Sequoia Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF Sequoia Financial Advisors, LLC | Institutional Filer | ▼ 0.28% | $17.88B | 1885 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1885)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 3.8M | $1.22B | 6.80% |
| 2 | SFGV | EA SERIES TRUST | — | 31.8M | $1.04B | 5.84% |
| 3 | IXUS | ISHARES TR | — | 6.0M | $524.1M | 2.93% |
| 4 | AAPL | Apple Inc. | Technology | 1.9M | $494.4M | 2.76% |
| 5 | NVDA | NVIDIA Corporation | Technology | 2.7M | $470.8M | 2.63% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | — | 3.5M | $381.9M | 2.14% |
| 7 | DSTL | ETF SER SOLUTIONS | — | 5.9M | $342.9M | 1.92% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | — | 7.4M | $333.0M | 1.86% |
| 9 | MSFT | Microsoft Corporation | Technology | 840K | $311.0M | 1.74% |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 6.4M | $294.1M | 1.64% |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3.7M | $291.4M | 1.63% |
| 12 | PYLD | PIMCO ETF TR | — | 11.0M | $288.1M | 1.61% |
| 13 | BINC | BLACKROCK ETF TRUST II | — | 5.4M | $282.7M | 1.58% |
| 14 | BSV | VANGUARD BD INDEX FDS | — | 3.4M | $264.9M | 1.48% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.1M | $233.2M | 1.30% |
Showing 1 to 15 of 1000 holdings