Notify me when OneDigital Investment Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,486 | $9.74B | +$601M | -$403M | +$198M | SPLG, IUSB, DYNF, SCHG, QUAL | 13F-HR | 11/10/2025, 11:38 AM |
| Q2 2025 | 1,446 | $9.01B | +$667M | -$691M | -$24.2M | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 8/7/2025, 01:10 PM |
| Q1 2025 | 1,393 | $8.44B | +$579M | -$617M | -$37.5M | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 4/28/2025, 09:16 PM |
| Q4 2024 | 1,394 | $8.62B | +$858M | -$533M | +$325M | SPLG, IUSB, SCHG, QUAL, DYNF | 13F-HR | 2/13/2025, 01:17 PM |
| 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 |