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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
IUSBIshares Tr
Recent Activity
Increased 19.34%
4.6%
$402.374M
8.539M shares@ $47.13 avg price
QUALIshares Tr
Recent Activity
Increased 1.26%
2.21%
$193.188M
1.077M shares@ $179.31 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 1.01%
2.07%
$180.543M
3.65M shares@ $49.48 avg price
VOOVanguard Index Fds
Recent Activity
Increased 9.04%
1.89%
$164.76M
312,240 shares@ $527.68 avg price
MBBIshares Tr
Recent Activity
Increased 1.67%
1.8%
$157.413M
1.643M shares@ $95.81 avg price
EFVIshares Tr
Recent Activity
Increased 95.9%
1.7%
$148.684M
2.584M shares@ $57.54 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.2%
1.32%
$115.529M
268,484 shares@ $430.31 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 9.83%
1.31%
$114.16M
2.391M shares@ $47.74 avg price
IYWIshares Tr
Recent Activity
Increased 2.11%
1.24%
$108.311M
714,361 shares@ $151.62 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 14.03%
1.23%
$107.535M
3.136M shares@ $34.29 avg price