Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings530 positions
Vanguard Total Stock Market ET | 2M | $365.1M | 11.5% | $195.73 | -13.18% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.6M | $184.7M | 5.8% | $56.13 | -19.48% | 15 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 1.6M | $158.7M | 5.0% | $95.41 | -12.25% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 2.5M | $135.4M | 4.3% | $62.57 | -15.41% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 1.1M | $113.5M | 3.6% | $96.14 | -4.93% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 3.4M | $85.8M | 2.7% | $26.70 | -17.75% | 6 qtrssince 2021-Q2 | Increased 63 |
DIMENSIONAL ETF TRUST | 1.7M | $80.5M | 2.5% | $42.14 | 0.00% | 1 qtr | New 77 |
FIDELITY MERRIMACK STR TR | 1.6M | $71.7M | 2.3% | $42.72 | -12.54% | 7 qtrssince 2021-Q1 | Decreased 0 |
APPLE INC | 472,572 | $65.3M | 2.1% | $138.49 | -2.12% | 15 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 1.6M | $62.8M | 2.0% | $48.86 | -24.16% | 4 qtrssince 2021-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 2.5M | $62M | 2.0% | $28.82 | -16.73% | 4 qtrssince 2021-Q4 | Increased 49 |
SPDR INDEX SHS FDS | 1.2M | $52.4M | 1.7% | $48.88 | -19.40% | 15 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 535,419 | $50.7M | 1.6% | $80.65 | -0.71% | 2 qtrssince 2022-Q2 | Increased 56 |
SCHWAB STRATEGIC TR | 1.2M | $50.3M | 1.6% | $14.88 | -9.71% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 639,099 | $49.7M | 1.6% | $93.62 | -22.28% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 501,010 | $43.7M | 1.4% | $89.74 | -8.72% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 342,651 | $42.3M | 1.3% | $132.78 | -15.32% | 4 qtrssince 2021-Q4 | Decreased 0 |
VANGUARD MUN BD FDS | 822,532 | $39.6M | 1.2% | $45.88 | -7.07% | 8 qtrssince 2020-Q4 | Increased 48 |
MICROSOFT CORP | 169,480 | $39.5M | 1.2% | $274.81 | -17.98% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 438,979 | $39.5M | 1.2% | $93.13 | -11.58% | 6 qtrssince 2021-Q2 | Increased 48 |
Sequoia Financial Advisors, LLC manages $3.2B across 530 positions as of Q3 2022. Top holdings: VTI (11.5%), IXUS (5.8%), AGG (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 81 exits, 129 increased. Top move: DFNM (NEW, conviction 77). Portfolio: $3.2B across 530 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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