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Asset Manager ← All Institutions

OneDigital Investment Advisors LLC

11101 SWITZER RD SUITE 200, OVERLAND PARK, KS 66210 • 877-742-2021

Q2 2025 · Filed 2025-08-07
Market Value
$9.0B
+6.7%
Holdings
1,493
+11
New Purchases
124
Added To
560
Closed
72
Reduced
680
Top 10 Concentration
23.6%
Turnover
13.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BNDX 0.61% 0.05% +0.56% $55M
EFV 1.75% 1.27% +0.49% $157M
NVDA 0.94% 0.51% +0.43% $84M
JMTG 0.43% 0.00% +0.43% $38M
XSOE 1.29% 0.88% +0.41% $116M
BAI 0.37% 0.00% +0.37% $33M
OEF 1.20% 0.88% +0.32% $107M
AVLC 0.22% 0.00% +0.22% $20M
MSFT 1.38% 1.16% +0.21% $123M
STIP 0.21% 0.01% +0.19% $19M
QQQ 0.42% 0.24% +0.19% $38M
FBCG 0.18% 0.00% +0.18% $16M
DFAU 1.78% 1.61% +0.17% $160M
FENI 0.12% 0.00% +0.12% $11M
IEF 0.20% 0.08% +0.12% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 4.68% 5.61% -0.92% $420M
IUSB 3.46% 4.22% -0.76% $311M
EMXC 0.09% 0.58% -0.50% $8M
AAPL 1.34% 1.68% -0.34% $120M
HEFA 0.09% 0.41% -0.31% $8M
AVUS 0.65% 0.82% -0.17% $59M
AVDE 0.44% 0.59% -0.14% $40M
SCHZ 0.95% 1.08% -0.14% $85M
FALN 0.17% 0.29% -0.12% $15M
SPHY 0.03% 0.14% -0.11% $2M
TIPZ 0.00% 0.11% -0.11% $0
MBB 1.62% 1.72% -0.11% $145M
SCHG 2.37% 2.47% -0.11% $212M
QUAL 2.25% 2.35% -0.10% $202M
IGLB 0.04% 0.13% -0.10% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 83.9%
Technology 5.5%
Healthcare 2.1%
Industrials 2.0%
Consumer Cyclical 1.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $1.5B 16.2%
Large Cap 773 $5.5B 61.2%
Mid Cap 340 $1.3B 14.2%
Small Cap 212 $670M 7.5%
Micro Cap 91 $83M 0.9%

Portfolio Analytics

Avg Market Cap
$67.8B
Median Market Cap
$13.2B
Avg P/E
33.8
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
866
# ETFs / Funds
627

Top Holdings (1,493 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 4.68% 5,775,966 $420M $72.69 -$52M -1,392,020 -19.4%
2 IUSB 3.46% 6,718,717 $311M $46.23 -$44M -986,101 -12.8%
3 SCHG 2.37% 7,265,280 $212M $29.21 $4M -1,036,404 -12.5%
4 QUAL 2.25% 1,103,395 $202M $182.82 $4M -53,186 -4.6%
5 DYNF 2.16% 3,559,166 $194M $54.46 $16M -96,136 -2.6%
6 VOO 1.87% 295,594 $168M $568.03 $12M -7,389 -2.4%
7 DFAU 1.78% 3,767,059 $160M $42.36 $24M +237,156 +6.7%
8 EFV 1.75% 2,479,502 $157M $63.48 $51M +670,534 +37.1%
9 DFSD 1.64% 3,068,288 $147M $48.01 $9M +150,409 +5.2%
10 MBB 1.62% 1,543,909 $145M $93.89 -$77K -2,629 -0.2%
11 IVE 1.50% 688,175 $134M $195.42 $9M +28,055 +4.2%
12 IVV 1.49% 215,681 $134M $620.90 $15M +3,571 +1.7%
13 DFAC 1.41% 3,523,004 $126M $35.84 $7M -87,729 -2.4%
14 MSFT 1.38% 248,111 $123M $497.41 $26M -12,101 -4.7%
15 BOND 1.37% 1,329,244 $123M $92.18 $5M +59,873 +4.7%
16 AAPL 1.34% 584,293 $120M $205.17 -$21M -50,968 -8.0%
17 XSOE 1.29% 3,354,992 $116M $34.48 $41M +950,549 +39.5%
18 DFCF 1.28% 2,712,518 $115M $42.26 $2M +25,898 +1.0%
19 OEF 1.20% 352,669 $107M $304.35 $34M +80,653 +29.6%
20 IYW 1.14% 588,846 $102M $173.27 $10M -68,132 -10.4%
21 VTEB 1.02% 1,864,210 $91M $49.03 $6M +136,498 +7.9%
22 DFAI 1.00% 2,585,003 $89M $34.57 $11M +61,057 +2.4%
23 SCHZ 0.95% 3,649,356 $85M $23.24 -$6M -282,310 -7.2%
24 EFG 0.94% 753,931 $84M $112.00 $2M -70,135 -8.5%
25 NVDA 0.94% 533,752 $84M $157.99 $42M +138,780 +35.1%
26 GSLC 0.94% 694,413 $84M $121.38 $225K -69,236 -9.1%
27 XTEN 0.89% 1,738,891 $80M $46.16 $14M +320,399 +22.6%
28 AMZN 0.81% 330,042 $72M $219.39 $11M +5,088 +1.6%
29 IAU 0.79% 1,129,678 $70M $62.36 -$2M -102,635 -8.3%
30 MUB 0.75% 647,233 $68M $104.48 -$3M -23,729 -3.5%
31 VT 0.74% 517,714 $67M $128.52 $9M +17,198 +3.4%
32 IEFA 0.74% 792,147 $66M $83.48 $6M -3,956 -0.5%
33 MTUM 0.72% 268,537 $65M $240.32 $5M -28,109 -9.5%
34 BINC 0.69% 1,177,584 $62M $52.84 $859K +6,058 +0.5%
35 DFIC 0.66% 1,912,479 $59M $31.09 $7M +16,542 +0.9%
36 AVUS 0.65% 580,538 $59M $100.82 -$11M -169,179 -22.6%
37 BNDX 0.61% 1,107,322 $55M $49.51 $51M +1,020,344 +1173.1%
38 VTI 0.61% 180,110 $55M $303.93 $5M -703 -0.4%
39 MOAT 0.58% 551,715 $52M $93.79 -$1M -51,564 -8.6%
40 IVW 0.54% 442,922 $49M $110.10 $3M -51,311 -10.4%
41 DGRW 0.48% 517,188 $43M $83.74 $2M -1,415 -0.3%
42 GSIE 0.45% 1,010,547 $40M $39.66 $6M +64,027 +6.8%
43 AVDE 0.44% 537,465 $40M $74.01 -$9M -205,599 -27.7%
44 SPY 0.44% 64,154 $40M $617.85 $8M +6,795 +11.8%
45 JMTG 0.43% 759,985 $38M $50.19 +759,985 NEW
46 QQQ 0.42% 68,928 $38M $551.64 $18M +26,423 +62.2%
47 NTSX 0.42% 757,588 $38M $50.06 $4M +1,857 +0.2%
48 GOOGL 0.40% 205,530 $36M $176.23 -$628K -32,753 -13.8%
49 CORP 0.40% 370,962 $36M $97.31 $907K +7,300 +2.0%
50 SCHB 0.40% 1,513,108 $36M $23.83 $1M -96,385 -6.0%
51 DUHP 0.40% 1,008,565 $36M $35.56 -$1M -106,439 -9.6%
52 IEI 0.39% 291,717 $35M $119.09 $845K +4,793 +1.7%
53 IGEB 0.37% 731,608 $33M $45.44 $5M +107,070 +17.1%
54 BAI 0.37% 1,150,453 $33M $28.85 +1,150,453 NEW
55 JPM 0.36% 111,395 $32M $289.91 -$680K -23,032 -17.1%
56 SCHV 0.36% 1,155,974 $32M $27.67 -$1M -85,335 -6.9%
57 SCHX 0.36% 1,305,338 $32M $24.44 -$3M -286,091 -18.0%
58 SPAB 0.35% 1,230,537 $32M $25.60 $7M +276,898 +29.0%
59 EMB 0.35% 338,756 $31M $92.62 -$728K -15,625 -4.4%
60 DFEM 0.33% 1,008,797 $30M $29.68 $3M -17,212 -1.7%
61 DCOR 0.32% 430,932 $29M $66.85 $10M +126,086 +41.4%
62 VOOV 0.31% 149,698 $28M $188.71 $2M +5,979 +4.2%
63 BRK-B 0.31% 57,864 $28M $485.77 -$3M -1,042 -1.8%
64 DFLV 0.31% 906,069 $28M $31.02 -$601K -33,005 -3.5%
65 FMB 0.31% 553,919 $28M $49.82 $6M +127,798 +30.0%
66 GSEW 0.31% 338,082 $28M $81.54 -$652K -33,030 -8.9%
67 TCAF 0.31% 779,889 $28M $35.28 $2M -15,705 -2.0%
68 CVS 0.31% 397,810 $27M $68.98 $276K -3,145 -0.8%
69 BND 0.30% 370,384 $27M $73.63 -$501K -7,730 -2.0%
70 IGSB 0.30% 513,959 $27M $52.76 $2M +26,270 +5.4%
71 DFAE 0.30% 926,209 $27M $28.95 $5M +71,897 +8.4%
72 TLT 0.30% 302,012 $27M $88.25 -$5M -48,102 -13.7%
73 META 0.29% 34,874 $26M $738.09 $6M +478 +1.4%
74 DFAX 0.29% 873,997 $26M $29.37 $2M -17,555 -2.0%
75 AVGO 0.29% 92,969 $26M $275.65 $9M -3,906 -4.0%
76 SHY 0.27% 297,026 $25M $82.86 -$760K -9,656 -3.1%
77 VO 0.27% 87,866 $25M $279.83 $2M -1,060 -1.2%
78 TFLO 0.27% 480,547 $24M $50.65 -$5K +4
79 RSP 0.27% 131,695 $24M $181.74 $216K -5,223 -3.8%
80 USMV 0.27% 253,435 $24M $93.87 -$2M -17,154 -6.3%
81 PYLD 0.26% 888,534 $24M $26.54 $2M +85,380 +10.6%
82 IJH 0.26% 375,772 $23M $62.02 $520K -14,715 -3.8%
83 USHY 0.25% 591,461 $22M $37.51 -$4M -113,966 -16.2%
84 SCHM 0.24% 782,977 $22M $28.05 $180K -48,427 -5.8%
85 TVAL 0.24% 662,979 $22M $32.83 $254K -16,258 -2.4%
86 IWB 0.24% 63,796 $22M $339.57 $2M -382 -0.6%
87 NTSI 0.24% 523,891 $21M $40.99 $2M -741 -0.1%
88 VIG 0.24% 104,163 $21M $204.67 $2M +2,682 +2.6%
89 USIG 0.24% 410,982 $21M $51.44 $3M +60,936 +17.4%
90 VEU 0.23% 308,109 $21M $67.22 $2M +5,193 +1.7%
91 ITM 0.23% 453,820 $21M $45.47 $5M +118,299 +35.3%
92 HYS 0.23% 216,890 $21M $95.01 $4M +36,192 +20.0%
93 TGRT 0.23% 508,712 $21M $40.42 $3M -3,109 -0.6%
94 IBHE 0.23% 871,874 $20M $23.26 $914K +38,773 +4.7%
95 DFGR 0.22% 746,798 $20M $26.83 $752K +12,409 +1.7%
96 AVLC 0.22% 279,647 $20M $71.04 +279,647 NEW
97 WMT 0.21% 195,547 $19M $97.78 $904K -11,959 -5.8%
98 IEMG 0.21% 316,214 $19M $60.03 -$155K -38,370 -10.8%
99 VUG 0.21% 43,062 $19M $438.40 $3M +1,508 +3.6%
100 STIP 0.21% 180,096 $19M $102.91 $17M +169,221 +1556.1%

New Positions

SymbolValue% Port
JMTG $38M 0.43%
BAI $33M 0.37%
AVLC $20M 0.22%
FBCG $16M 0.18%
FENI $11M 0.12%
FBND $8M 0.08%
PVAL $6M 0.06%
LQDH $4M 0.05%
AVDS $4M 0.05%
AVES $3M 0.03%
FLQM $3M 0.03%
FCOR $3M 0.03%
LQTI $2M 0.03%
FSMD $2M 0.02%
JMUB $2M 0.02%

Sold Out Positions

SymbolValue% Port
ALB —%
ARES —%
EMN —%
OC —%
MTDR —%
FRA —%
MAIN —%
AWR —%
HAL —%
GLOB —%
FNB —%
BBY —%
CAVA —%
VAL —%
NNN —%
View SEC EDGAR Filings for OneDigital Investment Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms