Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings595 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 1.8M | $442.1M | 12.0% | $195.90 | +16.74% | 12 qtrssince 2019-Q1 | Increased 98 |
ISHARES CORE INTL STOCK ETF | 3.1M | $222.8M | 6.1% | $56.96 | +10.33% | 12 qtrssince 2019-Q1 | Increased 96 |
VANGUARD RUSSELL 1000 GROWTH | 2.1M | $161.7M | 4.4% | $70.47 | +9.00% | 12 qtrssince 2019-Q1 | Increased 90 |
ISHARES TR | 1.4M | $158.4M | 4.3% | $96.32 | +1.52% | 12 qtrssince 2019-Q1 | Increased 90 |
JM SMUCKER CO/THE | 1M | $139.1M | 3.8% | $114.84 | +0.19% | 12 qtrssince 2019-Q1 | Increased 90 |
APPLE INC | 585,423 | $104M | 2.8% | $150.84 | +14.99% | 12 qtrssince 2019-Q1 | Increased 83 |
DIMENSIONAL US EQ MKT ETF | 1.7M | $88.9M | 2.4% | $49.36 | 0.00% | 1 qtr | New 77 |
ISHARES NATIONAL MUNI BOND E | 723,624 | $84.1M | 2.3% | $100.44 | +1.83% | 12 qtrssince 2019-Q1 | Increased 82 |
SCHWAB US LARGE-CAP ETF | 691,264 | $78.7M | 2.1% | $14.99 | +20.11% | 12 qtrssince 2019-Q1 | Increased 82 |
SCHWAB FNDMN INTL LRG CO ETF | 2.4M | $78.5M | 2.1% | $28.28 | -0.12% | 3 qtrssince 2021-Q2 | Increased 82 |
SPDR INDEX SHS FDS | 1.3M | $72.4M | 2.0% | $49.32 | +7.83% | 12 qtrssince 2019-Q1 | Increased 75 |
FIDELITY MERRIMACK STR TR | 1.2M | $63.9M | 1.7% | $43.34 | +0.86% | 4 qtrssince 2021-Q1 | Increased 75 |
ISHARES MSCI ACWI ETF | 592,004 | $62.6M | 1.7% | $94.53 | +4.48% | 12 qtrssince 2019-Q1 | Increased 75 |
MICROSOFT CORP | 175,710 | $59.1M | 1.6% | $276.47 | +18.76% | 12 qtrssince 2019-Q1 | Increased 75 |
ISHARES RUSSELL 2000 ETF ETF | 227,487 | $50.6M | 1.4% | $185.65 | +13.99% | 12 qtrssince 2019-Q1 | Increased 74 |
SCHWAB US AGGREGATE BOND ETF | 885,959 | $47.8M | 1.3% | $22.45 | +1.99% | 12 qtrssince 2019-Q1 | Increased 74 |
DIMENSIONAL ETF TRUST | 1.4M | $45M | 1.2% | $31.48 | 0.00% | 1 qtr | New 67 |
J P MORGAN EXCHANGE TRADED F | 823,855 | $41.6M | 1.1% | $41.93 | -0.03% | 3 qtrssince 2021-Q2 | Increased 74 |
VANGUARD WORLD FD | 374,194 | $40M | 1.1% | $94.39 | +2.73% | 3 qtrssince 2021-Q2 | Increased 74 |
AMAZON.COM INC | 11,429 | $38.1M | 1.0% | $157.09 | +7.35% | 12 qtrssince 2019-Q1 | Increased 74 |
Sequoia Financial Advisors, LLC manages $3.7B across 595 positions as of Q4 2021. Top holdings: VTI (12.0%), IXUS (6.1%), VONG (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 343 new positions, 5 exits, 236 increased. Top move: VTI (INCREASED, conviction 98). Portfolio: $3.7B across 595 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