EdgeMarket › What Onedigital Investment Advisors Llc reported owning
What Onedigital Investment Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
10.2BPositions
1,462Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 547.2M | 5.3% | 7.1M | 90.13 | +20.1% |
| IUSB iShares Core Universal USD Bond ETF | 350.6M | 3.4% | 7.6M | 45.43 | -1.7% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 220.2M | 2.2% | 3.8M | 69.08 | +22.3% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 218.0M | 2.1% | 7.5M | 35.32 | +17.3% |
| IVE iShares S&P 500 Value ETF | 203.9M | 2.0% | 965.6K | 237.24 | +17.6% |
| DFAU Dimensional US Core Equity Market ETF | 199.6M | 2.0% | 4.4M | 53.06 | +21.1% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 177.1M | 1.7% | 3.7M | 47.31 | -1.5% |
| MBB iShares MBS ETF | 168.9M | 1.7% | 1.8M | 93.12 | -0.6% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 161.6M | 1.6% | 1.8M | 90.50 | -1.7% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 156.7M | 1.5% | 4.0M | 45.61 | +22.8% |
| AAPL Apple Inc. | 154.9M | 1.5% | 610.2K | 309.35 | +36.9% |
| AVEM Avantis Emerging Markets Equity ETF | 152.2M | 1.5% | 1.9M | 94.24 | +33.1% |
| IVV iShares Core S&P 500 ETF | 144.8M | 1.4% | 221.7K | 769.31 | +20.0% |
| EFV iShares MSCI EAFE Value ETF | 142.9M | 1.4% | 1.9M | 82.23 | +21.4% |
| DFCF Dimensional Core Fixed Income ETF | 140.9M | 1.4% | 3.3M | 41.47 | -1.9% |
| VOO Vanguard S&P 500 ETF | 137.1M | 1.3% | 229.4K | 703.71 | +20.0% |
| QUAL iShares MSCI USA Quality Factor ETF | 132.6M | 1.3% | 691.1K | 223.22 | +19.3% |
| CORO iShares International Country Rotation Active | 126.2M | 1.2% | 3.9M | 37.15 | +27.5% |
| SPTI State Street SPDR Portfolio Intermediate Term | 114.6M | 1.1% | 4.0M | 28.07 | -2.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 107.4M | 1.1% | 2.2M | 49.54 | +1.4% |
| DFAI Dimensional International Core Equity Market E | 106.8M | 1.0% | 2.7M | 43.35 | +21.1% |
| MTUM iShares MSCI USA Momentum Factor ETF | 101.3M | 1.0% | 422.1K | 305.17 | +25.7% |
| NVDA NVIDIA CORP | 98.0M | 1.0% | 561.6K | 214.72 | +22.4% |
| MUB iShares National Muni Bond ETF | 89.5M | 0.9% | 842.7K | 105.34 | +1.2% |
| MSFT MICROSOFT CORP | 88.4M | 0.9% | 238.8K | 483.24 | -4.4% |
| BAI iShares A.I. Innovation and Tech Active ETF | 88.1M | 0.9% | 2.7M | 44.30 | +46.6% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 80.0M | 0.8% | 639.4K | 146.19 | +16.7% |
| IAU ISHARES GOLD TRUST | 74.4M | 0.7% | 843.8K | 86.79 | +37.5% |
| DFIC Dimensional International Core Equity 2 ETF | 73.7M | 0.7% | 2.1M | 39.41 | +22.0% |
| BINC iShares Flexible Income Active ETF | 72.5M | 0.7% | 1.4M | 52.00 | -1.7% |
| VT Vanguard Total World Stock Index ETF | 71.8M | 0.7% | 519.2K | 160.77 | +21.2% |
| XTEN BondBloxx Bloomberg Ten Year Target Duration U | 70.7M | 0.7% | 1.5M | 44.27 | -3.5% |
| AMZN AMAZON COM INC | 70.7M | 0.7% | 339.3K | 258.63 | +15.6% |
| SHLD Global X Defense Tech ETF | 69.6M | 0.7% | 982.4K | 67.09 | +11.1% |
| FBCG Fidelity Blue Chip Growth ETF | 67.3M | 0.7% | 1.3M | 61.53 | +22.5% |
| IEFA iShares Core MSCI EAFE ETF | 66.2M | 0.6% | 731.7K | 100.85 | +16.8% |
| BNDX Vanguard Total International Bond ETF | 65.7M | 0.6% | 1.4M | 47.65 | -3.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 62.8M | 0.6% | 195.9K | 378.24 | +20.5% |
| GOOGL Alphabet Inc. | 61.8M | 0.6% | 214.8K | 344.82 | +73.0% |
| BLCR iShares Large Cap Core Active ETF | 60.1M | 0.6% | 1.5M | 49.12 | +30.8% |
| AVUS Avantis U.S. Equity ETF | 54.2M | 0.5% | 487.2K | 130.59 | +25.1% |
| FENI Fidelity Enhanced International ETF | 52.8M | 0.5% | 1.4M | 41.72 | +20.7% |
| OEF iShares S&P 100 Fund | 52.0M | 0.5% | 163.4K | 377.86 | +19.6% |
| BND Vanguard Total Bond Market ETF | 49.1M | 0.5% | 667.3K | 72.23 | -1.8% |
| JMTG JPMorgan Mortgage-Backed Securities ETF | 45.4M | 0.4% | 889.5K | 50.08 | -0.3% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 44.8M | 0.4% | 509.8K | 99.29 | +14.2% |
| IVW iShares S&P 500 Growth ETF | 44.2M | 0.4% | 391.1K | 138.83 | +22.2% |
| GSIE Goldman Sachs ActiveBeta International Equity | 43.5M | 0.4% | 1.0M | 48.15 | +17.5% |
| IEI iShares 3-7 Year Treasury Bond ETF | 42.4M | 0.4% | 357.2K | 116.41 | -2.1% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 41.2M | 0.4% | 1.6M | 26.16 | -1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →