Sequoia Financial Advisors, LLC
1,889 holdingsFiling period: 2026-03-31Current AUM: $19.79Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 3.79M | $1.22B | $1.39B | 7.05% | +72.3K | 2026-03-31 |
| 2 | SFGV | EA SERIES TRUST | 31.83M | $1.04B | $1.14B | 5.74% | +42.2K | 2026-03-31 |
| 3 | IXUS | ISHARES TR | 6.05M | $524.1M | $571.9M | 2.89% | +233.5K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 1.95M | $494.4M | $601.8M | 3.04% | -53,330 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 2.70M | $470.8M | $542.0M | 2.74% | +52.4K | 2026-03-31 |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 3.48M | $381.9M | $424.5M | 2.14% | -63,250 | 2026-03-31 |
| 7 | DSTL | ETF SER SOLUTIONS | 5.92M | $342.9M | $386.2M | 1.95% | +171.4K | 2026-03-31 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 7.38M | $333.0M | $382.1M | 1.93% | +254.2K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 840.1K | $311.0M | $390.4M | 1.97% | -20,996 | 2026-03-31 |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | 6.38M | $294.1M | $292.6M | 1.48% | +791.4K | 2026-03-31 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | 3.68M | $291.4M | $289.0M | 1.46% | +225.7K | 2026-03-31 |
| 12 | PYLD | PIMCO ETF TR | 10.99M | $288.1M | $287.5M | 1.45% | +1.54M | 2026-03-31 |
| 13 | BINC | BLACKROCK ETF TRUST II | 5.44M | $282.7M | $283.0M | 1.43% | +757.6K | 2026-03-31 |
| 14 | BSV | VANGUARD BD INDEX FDS | 3.38M | $264.9M | $262.1M | 1.32% | +450.5K | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 1.12M | $233.2M | $304.1M | 1.54% | +788 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 753.3K | $216.1M | $268.7M | 1.36% | +115.1K | 2026-03-31 |
| 17 | MUB | ISHARES TR | 1.98M | $209.9M | $208.9M | 1.06% | +210.6K | 2026-03-31 |
| 18 | GLD | SPDR GOLD TR | 469.5K | $202.0M | $174.4M | 0.88% | -4,334 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 642.8K | $198.9M | $250.2M | 1.26% | +6.8K | 2026-03-31 |
| 20 | TDVG | T ROWE PRICE ETF INC | 4.23M | $189.0M | $210.1M | 1.06% | +93.1K | 2026-03-31 |
| 21 | DFEM | DIMENSIONAL ETF TRUST | 5.35M | $184.7M | $201.5M | 1.02% | +378.2K | 2026-03-31 |
| 22 | DIHP | DIMENSIONAL ETF TRUST | 5.28M | $170.2M | $182.4M | 0.92% | +403.0K | 2026-03-31 |
| 23 | ACWI | ISHARES TR | 1.20M | $165.8M | $187.4M | 0.95% | -48,518 | 2026-03-31 |
| 24 | VTV | VANGUARD INDEX FDS | 781.3K | $153.3M | $171.8M | 0.87% | +40.1K | 2026-03-31 |
| 25 | SPGM | SPDR INDEX SHS FDS | 2.00M | $151.8M | $170.6M | 0.86% | +266.6K | 2026-03-31 |
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