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Resources Investment Advisors

Latest statistics and disclosures from OneDigital Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, IUSB, IVV, VOO, QUAL, and represent 17.07% of OneDigital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$113M), IUSB (+$87M), DFSD (+$81M), DFCF (+$75M), SPLG (+$68M), DFAC (+$65M), DFAI (+$59M), SCHG (+$54M), IVE (+$44M), DUHP (+$42M).
Started 184 new stock positions in INGR, APO, CHKP, TMSL, JHMD, TCAF, HYD, First Tr Exchng Traded Fd Vi, AESI, HYDB.
Reduced shares in these 10 stocks: SCHF (-$40M), TFLO (-$37M), GSEW (-$31M), JPST (-$24M), VNLA (-$24M), USMV (-$23M), EFV (-$21M), XSOE (-$19M), SCHD (-$17M), SCHM (-$17M).
Sold out of its positions in Activision Blizzard, ALRM, AWR, ACLS, BRKL, CCCS, CZR, CGNX, CAG, QBTS.
OneDigital Investment Advisors was a net buyer of stock by $1.1B.
OneDigital Investment Advisors has $6.4B in assets under management (AUM), dropping by 37.84%.
Central Index Key (CIK): 0001690370

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Positions held by Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 1087 positions in its portfolio as reported in the March 2024 quarterly 13F filing

OneDigital Investment Advisors has 1087 total positions. Only the first 250 positions are shown.

Sign up to view all of the OneDigital Investment Advisors March 31, 2024 positions
Download the OneDigital Investment Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.9	$439M	+18%	7.1M	61.53	View chart
Ishares Tr Core Total Usd (IUSB)	3.8	$244M	+55%	5.4M	45.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$157M	-8%	299k	525.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$125M	+3%	259k	480.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$122M	+12%	743k	164.35	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$122M	+20%	1.3M	92.42	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.8	$113M	+43054%	2.5M	44.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$113M	+90%	1.2M	92.72	View chart
Apple (AAPL)	1.5	$94M	+8%	549k	171.48	View chart
Microsoft Corporation (MSFT)	1.5	$92M	+12%	220k	420.72	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$83M	+4042%	1.8M	47.04	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$79M	+1966%	1.9M	41.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.2	$78M		753k	103.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$77M	-5%	1.7M	46.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$77M	+547%	2.4M	31.95	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$76M	-21%	1.4M	54.40	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$76M	+67%	702k	107.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$71M	-17%	794k	89.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$68M	-8%	659k	103.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.1	$67M	+89%	499k	135.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$67M	+35%	1.3M	50.60	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$65M	+7%	723k	89.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$62M	+241%	329k	186.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$60M	+53%	714k	84.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$59M	+14785%	2.0M	30.22	View chart
Amazon (AMZN)	0.9	$57M	+5%	318k	180.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$53M	+287%	478k	110.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$53M	+21%	710k	74.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$52M	+22%	561k	91.86	View chart
CVS Caremark Corporation (CVS)	0.7	$47M	-15%	591k	79.76	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$47M	-7%	613k	75.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$45M	+22%	173k	259.90	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$45M	+27%	1.6M	27.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$44M	+3788%	1.4M	31.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$40M	+9%	267k	150.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$40M	-7%	624k	63.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$38M	+2%	497k	76.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$37M	+126%	607k	61.05	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$37M	NEW	633k	57.57	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.6	$36M	-46%	490k	72.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$35M	NEW	957k	36.54	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$35M	NEW	1.2M	29.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$33M	-33%	404k	81.43	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.5	$32M	NEW	616k	52.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$30M	+474%	306k	97.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$30M	+101%	121k	247.41	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.5	$30M	-4%	705k	42.23	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$30M	+4%	868k	34.29	View chart
NVIDIA Corporation (NVDA)	0.5	$30M	-8%	33k	903.56	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$29M	+10877%	841k	34.88	View chart
JPMorgan Chase & Co. (JPM)	0.5	$29M	+7%	143k	200.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$29M	-6%	55k	523.07	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$27M		304k	89.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$27M	+57%	368k	72.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$27M	+21%	246k	107.41	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$23M	-45%	793k	29.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$23M	+96%	384k	60.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$23M	+3849%	911k	25.44	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.4	$23M	-19%	127k	180.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$22M	-43%	274k	80.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$22M	-32%	116k	187.35	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$21M	-29%	495k	43.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$21M	+61%	63k	337.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$21M	-19%	189k	110.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$20M		484k	42.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$20M	-53%	242k	83.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$20M	-25%	119k	169.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$20M	+938%	751k	26.75	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$20M	+46%	383k	51.36	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$20M	+466%	381k	51.28	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$20M	+17%	377k	51.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$19M	+9%	326k	58.65	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$19M	+68%	198k	96.05	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$19M	NEW	438k	42.95	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$18M	-56%	379k	48.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$18M	+482%	234k	76.67	View chart
UnitedHealth (UNH)	0.3	$17M	+18%	35k	494.70	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.3	$17M	+105%	765k	22.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$17M	+6%	39k	444.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$17M	-17%	40k	420.52	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$17M		664k	25.28	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$17M	+13%	446k	37.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$17M	-24%	90k	182.61	View chart
Visa Com Cl A (V)	0.3	$16M		58k	279.08	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$16M	+185%	320k	50.77	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$16M	+12%	422k	38.45	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$16M	NEW	360k	44.85	View chart
Meta Platforms Cl A (META)	0.3	$16M	+7%	33k	485.59	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$16M	-18%	153k	103.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$16M	-12%	55k	288.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$16M	-71%	398k	39.02	View chart
McDonald's Corporation (MCD)	0.2	$15M	+76%	53k	281.95	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$15M	+39%	345k	42.55	View chart
Boeing Company (BA)	0.2	$15M	+46%	76k	192.99	View chart
salesforce (CRM)	0.2	$14M	+82%	47k	301.18	View chart
Procter & Gamble Company (PG)	0.2	$14M	+39%	86k	162.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$14M	-8%	282k	49.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$14M		146k	94.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$14M	+9%	118k	116.24	View chart
Wal-Mart Stores (WMT)	0.2	$14M	+211%	227k	60.17	View chart
Johnson & Johnson (JNJ)	0.2	$14M	+4%	86k	158.19	View chart
Costco Wholesale Corporation (COST)	0.2	$14M	+47%	18k	732.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$13M	-37%	120k	108.92	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$13M		139k	93.48	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$13M	+1758%	509k	25.49	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$13M	-37%	437k	28.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$12M	+31%	246k	50.17	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$12M	-75%	241k	50.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$12M	+2%	80k	152.26	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$12M	NEW	322k	37.50	View chart
Advanced Micro Devices (AMD)	0.2	$12M	+9%	67k	180.49	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$12M	-47%	231k	51.06	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$12M	-44%	105k	110.54	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$12M	NEW	636k	18.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$11M	+9%	192k	57.96	View chart
Automatic Data Processing (ADP)	0.2	$11M		44k	249.74	View chart
Home Depot (HD)	0.2	$11M	-2%	29k	383.60	View chart
Broadcom (AVGO)	0.2	$11M	+4%	8.3k	1325.48	View chart
Privia Health Group (PRVA)	0.2	$11M		545k	19.59	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$11M	-5%	90k	117.21	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$10M		108k	94.86	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$10M	+4%	53k	190.68	View chart
Intuitive Surgical Com New (ISRG)	0.2	$10M	+49%	25k	399.09	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$9.8M	-2%	169k	58.06	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$9.8M	-12%	120k	81.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$9.8M	NEW	398k	24.72	View chart
Fiserv (FI)	0.2	$9.8M	+58%	61k	159.82	View chart
Stryker Corporation (SYK)	0.2	$9.6M	+462%	27k	357.87	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$9.6M	+359%	156k	61.90	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$9.6M	+14%	151k	63.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$9.6M	+5%	103k	93.71	View chart
Dex (DXCM)	0.1	$9.5M	+1231%	69k	138.70	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$9.4M	-42%	185k	50.55	View chart
Qualcomm (QCOM)	0.1	$9.3M		55k	169.30	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$9.3M	+10%	177k	52.36	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$9.2M	-44%	328k	28.18	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$9.0M	+201%	337k	26.86	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$8.9M	NEW	349k	25.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$8.8M	-4%	152k	57.86	View chart
Eli Lilly & Co. (LLY)	0.1	$8.8M	-10%	11k	777.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$8.7M	+11%	38k	228.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$8.7M	-54%	242k	35.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$8.6M	-73%	171k	50.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$8.6M	-4%	138k	62.06	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$8.6M	-17%	184k	46.51	View chart
Abbvie (ABBV)	0.1	$8.4M	-5%	46k	182.10	View chart
Workday Cl A (WDAY)	0.1	$8.4M	+67%	31k	272.75	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$8.3M	+24%	191k	43.36	View chart
Pepsi (PEP)	0.1	$8.2M	+7%	47k	175.01	View chart
Parker-Hannifin Corporation (PH)	0.1	$8.2M	+83%	15k	555.80	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$8.1M	+753%	187k	43.39	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$8.0M	-16%	84k	95.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.0M	+19%	133k	60.30	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$8.0M	+60%	76k	105.03	View chart
ConocoPhillips (COP)	0.1	$8.0M	-2%	63k	127.28	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$7.9M	-6%	83k	94.66	View chart
Bank of America Corporation (BAC)	0.1	$7.8M	+18%	206k	37.92	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$7.8M	NEW	97k	79.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$7.6M	+17%	31k	249.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$7.5M	NEW	182k	40.90	View chart
General Dynamics Corporation (GD)	0.1	$7.4M	+267%	26k	282.49	View chart
Merck & Co (MRK)	0.1	$7.3M	-9%	55k	131.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$7.3M	+27%	21k	344.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$7.2M	+6%	85k	85.65	View chart
EXACT Sciences Corporation (EXAS)	0.1	$7.2M		104k	69.06	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.1M	+127%	12k	581.20	View chart
Chevron Corporation (CVX)	0.1	$7.1M	+9%	45k	157.74	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$7.0M	-13%	132k	53.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.6M	+2%	86k	77.31	View chart
Servicenow (NOW)	0.1	$6.6M	-35%	8.6k	762.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.4M	-22%	36k	179.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.1	$6.3M	+20%	224k	27.96	View chart
Iqvia Holdings (IQV)	0.1	$6.2M	+79%	25k	252.88	View chart
Caterpillar (CAT)	0.1	$6.1M	+108%	17k	366.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.0M	+26%	145k	41.77	View chart
Tesla Motors (TSLA)	0.1	$6.0M	-16%	34k	175.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$6.0M	-16%	59k	100.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.9M	+28%	36k	162.86	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$5.9M	+2%	174k	33.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$5.8M	+46%	43k	136.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.7M	+30%	12k	481.58	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.7M	-3%	63k	90.44	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$5.6M	+20%	129k	43.60	View chart
Coca-Cola Company (KO)	0.1	$5.6M	+3%	92k	61.18	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$5.6M	+23%	100k	56.17	View chart
Fortive (FTV)	0.1	$5.6M	+1120%	65k	86.02	View chart
Bwx Technologies (BWXT)	0.1	$5.5M	NEW	54k	102.62	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.1	$5.4M	-75%	172k	31.48	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$5.4M	-27%	50k	108.31	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$5.3M	-51%	107k	49.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.3M	-11%	29k	182.69	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$5.2M	+28%	78k	67.34	View chart
Cisco Systems (CSCO)	0.1	$5.2M	+18%	104k	49.91	View chart
American Express Company (AXP)	0.1	$5.2M	+32%	23k	227.69	View chart
Keysight Technologies (KEYS)	0.1	$5.2M	+33%	33k	156.38	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.1M	+83%	88k	58.55	View chart
Verizon Communications (VZ)	0.1	$5.1M		121k	41.96	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$5.1M	+69%	121k	42.28	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$4.9M	+5%	175k	28.29	View chart
Everest Re Group (EG)	0.1	$4.9M	+5%	12k	397.50	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$4.9M	+163%	169k	29.02	View chart
Raymond James Financial (RJF)	0.1	$4.9M	-13%	38k	128.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$4.8M	NEW	89k	54.43	View chart
Walt Disney Company (DIS)	0.1	$4.8M	+34%	40k	122.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$4.8M	+8%	73k	65.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$4.8M	+2%	23k	208.27	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$4.8M	+5%	456k	10.56	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.8M	+20%	11k	454.88	View chart
Phillips 66 (PSX)	0.1	$4.7M		29k	163.34	View chart
General Electric Com New (GE)	0.1	$4.7M	-7%	27k	175.53	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.7M	+52%	49k	96.71	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.7M	-8%	111k	42.12	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$4.6M	-2%	4.7k	970.43	View chart
Canadian Pacific Kansas City (CP)	0.1	$4.3M		49k	88.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.3M	+7%	7.7k	556.44	View chart
Edwards Lifesciences (EW)	0.1	$4.3M	+29%	45k	95.56	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$4.1M		58k	71.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$4.1M	-16%	113k	36.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.1M	+49%	21k	191.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.1M	-6%	31k	131.37	View chart
O'reilly Automotive (ORLY)	0.1	$4.0M		3.5k	1128.88	View chart
Amgen (AMGN)	0.1	$4.0M	-19%	14k	284.32	View chart
Anthem (ELV)	0.1	$4.0M	+116%	7.7k	518.57	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$3.8M	+9%	77k	50.12	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$3.8M	NEW	81k	46.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.7M	+4%	38k	97.53	View chart
Vail Resorts (MTN)	0.1	$3.6M		16k	222.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.6M	-31%	88k	41.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.6M	-34%	30k	120.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.6M	+35%	45k	80.51	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.6M	+50%	83k	43.35	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$3.5M	+113%	118k	30.10	View chart
Workiva Com Cl A (WK)	0.1	$3.5M	-3%	42k	84.80	View chart
Emerson Electric (EMR)	0.1	$3.5M	+20%	31k	113.42	View chart
International Business Machines (IBM)	0.1	$3.5M	+15%	18k	190.96	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.5M		30k	115.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.5M	+120%	11k	304.72	View chart
Palo Alto Networks (PANW)	0.1	$3.4M	-78%	12k	284.11	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$3.4M	NEW	64k	52.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.4M	+252%	58k	58.07	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.3M	+9%	17k	201.50	View chart
Stellantis SHS (STLA)	0.1	$3.3M	-3%	118k	28.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.3M	+4%	68k	49.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.3M		29k	115.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.3M	-25%	70k	47.89	View chart
Diageo Spon Adr New (DEO)	0.1	$3.3M	+40%	22k	148.74	View chart
Intel Corporation (INTC)	0.1	$3.3M	-16%	75k	44.17	View chart
Uber Technologies (UBER)	0.1	$3.3M	+4%	42k	76.99	View chart
Pfizer (PFE)	0.1	$3.2M	-8%	116k	27.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$3.2M	+18%	72k	44.45	View chart

Past Filings by OneDigital Investment Advisors

SEC 13F filings are viewable for OneDigital Investment Advisors going back to 2017

OneDigital Investment Advisors 2024 Q1 filed May 10, 2024
OneDigital Investment Advisors 2023 Q3 filed Nov. 14, 2023
OneDigital Investment Advisors 2023 Q2 filed Aug. 7, 2023
Resources Investment Advisors 2023 Q1 filed May 10, 2023
Resources Investment Advisors 2022 Q4 filed Feb. 2, 2023
Resources Investment Advisors 2022 Q3 filed Nov. 8, 2022
Resources Investment Advisors 2022 Q2 filed Aug. 8, 2022
Resources Investment Advisors 2022 Q1 filed May 5, 2022
Resources Investment Advisors 2021 Q4 filed Feb. 23, 2022
Resources Investment Advisors 2021 Q3 filed Nov. 5, 2021
Resources Investment Advisors 2021 Q2 filed Aug. 9, 2021
Resources Investment Advisors 2021 Q1 filed May 10, 2021
Resources Investment Advisors 2020 Q4 filed Feb. 8, 2021
Resources Investment Advisors 2020 Q3 filed Oct. 9, 2020
Resources Investment Advisors 2020 Q2 filed Aug. 14, 2020
Resources Investment Advisors 2020 Q1 filed May 14, 2020

View all past filings

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