Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings366 positions
ISHARES TR | 2.8M | $160M | 13.1% | $46.69 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 906,184 | $131.1M | 10.8% | $129.59 | 0.00% | 1 qtr | First report 0 |
SPDR INDEX SHS FDS | 1.6M | $79.8M | 6.6% | $39.07 | 0.00% | 1 qtr | First report 0 |
SPDR INDEX SHS FDS | 1.3M | $67.8M | 5.6% | $39.39 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 558,008 | $60.9M | 5.0% | $87.90 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 290,906 | $45.2M | 3.7% | $36.76 | 0.00% | 1 qtr | First report 0 |
SPDR INDEX SHS FDS | 854,574 | $30.9M | 2.5% | $19.50 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 929,685 | $30M | 2.5% | $26.32 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 381,673 | $25.8M | 2.1% | $10.10 | 0.00% | 1 qtr | First report 0 |
INVESCO EXCHANGE TRADED FD T | 211,932 | $22.1M | 1.8% | $91.73 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 115,578 | $22M | 1.8% | $45.22 | 0.00% | 1 qtr | First report 0 |
SPDR INDEX SHS FDS | 253,791 | $19.8M | 1.6% | $33.45 | 0.00% | 1 qtr | First report 0 |
iShares National Muni Bond | 176,504 | $19.6M | 1.6% | $92.15 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 347,489 | $18M | 1.5% | $20.42 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 126,433 | $14.9M | 1.2% | $110.12 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 64,532 | $13M | 1.1% | $200.89 | 0.00% | 1 qtr | First report 0 |
WISDOMTREE TR | 298,220 | $12.8M | 1.1% | $37.49 | 0.00% | 1 qtr | First report 0 |
FIRST TR EXCHANGE-TRADED FD | 86,631 | $12M | 1.0% | $138.90 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 218,591 | $11.8M | 1.0% | $21.96 | 0.00% | 1 qtr | First report 0 |
PIMCO ETF TR | 112,433 | $11.4M | 0.9% | $80.89 | 0.00% | 1 qtr | First report 0 |
Sequoia Financial Advisors, LLC manages $1.2B across 366 positions as of Q1 2019. Top holdings: IXUS (13.1%), VTI (10.8%), RWO (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 366 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.2B across 366 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR