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