Long-term investor
Onedigital Investment Advisors LLC @onedigitalinvestmentadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001690370).
Record
- Tracked since 2025-06-30 (434 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months +8.4% · 1 year +14.8% · all +14.8%
- Max drawdown -2.0% · Sharpe 0.95 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 7.6% · long · since 2025-06-30
- IUSB · 3.3% · long · since 2025-06-30
- DYNF · 2.3% · long · since 2025-06-30
- SCHG · 2.2% · long · since 2025-06-30
- DFAU · 2.0% · long · since 2025-06-30
- DFAC · 1.6% · long · since 2025-06-30
- DFSD · 1.6% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- MBB · 1.5% · long · since 2025-06-30
- IVE · 1.5% · long · since 2025-06-30
- BOND · 1.4% · long · since 2025-06-30
- IVV · 1.4% · long · since 2025-06-30