Resources Investment Advisors, LLC.
Resources Investment Advisors, LLC, now part of OneDigital Investment Advisors LLC, is an independent hybrid Registered Investment Adviser (RIA) firm founded in 1987 and headquartered in Overland Park, KS. The firm specializes in supporting independent financial advisors focused on the corporate retirement plan and wealth management space, delivering industry-leading growth platforms, tools, and technology to a nationwide network of affiliated independent advisor businesses. In 2020, the firm was acquired by OneDigital, a major strategic advisory and benefits consulting firm, which integrates retirement, wealth management, and employee benefits for employers and individuals, serving over 50,000 employers and supported by more than 2,000 employees nationally.
Investment Strategy
The firm's investment strategy combines individualized retirement plan consulting, wealth management, and holistic financial wellness solutions for employers and individuals. By integrating retirement planning with healthcare and benefits consulting, Resources/OneDigital delivers customized advisory services, fiduciary oversight, and participant education to improve retirement readiness and overall financial wellbeing. Their approach leverages advanced platforms, technology, and a network of independent advisors to deliver tailored strategies for corporate retirement plans, institutional clients, and personal wealth management with a focus on overall economic balance for clients.
Top Holdings
Equity Positions (1,419)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 4.66% | $419.9M | 5,775,966 | $51.12 | $72.69 | -$51.5M |
I IUSB | ISHARES TR | 3.45% | $310.6M | 6,718,717 | $45.34 | $46.23 | -$44.4M |
S SCHG | SCHWAB STRATEGIC TR | 2.36% | $212.2M | 7,265,280 | $21.15 | $29.21 | +$4.3M |
Q QUAL | ISHARES TR | 2.24% | $201.7M | 1,103,395 | $141.64 | $182.82 | +$4.1M |
D DYNF | BLACKROCK ETF TRUST | 2.15% | $193.8M | 3,559,166 | $45.25 | $54.46 | +$15.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $454.8K | 59 | $617.85 | $617.85 | +59 | +$454.8K |