OneDigital Investment Advisors LLC
Q2 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
1,447
- Value ($000)
$9,006,560
- Date Filed08/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $419.85M | 5 % | 5,775,966 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $310.61M | 3 % | 6,718,717 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $212.22M | 2 % | 7,265,280 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $201.72M | 2 % | 1,103,395 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $193.83M | 2 % | 3,559,166 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $167.91M | 2 % | 295,594 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $159.57M | 2 % | 3,767,059 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $157.40M | 2 % | 2,479,502 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $147.31M | 2 % | 3,068,288 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $144.96M | 2 % | 1,543,909 |
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