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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
DFCFDimensional Etf Trust
Recent Activity
Increased 5.31%
1.2%
$104.914M
2.429M shares@ $43.19 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 23.11%
1.15%
$100.487M
2.532M shares@ $39.69 avg price
BONDPimco Etf Tr
Recent Activity
Increased 22.44%
1.11%
$96.963M
1.025M shares@ $94.62 avg price
MUBIshares Tr
Recent Activity
Increased 4.11%
1.01%
$88.032M
810,380 shares@ $108.63 avg price
IVEIshares Tr
Recent Activity
Increased 1.44%
1.01%
$87.914M
445,878 shares@ $197.18 avg price
EMXCIshares Inc
Recent Activity
Increased 25.5%
0.9%
$78.084M
1.278M shares@ $61.12 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 4.82%
0.89%
$77.136M
2.427M shares@ $31.78 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 0.3%
0.81%
$70.849M
744,603 shares@ $95.16 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.44%
0.8%
$69.397M
372,440 shares@ $186.33 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 0.06%
0.75%
$65.15M
2.241M shares@ $29.08 avg price