• 13F History

OneDigital Investment Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$8.62B
Signature - Title
Jessica Schubel - Senior Director of Compliance
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by OneDigital Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OneDigital Investment Advisors LLC reported 1394 stock holdings with total value $8.62B as of Q4 2024. Top holdings included SPLG, IUSB, SCHG, QUAL, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,394 $8.62B +$858M -$533M +$325M SPLG, IUSB, SCHG, QUAL, DYNF 13F-HR 2/13/2025, 01:17 PM
Q3 2024 1,431 $8.76B +$709M -$343M +$366M SPLG, IUSB, SCHG, QUAL, DYNF 13F-HR 11/6/2024, 10:14 AM
Q2 2024 1,365 $8B +$1.81B -$203M +$1.6B SPLG, IUSB, SCHG, QUAL, DYNF 13F-HR 8/2/2024, 12:04 PM
Q1 2024 1,086 $6.36B +$853M -$507M +$346M SPLG, IUSB, IVV, VOO, QUAL 13F-HR 5/10/2024, 02:47 PM
Q4 2023 1,103 $5.71B +$1.14B -$461M +$678M SPLG, IUSB, IVV, QUAL, MBB 13F-HR 2/13/2024, 11:39 AM
Q3 2023 1,049 $4.62B +$581M -$310M +$271M SPLG, IUSB, IVV, VOO, MBB 13F-HR 11/14/2023, 04:18 PM
Q2 2023 1,009 $4.52B +$308M -$181M +$127M SPLG, IVV, IUSB, VOO, AAPL 13F-HR 8/7/2023, 10:55 AM
Q1 2023 967 $4.26B +$900M -$224M +$676M IVV, SPLG, IUSB, SCHZ, VOO 13F-HR 5/10/2023, 01:53 PM
Q4 2022 819 $3.44B +$1.07B -$470M +$603M IVV, SCHZ, SPLG, VOO, SCHF 13F-HR 2/2/2023, 10:07 AM
Q3 2022 755 $2.69B +$658M -$149M +$509M SCHZ, IVV, MOAT, GSEW, DIAL 13F-HR 11/8/2022, 02:08 PM
Q2 2022 705 $2.32B +$182M -$117M +$64.5M SCHZ, MOAT, GSEW, DIAL, VNLA 13F-HR 8/8/2022, 03:17 PM
Q1 2022 745 $2.64B +$233M -$61.2M +$172M SCHZ, MOAT, DIAL, GSEW, AVDE 13F-HR 5/5/2022, 03:27 PM
Q4 2021 780 $2.8B +$238M -$124M +$114M SCHZ, MOAT, DIAL, GSEW, AVDE 13F-HR 2/23/2022, 12:09 PM
Q3 2021 737 $2.52B +$180M -$49.1M +$131M SCHZ, MOAT, DIAL, GSEW, SCHM 13F-HR 11/5/2021, 11:44 AM
Q2 2021 716 $2.42B +$265M -$87.7M +$177M SCHZ, MOAT, DIAL, GSEW, SCHM 13F-HR 8/9/2021, 05:05 PM
Q1 2021 661 $2.13B +$217M -$73.4M +$144M SCHZ, MOAT, DIAL, GSEW, VNLA 13F-HR 5/10/2021, 02:44 PM
Q4 2020 644 $1.91B +$435M -$106M +$330M SCHZ, MOAT, DIAL, GSEW, VNLA 13F-HR 2/8/2021, 02:31 PM
Q3 2020 601 $1.44B +$145M -$97.9M +$47M SCHZ, MOAT, VNLA, SCHG, MNA 13F-HR 10/9/2020, 03:37 PM
Q2 2020 599 $1.38B +$115M -$24.9M +$90.3M SCHZ, MOAT, VNLA, SCHG, MNA 13F-HR 8/14/2020, 12:14 PM
Q1 2020 511 $1.07B +$159M -$48.3M +$111M SCHZ, VNLA, MOAT, MNA, SCHG 13F-HR 5/14/2020, 02:08 PM
Q4 2019 559 $1.26B +$95.1M -$20M +$75.1M SCHZ, SCHM, GSEW, VNLA, MOAT 13F-HR 2/7/2020, 11:39 AM
Q3 2019 531 $1.11B +$213M -$365M -$152M SCHZ, VNLA, SCHM, GSEW, MOAT 13F-HR 11/8/2019, 02:09 PM
Q2 2019 1,140 $1.29B +$700M -$61.7M +$639M SCHZ, VNLA, GSEW, MOAT, SCHM 13F-HR 8/12/2019, 05:23 PM
Q1 2019 1,087 $683M +$66M -$24.4M +$41.5M VNLA, MOAT, SCHV, SCHM, MNA 13F-HR 5/10/2019, 03:59 PM
Q4 2018 1,068 $588M +$254M -$35.5M +$219M VNLA, MNA, MOAT, SCHM, SCHV 13F-HR 2/12/2019, 02:41 PM
Q3 2018 1,006 $426M +$28.2M -$6.89M +$21.4M SCHZ, VNLA, SCHM, MNA, SCHV 13F-HR 11/7/2018, 10:20 AM
Q2 2018 1,281 $472M +$75.9M -$32.6M +$43.3M SCHZ, VNLA, SCHM, MNA, MOAT 13F-HR 8/14/2018, 07:30 PM
Q1 2018 1,272 $454M +$59.5M -$28.4M +$31.1M SCHM, MNA, MOAT, SCHV, SCHZ 13F-HR 5/14/2018, 03:33 PM
Q4 2017 1,193 $871M +$219M -$8.23M +$211M WY, SCHZ, SCHM, MNA, MOAT 13F-HR 1/31/2018, 12:03 PM
Q3 2017 998 $272M +$41M -$83.5M -$42.5M MNA, SCHM, SCHZ, MOAT, SCHV 13F-HR 11/13/2017, 09:54 AM
Q2 2017 1,185 $334M SCHM, MOAT, MNA, SCHV, SCHG 13F-HR 8/14/2017, 01:03 PM