13F filer

OneDigital Investment Advisors

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1690370 SEC filings ↗

13F Value

$11.85B

Positions

1,573

Top Position

SPYM7.6%

Top 5

17.4%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +44.2%+$277.8M

2 IUSB iShares Core Universal USD Bond ETF +11.7%+$40.9M

3 EFG iShares MSCI EAFE Growth ETF +173.7%+$38.4M

4 VT Vanguard Total World Stock Index Fund — ETF Shares +24.5%+$20.0M

5 QLTA iShares Aaa - A Rated Corporate Bond ETF +179.2%+$15.6M

Holdings1,573

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	7.6%	$906.0M	+44.2%	10.31M	5.3%	ETF
2	IUSB iShares Core Universal USD Bond ETF	3.3%	$391.2M	+11.7%	8.48M	3.4%	ETF
3	DYNF iShares U.S. Equity Factor Rotation Active ETF	2.3%	$269.1M	+4.5%	3.96M	2.2%	ETF
4	SCHG Schwab U.S. Large-Cap Growth ETF	2.2%	$263.1M	+3.9%	7.78M	2.1%	ETF
5	DFAU Dimensional US Core Equity Market ETF	2.0%	$235.8M	+3.1%	4.56M	2.0%	ETF
6	DFAC Dimensional U.S. Core Equity 2 ETF	1.6%	$188.4M	+5.3%	4.25M	1.5%	ETF
7	DFSD Dimensional Short-Duration Fixed Income ETF	1.6%	$185.3M	+4.9%	3.88M	1.7%	ETF
8	MBB iShares MBS ETF	1.5%	$178.9M	+6.4%	1.89M	1.7%	ETF
9	AAPL Apple	1.5%	$178.7M	+1.2%	617.6K	1.5%	Common Stock
10	IVE iShares S&P 500 Value ETF	1.5%	$172.2M	-21.5%	758.2K	2.0%	ETF
11	BOND PIMCO Active Bond Exchange-Traded Fund	1.4%	$169.3M	+4.8%	1.84M	1.6%	ETF
12	IVV iShares Core S&P 500 ETF	1.4%	$165.3M	-0.5%	220.7K	1.4%	ETF
13	CORO Blackrock ETF Trust — Isha in Ctry ETF	1.3%	$152.5M	+6.1%	4.17M	1.2%	ETF
14	DFCF Dimensional Core Fixed Income ETF	1.2%	$146.7M	+4.2%	3.48M	1.4%	ETF
15	AVEM Avantis Emerging Markets Equity ETF	1.1%	$132.6M	-27.2%	1.37M	1.5%	ETF
16	VOO Vanguard 500 Index Fund — ETF Shares	1.1%	$125.5M	-20.4%	182.7K	1.3%	ETF
17	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	1.1%	$125.0M	+10.2%	4.40M	1.1%	ETF
18	NVDA NVIDIA	1.0%	$120.0M	+6.8%	599.8K	1.0%	Common Stock
19	BAI iShares A.I. Innovation and Tech Active ETF	1.0%	$116.1M	-17.7%	2.20M	0.9%	ETF
20	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	1.0%	$115.8M	+6.3%	2.29M	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing88

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.