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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 16.71% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: XTEN (+$66M), IVE (+$42M), OEF (+$39M), XSOE (+$32M), HEFA (+$24M), IAU (+$23M), QUAL (+$19M), USHY (+$17M), DFAU (+$15M), DFAC (+$12M).
Started 116 new stock positions in HOOD, TTWO, NWG, JBL, MLI, FE, XTEN, EQT, IBDR, MX.
Reduced shares in these 10 stocks: EFG (-$58M), SPTL (-$49M), EFV (-$35M), SPLG (-$27M), EMXC (-$21M), IFRA (-$14M), MUB (-$13M), MBB (-$13M), SHY (-$11M), QCOM (-$10M).
Sold out of its positions in YEAR, AVK, AVAV, ABNB, AKAM, ALK, ABEV, AVMU, DIVO, ARCB.
OneDigital Investment Advisors was a net seller of stock by $-38M.
OneDigital Investment Advisors has $8.4B in assets under management (AUM), dropping by -2.13%.
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 1393 positions in its portfolio as reported in the March 2025 quarterly 13F filing

OneDigital Investment Advisors has 1393 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors March 31, 2025 positions
Download the OneDigital Investment Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.6	$471M	-5%	7.2M	65.76	View chart
Ishares Tr Core Total Usd (IUSB)	4.2	$355M		7.7M	46.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$208M		8.3M	25.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$198M	+10%	1.2M	170.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$178M		3.7M	48.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$156M	-2%	303k	513.91	View chart
Ishares Tr Mbs Etf (MBB)	1.7	$145M	-8%	1.5M	93.78	View chart
Apple (AAPL)	1.7	$141M	-2%	635k	222.13	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$139M	+7%	2.9M	47.52	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$136M	+12%	3.5M	38.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$126M	+49%	660k	190.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$119M	-2%	212k	561.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$119M	+10%	3.6M	32.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$117M	+9%	1.3M	92.47	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.3	$113M		2.7M	42.06	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$107M	-24%	1.8M	58.94	View chart
Microsoft Corporation (MSFT)	1.2	$98M		260k	375.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.1	$92M		657k	140.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$91M	-7%	3.9M	23.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$86M	+6%	1.7M	49.62	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$84M		764k	110.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$82M	-41%	824k	100.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$79M		2.5M	31.23	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$74M	+76%	2.4M	30.87	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$74M	+113%	272k	270.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$73M	+47%	1.2M	58.96	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$71M	-15%	671k	105.44	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$69M	-2%	750k	92.38	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.8	$66M	NEW	1.4M	46.57	View chart
Amazon (AMZN)	0.7	$62M	-3%	325k	190.26	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$61M		1.2M	52.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$60M		796k	75.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$60M		297k	202.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$58M		501k	115.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$53M	-9%	603k	88.00	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$53M	+2%	1.9M	27.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$50M	-6%	181k	274.84	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$49M	-7%	743k	66.27	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$49M	-30%	893k	55.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$46M	-10%	494k	92.83	View chart
NVIDIA Corporation (NVDA)	0.5	$43M	+2%	395k	108.38	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$41M	+3%	519k	79.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$37M	-6%	1.1M	33.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$37M	-4%	238k	154.64	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.4	$35M	+14%	364k	96.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$35M	-17%	1.6M	22.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$35M	-14%	1.6M	21.53	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$34M	+237%	944k	36.29	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.4	$34M		756k	45.31	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$34M		287k	118.14	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$34M		947k	35.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$33M	-18%	1.2M	26.58	View chart
JPMorgan Chase & Co. (JPM)	0.4	$33M	-6%	134k	245.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$32M		354k	90.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$32M	-7%	57k	559.39	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$32M	-2%	350k	91.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$31M		59k	532.58	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$29M	-12%	939k	30.57	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.3	$28M	-9%	371k	76.04	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$28M	+17%	625k	45.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$28M	+6%	378k	73.45	View chart
CVS Caremark Corporation (CVS)	0.3	$27M		401k	67.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$27M	+4%	1.0M	26.46	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$27M		144k	184.19	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$26M	+192%	705k	36.81	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$26M	+55%	796k	32.28	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$26M	-10%	488k	52.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$25M	-30%	307k	82.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$25M	-3%	271k	93.66	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$24M	-9%	954k	25.54	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$24M		481k	50.66	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$24M	+16%	900k	26.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$24M	-3%	137k	173.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$23M		892k	26.20	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$23M	+49%	455k	51.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$23M	-6%	89k	258.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$23M		391k	58.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$22M	+6%	854k	25.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$22M	-19%	831k	26.20	View chart
T Rowe Price Etf Value Etf (TVAL)	0.3	$22M	+45%	679k	31.67	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$22M	-2%	426k	50.42	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$21M	+36%	803k	26.35	View chart
Procter & Gamble Company (PG)	0.2	$20M	+9%	118k	170.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$20M	-9%	43k	468.93	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.2	$20M	+5%	525k	37.98	View chart
Meta Platforms Cl A (META)	0.2	$20M	-2%	34k	576.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$20M		707k	27.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$20M	-2%	102k	193.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$20M	-4%	64k	306.74	View chart
Costco Wholesale Corporation (COST)	0.2	$20M		21k	945.80	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$19M	+3%	833k	23.24	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$19M	+2%	734k	26.26	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$19M	+16%	355k	53.97	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$19M	+20%	305k	61.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$18M	+7%	303k	60.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$18M	+4%	233k	78.28	View chart
Wal-Mart Stores (WMT)	0.2	$18M	-5%	208k	87.79	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$18M		350k	51.08	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$18M	-4%	697k	25.26	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.2	$18M	+42%	512k	34.30	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$17M	-7%	511k	34.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$17M	-4%	111k	156.23	View chart
UnitedHealth (UNH)	0.2	$17M		33k	523.74	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$17M	+4%	181k	93.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$17M	-7%	161k	104.57	View chart
Broadcom (AVGO)	0.2	$16M		97k	167.43	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$16M	-7%	321k	49.15	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$16M	-75%	574k	27.26	View chart
Visa Com Cl A (V)	0.2	$16M	-2%	44k	350.46	View chart
Exxon Mobil Corporation (XOM)	0.2	$16M	-6%	130k	118.93	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$15M	-5%	379k	40.71	View chart
McDonald's Corporation (MCD)	0.2	$15M	+5%	49k	312.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$15M	-19%	42k	370.82	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$15M		183k	83.61	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$15M	+55%	336k	45.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$15M	+98%	124k	122.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$15M	-4%	361k	41.21	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$15M		356k	40.76	View chart
Johnson & Johnson (JNJ)	0.2	$15M		87k	165.84	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$14M	-6%	147k	95.98	View chart
Boeing Company (BA)	0.2	$14M	+10%	80k	170.55	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$14M	+2%	449k	30.31	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$14M	+3%	476k	28.58	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$14M	-5%	649k	20.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$13M	+5%	170k	78.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$13M	-2%	37k	361.09	View chart
Automatic Data Processing (ADP)	0.2	$13M	-2%	43k	305.53	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$13M	+5%	286k	46.02	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$13M	-4%	125k	104.14	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$13M	-7%	547k	23.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$13M	+16%	450k	28.15	View chart
Canadian Pacific Kansas City (CP)	0.1	$13M	+204%	179k	70.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$13M		208k	60.17	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M	+7%	143k	87.17	View chart
Ge Aerospace Com New (GE)	0.1	$12M	+29%	62k	200.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$12M	-5%	100k	121.91	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$12M	+4%	502k	23.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$12M	-2%	196k	59.75	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$12M	-13%	270k	42.52	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$12M	-2%	90k	127.08	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$11M	+7%	224k	50.23	View chart
Home Depot (HD)	0.1	$11M	-3%	30k	366.50	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$11M		302k	35.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$11M	-4%	64k	166.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M		47k	221.75	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$10M	+467%	202k	51.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$10M	-10%	60k	172.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$10M	-23%	438k	23.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$10M		200k	50.83	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$10M		231k	43.90	View chart
Abbvie (ABBV)	0.1	$10M	-3%	48k	209.52	View chart
salesforce (CRM)	0.1	$9.9M	-20%	37k	268.36	View chart
Eli Lilly & Co. (LLY)	0.1	$9.9M	-3%	12k	825.94	View chart
Chevron Corporation (CVX)	0.1	$9.9M	-2%	59k	167.29	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$9.8M	-4%	87k	112.85	View chart
Fiserv (FI)	0.1	$9.5M	+50%	43k	220.83	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$9.4M	-10%	155k	60.89	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.1	$9.4M	+13%	175k	53.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$9.4M		153k	61.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$9.4M	+4%	33k	288.14	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$9.3M	-4%	166k	56.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$9.3M	+4%	185k	50.63	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$9.3M		192k	48.40	View chart
Stryker Corporation (SYK)	0.1	$9.2M	+8%	25k	372.25	View chart
Tesla Motors (TSLA)	0.1	$9.1M	-5%	35k	259.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$9.0M	+6%	111k	81.76	View chart
Ishares Tr Europe Etf (IEV)	0.1	$8.9M	+7%	153k	58.20	View chart
Privia Health Group (PRVA)	0.1	$8.5M	-15%	378k	22.45	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$8.4M	+8%	159k	53.17	View chart
Pepsi (PEP)	0.1	$8.4M	-5%	56k	149.94	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$8.3M	+3%	87k	95.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$8.3M	+15%	142k	58.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.3M	+14%	134k	62.10	View chart
Advanced Micro Devices (AMD)	0.1	$8.3M	+4%	81k	102.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$8.2M	-10%	416k	19.78	View chart
Bank of America Corporation (BAC)	0.1	$8.1M	-7%	194k	41.73	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$8.1M	-13%	32k	251.77	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$8.0M	+4%	157k	50.87	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$7.9M	-5%	123k	64.20	View chart
Coca-Cola Company (KO)	0.1	$7.8M	-5%	110k	71.62	View chart
Intuitive Surgical Com New (ISRG)	0.1	$7.7M	+3%	16k	495.27	View chart
ConocoPhillips (COP)	0.1	$7.6M		72k	105.02	View chart
Workday Cl A (WDAY)	0.1	$7.4M	+6%	32k	233.53	View chart
Medtronic SHS (MDT)	0.1	$7.4M	+495%	82k	89.86	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.4M		80k	92.29	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.2M	+4%	15k	497.59	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$7.1M	+7%	199k	35.81	View chart
International Business Machines (IBM)	0.1	$7.1M	+10%	28k	248.66	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.9M	-12%	63k	111.09	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.9M	+36%	72k	95.37	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$6.9M	+675%	272k	25.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.7M	-7%	36k	188.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.7M	-39%	68k	98.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$6.7M	-7%	96k	70.21	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.7M	-11%	12k	548.11	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$6.6M		134k	49.08	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.6M	-13%	63k	103.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.2M	-13%	33k	186.29	View chart
Bwx Technologies (BWXT)	0.1	$6.2M	+15%	63k	98.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$6.2M		141k	43.70	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$6.1M		122k	49.81	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$6.1M	-5%	118k	51.18	View chart
Servicenow (NOW)	0.1	$6.0M	+6%	7.6k	796.11	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$6.0M	+4%	200k	30.02	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.0M		49k	121.97	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$6.0M	+4%	208k	28.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.0M	-3%	132k	45.26	View chart
Caterpillar (CAT)	0.1	$5.9M	-3%	18k	329.80	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$5.9M	+285%	58k	100.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.8M		83k	69.74	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$5.7M	+74%	183k	31.34	View chart
Verizon Communications (VZ)	0.1	$5.7M	-7%	126k	45.36	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$5.7M	-12%	161k	35.05	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$5.5M	+50%	81k	68.32	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$5.5M	-12%	112k	49.48	View chart
Oracle Corporation (ORCL)	0.1	$5.5M	-7%	39k	139.81	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$5.5M	+17%	105k	52.25	View chart
Cisco Systems (CSCO)	0.1	$5.4M	-20%	88k	61.71	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.4M	+7%	90k	60.48	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$5.3M	-9%	50k	106.65	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.3M		26k	206.48	View chart
Raymond James Financial (RJF)	0.1	$5.3M	-6%	38k	138.91	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$5.2M	+6%	16k	334.47	View chart
Steris Shs Usd (STE)	0.1	$5.2M	+2%	23k	226.65	View chart
At&t (T)	0.1	$5.2M	-2%	184k	28.28	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$5.2M	+9%	104k	49.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$5.1M	+225%	59k	85.07	View chart
General Dynamics Corporation (GD)	0.1	$5.1M	-2%	19k	272.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$5.1M	+27%	100k	50.71	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$5.0M	-3%	117k	43.01	View chart
Progressive Corporation (PGR)	0.1	$5.0M	-8%	18k	283.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.0M		39k	128.96	View chart
Merck & Co (MRK)	0.1	$5.0M	-8%	56k	89.76	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$5.0M	+15%	109k	45.65	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$4.9M	-4%	78k	62.54	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$4.9M	-2%	159k	30.48	View chart
Amgen (AMGN)	0.1	$4.9M	-14%	16k	311.55	View chart
Wells Fargo & Company (WFC)	0.1	$4.8M	-11%	68k	71.79	View chart
Ametek (AME)	0.1	$4.8M	+6%	28k	172.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$4.8M	-28%	82k	58.54	View chart
American Express Company (AXP)	0.1	$4.8M	-14%	18k	269.05	View chart
Marvell Technology (MRVL)	0.1	$4.7M	+38%	77k	61.57	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$4.7M	-2%	77k	60.61	View chart
Ally Financial (ALLY)	0.1	$4.6M	-7%	127k	36.47	View chart
Qualcomm (QCOM)	0.1	$4.6M	-69%	30k	153.61	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$4.5M	-10%	27k	165.59	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.1	$4.5M		133k	34.08	View chart
O'reilly Automotive (ORLY)	0.1	$4.5M	+4%	3.1k	1432.58	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.5M	+11%	62k	72.20	View chart
Netflix (NFLX)	0.1	$4.4M	-11%	4.7k	932.53	View chart

Past Filings by OneDigital Investment Advisors

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

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
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

View all past filings

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