How many stocks does Sequoia Financial Advisors, LLC own?

As of Q4 2021, Sequoia Financial Advisors, LLC holds 595 positions in their 13F portfolio.

What is Sequoia Financial Advisors, LLC's largest holding?

VTI at 12.0% of portfolio, worth $442.1M.

What is Sequoia Financial Advisors, LLC's total portfolio value?

$3.7B as of Q4 2021, tracked across 595 holdings.

Is Sequoia Financial Advisors, LLC a hedge fund?

Sequoia Financial Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Sequoia Financial Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Sequoia Financial Advisors, LLC's portfolio changed in Q4 2021?

View Sequoia Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q4 2021 on HoldingsIntel.

What is Sequoia Financial Advisors, LLC's investment strategy?

Sequoia Financial Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Sequoia Financial Advisors, LLC

Institutional investor · Portfolio as of Q4 2021

Top Holdings595 positions

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Activity:

				Price Trend
VTI ETF VANGUARD INDEX FDS	1.8M	$442.1M	12.0%	—	$193.84	+16.61%	12 qtrssince 2019-Q1	Increased 98
IXUS ETF ISHARES TR	3.1M	$222.8M	6.1%	—	$56.20	+10.33%	12 qtrssince 2019-Q1	Increased 96
VONG ETF VANGUARD SCOTTSDALE FDS	2.1M	$161.7M	4.4%	—	$61.92	+23.02%	12 qtrssince 2019-Q1	Increased 90
AGG ETF ISHARES TR	1.4M	$158.4M	4.3%	—	$96.32	+1.52%	12 qtrssince 2019-Q1	Increased 90
SJM SMUCKER J M CO	1M	$139.1M	3.8%	—	$114.84	+0.19%	12 qtrssince 2019-Q1	Increased 90
AAPL APPLE INC	585,423	$104M	2.8%	—	$138.49	+25.24%	12 qtrssince 2019-Q1	Increased 83
DFUS ETF DIMENSIONAL ETF TRUST	1.7M	$88.9M	2.4%	—	$48.87	0.00%	1 qtr	New 77
MUB ETF ISHARES TR	723,624	$84.1M	2.3%	—	$100.44	+1.83%	12 qtrssince 2019-Q1	Increased 82
SCHX ETF SCHWAB STRATEGIC TR	691,264	$78.7M	2.1%	—	$14.88	+19.99%	12 qtrssince 2019-Q1	Increased 82
FNDF ETF SCHWAB STRATEGIC TR	2.4M	$78.5M	2.1%	—	$28.08	+0.13%	3 qtrssince 2021-Q2	Increased 82
SPGM ETF SPDR INDEX SHS FDS	1.3M	$72.4M	2.0%	—	$48.84	+7.90%	12 qtrssince 2019-Q1	Increased 75
FBND ETF FIDELITY MERRIMACK STR TR	1.2M	$63.9M	1.7%	—	$43.34	+0.86%	4 qtrssince 2021-Q1	Increased 75
ACWI ETF ISHARES TR	592,004	$62.6M	1.7%	—	$93.80	+4.46%	12 qtrssince 2019-Q1	Increased 75
MSFT MICROSOFT CORP	175,710	$59.1M	1.6%	—	$272.66	+18.60%	12 qtrssince 2019-Q1	Increased 75
IWM ETF ISHARES TR	227,487	$50.6M	1.4%	—	$184.58	+13.64%	12 qtrssince 2019-Q1	Increased 74
SCHZ ETF SCHWAB STRATEGIC TR	885,959	$47.8M	1.3%	—	$22.30	+1.99%	12 qtrssince 2019-Q1	Increased 74
DFAU ETF DIMENSIONAL ETF TRUST	1.4M	$45M	1.2%	—	$31.19	0.00%	1 qtr	New 67
JPST ETF J P MORGAN EXCHANGE TRADED F	823,855	$41.6M	1.1%	—	$41.93	-0.03%	3 qtrssince 2021-Q2	Increased 74
MGV ETF VANGUARD	374,194	$40M	1.1%	—	$93.59	+2.58%	3 qtrssince 2021-Q2	Increased 74
AMZN AMAZON COM INC	11,429	$38.1M	1.0%	—	$155.60	+7.15%	12 qtrssince 2019-Q1	Increased 74