Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SCZ | ISHARES TR | — | 2,958 | $232K | 0.00% | SOLD |
| 62 | CTRA | COTERRA ENERGY INC | Energy | 6,599 | $232K | 0.00% | SOLD |
| 63 | VAL | VALARIS LTD | Energy | 2,340 | $229K | 0.00% | SOLD |
| 64 | NXT | NEXTPOWER INC | Technology | 1,901 | $229K | 0.00% | SOLD |
| 65 | LOPE | GRAND CANYON ED INC | Consumer Defensive | 1,304 | $222K | 0.00% | SOLD |
| 66 | GDXJ | VANECK ETF TRUST | — | 1,837 | $221K | 0.00% | SOLD |
| 67 | EFX | EQUIFAX INC | Industrials | 1,219 | $220K | 0.00% | SOLD |
| 68 | NTR | NUTRIEN LTD | Basic Materials | 2,901 | $219K | 0.00% | SOLD |
| 69 | NXDR | NEXTDOOR HOLDINGS INC | Communication Services | 156,002 | $218K | 0.00% | SOLD |
| 70 | OIH | VANECK ETF TRUST | — | 528 | $214K | 0.00% | SOLD |
| 71 | FLGB | FRANKLIN TEMPLETON ETF TR | — | 6,033 | $210K | 0.00% | SOLD |
| 72 | BJUL | INNOVATOR ETFS TRUST | — | 4,209 | $209K | 0.00% | SOLD |
| 73 | PKE | PARK AEROSPACE CORP | Industrials | 7,635 | $209K | 0.00% | SOLD |
| 74 | SIL | GLOBAL X FDS | — | 2,303 | $207K | 0.00% | SOLD |
| 75 | DJP | BARCLAYS BANK PLC | Financial Services | 4,289 | $206K | 0.00% | SOLD |
| 76 | ONON | ON HLDG AG | Consumer Cyclical | 6,063 | $206K | 0.00% | SOLD |
| 77 | HAS | HASBRO INC | Consumer Cyclical | 2,201 | $206K | 0.00% | SOLD |
| 78 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 11,278 | $170K | 0.00% | SOLD |
| 79 | VLRS | CONTROLADORA VUELA COMP DE A | Industrials | 22,288 | $161K | 0.00% | SOLD |
| 80 | XPOF | XPONENTIAL FITNESS INC | Consumer Cyclical | 25,648 | $154K | 0.00% | SOLD |
Sector Allocation
Technology
31.9%
Financial Services
18.5%
Industrials
10.0%
Healthcare
9.8%
Consumer Cyclical
8.8%
Communication Services
7.1%
Consumer Defensive
5.2%
Energy
3.9%
Utilities
2.3%
Real Estate
1.4%