Jessica Schubel

@Onedigital Investment Advisors Llc

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$8.757B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BINCBlackrock Etf Trust Ii Recent Activity Increased 26.62%	0.72%	$62.312M 1.164M shares@ $53.53 avg price	Increased 26.62%
IEFAIshares Tr Recent Activity Increased 1.46%	0.69%	$60.027M 769,086 shares@ $78.05 avg price	Increased 1.46%
VTVanguard Intl Equity Index F Recent Activity Increased 1.38%	0.67%	$58.409M 487,965 shares@ $119.71 avg price	Increased 1.38%
VTIVanguard Index Fds Recent Activity Increased 1.29%	0.63%	$54.319M 191,830 shares@ $283.16 avg price	Increased 1.29%
DFICDimensional Etf Trust Recent Activity Increased 83.29%	0.55%	$47.484M 1.687M shares@ $28.15 avg price	Increased 83.29%
GOOGLAlphabet Inc Recent Activity Increased 3.69%	0.52%	$45.026M 271,488 shares@ $165.85 avg price	Increased 3.69%
SCHBSchwab Strategic Tr Recent Activity Increased 5.44%	0.49%	$42.219M 634,689 shares@ $66.52 avg price	Increased 5.44%
AVDEAmerican Centy Etf Tr Recent Activity Increased 0.4%	0.49%	$42.165M 629,040 shares@ $67.04 avg price	Increased 0.4%
DGRWWisdomtree Tr Recent Activity Increased 0.31%	0.48%	$41.482M 498,520 shares@ $83.22 avg price	Increased 0.31%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 5.57%	0.45%	$38.702M 67,453 shares@ $573.76 avg price	Increased 5.57%