OneDigital Investment Advisors LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 32 quarters, returned +2.0% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 43.8% of quarters (excess t = 0.82, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 1447 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| SPYM | $547M | | ADD |
| IUSB | $351M | | ADD |
| DYNF | $220M | | TRIM |
| SCHG | $218M | | ADD |
| IVE | $204M | | TRIM |
| DFAU | $200M | | HOLD |
| DFSD | $177M | | ADD |
| MBB | $169M | | ADD |
| BOND | $162M | | ADD |
| DFAC | $157M | | ADD |
| AAPL | $155M | | HOLD |
| AVEM | $152M | | TRIM |
| IVV | $145M | | ADD |
| EFV | $143M | | HOLD |
| DFCF | $141M | | ADD |
| VOO | $137M | | TRIM |
| QUAL | $133M | | ADD |
| CORO | $126M | | NEW |
| SPTI | $115M | | ADD |
| VTEB | $107M | | ADD |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.