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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
GIGBGoldman Sachs Etf Tr
Recent Activity
New Position
0.23%
$19.604M
414,289 shares@ $47.32 avg price
TIPZPimco Etf Tr
Recent Activity
New Position
0.09%
$7.277M
134,503 shares@ $54.11 avg price
PMBSPimco Etf Tr
Recent Activity
New Position
0.08%
$6.707M
134,360 shares@ $49.92 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.05%
$3.558M
136,331 shares@ $26.1 avg price
IOTSamsara Inc
Recent Activity
New Position
0.03%
$2.463M
51,184 shares@ $48.12 avg price
MAXJIshares Tr
Recent Activity
New Position
0.03%
$2.164M
83,244 shares@ $26.0 avg price
IYKIshares Tr
Recent Activity
New Position
0.02%
$1.461M
20,707 shares@ $70.58 avg price
JPLDJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$1.244M
23,845 shares@ $52.16 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$1.129M
7,476 shares@ $151.0 avg price
TLNTalen Energy Corp
Recent Activity
New Position
0.02%
$1.097M
6,153 shares@ $178.25 avg price