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Jessica Schubel

@Onedigital Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$8.757BTotal holdings1431
Assets growth rate9.44%Assets growth rate (2-Q avg)17.58%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Onedigital Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1431 positions.

Assets under management

The assets under management (AUM) of Onedigital Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.757B in assets, with a quarterly growth rate of 9.44% and a 2-quarter average growth rate of 17.58%. The portfolio is managed by Jessica Schubel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Decreased -5.46%
5.83%
$510.342M
7.56M shares@ $67.52 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -1.57%
2.57%
$224.865M
2.158M shares@ $104.18 avg price
AAPLApple Inc
Recent Activity
Decreased -0.66%
1.83%
$159.915M
686,330 shares@ $233.0 avg price
EFGIshares Tr
Recent Activity
Decreased -7.53%
1.55%
$135.165M
1.256M shares@ $107.65 avg price
IVVIshares Tr
Recent Activity
Decreased -2.7%
1.45%
$126.242M
218,859 shares@ $576.82 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -0.38%
0.99%
$85.845M
760,097 shares@ $112.94 avg price
SCHZSchwab Strategic Tr
Recent Activity
Decreased -2.39%
0.9%
$78.627M
1.655M shares@ $47.53 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -3.15%
0.82%
$71.693M
739,484 shares@ $96.95 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -2.78%
0.82%
$71.516M
1.399M shares@ $51.13 avg price
IVWIshares Tr
Recent Activity
Decreased -7.86%
0.72%
$62.433M
652,040 shares@ $95.76 avg price