Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ONEDIGITAL INVESTMENT ADVISORS LLC 05-10-2024 03-31-2024 1087 6,364,880,640
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CISCO SYS INC COM 201 $5,207,324 104,335 0.00 0.00 -3,643 -3.37 03-31-2024
AMERICAN EXPRESS CO COM 202 $5,197,138 22,825 0.00 0.00 1,575 7.41 03-31-2024
KEYSIGHT TECHNOLOGIES INC COM 203 $5,196,637 33,231 0.00 0.00 3,046 10.09 03-31-2024
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 204 $5,130,128 87,620 0.00 0.00 11,635 15.31 03-31-2024
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