Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OneDigital Investment Advisors LLC (CIK 1690370) reported $10.23B across 1,425 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($547.2M, 5.35%), IUSB ($350.6M, 3.43%), DYNF ($220.2M, 2.15%), SCHG ($218.0M, 2.13%), IVE ($203.9M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $547.2M | 5.35% | 7.1M | Added |
| 2 | IUSB | ISHARES TR | $350.6M | 3.43% | 7.6M | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $220.2M | 2.15% | 3.8M | Trimmed |
| 4 | SCHG | SCHWAB STRATEGIC TR | $218.0M | 2.13% | 7.5M | Added |
| 5 | IVE | ISHARES TR | $203.9M | 1.99% | 965,589 | Trimmed |
| 6 | DFAU | DIMENSIONAL ETF TRUST | $199.6M | 1.95% | 4.4M | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $177.1M | 1.73% | 3.7M | Added |
| 8 | MBB | ISHARES TR | $168.9M | 1.65% | 1.8M | Added |
| 9 | BOND | PIMCO ETF TR | $161.6M | 1.58% | 1.8M | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $156.7M | 1.53% | 4.0M | Added |
| 11 | AAPL | APPLE INC | $154.9M | 1.51% | 610,187 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $152.2M | 1.49% | 1.9M | Trimmed |
| 13 | IVV | ISHARES TR | $144.8M | 1.42% | 221,711 | Added |
| 14 | EFV | ISHARES TR | $142.9M | 1.40% | 1.9M | Added |
| 15 | DFCF | DIMENSIONAL ETF TRUST | $140.9M | 1.38% | 3.3M | Added |
| 16 | VOO | VANGUARD INDEX FDS | $137.1M | 1.34% | 229,422 | Trimmed |
| 17 | QUAL | ISHARES TR | $132.6M | 1.30% | 691,130 | Added |
| 18 | CORO | BLACKROCK ETF TRUST | $126.2M | 1.23% | 3.9M | New |
| 19 | SPTI | SPDR SERIES TRUST | $114.6M | 1.12% | 4.0M | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $107.4M | 1.05% | 2.2M | Added |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $106.8M | 1.04% | 2.7M | Added |
| 22 | MTUM | ISHARES TR | $101.3M | 0.99% | 422,147 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $99.0M | 0.97% | 567,743 | Added |
| 24 | MUB | ISHARES TR | $89.5M | 0.87% | 842,713 | Added |
| 25 | BAI | BLACKROCK ETF TRUST | $88.1M | 0.86% | 2.7M | Added |
Source: SEC Form 13F filings · as of 2026-03-31