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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
SCHXSchwab Strategic Tr
Recent Activity
Decreased -7.36%
0.63%
$54.472M
802,832 shares@ $67.86 avg price
NVDANvidia Corporation
Recent Activity
Decreased -34.76%
0.62%
$53.708M
442,256 shares@ $121.45 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -4.55%
0.51%
$44.574M
1.308M shares@ $34.07 avg price
SCHVSchwab Strategic Tr
Recent Activity
Decreased -1.26%
0.51%
$44.031M
547,854 shares@ $80.38 avg price
XSOEWisdomtree Tr
Recent Activity
Decreased -18.27%
0.51%
$43.866M
1.328M shares@ $33.03 avg price
CVSCvs Health Corp
Recent Activity
Decreased -1.3%
0.42%
$36.203M
575,745 shares@ $62.88 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
Decreased -4.26%
0.4%
$34.446M
444,613 shares@ $77.48 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -17.99%
0.39%
$33.523M
1.282M shares@ $26.14 avg price
EMBIshares Tr
Recent Activity
Decreased -7.57%
0.38%
$33.165M
354,405 shares@ $93.59 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -3.44%
0.36%
$31.511M
379,236 shares@ $83.09 avg price