OneDigital Investment Advisors LLC
Q3 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
1,487
- Value ($000)
$9,741,119
- Date Filed11/10/2025
- Form type13F-HR
- CIK0001690370
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $465.70 M | 5 % | 5,944,567 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $311.43 M | 3 % | 6,667,205 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $246.60 M | 3 % | 4,165,601 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $235.91 M | 2 % | 7,393,016 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $201.20 M | 2 % | 1,034,433 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $182.79 M | 2 % | 3,994,457 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $181.07 M | 2 % | 295,680 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $180.65 M | 2 % | 542,764 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $155.94 M | 2 % | 3,235,923 | ||
AAPL APPLE INC | COM | 037833100 | $151.88 M | 2 % | 596,489 |
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