Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings447 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.8M | $375.8M | 15.7% | $138.04 | +39.15% | 9 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE INTL STOCK ETF | 2.9M | $200.4M | 8.4% | $47.51 | +27.05% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $125.5M | 5.3% | $91.23 | +5.43% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD RUSSELL 1000 GROWTH | 464,636 | $116.2M | 4.9% | $38.52 | +54.84% | 9 qtrssince 2019-Q1 | Increased 57 |
SPDR INDEX SHS FDS | 1.6M | $73.9M | 3.1% | $38.84 | +3.32% | 9 qtrssince 2019-Q1 | Increased 55 |
SPDR INDEX SHS FDS | 1.4M | $72.6M | 3.0% | $40.13 | +5.05% | 9 qtrssince 2019-Q1 | Increased 57 |
SCHWAB US LARGE-CAP ETF | 741,485 | $71.2M | 3.0% | $10.35 | +44.20% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 439,440 | $53.7M | 2.2% | $98.06 | +21.11% | 9 qtrssince 2019-Q1 | Increased 53 |
FIDELITY MERRIMACK STR TR | 1M | $53.3M | 2.2% | $42.62 | 0.00% | 1 qtr | New 76 |
SCHWAB US AGGREGATE BOND ETF | 853,405 | $46M | 1.9% | $21.46 | +4.96% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 186,704 | $41.3M | 1.7% | $135.68 | +51.39% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 348,419 | $40.4M | 1.7% | $95.17 | +5.69% | 9 qtrssince 2019-Q1 | Increased 48 |
JANUS DETROIT STR TR | 792,178 | $39.8M | 1.7% | $40.18 | +0.30% | 4 qtrssince 2020-Q2 | Increased 52 |
MICROSOFT CORP | 163,479 | $38.5M | 1.6% | $129.04 | +72.80% | 9 qtrssince 2019-Q1 | Increased 49 |
SPDR INDEX SHS FDS | 706,161 | $37M | 1.5% | $34.38 | +36.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI ACWI ETF | 364,973 | $34.7M | 1.5% | $74.77 | +16.35% | 9 qtrssince 2019-Q1 | Increased 59 |
SPDR INDEX SHS FDS | 912,032 | $26.4M | 1.1% | $19.64 | +27.27% | 9 qtrssince 2019-Q1 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 181,885 | $25.8M | 1.1% | $103.85 | +26.21% | 6 qtrssince 2019-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 96,620 | $24.7M | 1.0% | $198.79 | +29.88% | 9 qtrssince 2019-Q1 | Increased 48 |
SCHWAB INTERMEDIATE-TERM US | 420,024 | $23.7M | 1.0% | $22.75 | +6.16% | 9 qtrssince 2019-Q1 | Increased 42 |
Sequoia Financial Advisors, LLC manages $2.4B across 447 positions as of Q1 2021. Top holdings: VTI (15.7%), IXUS (8.4%), AGG (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 47 new positions, 21 exits, 220 increased. Top move: FBND (NEW, conviction 76). Portfolio: $2.4B across 447 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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