OneDigital Investment Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$8.76B
Signature - Title
Jessica Schubel - Senior Director of Compliance
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by OneDigital Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OneDigital Investment Advisors LLC reported 1431 stock holdings with total value $8.76B as of Q3 2024. Top holdings included SPLG, IUSB, SCHG, QUAL, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,431 $8.76B +$709M -$343M +$366M SPLG, IUSB, SCHG, QUAL, DYNF 13F-HR 11/6/2024, 10:14 AM
Q2 2024 1,365 $8B +$1.81B -$203M +$1.6B SPLG, IUSB, SCHG, QUAL, DYNF 13F-HR 8/2/2024, 12:04 PM
Q1 2024 1,087 $6.36B +$853M -$507M +$346M SPLG, IUSB, IVV, VOO, QUAL 13F-HR 5/10/2024, 02:47 PM
Q4 2023 1,104 $5.71B +$1.14B -$461M +$678M SPLG, IUSB, IVV, QUAL, MBB 13F-HR 2/13/2024, 11:39 AM
Q3 2023 989 $4.62B +$581M -$310M +$271M SPLG, IUSB, IVV, VOO, MBB 13F-HR 11/14/2023, 04:18 PM
Q2 2023 1,009 $4.52B +$308M -$234M +$73.7M SPLG, IVV, IUSB, VOO, AAPL 13F-HR 8/7/2023, 10:55 AM
Q1 2023 967 $4.26B +$900M -$253M +$648M IVV, SPLG, IUSB, SCHZ, VOO 13F-HR 5/10/2023, 01:53 PM
Q4 2022 821 $3.45B +$1.07B -$485M +$585M IVV, SCHZ, SPLG, VOO, SCHF 13F-HR 2/2/2023, 11:07 AM
Q3 2022 757 $2.7B +$662M -$168M +$495M SCHZ, IVV, MOAT, GSEW, DIAL 13F-HR 11/8/2022, 03:08 PM
Q2 2022 708 $2.33B +$189M -$146M +$43.3M SCHZ, MOAT, GSEW, DIAL, VNLA 13F-HR 8/8/2022, 03:17 PM
Q1 2022 737 $2.64B +$233M -$94.6M +$139M SCHZ, MOAT, DIAL, GSEW, AVDE 13F-HR 5/5/2022, 03:27 PM
Q4 2021 766 $2.7B +$206M -$142M +$64.5M SCHZ, MOAT, DIAL, GSEW, AVDE 13F-HR 2/23/2022, 01:09 PM
Q3 2021 738 $2.52B +$180M -$49.1M +$131M SCHZ, MOAT, DIAL, GSEW, SCHM 13F-HR 11/5/2021, 11:44 AM
Q2 2021 717 $2.42B +$265M -$87.7M +$177M SCHZ, MOAT, DIAL, GSEW, SCHM 13F-HR 8/9/2021, 05:05 PM
Q1 2021 661 $2.13B +$217M -$73.4M +$144M SCHZ, MOAT, DIAL, GSEW, VNLA 13F-HR 5/10/2021, 02:44 PM
Q4 2020 642 $1.91B +$435M -$115M +$320M SCHZ, MOAT, DIAL, GSEW, VNLA 13F-HR 2/8/2021, 03:31 PM
Q3 2020 599 $1.44B +$145M -$117M +$28.2M SCHZ, MOAT, VNLA, SCHG, MNA 13F-HR 10/9/2020, 03:37 PM
Q2 2020 597 $1.38B +$122M -$30.4M +$92M SCHZ, MOAT, VNLA, SCHG, MNA 13F-HR 8/14/2020, 12:14 PM
Q1 2020 536 $1.11B +$159M -$75.9M +$83.2M SCHZ, VNLA, MOAT, MNA, SCHG 13F-HR 5/14/2020, 02:08 PM
Q4 2019 555 $1.26B +$96.3M -$26M +$70.2M SCHZ, SCHM, GSEW, VNLA, MOAT 13F-HR 2/7/2020, 12:39 PM
Q3 2019 532 $1.11B +$213M -$398M -$185M SCHZ, VNLA, SCHM, GSEW, MOAT 13F-HR 11/8/2019, 03:09 PM
Q2 2019 1,172 $1.29B +$700M -$106M +$594M SCHZ, VNLA, GSEW, MOAT, SCHM 13F-HR 8/12/2019, 05:23 PM
Q1 2019 1,117 $684M +$65.9M -$33.9M +$32M VNLA, MOAT, SCHV, SCHM, MNA 13F-HR 5/10/2019, 03:59 PM
Q4 2018 1,101 $593M +$253M -$48.4M +$204M VNLA, MNA, MOAT, SCHM, SCHV 13F-HR 2/12/2019, 03:41 PM
Q3 2018 1,045 $426M +$28.5M -$98.4M -$69.8M SCHZ, VNLA, SCHM, MNA, SCHV 13F-HR 11/7/2018, 11:20 AM
Q2 2018 1,321 $473M +$75.6M -$55.7M +$20M SCHZ, VNLA, SCHM, MNA, MOAT 13F-HR 8/14/2018, 07:30 PM
Q1 2018 1,325 $454M +$59.4M -$30.8M +$28.6M SCHM, MNA, MOAT, SCHV, SCHZ 13F-HR 5/14/2018, 03:33 PM
Q4 2017 1,234 $430M +$158M -$10.8M +$147M SCHZ, SCHM, MNA, MOAT, SCHV 13F-HR 1/31/2018, 01:03 PM
Q3 2017 1,032 $272M +$41M -$115M -$74.2M MNA, SCHM, SCHZ, MOAT, SCHV 13F-HR 11/13/2017, 10:54 AM
Q2 2017 1,222 $334M $0 $0 SCHM, MOAT, MNA, SCHV, SCHG 13F-HR 8/14/2017, 01:03 PM