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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JPMJpmorgan Chase & Co.
| 0.35% | $29.887M 141,738 shares@ $210.86 avg price | Decreased -1.97% |
USMVIshares Tr
| 0.32% | $27.301M 298,992 shares@ $91.31 avg price | Decreased -1.95% |
BNDVanguard Bd Index Fds
| 0.31% | $26.773M 356,451 shares@ $75.12 avg price | Decreased -8.24% |
MTUMIshares Tr
| 0.29% | $25.379M 125,167 shares@ $202.77 avg price | Decreased -2.62% |
IAUIshares Gold Tr
| 0.28% | $24.227M 487,462 shares@ $49.7 avg price | Decreased -0.26% |
VUGVanguard Index Fds
| 0.26% | $22.561M 58,764 shares@ $383.93 avg price | Decreased -2.01% |
IWBIshares Tr
| 0.25% | $21.817M 69,396 shares@ $314.39 avg price | Decreased -3.22% |
SPSMSpdr Ser Tr
| 0.25% | $21.712M 477,071 shares@ $45.52 avg price | Decreased -2.41% |
SCHDSchwab Strategic Tr
| 0.24% | $20.848M 246,633 shares@ $84.53 avg price | Decreased -1.92% |
IGEBIshares Tr
| 0.24% | $20.648M 444,324 shares@ $46.47 avg price | Decreased -49.19% |