Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings670 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2M | $462.9M | 11.6% | $198.20 | +10.47% | 13 qtrssince 2019-Q1 | Increased 67 |
ISHARES CORE INTL STOCK ETF | 3.5M | $231.4M | 5.8% | $57.24 | +4.65% | 13 qtrssince 2019-Q1 | Increased 66 |
ISHARES TR | 1.8M | $189.2M | 4.7% | $95.41 | -3.50% | 13 qtrssince 2019-Q1 | Increased 70 |
VANGUARD RUSSELL 1000 GROWTH | 2.4M | $170.5M | 4.3% | $70.49 | +0.14% | 13 qtrssince 2019-Q1 | Increased 64 |
JM SMUCKER CO/THE | 855,693 | $115.9M | 2.9% | $114.84 | +0.62% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 922,882 | $101.2M | 2.5% | $99.64 | -2.93% | 13 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 562,304 | $98.2M | 2.5% | $150.84 | +13.22% | 13 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US EQ MKT ETF | 1.7M | $84.6M | 2.1% | $49.35 | -3.90% | 2 qtrssince 2021-Q4 | Increased 51 |
SCHWAB FNDMN INTL LRG CO ETF | 2.6M | $84.3M | 2.1% | $28.30 | +0.58% | 4 qtrssince 2021-Q2 | Increased 55 |
FIDELITY MERRIMACK STR TR | 1.6M | $78.4M | 2.0% | $42.85 | -3.75% | 5 qtrssince 2021-Q1 | Increased 59 |
SCHWAB US LARGE-CAP ETF | 1.4M | $73.2M | 1.8% | $16.12 | +7.24% | 13 qtrssince 2019-Q1 | Increased 75 |
SPDR INDEX SHS FDS | 1.3M | $71.3M | 1.8% | $49.38 | +3.28% | 13 qtrssince 2019-Q1 | Increased 49 |
ISHARES MSCI ACWI ETF | 677,872 | $67.6M | 1.7% | $94.53 | +0.01% | 13 qtrssince 2019-Q1 | Increased 53 |
ISHARES RUSSELL 2000 ETF ETF | 313,001 | $64.3M | 1.6% | $188.84 | +4.49% | 13 qtrssince 2019-Q1 | Increased 61 |
J P MORGAN EXCHANGE TRADED F | 1.2M | $60.9M | 1.5% | $41.88 | -0.24% | 4 qtrssince 2021-Q2 | Increased 64 |
VANGUARD VALUE ETF | 406,141 | $60M | 1.5% | $136.73 | +0.07% | 2 qtrssince 2021-Q4 | Increased 75 |
MICROSOFT CORP | 192,762 | $59.4M | 1.5% | $278.93 | +9.10% | 13 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 1.6M | $49.6M | 1.2% | $31.35 | -2.77% | 2 qtrssince 2021-Q4 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 124,760 | $44M | 1.1% | $254.97 | +40.25% | 13 qtrssince 2019-Q1 | Increased 46 |
SCHWAB US AGGREGATE BOND ETF | 869,467 | $44M | 1.1% | $22.45 | -3.96% | 13 qtrssince 2019-Q1 | Decreased 0 |
Sequoia Financial Advisors, LLC manages $4B across 670 positions as of Q1 2022. Top holdings: VTI (11.6%), IXUS (5.8%), AGG (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 121 new positions, 46 exits, 419 increased. Top move: SCHX (INCREASED, conviction 75). Portfolio: $4.0B across 670 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