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OneDigital Investment Advisors LLC Historic Quarter Change: USA ETF, Added

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OneDigital Investment Advisors LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, OneDigital Investment Advisors LLC opened 793 positions, added to 2,545, reduced 2,475 and sold out of 536.

  • Q2 2026: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 3,785,256.
  • Q2 2026: Stock SCHG; Country of operation —; Class US LCAP GR ETF; Shares before 7,482,295.
  • Q2 2026: Stock EFG; Country of operation —; Class EAFE GRWTH ETF; Shares before 177,618.
  • Q2 2026: Stock IUSB; Country of operation —; Class CORE UNIVRSL USD; Shares before 7,590,426.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1690370), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DYNF
BLACKROCK ETF TRUST		ISHARES US EQUIT3,785,2563,957,034+171,778$220,226,187$269,117,860+$48,891,6732026-08-07
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF7,482,2957,776,295+294,000$217,959,244$263,149,831+$45,190,5872026-08-07
Q2 2026EFG
ISHARES TR		EAFE GRWTH ETF177,618486,226+308,608$19,781,262$60,496,273+$40,715,0112026-08-07
Q2 2026IUSB
ISHARES TR		CORE UNIVRSL USD7,590,4268,476,864+886,438$350,601,755$391,207,267+$40,605,5122026-08-07
Q2 2026DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT4,423,5794,562,729+139,150$199,591,863$235,847,450+$36,255,5872026-08-07
Q2 2026FBCG
FIDELITY COVINGTON TRUST		BLUE CHIP GRWTH1,342,3541,566,892+224,538$67,278,764$97,319,641+$30,040,8772026-08-07
Q2 2026VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF519,204646,457+127,253$71,816,289$101,461,490+$29,645,2012026-08-07
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT195,878224,961+29,083$62,839,778$83,244,651+$20,404,8732026-08-07
Q2 2026QLTA
ISHARES TR		A RATE CP BD ETF183,757513,062+329,305$8,745,004$24,380,702+$15,635,6982026-08-07
Q2 2026FENI
FIDELITY COVINGTON TRUST		ENHANCED INTL1,418,0411,667,208+249,167$52,751,124$66,905,065+$14,153,9412026-08-07
Q2 2026STIP
ISHARES TR		0-5 YR TIPS ETF7,834131,609+123,775$810,270$13,445,208+$12,634,9382026-08-07
Q2 2026JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL93,339337,248+243,909$4,701,486$17,027,630+$12,326,1442026-08-07
Q2 2026GSLC
GOLDMAN SACHS ETF TR		ACTIVEBETA US LG639,363649,813+10,450$80,003,459$92,201,983+$12,198,5242026-08-07
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ724,8041,064,829+340,025$22,236,973$33,765,729+$11,528,7562026-08-07
Q2 2026MINT
PIMCO ETF TR		ENHAN SHRT MA AC35,990140,325+104,335$3,619,539$14,146,145+$10,526,6062026-08-07
Q2 2026MBB
ISHARES TR		MBS ETF1,778,5961,892,523+113,927$168,877,656$178,881,311+$10,003,6552026-08-07
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 156,26957,508+1,239$32,477,292$42,348,697+$9,871,4052026-08-07
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD194,114299,624+105,510$18,526,227$28,335,413+$9,809,1862026-08-07
Q2 2026AVUS
AMERICAN CENTY ETF TR		US EQT ETF487,207496,521+9,314$54,167,670$63,594,430+$9,426,7602026-08-07
Q2 2026IEI
ISHARES TR		3 7 YR TREAS BD357,210436,836+79,626$42,365,134$51,306,361+$8,941,2272026-08-07
Q2 2026VTIP
VANGUARD MALVERN FDS		STRM INFPROIDX53,545225,134+171,589$2,674,567$11,308,505+$8,633,9382026-08-07
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD2,153,5552,289,562+136,007$107,440,838$115,806,071+$8,365,2332026-08-07
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT57,73361,065+3,332$37,545,793$45,601,782+$8,055,9892026-08-07
Q2 2026DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO1,081,2451,114,346+33,101$37,357,005$45,287,002+$7,929,9972026-08-07
Q2 2026BOND
PIMCO ETF TR		ACTIVE BD ETF1,750,9251,835,711+84,786$161,575,316$169,270,931+$7,695,6152026-08-07
Q2 2026XTEN
BONDBLOXX ETF TRUST		BLOOMBERG TEN YR1,542,5451,714,557+172,012$70,741,093$78,149,530+$7,408,4372026-08-07
Q2 2026DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY2,074,0092,176,295+102,286$73,689,541$81,088,768+$7,399,2272026-08-07
Q2 2026PVAL
PUTNAM ETF TRUST		FOCUSED LAR CAP572,416665,622+93,206$26,560,125$33,913,426+$7,353,3012026-08-07
Q2 2026FSMD
FIDELITY COVINGTON TRUST		SML MID MLTFCT409,665481,970+72,305$18,320,215$25,472,128+$7,151,9132026-08-07
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF842,713895,982+53,269$89,454,011$96,425,537+$6,971,5262026-08-07
Q2 2026SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF394,701509,519+114,818$11,477,911$18,408,920+$6,931,0092026-08-07
Q2 2026DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG1,049,6271,055,561+5,934$35,540,373$42,444,089+$6,903,7162026-08-07
Q2 2026DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK2,741,5472,752,464+10,917$106,810,665$113,539,124+$6,728,4592026-08-07
Q2 2026EMXC
ISHARES INC		MSCI EMRG CHN105,411146,738+41,327$8,291,600$15,011,316+$6,719,7162026-08-07
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE731,705753,813+22,108$66,241,217$72,803,213+$6,561,9962026-08-07
Q2 2026SOXX
ISHARES TR		ISHARES SEMICDTR1,96811,033+9,065$646,663$7,069,603+$6,422,9402026-08-07
Q2 2026FBND
FIDELITY MERRIMACK STR TR		TOTAL BD ETF630,342765,893+135,551$28,756,181$34,840,471+$6,084,2902026-08-07
Q2 2026SSUS
STRATEGY SHS		DAY HAGAN SMART337,714393,733+56,019$15,766,354$21,777,389+$6,011,0352026-08-07
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF51,412322,638+271,226$22,456,277$27,792,079+$5,335,8022026-08-07
Q2 2026LMUB
ISHARES TR		LONG TERM MUNI207,877305,445+97,568$10,379,299$15,644,906+$5,265,6072026-08-07
Q2 2026PMBS
PIMCO ETF TR		MTG BKD SECS ACT605,723708,959+103,236$30,043,856$35,008,402+$4,964,5462026-08-07
Q2 2026ITM
VANECK ETF TRUST		INTRMDT MUNI ETF501,554600,420+98,866$23,287,174$28,213,738+$4,926,5642026-08-07
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF1,124,7111,137,077+12,366$28,837,583$33,464,187+$4,626,6042026-08-07
Q2 2026PYLD
PIMCO ETF TR		MULTISECTOR BD1,571,4711,718,818+147,347$41,172,551$45,583,065+$4,410,5142026-08-07
Q2 2026DGRW
WISDOMTREE TR		US QTLY DIV GRT509,821514,236+4,415$44,782,643$49,171,204+$4,388,5612026-08-07
Q2 2026VLUE
ISHARES TR		MSCI USA VALUE61,19964,003+2,804$8,701,833$12,788,501+$4,086,6682026-08-07
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F271,409291,213+19,804$20,928,361$24,895,794+$3,967,4332026-08-07
Q2 2026JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF192,455267,138+74,683$9,620,816$13,531,881+$3,911,0652026-08-07
Q2 2026IXUS
ISHARES TR		CORE MSCI TOTAL41,32178,159+36,838$3,580,035$7,459,512+$3,879,4772026-08-07
Q2 2026SHLD
GLOBAL X FDS		DEFENSE TECH ETF982,3671,230,452+248,085$69,590,876$73,470,268+$3,879,3922026-08-07
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF352,566357,547+4,981$23,808,815$27,570,442+$3,761,6272026-08-07
Q2 2026AVUV
AMERICAN CENTY ETF TR		US SML CP VALU162,931173,695+10,764$17,998,993$21,670,181+$3,671,1882026-08-07
Q2 2026HYD
VANECK ETF TRUST		HIGH YLD MUNIETF300,637363,026+62,389$15,073,957$18,699,486+$3,625,5292026-08-07
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT667,292714,695+47,403$49,139,408$52,465,782+$3,326,3742026-08-07
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF96,343382,493+286,150$27,667,744$30,817,464+$3,149,7202026-08-07
Q2 2026AVLC
AMERICAN CENTY ETF TR		AVANTIS US LARG226,149229,862+3,713$17,537,862$20,678,418+$3,140,5562026-08-07
Q2 2026DFSU
DIMENSIONAL ETF TRUST		US SUSTAINABILTY228,918267,228+38,310$9,406,241$12,460,832+$3,054,5912026-08-07
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF37,046102,975+65,929$15,796,617$12,786,392-$3,010,2252026-08-07
Q2 2026HEQT
SIMPLIFY EXCHANGE TRADED FUN		HEDGED EQUITY112,983192,924+79,941$3,558,965$6,470,672+$2,911,7072026-08-07
Q2 2026DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF236,352236,987+635$16,811,707$19,513,469+$2,701,7622026-08-07
Q2 2026DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE888,337891,121+2,784$30,176,797$32,828,887+$2,652,0902026-08-07
Q2 2026CLOA
BLACKROCK ETF TRUST II		ISHARES AAA CLO292,367342,704+50,337$15,154,860$17,789,780+$2,634,9202026-08-07
Q2 2026FTCS
FIRST TR EXCHANGE-TRADED FD		CAP STRENGTH ETF71,73797,948+26,211$6,654,282$9,199,244+$2,544,9622026-08-07
Q2 2026DGCB
DIMENSIONAL ETF TRUST		GLOBAL CR ETF308,711351,603+42,892$16,711,989$19,222,109+$2,510,1202026-08-07
Q2 2026FMB
FIRST TR EXCH TRADED FD III		MANAGD MUN ETF744,427782,447+38,020$37,712,655$40,192,130+$2,479,4752026-08-07
Q2 2026HYS
PIMCO ETF TR		0-5 HIGH YIELD354,526380,042+25,516$33,066,653$35,541,507+$2,474,8542026-08-07
Q2 2026FLQM
FRANKLIN TEMPLETON ETF TR		US MID CP MLTFCT154,458189,273+34,815$8,484,356$10,956,050+$2,471,6942026-08-07
Q2 2026RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV99,545114,129+14,584$6,796,911$9,251,302+$2,454,3912026-08-07
Q2 2026SFLR
INNOVATOR ETFS TRUST		QUITY MANAGD FLR104,543155,009+50,466$3,701,868$5,980,247+$2,278,3792026-08-07
Q2 2026QTEC
FIRST TR EXCHANGE-TRADED FD		SHS17,46717,847+380$3,772,517$5,973,247+$2,200,7302026-08-07
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF76,84379,242+2,399$15,076,574$17,269,221+$2,192,6472026-08-07
Q2 2026DFGR
DIMENSIONAL ETF TRUST		GLOBAL REAL EST820,150827,005+6,855$21,799,575$23,958,326+$2,158,7512026-08-07
Q2 2026FCOR
FIDELITY MERRIMACK STR TR		CORP BOND ETF224,482267,285+42,803$10,579,820$12,602,469+$2,022,6492026-08-07
Q2 2026BUFG
FIRST TR EXCHNG TRADED FD VI		VEST BUFFERED83,396142,866+59,470$2,240,017$4,188,202+$1,948,1852026-08-07
Q2 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF29,44529,457+12$6,996,696$8,924,727+$1,928,0312026-08-07
Q2 2026XLG
INVESCO EXCHANGE TRADED FD T		S&P 500 TOP 50235,828239,838+4,010$12,864,428$14,685,309+$1,820,8812026-08-07
Q2 2026AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF312,514314,914+2,400$26,513,706$28,090,306+$1,576,6002026-08-07
Q2 2026SUSL
ISHARES TR		ESG MSCI LEADR77,26177,823+562$8,776,998$10,331,741+$1,554,7432026-08-07
Q2 2026BTAL
AGF INVTS TR		US MARKET NETRL594,352606,507+12,155$8,297,147$6,762,548-$1,534,5992026-08-07
Q2 2026SYSB
ISHARES TR		United StatesSYSTEMATIC BD ET162,463180,060+17,597$14,459,249$15,974,278+$1,515,0292026-08-07
Q2 2026COWZ
PACER FDS TR		US CASH COWS 10046,74170,874+24,133$2,924,094$4,408,373+$1,484,2792026-08-07
Q2 2026IWY
ISHARES TR		RUS TP200 GR ETF11,09314,380+3,287$2,760,382$4,179,116+$1,418,7342026-08-07
Q2 2026VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F14,91990,185+75,266$6,082,386$7,451,074+$1,368,6882026-08-07
Q2 2026CORP
PIMCO ETF TR		INV GRD CRP BD373,790387,390+13,600$36,182,849$37,538,044+$1,355,1952026-08-07
Q2 2026LDUR
PIMCO ETF TR		ENHNCD LW DUR AC142,202156,063+13,861$13,625,763$14,921,191+$1,295,4282026-08-07
Q2 2026BALT
INNOVATOR ETFS TRUST		DEFINED WLT SHLD261,600292,992+31,392$8,754,444$10,040,836+$1,286,3922026-08-07
Q2 2026ACWI
ISHARES TR		MSCI ACWI ETF2,87910,379+7,500$398,407$1,629,252+$1,230,8452026-08-07
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF3,30429,489+26,185$2,305,553$3,524,496+$1,218,9432026-08-07
Q2 2026FTSM
FIRST TR EXCHANGE-TRADED FD		FIRST TR ENH NEW17,79238,094+20,302$1,063,606$2,275,355+$1,211,7492026-08-07
Q2 2026CIBR
FIRST TR EXCHANGE-TRADED FD		NASDAQ CYB ETF31,60234,962+3,360$1,980,803$3,141,366+$1,160,5632026-08-07
Q2 2026HYG
ISHARES TR		IBOXX HI YD ETF35,02749,203+14,176$2,786,787$3,934,789+$1,148,0022026-08-07
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF19,76020,075+315$4,900,493$6,031,433+$1,130,9402026-08-07
Q2 2026SMH
VANECK ETF TRUST		SEMICONDUCTR ETF3,4503,737+287$1,322,622$2,451,189+$1,128,5672026-08-07
Q2 2026DFEV
DIMENSIONAL ETF TRUST		EMERGING MKTS VA101,802111,781+9,979$3,642,465$4,769,359+$1,126,8942026-08-07
Q2 2026VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD179,032193,610+14,578$14,191,847$15,300,985+$1,109,1382026-08-07
Q2 2026PHYL
PGIM ETF TR		ACTV HY BD ETF179,621209,495+29,874$6,220,264$7,307,196+$1,086,9322026-08-07
Q2 2026DEHP
DIMENSIONAL ETF TRUST		EMERGING MKTS HI64,16774,846+10,679$2,168,216$3,201,168+$1,032,9522026-08-07
Q2 2026EMGF
ISHARES INC		EMNG MKTS EQT17,11027,992+10,882$1,033,957$2,050,676+$1,016,7192026-08-07
Q2 2026GNMA
ISHARES TR		GNMA BOND ETF251,482274,797+23,315$11,148,191$12,154,254+$1,006,0632026-08-07
Q2 2026DIHP
DIMENSIONAL ETF TRUST		INTL HIGH PROFIT110,860132,311+21,451$3,571,897$4,515,130+$943,2332026-08-07

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