OneDigital Investment Advisors LLC
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$10.2B
Holdings
1,453
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
5.3%
02
$IUSB
ISHARES TR
Held since at least Q1 2024
3.4%
03
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.2%
04
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.1%
05
$IVE
ISHARES TR
Held since at least Q1 2024
2.0%
06
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.0%
07
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.7%
08
$MBB
ISHARES TR
Held since at least Q1 2024
1.7%
09
$BOND
PIMCO ETF TR
Held since at least Q1 2024
1.6%
10
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.