Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings389 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.6M | $281M | 14.8% | $131.89 | +18.84% | 7 qtrssince 2019-Q1 | Increased 62 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 2.8M | $165.7M | 8.7% | $46.79 | +4.58% | 7 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 1.1M | $125M | 6.6% | $90.75 | +8.89% | 7 qtrssince 2019-Q1 | Increased 66 |
VANGUARD RUSSELL 1000 GROWTH ETF | 450,950 | $100.5M | 5.3% | $37.87 | +41.43% | 7 qtrssince 2019-Q1 | Increased 58 |
SCHWAB U.S. LARGE-CAP ETF | 812,063 | $65.5M | 3.5% | $10.29 | +20.73% | 7 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | 1.6M | $64.2M | 3.4% | $38.82 | -16.10% | 7 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF | 1.3M | $59.9M | 3.2% | $40.03 | -10.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US AGGREGATE BOND ETF | 867,166 | $48.6M | 2.6% | $21.29 | +7.95% | 7 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 403,862 | $46.8M | 2.5% | $47.06 | +138.51% | 7 qtrssince 2019-Q1 | Increased 81 |
ISHARES NATIONAL MUNI BOND ETF | 307,601 | $35.7M | 1.9% | $94.40 | +5.38% | 7 qtrssince 2019-Q1 | Increased 50 |
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 820,394 | $35.5M | 1.9% | $34.09 | +12.39% | 7 qtrssince 2019-Q1 | Decreased 0 |
JANUS DETROIT STR TR | 637,376 | $32.1M | 1.7% | $39.83 | +0.43% | 2 qtrssince 2020-Q2 | Increased 54 |
MICROSOFT CORP | 145,806 | $30.7M | 1.6% | $117.12 | +70.78% | 7 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 183,765 | $27.5M | 1.5% | $133.87 | +4.19% | 7 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR MSCI ACWI EX-US ETF | 1.1M | $26.3M | 1.4% | $19.40 | +4.76% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 404,766 | $23.8M | 1.3% | $22.45 | +10.18% | 7 qtrssince 2019-Q1 | Increased 46 |
INVESCO EXCHANGE TRADED FD T | 192,068 | $20.8M | 1.1% | $103.01 | -4.84% | 4 qtrssince 2019-Q4 | Decreased 0 |
AMAZON COM INC | 6,197 | $19.5M | 1.0% | $94.64 | +66.35% | 7 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 89,817 | $19.1M | 1.0% | $194.82 | +9.30% | 7 qtrssince 2019-Q1 | Increased 46 |
ISHARES MSCI ACWI ETF | 196,858 | $15.7M | 0.8% | $65.41 | +10.35% | 7 qtrssince 2019-Q1 | Increased 52 |
Sequoia Financial Advisors, LLC manages $1.9B across 389 positions as of Q3 2020. Top holdings: VTI (14.8%), IXUS (8.7%), AGG (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 37 new positions, 15 exits, 193 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $1.9B across 389 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