| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 29 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 29 | Q2 2024 | 6.9% |
| SCHWAB STRATEGIC TR | 29 | Q2 2024 | 5.8% |
| SCHWAB STRATEGIC TR | 29 | Q2 2024 | 6.2% |
| INDEXIQ ETF TRUST IQ MRGR ARB ETF | 29 | Q2 2024 | 6.9% |
| APPLE INC COM | 29 | Q2 2024 | 3.0% |
| ISHARES TR | 29 | Q2 2024 | 4.6% |
| VANGUARD S&P 500 ETF SHS | 29 | Q2 2024 | 2.8% |
| MICROSOFT CORP COM | 29 | Q2 2024 | 1.5% |
| ISHARES TR | 29 | Q2 2024 | 1.9% |
View OneDigital Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-05 |
View OneDigital Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.