OneDigital Investment Advisors LLC

Q3 2025 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    1,487

  • Value ($000)

    $9,741,119

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001690370
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$465.70M
5 %

5,944,567

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$311.43M
3 %

6,667,205

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$246.60M
3 %

4,165,601

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$235.91M
2 %

7,393,016

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$201.20M
2 %

1,034,433

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$182.79M
2 %

3,994,457

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$181.07M
2 %

295,680

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$180.65M
2 %

542,764

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$155.94M
2 %

3,235,923

A
AAPL

APPLE INC

COM
037833100
$151.88M
2 %

596,489

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