Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings592 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2M | $385.6M | 10.9% | $198.10 | -8.67% | 14 qtrssince 2019-Q1 | Increased 61 |
ISHARES NATIONAL MUNI BOND E | 2.6M | $280.6M | 7.9% | $96.14 | -1.96% | 14 qtrssince 2019-Q1 | Increased 97 |
ISHARES CORE INTL STOCK ETF | 3.6M | $205.8M | 5.8% | $57.03 | -9.69% | 14 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1.7M | $177.6M | 5.0% | $95.41 | -7.92% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD RUSSELL 1000 GROWTH | 2.5M | $138.7M | 3.9% | $70.04 | -20.69% | 14 qtrssince 2019-Q1 | Increased 57 |
SCHWAB FNDMN INTL LRG CO ETF | 2.7M | $76.4M | 2.2% | $28.20 | -11.26% | 5 qtrssince 2021-Q2 | Increased 53 |
FIDELITY MERRIMACK STR TR | 1.6M | $75.7M | 2.1% | $42.72 | -9.15% | 6 qtrssince 2021-Q1 | Increased 53 |
DIMENSIONAL US EQ MKT ETF | 1.7M | $69.8M | 2.0% | $49.35 | -20.19% | 3 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 506,359 | $69.2M | 2.0% | $150.84 | -11.22% | 14 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 2.3M | $61.8M | 1.7% | $29.43 | -13.36% | 3 qtrssince 2021-Q4 | Increased 64 |
SPDR INDEX SHS FDS | 1.3M | $57.8M | 1.6% | $49.38 | -12.76% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US LARGE-CAP ETF | 1.3M | $56.7M | 1.6% | $16.12 | -11.30% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI ACWI ETF | 658,155 | $55.2M | 1.6% | $94.53 | -15.83% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 375,854 | $49.6M | 1.4% | $136.73 | -11.12% | 3 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 182,608 | $46.9M | 1.3% | $278.93 | -9.32% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 503,707 | $46.6M | 1.3% | $90.83 | -3.72% | 14 qtrssince 2019-Q1 | Increased 74 |
PIMCO ETF TR | 436,777 | $41.9M | 1.2% | $80.78 | 0.00% | 1 qtr | New 67 |
VANGUARD WORLD FD | 417,818 | $40.2M | 1.1% | $94.61 | -6.29% | 5 qtrssince 2021-Q2 | Increased 47 |
VANGUARD TAX-EXEMPT BOND ETF | 782,915 | $39.1M | 1.1% | $46.05 | -4.48% | 7 qtrssince 2020-Q4 | Increased 52 |
SCHWAB US AGGREGATE BOND ETF | 811,581 | $38.9M | 1.1% | $22.45 | -8.56% | 14 qtrssince 2019-Q1 | Decreased 0 |
Sequoia Financial Advisors, LLC manages $3.5B across 592 positions as of Q2 2022. Top holdings: VTI (10.9%), MUB (7.9%), IXUS (5.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 31 new positions, 109 exits, 284 increased. Top move: MUB (INCREASED, conviction 97). Portfolio: $3.5B across 592 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