Sequoia Financial Advisors, LLC
2,131 holdingsFiling period: 2026-06-30Current AUM: $20.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 3.83M | $1.42B | $1.45B | 7.06% | +43.4K | 2026-06-30 |
| 2 | SFGV | EA Series Trust | 31.47M | $1.10B | $1.13B | 5.53% | -359,363 | 2026-06-30 |
| 3 | IXUS | iShares TR | 6.30M | $601.0M | $587.5M | 2.87% | +247.7K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 1.99M | $574.7M | $689.4M | 3.36% | +38.2K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 2.85M | $570.4M | $621.2M | 3.03% | +150.9K | 2026-06-30 |
| 6 | VONG | Vanguard Scottsdale Fds | 3.43M | $438.0M | $431.4M | 2.10% | -54,984 | 2026-06-30 |
| 7 | DFAU | Dimensional ETF Trust | 7.61M | $393.2M | $403.6M | 1.97% | +227.8K | 2026-06-30 |
| 8 | DSTL | ETF Ser Solutions | 5.94M | $356.0M | $406.3M | 1.98% | +18.9K | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 913.3K | $340.7M | $485.3M | 2.37% | +73.2K | 2026-06-30 |
| 10 | PYLD | PIMCO ETF TR | 12.40M | $328.9M | $317.3M | 1.55% | +1.41M | 2026-06-30 |
| 11 | JPIE | J P Morgan Exchange Traded F | 7.13M | $328.4M | $321.7M | 1.57% | +747.8K | 2026-06-30 |
| 12 | BINC | BlackRock ETF Trust II | 6.13M | $321.0M | $310.9M | 1.52% | +690.0K | 2026-06-30 |
| 13 | VCSH | Vanguard Scottsdale Fds | 3.67M | $290.2M | $285.2M | 1.39% | -3,567 | 2026-06-30 |
| 14 | BSV | Vanguard BD Index Fds | 3.63M | $282.9M | $278.8M | 1.36% | +252.7K | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 761.6K | $269.1M | $241.3M | 1.18% | +8.4K | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 1.09M | $260.7M | $276.8M | 1.35% | -25,790 | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 668.2K | $252.4M | $228.7M | 1.12% | +25.4K | 2026-06-30 |
| 18 | MUB | iShares TR | 2.13M | $229.1M | $221.1M | 1.08% | +151.6K | 2026-06-30 |
| 19 | TDVG | T Rowe Price Exchange-Traded | 4.40M | $215.5M | $220.9M | 1.08% | +161.3K | 2026-06-30 |
| 20 | DFEM | Dimensional ETF Trust | 5.30M | $215.4M | $198.1M | 0.97% | -46,241 | 2026-06-30 |
| 21 | CAT | Caterpillar Inc | 188.3K | $200.5M | $134.3M | 0.66% | +9.5K | 2026-06-30 |
| 22 | SPGM | Spdr Index Shs Fds | 2.21M | $189.7M | $191.5M | 0.93% | +209.4K | 2026-06-30 |
| 23 | VUG | Vanguard Index Fds | 2.19M | $188.4M | $193.5M | 0.94% | +1.84M | 2026-06-30 |
| 24 | LLY | Eli Lilly & Co | 154.5K | $185.4M | $198.1M | 0.97% | +11.2K | 2026-06-30 |
| 25 | ACWI | iShares TR | 1.15M | $180.0M | $181.9M | 0.89% | -51,251 | 2026-06-30 |
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