OneDigital Investment Advisors LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$8.0B

Holdings

1,365

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,365 positions)

#StockSharesValue% PortfolioType
101
LLYELI LILLY & CO
16,177$14.6M0.18%
102
PGPROCTER AND GAMBLE CO
88,278$14.6M0.18%
103
SHYGISHARES TR
344,441$14.5M0.18%
104
DFEMDIMENSIONAL ETF TRUST
537,715$14.4M0.18%
105
LDURPIMCO ETF TR
148,905$14.1M0.18%
106
JNJJOHNSON & JOHNSON
95,904$14.0M0.18%
107
IFRAISHARES TR
330,043$13.9M0.17%
108
FLOTISHARES TR
270,514$13.8M0.17%
109
CRMSALESFORCE INC
53,495$13.8M0.17%
110
BTALAGF INVTS TR
695,614$13.6M0.17%
111
SCHASCHWAB STRATEGIC TR
285,004$13.5M0.17%
112
BABOEING CO
74,091$13.5M0.17%
113
IVLUISHARES TR
477,169$13.1M0.16%
114
DBMFLITMAN GREGORY FDS TR
433,333$13.0M0.16%
115
FNDXSCHWAB STRATEGIC TR
193,395$13.0M0.16%
116
IWFISHARES TR
35,133$12.8M0.16%
117
SPTISPDR SER TR
448,056$12.6M0.16%
118
MCDMCDONALDS CORP
48,856$12.4M0.16%
119
SCHFSCHWAB STRATEGIC TR
317,965$12.2M0.15%
120
AVEMAMERICAN CENTY ETF TR
196,992$12.0M0.15%
121
HDHOME DEPOT INC
34,718$12.0M0.15%
122
JAAAJANUS DETROIT STR TR
231,253$11.8M0.15%
123
WTMFWISDOMTREE TR
316,827$11.5M0.14%
124
IUSGISHARES TR
90,102$11.5M0.14%
125
SHVISHARES TR
101,710$11.2M0.14%
126
AMDADVANCED MICRO DEVICES INC
69,171$11.2M0.14%
127
DFGRDIMENSIONAL ETF TRUST
430,670$10.8M0.13%
128
XLGINVESCO EXCHANGE TRADED FD T
235,132$10.8M0.13%
129
VBVANGUARD INDEX FDS
49,231$10.7M0.13%
130
ADPAUTOMATIC DATA PROCESSING IN
44,705$10.7M0.13%
131
NEARISHARES U S ETF TR
209,561$10.5M0.13%
132
VCSHVANGUARD SCOTTSDALE FDS
136,416$10.5M0.13%
133
IYHISHARES TR
171,470$10.5M0.13%
134
CGDGCAPITAL GROUP DIVIDEND VALUE
315,025$10.4M0.13%
135
SHYISHARES TR
126,882$10.4M0.13%
136
FALNISHARES TR
393,840$10.3M0.13%
137
ICVTISHARES TR
130,716$10.3M0.13%
138
TSMTAIWAN SEMICONDUCTOR MFG LTD
58,503$10.2M0.13%
139
QTECFIRST TR NASDAQ 100 TECH IND
51,356$10.1M0.13%
140
ISRGINTUITIVE SURGICAL INC
22,652$10.1M0.13%
141
CMFISHARES TR
176,631$10.0M0.13%
142
CVXCHEVRON CORP NEW
64,067$10.0M0.13%
143
GNMAISHARES TR
230,635$9.9M0.12%
144
BIVVANGUARD BD INDEX FDS
131,451$9.8M0.12%
145
AVUVAMERICAN CENTY ETF TR
108,935$9.8M0.12%
146
JPSTJ P MORGAN EXCHANGE TRADED F
193,654$9.8M0.12%
147
MRKMERCK & CO INC
78,116$9.7M0.12%
148
ABBVABBVIE INC
56,175$9.6M0.12%
149
VTVVANGUARD INDEX FDS
60,011$9.6M0.12%
150
DGROISHARES TR
166,598$9.6M0.12%
151
PRVAPRIVIA HEALTH GROUP INC
541,402$9.4M0.12%
152
BSCOINVESCO EXCH TRD SLF IDX FD
443,965$9.3M0.12%
153
BACBANK AMERICA CORP
234,810$9.3M0.12%
154
PEPPEPSICO INC
56,437$9.3M0.12%
155
VEAVANGUARD TAX-MANAGED FDS
187,152$9.2M0.12%
156
VWOBVANGUARD WHITEHALL FDS
144,786$9.1M0.11%
157
AVSCAMERICAN CENTY ETF TR
181,971$9.1M0.11%
158
SYKSTRYKER CORPORATION
26,336$9.0M0.11%
159
VBKVANGUARD INDEX FDS
35,647$8.9M0.11%
160
COPCONOCOPHILLIPS
77,739$8.9M0.11%
161
ITMVANECK ETF TRUST
189,429$8.7M0.11%
162
WFCWELLS FARGO CO NEW
143,062$8.5M0.11%
163
IYFISHARES TR
89,189$8.4M0.11%
164
VOVANGUARD INDEX FDS
34,278$8.3M0.10%
165
SUSLISHARES TR
85,063$8.3M0.10%
166
TSLATESLA INC
41,512$8.2M0.10%
167
IEVISHARES TR
146,664$8.0M0.10%
168
GDGENERAL DYNAMICS CORP
27,203$7.9M0.10%
169
LGIHLGI HOMES INC
88,193$7.9M0.10%
170
AGGISHARES TR
81,124$7.9M0.10%
171
TMOTHERMO FISHER SCIENTIFIC INC
14,135$7.8M0.10%
172
JEPIJ P MORGAN EXCHANGE TRADED F
135,729$7.7M0.10%
173
TAXFAMERICAN CENTY ETF TR
152,731$7.7M0.10%
174
CPCANADIAN PACIFIC KANSAS CITY
96,720$7.6M0.10%
175
DC4DEXCOM INC
67,099$7.6M0.10%
176
BSCPINVESCO EXCH TRD SLF IDX FD
371,141$7.6M0.09%
177
MAMASTERCARD INCORPORATED
16,756$7.4M0.09%
178
VGKVANGUARD INTL EQUITY INDEX F
110,096$7.4M0.09%
179
WDAYWORKDAY INC
32,601$7.3M0.09%
180
ROBOEXCHANGE TRADED CONCEPTS TRU
129,654$7.1M0.09%
181
PYLDPIMCO ETF TR
277,593$7.1M0.09%
182
DFUVDIMENSIONAL ETF TRUST
177,880$7.0M0.09%
183
SPMDSPDR SER TR
135,342$6.9M0.09%
184
VXUSVANGUARD STAR FDS
114,359$6.9M0.09%
185
BUFRFIRST TR EXCHNG TRADED FD VI
237,986$6.9M0.09%
186
VCITVANGUARD SCOTTSDALE FDS
85,758$6.9M0.09%
187
BDXBECTON DICKINSON & CO
29,275$6.8M0.09%
188
NOWSERVICENOW INC
8,616$6.8M0.08%
189
KOCOCA COLA CO
105,988$6.7M0.08%
190
GQ9SPDR GOLD TR
30,339$6.5M0.08%
191
PMARINNOVATOR ETFS TRUST
171,566$6.5M0.08%
192
BACVERIZON COMMUNICATIONS INC
157,601$6.5M0.08%
193
ORCLORACLE CORP
45,905$6.5M0.08%
194
DBEFDBX ETF TR
154,866$6.4M0.08%
195
IWDISHARES TR
36,443$6.4M0.08%
196
CSCOCISCO SYS INC
133,058$6.3M0.08%
197
CATCATERPILLAR INC
18,751$6.2M0.08%
198
ASMLASML HOLDING N V
6,080$6.2M0.08%
199
IUSVISHARES TR
70,405$6.2M0.08%
200
FRDMEA SERIES TRUST
175,216$6.2M0.08%
PreviousPage 2 of 14Next