How many stocks does Sequoia Financial Advisors, LLC own?

As of Q1 2022, Sequoia Financial Advisors, LLC holds 670 positions in their 13F portfolio.

What is Sequoia Financial Advisors, LLC's largest holding?

VTI at 11.6% of portfolio, worth $462.9M.

What is Sequoia Financial Advisors, LLC's total portfolio value?

$4B as of Q1 2022, tracked across 670 holdings.

Is Sequoia Financial Advisors, LLC a hedge fund?

Sequoia Financial Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Sequoia Financial Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Sequoia Financial Advisors, LLC's portfolio changed in Q1 2022?

View Sequoia Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2022 on HoldingsIntel.

What is Sequoia Financial Advisors, LLC's investment strategy?

Sequoia Financial Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Sequoia Financial Advisors, LLC

Institutional investor · Portfolio as of Q1 2022

Top Holdings670 positions

Checking export access…

Activity:

				Price Trend
VTI ETF VANGUARD INDEX FDS	2M	$462.9M	11.6%	—	$195.82	+9.19%	13 qtrssince 2019-Q1	Increased 67
IXUS ETF ISHARES TR	3.5M	$231.4M	5.8%	—	$56.39	+3.19%	13 qtrssince 2019-Q1	Increased 66
AGG ETF ISHARES INC	1.8M	$189.2M	4.7%	—	$95.41	-3.50%	13 qtrssince 2019-Q1	Increased 70
VONG ETF VANGUARD SCOTTSDALE FDS	2.4M	$170.5M	4.3%	—	$62.95	+10.13%	13 qtrssince 2019-Q1	Increased 64
SJM SMUCKER J M CO	855,693	$115.9M	2.9%	—	$114.84	+0.62%	13 qtrssince 2019-Q1	Decreased 0
MUB ETF ISHARES TR	922,882	$101.2M	2.5%	—	$99.64	-2.93%	13 qtrssince 2019-Q1	Increased 64
AAPL APPLE INC	562,304	$98.2M	2.5%	—	$138.49	+23.31%	13 qtrssince 2019-Q1	Decreased 0
DFUS ETF DIMENSIONAL ETF TRUST	1.7M	$84.6M	2.1%	—	$48.86	-4.95%	2 qtrssince 2021-Q4	Increased 51
FNDF ETF SCHWAB STRATEGIC TR	2.6M	$84.3M	2.1%	—	$28.06	-0.65%	4 qtrssince 2021-Q2	Increased 55
FBND ETF FIDELITY MERRIMACK STR TR	1.6M	$78.4M	2.0%	—	$42.85	-3.75%	5 qtrssince 2021-Q1	Increased 59
SCHX ETF SCHWAB STRATEGIC TR	1.4M	$73.2M	1.8%	—	$14.88	+13.86%	13 qtrssince 2019-Q1	Increased 75
SPGM ETF SPDR INDEX SHS FDS	1.3M	$71.3M	1.8%	—	$48.88	+2.15%	13 qtrssince 2019-Q1	Increased 49
ACWI ETF ISHARES TR	677,872	$67.6M	1.7%	—	$93.62	-1.28%	13 qtrssince 2019-Q1	Increased 53
IWM ETF ISHARES TR	313,001	$64.3M	1.6%	—	$187.14	+3.63%	13 qtrssince 2019-Q1	Increased 61
JPST ETF J P MORGAN EXCHANGE TRADED F	1.2M	$60.9M	1.5%	—	$41.88	-0.24%	4 qtrssince 2021-Q2	Increased 64
VTV ETF VANGUARD	406,141	$60M	1.5%	—	$132.78	+0.03%	2 qtrssince 2021-Q4	Increased 75
MSFT MICROSOFT CORP	192,762	$59.4M	1.5%	—	$274.81	+8.09%	13 qtrssince 2019-Q1	Increased 51
DFAU ETF DIMENSIONAL ETF TRUST	1.6M	$49.6M	1.2%	—	$31.01	-3.72%	2 qtrssince 2021-Q4	Increased 53
BRK/B BERKSHIRE HATHAWAY INC DEL	124,760	$44M	1.1%	—	$254.53	+38.65%	13 qtrssince 2019-Q1	Increased 46
SCHZ ETF SCHWAB STRATEGIC TR	869,467	$44M	1.1%	—	$22.30	-3.96%	13 qtrssince 2019-Q1	Decreased 0