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 151–200 of 1,502
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 507K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 37K | $1M+ | SH |
| CSCO | CISCO SYS INC | 156K | $1M+ | SH |
| GLD | SPDR GOLD TR | 30K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 39K | $1M+ | SH |
| LDUR | PIMCO ETF TR | 117K | $1M+ | SH |
| PEP | PEPSICO INC | 78K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 393K | $1M+ | SH |
| COMT | ISHARES U S ETF TR | 442K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 43K | $1M+ | SH |
| GBF | ISHARES TR | 105K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 130K | $1M+ | SH |
| V | VISA INC | 30K | $1M+ | SH |
| ESGU | ISHARES TR | 71K | $1M+ | SH |
| NOW | SERVICENOW INC | 69K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 104K | $1M+ | SH |
| NKE | NIKE INC | 161K | $1M+ | SH |
| DGRO | ISHARES TR | 148K | $1M+ | SH |
| AGG | ISHARES TR | 102K | $1M+ | SH |
| PRFD | PIMCO ETF TR | 198K | $1M+ | SH |
| GNMA | ISHARES TR | 226K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 198K | $1M+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 177K | $1M+ | SH |
| SHYG | ISHARES TR | 232K | $1M+ | SH |
| BTAL | AGF INVTS TR | 689K | $1M+ | SH |
| CAT | CATERPILLAR INC | 17K | $1M+ | SH |
| SGOV | ISHARES TR | 98K | $1M+ | SH |
| DXCM | DEXCOM INC | 142K | $1M+ | SH |
| FLOT | ISHARES TR | 185K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 216K | $1M+ | SH |
| TLH | ISHARES TR | 92K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 343K | $1M+ | SH |
| SUSL | ISHARES TR | 77K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 349K | $1M+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 169K | $1M+ | SH |
| FCOR | FIDELITY MERRIMACK STR TR | 181K | $1M+ | SH |
| EXAS | EXACT SCIENCES CORP | 85K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 15K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 146K | $1M+ | SH |
| IEV | ISHARES TR | 125K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 23K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 143K | $1M+ | SH |
| HEFA | ISHARES TR | 202K | $1M+ | SH |
| KO | COCA COLA CO | 117K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 184K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 184K | $1M+ | SH |
| IWD | ISHARES TR | 38K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 45K | $1M+ | SH |
| GE | GE AEROSPACE | 26K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 234K | $1M+ | SH |