Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings840 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.3M | $460.4M | 10.2% | $194.69 | +0.15% | 17 qtrssince 2019-Q1 | Increased 62 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 4.1M | $252.8M | 5.6% | $55.76 | -0.57% | 17 qtrssince 2019-Q1 | Increased 62 |
VANGUARD RUSSELL 1000 GROWTH ETF | 2.9M | $184.8M | 4.1% | $61.44 | +0.40% | 17 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 1.8M | $181.5M | 4.0% | $94.51 | -7.11% | 17 qtrssince 2019-Q1 | Increased 58 |
Apple Inc. | 746,974 | $123.2M | 2.7% | $135.60 | +19.66% | 17 qtrssince 2019-Q1 | Increased 53 |
ISHARES NATIONAL MUNI BOND ETF | 1.1M | $121.7M | 2.7% | $96.48 | +0.73% | 17 qtrssince 2019-Q1 | Increased 71 |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 3.8M | $119.2M | 2.6% | $26.70 | +4.47% | 8 qtrssince 2021-Q2 | Increased 54 |
DIMENSIONAL US CORE EQUITY MARKET ETF | 3.1M | $89M | 2.0% | $28.42 | -2.67% | 6 qtrssince 2021-Q4 | Increased 53 |
FIDELITY TOTAL BOND ETF | 1.9M | $85.5M | 1.9% | $42.19 | -6.47% | 9 qtrssince 2021-Q1 | Increased 49 |
ISHARES MSCI ACWI ETF | 811,146 | $73.9M | 1.6% | $90.81 | -5.43% | 17 qtrssince 2019-Q1 | Increased 47 |
DIMENSIONAL U.S. EQUITY MARKET ETF | 1.6M | $72.9M | 1.6% | $48.65 | -12.13% | 6 qtrssince 2021-Q4 | Decreased 0 |
Microsoft Corp. | 228,774 | $66M | 1.5% | $264.96 | +5.86% | 17 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 1.3M | $63.8M | 1.4% | $42.14 | +4.70% | 3 qtrssince 2022-Q3 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 644,387 | $62.3M | 1.4% | $89.75 | +2.01% | 17 qtrssince 2019-Q1 | Increased 49 |
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 1.2M | $61.6M | 1.4% | $49.07 | -5.51% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 406,503 | $56.1M | 1.2% | $132.08 | -3.49% | 6 qtrssince 2021-Q4 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 1.1M | $55.9M | 1.2% | $45.64 | -0.40% | 10 qtrssince 2020-Q4 | Increased 75 |
SCHWAB U.S. LARGE-CAP ETF | 1.1M | $53.9M | 1.2% | $14.88 | +3.99% | 17 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 160,692 | $49.6M | 1.1% | $267.92 | +15.25% | 17 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 451,616 | $45.6M | 1.0% | $93.15 | +0.60% | 8 qtrssince 2021-Q2 | Increased 47 |
Sequoia Financial Advisors, LLC manages $4.5B across 840 positions as of Q1 2023. Top holdings: VTI (10.2%), IXUS (5.6%), VONG (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 82 new positions, 47 exits, 434 increased. Top move: VTEB (INCREASED, conviction 75). Portfolio: $4.5B across 840 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
Verify source filings on SEC EDGAR