Notify me when OneDigital Investment Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,502 | $10,203,133,151 | +$927,609,979 | -$618,879,501 | +$308,730,478 | SPYM, IUSB, DYNF, SCHG, IVE | 13F-HR | 13 Feb 2026, 11:32 |
| Q3 2025 | 1,486 | $9,740,482,058 | +$601,194,858 | -$403,032,428 | +$198,162,430 | SPLG, IUSB, DYNF, SCHG, QUAL | 13F-HR | 10 Nov 2025, 11:38 |
| Q2 2025 | 1,446 | $9,006,105,117 | +$666,664,986 | -$690,876,514 | -$24,211,528 | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 07 Aug 2025, 13:10 |
| Q1 2025 | 1,393 | $8,440,684,953 | +$579,297,984 | -$616,840,370 | -$37,542,386 | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 28 Apr 2025, 21:16 |
| Q4 2024 | 1,394 | $8,624,076,399 | +$857,900,867 | -$532,594,192 | +$325,306,675 | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 13 Feb 2025, 13:17 |
| Q3 2024 | 1,431 | $8,756,659,168 | +$709,368,282 | -$343,221,948 | +$366,146,334 | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 06 Nov 2024, 10:14 |
| Q2 2024 | 1,365 | $8,001,582,560 | +$1,805,815,698 | -$203,262,730 | +$1,602,552,968 | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 02 Aug 2024, 12:04 |
| Q1 2024 | 1,087 | $6,364,880,640 | +$853,030,869 | -$506,766,028 | +$346,264,841 | SPLG, IUSB, IVV, VOO, QUAL | 13F-HR | 10 May 2024, 14:47 |
| Q4 2023 | 1,104 | $5,713,785,252 | +$1,138,878,939 | -$461,328,174 | +$677,550,765 | SPLG, IUSB, IVV, QUAL, MBB | 13F-HR | 13 Feb 2024, 11:39 |
| Q3 2023 | 989 | $4,617,622,148 | +$580,999,610 | -$310,268,957 | +$270,730,653 | SPLG, IUSB, IVV, VOO, MBB | 13F-HR | 14 Nov 2023, 16:18 |
| Q2 2023 | 1,009 | $4,519,205,128 | +$307,625,212 | -$233,915,212 | +$73,710,000 | SPLG, IVV, IUSB, VOO, AAPL | 13F-HR | 07 Aug 2023, 10:55 |
| Q1 2023 | 967 | $4,264,489,423 | +$900,429,216 | -$252,541,184 | +$647,888,032 | IVV, SPLG, IUSB, SCHZ, VOO | 13F-HR | 10 May 2023, 13:53 |
| Q4 2022 | 821 | $3,445,909,659 | +$1,070,592,806 | -$485,379,461 | +$585,213,345 | IVV, SCHZ, SPLG, VOO, SCHF | 13F-HR | 02 Feb 2023, 11:07 |
| Q3 2022 | 757 | $2,697,400,000 | +$662,358,007 | -$167,747,538 | +$494,610,469 | SCHZ, IVV, MOAT, GSEW, DIAL | 13F-HR | 08 Nov 2022, 15:08 |
| Q2 2022 | 708 | $2,328,812,000 | +$188,825,675 | -$145,522,022 | +$43,303,653 | SCHZ, MOAT, GSEW, DIAL, VNLA | 13F-HR | 08 Aug 2022, 15:17 |
| Q1 2022 | 737 | $2,641,477,000 | +$233,438,431 | -$94,579,607 | +$138,858,824 | SCHZ, MOAT, DIAL, GSEW, AVDE | 13F-HR | 05 May 2022, 15:27 |
| Q4 2021 | 766 | $2,695,293,000 | +$206,221,870 | -$141,677,820 | +$64,544,050 | SCHZ, MOAT, DIAL, GSEW, AVDE | 13F-HR | 23 Feb 2022, 13:09 |
| Q3 2021 | 738 | $2,517,074,000 | +$180,498,122 | -$49,103,037 | +$131,395,085 | SCHZ, MOAT, DIAL, GSEW, SCHM | 13F-HR | 05 Nov 2021, 11:44 |
| Q2 2021 | 717 | $2,423,254,000 | +$264,881,739 | -$87,683,853 | +$177,197,886 | SCHZ, MOAT, DIAL, GSEW, SCHM | 13F-HR | 09 Aug 2021, 17:05 |
| Q1 2021 | 661 | $2,132,895,000 | +$217,290,451 | -$73,382,873 | +$143,907,578 | SCHZ, MOAT, DIAL, GSEW, VNLA | 13F-HR | 10 May 2021, 14:44 |
| Q4 2020 | 642 | $1,912,322,000 | +$435,189,161 | -$114,864,076 | +$320,325,085 | SCHZ, MOAT, DIAL, GSEW, VNLA | 13F-HR | 08 Feb 2021, 15:31 |
| Q3 2020 | 599 | $1,440,180,000 | +$145,405,480 | -$117,230,721 | +$28,174,759 | SCHZ, MOAT, VNLA, SCHG, MNA | 13F-HR | 09 Oct 2020, 15:37 |
| Q2 2020 | 597 | $1,379,202,000 | +$122,366,475 | -$30,367,260 | +$91,999,215 | SCHZ, MOAT, VNLA, SCHG, MNA | 13F-HR | 14 Aug 2020, 12:14 |
| Q1 2020 | 536 | $1,112,676,000 | +$159,123,012 | -$75,910,711 | +$83,212,301 | SCHZ, VNLA, MOAT, MNA, SCHG | 13F-HR | 14 May 2020, 14:08 |
| Q4 2019 | 555 | $1,258,300,000 | +$96,275,153 | -$26,034,848 | +$70,240,305 | SCHZ, SCHM, GSEW, VNLA, MOAT | 13F-HR | 07 Feb 2020, 12:39 |
| Q3 2019 | 532 | $1,113,924,000 | +$212,749,248 | -$397,631,939 | -$184,882,691 | SCHZ, VNLA, SCHM, GSEW, MOAT | 13F-HR | 08 Nov 2019, 15:09 |
| Q2 2019 | 1,172 | $1,291,464,000 | +$700,355,169 | -$106,299,016 | +$594,056,153 | SCHZ, VNLA, GSEW, MOAT, SCHM | 13F-HR | 12 Aug 2019, 17:23 |
| Q1 2019 | 1,117 | $684,066,000 | +$65,909,545 | -$33,876,720 | +$32,032,825 | VNLA, MOAT, SCHV, SCHM, MNA | 13F-HR | 10 May 2019, 15:59 |
| Q4 2018 | 1,101 | $592,885,000 | +$252,627,111 | -$48,351,239 | +$204,275,872 | VNLA, MNA, MOAT, SCHM, SCHV | 13F-HR | 12 Feb 2019, 15:41 |
| Q3 2018 | 1,045 | $426,456,000 | +$28,543,653 | -$98,361,588 | -$69,817,935 | SCHZ, VNLA, SCHM, MNA, SCHV | 13F-HR | 07 Nov 2018, 11:20 |
| Q2 2018 | 1,321 | $473,042,000 | +$75,645,243 | -$55,658,104 | +$19,987,139 | SCHZ, VNLA, SCHM, MNA, MOAT | 13F-HR | 14 Aug 2018, 19:30 |
| Q1 2018 | 1,325 | $454,026,000 | +$59,431,647 | -$30,830,719 | +$28,600,928 | SCHM, MNA, MOAT, SCHV, SCHZ | 13F-HR | 14 May 2018, 15:33 |
| Q4 2017 | 1,234 | $430,125,000 | +$157,929,767 | -$10,780,204 | +$147,149,563 | SCHZ, SCHM, MNA, MOAT, SCHV | 13F-HR | 31 Jan 2018, 13:03 |
| Q3 2017 | 1,032 | $272,080,000 | +$40,983,121 | -$115,215,171 | -$74,232,050 | MNA, SCHM, SCHZ, MOAT, SCHV | 13F-HR | 13 Nov 2017, 10:54 |
| Q2 2017 | 1,222 | $334,177,000 | $0 | $0 | $0 | SCHM, MOAT, MNA, SCHV, SCHG | 13F-HR | 14 Aug 2017, 13:03 |