OneDigital Investment Advisors LLC
Q4 2024 13F Holdings
- Locationoverland park, KS
- Num holdings
1,394
- Value ($000)
$8,624,076
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $521.98M | 6 % | 7,571,579 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $348.73M | 4 % | 7,715,329 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $229.09M | 3 % | 8,219,837 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $186.42M | 2 % | 1,046,851 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $185.92M | 2 % | 3,627,756 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $166.62M | 2 % | 309,232 | ||
AAPL APPLE INC | COM | 037833100 | $162.90M | 2 % | 650,497 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $154.45M | 2 % | 1,684,673 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $135.76M | 2 % | 1,402,046 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $128.59M | 2 % | 218,432 |
Rows Per Page
10
- 10
- 50
- 100