Total Usd (IUSB)	4.1	$324M	+33%	7.2M	45.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$221M	+80%	2.2M	100.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$182M	+43%	1.1M	170.76	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.1	$170M	+42%	3.6M	46.94	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$148M	+22%	1.6M	91.81	View chart
Apple (AAPL)	1.8	$146M	+25%	691k	210.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$143M	+10%	286k	500.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.8	$139M	+106%	1.4M	102.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$123M	-24%	225k	547.23	View chart
Microsoft Corporation (MSFT)	1.5	$116M	+18%	260k	446.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.3	$105M	+40%	700k	150.50	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$102M	+23%	2.2M	47.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$96M	+22%	2.3M	41.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$89M	+14%	2.8M	32.24	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$83M	+10%	778k	106.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$82M		763k	106.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$80M	+33%	440k	182.01	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$77M		1.7M	45.58	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$77M	+114%	2.1M	37.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$76M	+49%	837k	91.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$72M	+8%	1.4M	50.11	View chart
Amazon (AMZN)	0.9	$71M	+15%	367k	193.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$70M	-5%	1.3M	53.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$69M	+18%	2.3M	29.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$67M	+2%	742k	90.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.8	$66M	-3%	764k	86.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$66M		708k	92.54	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.8	$61M	+39%	2.2M	27.22	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$60M	+60%	1.0M	59.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$56M	+526%	867k	64.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$55M	+6%	758k	72.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$54M		481k	112.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$51M	+9%	189k	267.51	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$50M	+105%	1.6M	30.63	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.6	$48M	+49%	919k	52.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$48M	-2%	262k	182.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$44M		1.4M	31.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$41M	-9%	555k	74.08	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$39M	+135%	1.6M	25.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$39M		627k	62.26	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$39M	+143%	875k	44.36	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$39M		497k	78.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$38M		602k	62.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$35M	+16%	64k	544.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$35M	+31%	325k	106.78	View chart
CVS Caremark Corporation (CVS)	0.4	$35M		583k	59.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$34M	+26%	383k	88.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$34M	+6%	128k	264.30	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.4	$33M	-5%	464k	71.16	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$31M		714k	43.91	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$31M	-7%	1.1M	28.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$31M	-2%	393k	77.83	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$31M		858k	35.55	View chart
JPMorgan Chase & Co. (JPM)	0.4	$29M		145k	202.26	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$29M		866k	33.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$28M	+5%	389k	72.05	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$28M	+128%	552k	50.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$26M	+25%	305k	83.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$25M	+10%	129k	194.87	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$24M	+9%	139k	175.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$24M	+22%	921k	26.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$23M		911k	25.42	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$23M	+20%	240k	95.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$22M	+183%	60k	374.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$22M	+52%	122k	183.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$22M	+18%	46k	479.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$22M	-2%	375k	58.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$22M	+32%	54k	406.80	View chart
Meta Platforms Cl A (META)	0.3	$22M	+31%	43k	504.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$22M		489k	43.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$21M	+31%	72k	297.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$21M	+8%	129k	164.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$21M	+54%	225k	91.78	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.3	$20M	+4%	399k	51.06	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$20M		489k	41.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$20M	+4%	340k	58.64	View chart
Qualcomm (QCOM)	0.3	$20M	+81%	100k	199.18	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$20M	-2%	368k	53.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$20M	-8%	252k	77.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$20M	-3%	183k	106.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$19M	+5%	246k	76.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$19M	+13%	102k	182.55	View chart
Costco Wholesale Corporation (COST)	0.2	$18M	+16%	22k	850.01	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$18M	-7%	354k	51.24	View chart
Visa Com Cl A (V)	0.2	$18M	+16%	68k	262.47	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$18M	+2%	784k	22.46	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$18M	-4%	362k	48.54	View chart
Broadcom (AVGO)	0.2	$18M	+32%	11k	1605.53	View chart
UnitedHealth (UNH)	0.2	$17M	-2%	34k	509.26	View chart
Wal-Mart Stores (WMT)	0.2	$17M	+8%	247k	67.71	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$17M	+2%	457k	36.41	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$16M	+2%	328k	50.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$16M	+1175%	136k	119.32	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$16M	-3%	409k	39.51	View chart
Exxon Mobil Corporation (XOM)	0.2	$16M	+18%	140k	115.12	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$15M	+47%	587k	25.87	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$15M	-4%	146k	102.71	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$15M	+14%	160k	92.70	View chart
Eli Lilly & Co. (LLY)	0.2	$15M	+43%	16k	905.39	View chart
Procter & Gamble Company (PG)	0.2	$15M	+2%	88k	164.92	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$15M		344k	42.20	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$14M	+5%	538k	26.73	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$14M	+38%	149k	94.67	View chart
Johnson & Johnson (JNJ)	0.2	$14M	+11%	96k	146.16	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$14M	+72%	330k	42.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$14M	+17%	271k	51.09	View chart
salesforce (CRM)	0.2	$14M	+13%	54k	257.10	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$14M	+9%	696k	19.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$14M		285k	47.45	View chart
Boeing Company (BA)	0.2	$14M	-2%	74k	182.01	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$13M	+1027%	477k	27.44	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$13M		433k	30.06	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$13M	+1031%	193k	66.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$13M	-43%	35k	364.51	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$13M	+36%	448k	28.02	View chart
McDonald's Corporation (MCD)	0.2	$13M	-6%	49k	254.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$12M	-20%	318k	38.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$12M	+2%	197k	61.09	View chart
Home Depot (HD)	0.2	$12M	+21%	35k	344.24	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$12M	NEW	231k	50.88	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$12M		317k	36.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$12M		90k	127.48	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$11M	-3%	102k	110.50	View chart
Advanced Micro Devices (AMD)	0.1	$11M	+3%	69k	162.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$11M	+23%	431k	24.99	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$11M	+697%	235k	45.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M	+29%	49k	218.04	View chart
Automatic Data Processing (ADP)	0.1	$11M		45k	238.69	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$11M	+2479%	210k	50.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$11M	+59%	136k	77.28	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$11M	+10%	172k	61.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$10M	NEW	315k	33.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$10M	+5%	127k	81.65	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$10M	+16%	394k	26.19	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$10M	+34%	131k	78.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$10M	+37%	59k	173.81	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$10M	-3%	51k	197.46	View chart
Intuitive Surgical Com New (ISRG)	0.1	$10M	-9%	23k	444.85	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$10M	+1151%	177k	56.88	View chart
Chevron Corporation (CVX)	0.1	$10M	+43%	64k	156.42	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$9.9M	+23%	231k	43.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$9.8M	+2777%	132k	74.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$9.8M	+12%	194k	50.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$9.8M	+6%	109k	89.72	View chart
Merck & Co (MRK)	0.1	$9.7M	+41%	78k	123.80	View chart
Abbvie (ABBV)	0.1	$9.6M	+21%	56k	171.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$9.6M	+66%	60k	160.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$9.6M		167k	57.61	View chart
Privia Health Group (PRVA)	0.1	$9.4M		541k	17.38	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$9.3M	+248%	444k	21.06	View chart
Bank of America Corporation (BAC)	0.1	$9.3M	+13%	235k	39.77	View chart
Pepsi (PEP)	0.1	$9.3M	+19%	56k	164.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$9.2M	-24%	187k	49.42	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$9.1M	-3%	145k	62.91	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$9.1M	+2%	182k	49.91	View chart
Stryker Corporation (SYK)	0.1	$9.0M	-2%	26k	340.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$8.9M	+211%	36k	250.13	View chart
ConocoPhillips (COP)	0.1	$8.9M	+24%	78k	114.38	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$8.7M	+2%	189k	45.84	View chart
Wells Fargo & Company (WFC)	0.1	$8.5M	+203%	143k	59.39	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$8.4M	+6%	89k	94.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$8.3M	+12%	34k	242.10	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$8.3M	+390%	85k	97.43	View chart
Tesla Motors (TSLA)	0.1	$8.2M	+22%	42k	197.88	View chart
Ishares Tr Europe Etf (IEV)	0.1	$8.0M	+205%	147k	54.76	View chart
General Dynamics Corporation (GD)	0.1	$7.9M	+3%	27k	290.14	View chart
Lgi Homes (LGIH)	0.1	$7.9M	NEW	88k	89.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$7.9M	-73%	81k	97.07	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.8M	+16%	14k	553.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$7.7M	-10%	136k	56.68	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$7.7M	-17%	153k	50.36	View chart
Canadian Pacific Kansas City (CP)	0.1	$7.6M	+99%	97k	78.73	View chart
Dex (DXCM)	0.1	$7.6M	-2%	67k	113.38	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$7.6M	+559%	371k	20.45	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.4M	+40%	17k	441.15	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$7.4M	+41%	110k	66.77	View chart
Workday Cl A (WDAY)	0.1	$7.3M	+6%	33k	223.56	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$7.1M	+320%	130k	55.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$7.1M	+284%	278k	25.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$7.0M	-2%	178k	39.27	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$6.9M	+2%	135k	51.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$6.9M	-14%	114k	60.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$6.9M	+6%	238k	28.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$6.9M	+91%	86k	79.93	View chart
Becton, Dickinson and (BDX)	0.1	$6.8M	+637%	29k	233.71	View chart
Servicenow (NOW)	0.1	$6.8M		8.6k	786.63	View chart
Coca-Cola Company (KO)	0.1	$6.7M	+15%	106k	63.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$6.5M	+139%	30k	215.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$6.5M	+385%	172k	37.92	View chart
Verizon Communications (VZ)	0.1	$6.5M	+29%	158k	41.24	View chart
Oracle Corporation (ORCL)	0.1	$6.5M	+82%	46k	141.20	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$6.4M	NEW	155k	41.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.4M	+2%	36k	174.47	View chart
Cisco Systems (CSCO)	0.1	$6.3M	+27%	133k	47.51	View chart
Caterpillar (CAT)	0.1	$6.2M	+12%	19k	333.11	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$6.2M	+28%	6.1k	1022.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.2M	+12%	70k	88.13	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$6.2M		175k	35.32	View chart
American Express Company (AXP)	0.1	$6.2M	+16%	27k	231.55	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.1M	+24%	13k	467.11	View chart
Parker-Hannifin Corporation (PH)	0.1	$6.1M	-17%	12k	505.83	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$6.1M	+18%	59k	103.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.0M	-5%	136k	43.76	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$5.9M	-24%	58k	102.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$5.8M	-17%	70k	84.04	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$5.8M	+71%	202k	28.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.8M		29k	197.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.7M	+66%	48k	118.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.7M	+69%	99k	57.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.7M	+8%	25k	226.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.7M	+456%	65k	86.57	View chart
Amgen (AMGN)	0.1	$5.7M	+29%	18k	312.46	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$5.6M	+124%	95k	59.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$5.6M	-56%	52k	107.12	View chart
Bwx Technologies (BWXT)	0.1	$5.5M	+8%	58k	95.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$5.5M	+42%	30k	182.52	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.4M	+11%	54k	100.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.4M	+17%	131k	41.11	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$5.4M	-3%	125k	43.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$5.4M	+43%	126k	42.59	View chart
Novo-nordisk A S Adr (NVO)	0.1	$5.4M	+117%	38k	142.74	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$5.3M	+2%	179k	29.46	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$5.2M	-4%	96k	54.75	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$5.2M	+56%	166k	31.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.2M	+45%	44k	118.60	View chart
Raymond James Financial (RJF)	0.1	$5.2M	+9%	42k	123.61	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$5.1M	+245%	86k	59.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.1M	-35%	54k	93.65	View chart
Ge Aerospace Com New (GE)	0.1	$5.1M	+18%	32k	158.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.0M	+5%	78k	64.95	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$5.0M		122k	41.22	View chart
Fortive (FTV)	0.1	$5.0M	+3%	67k	74.10	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$5.0M	+1225%	113k	43.95	View chart
S&p Global (SPGI)	0.1	$5.0M	+133%	11k	446.02	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$5.0M	+3%	176k	28.30	View chart
Intuit (INTU)	0.1	$5.0M	+403%	7.6k	657.22	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.1	$4.9M	-10%	154k	31.60	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$4.8M		447k	10.79	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$4.8M	+2118%	92k	52.38	View chart
Keysight Technologies (KEYS)	0.1	$4.8M	+4%	35k	136.75	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$4.7M	-74%	114k	41.51	View chart
Phillips 66 (PSX)	0.1	$4.7M	+15%	33k	141.17	View chart
Walt Disney Company (DIS)	0.1	$4.7M	+19%	47k	99.29	View chart
Palo Alto Networks (PANW)	0.1	$4.6M	+13%	14k	339.01	View chart
Everest Re Group (EG)	0.1	$4.6M	-2%	12k	381.02	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.6M	NEW	185k	24.86	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$4.6M	-13%	92k	49.87	View chart
Canadian Natl Ry (CNI)	0.1	$4.6M	+83%	39k	118.13	View chart
Edwards Lifesciences (EW)	0.1	$4.5M	+8%	48k	92.37	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 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
Resources Investment Advisors 2020 Q2 filed Aug. 14, 2020

View all past filings

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