OneDigital Investment Advisors LLC
Q1 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
1,393
- Value ($000)
$8,440,685
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001690370
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $471.37M | 6 % | 7,167,986 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $355.04M | 4 % | 7,704,818 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $207.87M | 3 % | 8,301,684 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $197.65M | 2 % | 1,156,581 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $178.23M | 2 % | 3,655,302 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $155.71M | 2 % | 302,983 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $145.03M | 2 % | 1,546,538 | ||
AAPL APPLE INC | COM | 037833100 | $141.11M | 2 % | 635,261 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $138.66M | 2 % | 2,917,879 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $135.69M | 2 % | 3,529,903 |
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