Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings257 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 662,404 | $147.1M | 14.9% | $138.04 | +53.00% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE INTL STOCK ETF | 1.3M | $89M | 9.0% | $48.10 | +28.23% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD RUSSELL 1000 GROWTH | 824,578 | $58.1M | 5.9% | $60.98 | +13.02% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 327,629 | $37.6M | 3.8% | $91.58 | +6.87% | 11 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FNDMN INTL LRG CO ETF | 872,503 | $28.6M | 2.9% | $28.34 | -1.41% | 2 qtrssince 2021-Q2 | Decreased 0 |
SCHWAB US LARGE-CAP ETF | 271,996 | $28.3M | 2.9% | $10.35 | +59.66% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 188,530 | $26.7M | 2.7% | $103.24 | +33.68% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 219,261 | $25.5M | 2.6% | $96.21 | +5.60% | 11 qtrssince 2019-Q1 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 163,433 | $24.5M | 2.5% | $103.99 | +36.39% | 8 qtrssince 2019-Q4 | Decreased 0 |
FIDELITY MERRIMACK STR TR | 455,791 | $24.2M | 2.5% | $42.73 | +2.09% | 3 qtrssince 2021-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 393,707 | $21.6M | 2.2% | $40.90 | +22.29% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 85,534 | $18.7M | 1.9% | $142.54 | +46.62% | 11 qtrssince 2019-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 70,511 | $16.6M | 1.7% | $138.90 | +69.32% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 58,864 | $16.1M | 1.6% | $203.68 | +36.14% | 11 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US AGGREGATE BOND ETF | 286,164 | $15.5M | 1.6% | $21.52 | +6.38% | 11 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 272,655 | $13.8M | 1.4% | $41.96 | +0.12% | 2 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 48,396 | $13.6M | 1.4% | $140.06 | +95.83% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI ACWI ETF | 133,623 | $13.4M | 1.4% | $80.00 | +16.08% | 11 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE U.S. QUALITY DIVI | 205,291 | $12.1M | 1.2% | $37.49 | +44.41% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 119,253 | $11.7M | 1.2% | $88.88 | +0.91% | 2 qtrssince 2021-Q2 | Decreased 0 |
Sequoia Financial Advisors, LLC manages $984M across 257 positions as of Q3 2021. Top holdings: VTI (14.9%), IXUS (9.0%), VONG (5.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 4 new positions, 223 exits, 9 increased. No standout high-conviction moves this quarter. Portfolio: $984M across 257 positions.
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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