OneDigital Investment Advisors LLC

FundOverland Park · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$11.8B

Reported value of US stock holdings on Jun 30, the filing's own figure

1,563 positions · filed Aug 7, 38 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 7 · against the report before it

New positions

200, biggest 4

IALT BLACKROCK ETF TRUST 2.4M shares0.6% of this fund's holdings

GGOV BLACKROCK ETF TRUST II 1.2M shares0.5% of this fund's holdings

BRHY BLACKROCK ETF TRUST II 415K shares0.2% of this fund's holdings

REMX VANECK ETF TRUST 130K sharesunder 0.1% of this fund's holdings

Sold out

84, biggest 4

HONGBP HONEYWELL INTL INC All 13,422 shares

HYDB ISHARES TR All 55,169 shares

VPLS VANGUARD MALVERN FDS All 28,556 shares

OSCR OSCAR HEALTH INC All 125K shares

Added to

547, biggest 4

SPYM SPDR SERIES TRUST +3.2M shares+44%

IUSB ISHARES TR +886K shares+12%

DYNF BLACKROCK ETF TRUST +172K shares+5%

SCHG SCHWAB STRATEGIC TR +294K shares+4%

Trimmed

418, biggest 4

IVE ISHARES TR −207K shares−21%

AVEM AMERICAN CENTY ETF TR −515K shares−27%

VOO VANGUARD INDEX FDS −46,699 shares−20%

BAI BLACKROCK ETF TRUST −473K shares−18%

Top holdings

Reference, not news

Top holdings · 1,563 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 SPYM SPDR SERIES TRUST 10.3M 7.6% +44%

2 IUSB ISHARES TR 8.5M 3.3% +12%

3 DYNF BLACKROCK ETF TRUST 4.0M 2.3% +5%

4 SCHG SCHWAB STRATEGIC TR 7.8M 2.2% +4%

5 DFAU DIMENSIONAL ETF TRUST 4.6M 2.0% +3%

6 DFAC DIMENSIONAL ETF TRUST 4.2M 1.6% +5%

7 DFSD DIMENSIONAL ETF TRUST 3.9M 1.6% +5%

8 AAPL APPLE INC 623K 1.5% +2%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.