StockDriftsStockDriftsTop 50 OneDigital Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.35% | 7.15M | $547.2M | +16.74%(+1.03M) | $55.52(+57.92%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.43% | 7.59M | $350.6M | +10.64%(+729.97K) | $45.53(+0.95%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.15% | 3.79M | $220.2M | -11.98%(-515.03K) | $45.63(+47.13%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.13% | 7.48M | $218.0M | +4.38%(+314.05K) | $15.92(+114.28%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.99% | 965.6K | $203.9M | -2.46%(-24.31K) | $188.37(+22.21%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.95% | 4.42M | $199.6M | +1.93%(+83.66K) | $38.45(+34.05%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.73% | 3.70M | $177.1M | +4.00%(+142.45K) | $47.17(+1.24%) | 2026-03-31 | |
| MBB | ISHARES TR | 1.65% | 1.78M | $168.9M | +8.73%(+142.82K) | $93.20(+0.99%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 1.58% | 1.75M | $161.6M | +12.79%(+198.60K) | $92.05(-0.27%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.53% | 4.03M | $156.7M | +2.37%(+93.37K) | $30.55(+44.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.25% | +37.69% |
| Top 20 Holdings Unweighted | +10.85% | +36.20% |
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