Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings257 positions
VANGUARD INDEX FDS | 662,404 | $147.1M | 14.9% | $137.02 | +51.18% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.3M | $89M | 9.0% | $47.47 | +28.25% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 824,578 | $58.1M | 5.9% | $40.60 | +68.08% | 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 STRATEGIC TR | 872,503 | $28.6M | 2.9% | $28.01 | -1.35% | 2 qtrssince 2021-Q2 | Decreased 0 |
SCHWAB STRATEGIC TR | 271,996 | $28.3M | 2.9% | $10.29 | +57.89% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 188,530 | $26.7M | 2.7% | $64.90 | +112.65% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 219,261 | $25.5M | 2.6% | $96.21 | +5.60% | 11 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 163,433 | $24.5M | 2.5% | $103.14 | +33.64% | 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% | $40.43 | +21.88% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 85,534 | $18.7M | 1.9% | $142.81 | +43.99% | 11 qtrssince 2019-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 70,511 | $16.6M | 1.7% | $138.90 | +69.84% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 58,864 | $16.1M | 1.6% | $203.90 | +33.86% | 11 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 286,164 | $15.5M | 1.6% | $21.37 | +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% | $139.26 | +94.29% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 133,623 | $13.4M | 1.4% | $79.46 | +15.28% | 11 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE TR | 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% | $88.42 | -1.16% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 5 new positions, 224 exits, 9 increased. No standout high-conviction moves this quarter. Portfolio: $984M across 257 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