Universe · entity
OneDigital Investment Advisors LLC
Institutional manager (13F) · CIK 1690370
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $5.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $547M | 7,148,887 |
| 2 | ISHARES TR | $351M | 7,590,426 |
| 3 | BLACKROCK ETF TRUST | $220M | 3,785,256 |
| 4 | SCHWAB STRATEGIC TR | $218M | 7,482,295 |
| 5 | ISHARES TR | $204M | 965,589 |
| 6 | DIMENSIONAL ETF TRUST | $200M | 4,423,579 |
| 7 | DIMENSIONAL ETF TRUST | $177M | 3,699,843 |
| 8 | ISHARES TR | $169M | 1,778,596 |
| 9 | PIMCO ETF TR | $162M | 1,750,925 |
| 10 | DIMENSIONAL ETF TRUST | $157M | 4,033,269 |
| 11 | APPLE INC | $155M | 610,187 |
| 12 | AMERICAN CENTY ETF TR | $152M | 1,888,950 |
| 13 | ISHARES TR | $145M | 221,711 |
| 14 | ISHARES TR | $143M | 1,921,972 |
| 15 | DIMENSIONAL ETF TRUST | $141M | 3,337,866 |
| 16 | VANGUARD INDEX FDS | $137M | 229,422 |
| 17 | ISHARES TR | $133M | 691,130 |
| 18 | BLACKROCK ETF TRUST | $126M | 3,926,072 |
| 19 | SPDR SERIES TRUST | $115M | 3,997,338 |
| 20 | VANGUARD MUN BD FDS | $107M | 2,153,555 |
| 21 | DIMENSIONAL ETF TRUST | $107M | 2,741,547 |
| 22 | ISHARES TR | $101M | 422,147 |
| 23 | NVIDIA CORPORATION | $98M | 561,643 |
| 24 | ISHARES TR | $89M | 842,713 |
| 25 | MICROSOFT CORP | $88M | 238,840 |
| 26 | BLACKROCK ETF TRUST | $88M | 2,674,692 |
| 27 | GOLDMAN SACHS ETF TR | $80M | 639,363 |
| 28 | ISHARES GOLD TR | $74M | 843,846 |
| 29 | DIMENSIONAL ETF TRUST | $74M | 2,074,009 |
| 30 | BLACKROCK ETF TRUST II | $73M | 1,396,637 |
| 31 | VANGUARD INTL EQUITY INDEX F | $72M | 519,204 |
| 32 | BONDBLOXX ETF TRUST | $71M | 1,542,545 |
| 33 | AMAZON COM INC | $71M | 339,349 |
| 34 | GLOBAL X FDS | $70M | 982,367 |
| 35 | FIDELITY COVINGTON TRUST | $67M | 1,342,354 |
| 36 | ISHARES TR | $66M | 731,705 |
| 37 | VANGUARD CHARLOTTE FDS | $66M | 1,366,754 |
| 38 | VANGUARD INDEX FDS | $63M | 195,878 |
| 39 | ALPHABET INC | $62M | 214,794 |
| 40 | BLACKROCK ETF TRUST | $60M | 1,463,092 |
| 41 | AMERICAN CENTY ETF TR | $54M | 487,207 |
| 42 | FIDELITY COVINGTON TRUST | $53M | 1,418,041 |
| 43 | ISHARES TR | $52M | 163,435 |
| 44 | VANGUARD BD INDEX FDS | $49M | 667,292 |
| 45 | J P MORGAN EXCHANGE TRADED F | $45M | 889,486 |
| 46 | WISDOMTREE TR | $45M | 509,821 |
| 47 | ISHARES TR | $44M | 391,098 |
| 48 | GOLDMAN SACHS ETF TR | $43M | 1,007,630 |
| 49 | ISHARES TR | $42M | 357,210 |
| 50 | PIMCO ETF TR | $41M | 1,571,471 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.