OneDigital Investment Advisors LLC: 13F holdings
CIK 16903702026Q2
| Positions | 1,563 |
|---|
| Reported value | $11.8bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 1,563 (+116 vs prior quarter) |
|---|
| Reported value | $11.8bn (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 10,309,495 | $906.0m | 7.7% |
| IUSB ISHARES TR | 8,476,864 | $391.2m | 3.3% |
| DYNF BLACKROCK ETF TRUST | 3,957,034 | $269.1m | 2.3% |
| SCHG SCHWAB STRATEGIC TR | 7,776,295 | $263.1m | 2.2% |
| PAVE DIMENSIONAL ETF TRUST | 4,562,729 | $235.8m | 2.0% |
| DIMENSIONAL ETF TRUST | 4,246,503 | $188.4m | 1.6% |
| DFSD DIMENSIONAL ETF TRUST | 3,880,784 | $185.3m | 1.6% |
| MBB ISHARES TR | 1,892,523 | $178.9m | 1.5% |
| AAPL APPLE INC | 617,608 | $178.7m | 1.5% |
| IVE ISHARES TR | 758,206 | $172.2m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1690370")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples