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OneDigital Investment Advisors LLC

Q1 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    1,462

  • Value ($000)

    $10,229,707

  • Date Filed
    05/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$547.18M
5 %

7,148,887

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$350.6M
3 %

7,590,426

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$220.23M
2 %

3,785,256

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$217.96M
2 %

7,482,295

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$203.88M
2 %

965,589

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$199.59M
2 %

4,423,579

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$177.15M
2 %

3,699,843

M
MBB

ISHARES TR

MBS ETF
464288588
$168.88M
2 %

1,778,596

B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$161.58M
2 %

1,750,925

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$156.73M
2 %

4,033,269

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