Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings807 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.2M | $420.9M | 10.3% | $194.68 | -6.56% | 16 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 4M | $229M | 5.6% | $55.77 | -7.12% | 16 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 1.8M | $170.5M | 4.2% | $94.76 | -10.25% | 16 qtrssince 2019-Q1 | Increased 60 |
VANGUARD RUSSELL 1000 GROWTH ETF | 2.9M | $158.6M | 3.9% | $61.43 | -12.18% | 16 qtrssince 2019-Q1 | Increased 64 |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 3.7M | $106.7M | 2.6% | $26.65 | -2.71% | 7 qtrssince 2021-Q2 | Increased 55 |
Apple Inc. | 723,427 | $94M | 2.3% | $134.73 | -5.26% | 16 qtrssince 2019-Q1 | Increased 72 |
ISHARES NATIONAL MUNI BOND ETF | 768,061 | $81M | 2.0% | $96.14 | -1.43% | 16 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY TOTAL BOND ETF | 1.8M | $79.7M | 2.0% | $42.33 | -9.67% | 8 qtrssince 2021-Q1 | Increased 51 |
DIMENSIONAL US CORE EQUITY MARKET ETF | 2.8M | $74.6M | 1.8% | $28.51 | -9.18% | 5 qtrssince 2021-Q4 | Increased 52 |
DIMENSIONAL U.S. EQUITY MARKET ETF | 1.7M | $69M | 1.7% | $48.65 | -17.97% | 5 qtrssince 2021-Q4 | Increased 48 |
ISHARES MSCI ACWI ETF | 799,759 | $67.9M | 1.7% | $90.88 | -12.01% | 16 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 1.5M | $67.3M | 1.7% | $40.89 | +0.07% | 16 qtrssince 2019-Q1 | Increased 75 |
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 1.4M | $64.8M | 1.6% | $42.14 | +3.00% | 2 qtrssince 2022-Q3 | Decreased 0 |
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 1.3M | $59.9M | 1.5% | $49.07 | -10.75% | 16 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 414,296 | $58.2M | 1.4% | $132.08 | -2.51% | 5 qtrssince 2021-Q4 | Increased 55 |
ISHARES CORE S&P SMALL CAP ETF | 613,289 | $58M | 1.4% | $89.66 | -0.41% | 16 qtrssince 2019-Q1 | Increased 56 |
Microsoft Corp. | 223,727 | $53.7M | 1.3% | $264.61 | -12.04% | 16 qtrssince 2019-Q1 | Increased 59 |
SCHWAB U.S. LARGE-CAP ETF | 1.2M | $52.9M | 1.3% | $14.88 | -3.30% | 16 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 150,850 | $46.6M | 1.1% | $265.25 | +16.46% | 16 qtrssince 2019-Q1 | Increased 56 |
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 442,623 | $45.5M | 1.1% | $93.14 | +1.82% | 7 qtrssince 2021-Q2 | Increased 46 |
Sequoia Financial Advisors, LLC manages $4.1B across 807 positions as of Q4 2022. Top holdings: VTI (10.3%), IXUS (5.6%), AGG (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 283 new positions, 12 exits, 429 increased. Top move: TFI (INCREASED, conviction 75). Portfolio: $4.1B across 807 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