CIK 1690370
OneDigital Investment Advisors LLC
Institutional 13F holdings & portfolio
Holdings
1,502
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,502
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 113K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 943K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 483K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 549K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 1.3M | $1M+ | SH |
| CORP | PIMCO ETF TR | 356K | $1M+ | SH |
| IEI | ISHARES TR | 287K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| AVGO | BROADCOM INC | 98K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 54K | $1M+ | SH |
| GOOG | ALPHABET INC | 106K | $1M+ | SH |
| IGEB | ISHARES TR | 715K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 65K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 936K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| EMB | ISHARES TR | 320K | $1M+ | SH |
| TLT | ISHARES TR | 353K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 763K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 579K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 144K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 732K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 854K | $1M+ | SH |
| IGSB | ISHARES TR | 528K | $1M+ | SH |
| HYS | PIMCO ETF TR | 288K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 92K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 312K | $1M+ | SH |
| TFLO | ISHARES TR | 489K | $1M+ | SH |
| SHY | ISHARES TR | 297K | $1M+ | SH |
| IEMG | ISHARES INC | 361K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 126K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 49K | $1M+ | SH |
| IWB | ISHARES TR | 62K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 501K | $1M+ | SH |
| WMT | WALMART INC | 205K | $1M+ | SH |
| ITM | VANECK ETF TRUST | 480K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 491K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 102K | $1M+ | SH |
| USMV | ISHARES TR | 235K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 106K | $1M+ | SH |
| META | META PLATFORMS INC | 33K | $1M+ | SH |
| TGRT | T ROWE PRICE ETF INC | 491K | $1M+ | SH |
| NTSI | WISDOMTREE TR | 486K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 709K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 802K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 286K | $1M+ | SH |
| EFG | ISHARES TR | 186K | $1M+ | SH |
| IJH | ISHARES TR | 319K | $1M+ | SH |