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Jessica Schubel

Onedigital Investment Advisors Llc

Assets Managed
$10.23B
Holdings
1447
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
0.26%(2Q avg: 2.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Onedigital Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1447 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.23B in assets, with a quarterly growth rate of 0.26% and a 2-quarter average growth rate of 2.51%. The portfolio is managed by Jessica Schubel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 16.75%
5.35%
$547.176M
7.149M shares@ $76.55 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 10.65%
3.43%
$350.602M
7.59M shares@ $46.19 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -11.97%
2.16%
$220.226M
3.785M shares@ $58.18 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 4.39%
2.14%
$217.959M
7.482M shares@ $29.13 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -2.45%
2%
$203.884M
965,589 shares@ $211.15 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 1.93%
1.96%
$199.592M
4.424M shares@ $45.12 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 4.01%
1.74%
$177.148M
3.7M shares@ $47.88 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 8.74%
1.66%
$168.878M
1.779M shares@ $94.95 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 12.8%
1.58%
$161.575M
1.751M shares@ $92.28 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.37%
1.54%
$156.733M
4.033M shares@ $38.86 avg price

1-10 of 1447