Sequoia Financial Advisors, LLC
2,130 holdingsFiling period: 2026-06-30Current AUM: $20.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 3.83M | $1.42B | $1.43B | 7.01% | +43.4K | 2026-06-30 |
| 2 | SFGV | EA SERIES TRUST | 31.47M | $1.10B | $1.13B | 5.56% | -359,363 | 2026-06-30 |
| 3 | IXUS | ISHARES TR | 6.30M | $601.0M | $601.7M | 2.95% | +247.7K | 2026-06-30 |
| 4 | AAPL | APPLE INC | 1.99M | $574.7M | $658.1M | 3.23% | +38.2K | 2026-06-30 |
| 5 | NVDA | NVIDIA CORPORATION | 2.85M | $570.4M | $604.8M | 2.97% | +150.9K | 2026-06-30 |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 3.43M | $438.0M | $425.4M | 2.09% | -54,984 | 2026-06-30 |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 7.61M | $393.2M | $397.7M | 1.95% | +227.8K | 2026-06-30 |
| 8 | DSTL | ETF SER SOLUTIONS | 5.94M | $356.0M | $403.9M | 1.98% | +18.9K | 2026-06-30 |
| 9 | MSFT | MICROSOFT CORP | 913.3K | $340.7M | $454.0M | 2.23% | +73.2K | 2026-06-30 |
| 10 | PYLD | PIMCO ETF TR | 12.40M | $328.9M | $319.0M | 1.56% | +1.41M | 2026-06-30 |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | 7.13M | $328.4M | $323.1M | 1.58% | +747.8K | 2026-06-30 |
| 12 | BINC | BLACKROCK ETF TRUST II | 6.13M | $321.0M | $313.8M | 1.54% | +690.0K | 2026-06-30 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | 3.67M | $290.2M | $285.1M | 1.40% | -3,567 | 2026-06-30 |
| 14 | BSV | VANGUARD BD INDEX FDS | 3.63M | $282.9M | $278.5M | 1.37% | +252.7K | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 761.6K | $269.1M | $260.0M | 1.28% | +8.4K | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 1.09M | $260.7M | $271.7M | 1.33% | -25,790 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 668.2K | $252.4M | $226.7M | 1.11% | +25.4K | 2026-06-30 |
| 18 | MUB | ISHARES TR | 2.13M | $229.1M | $219.0M | 1.07% | +151.6K | 2026-06-30 |
| 19 | TDVG | T ROWE PRICE EXCHANGE-TRADED | 4.40M | $215.5M | $215.5M | 1.06% | +161.3K | 2026-06-30 |
| 20 | DFEM | DIMENSIONAL ETF TRUST | 5.30M | $215.4M | $208.8M | 1.02% | -46,241 | 2026-06-30 |
| 21 | CAT | CATERPILLAR INC | 188.3K | $200.5M | $147.5M | 0.72% | +9.5K | 2026-06-30 |
| 22 | SPGM | SPDR INDEX SHS FDS | 2.21M | $189.7M | $190.9M | 0.94% | +209.4K | 2026-06-30 |
| 23 | VUG | VANGUARD INDEX FDS | 2.19M | $188.4M | $190.4M | 0.93% | +1.84M | 2026-06-30 |
| 24 | LLY | ELI LILLY & CO | 154.5K | $185.4M | $175.6M | 0.86% | +11.2K | 2026-06-30 |
| 25 | ACWI | ISHARES TR | 1.15M | $180.0M | $181.4M | 0.89% | -51,251 | 2026-06-30 |
← Scroll →
Page 1 of 86