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0001085146-25-004759
Sequoia Financial Advisors, LLC
Total Value: $10,394,185,555
Total Holdings: 1347
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
VANGUARD INDEX FDSTOTAL STK MKT922908769$929,976,7533,208,919SOLE
APPLE INCCOM37833100$364,059,3681,453,795SOLE
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680$337,998,1923,272,006SOLE
NVIDIA CORPORATIONCOM67066G104$288,750,9082,150,204SOLE
ISHARES TRCORE MSCI TOTAL46432F834$272,455,8224,119,380SOLE
MICROSOFT CORPCOM594918104$261,480,185620,356SOLE
AMAZON COM INCCOM23135106$205,842,663938,250SOLE
DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104$200,202,3924,944,490SOLE
ISHARES TRMSCI ACWI ETF464288257$152,670,8341,299,326SOLE
ISHARES TRNATIONAL MUN ETF464288414$139,889,6771,312,902SOLE
VANGUARD INDEX FDSVALUE ETF922908744$130,165,579768,846SOLE
BROADCOM INCCOM11135F101$127,504,725549,969SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$112,370,135247,904SOLE
SPDR GOLD TRGOLD SHS78463V107$111,370,125459,960SOLE
ISHARES TRCORE S&P SCP ETF464287804$107,809,210935,681SOLE
ALPHABET INCCAP STK CL C02079K107$102,855,282540,093SOLE
META PLATFORMS INCCL A30303M102$101,663,074173,632SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$100,817,681172,020SOLE
DIMENSIONAL ETF TRUSTUS EQUITY MARKET25434V401$93,924,5011,473,325SOLE
SALESFORCE INCCOM79466L302$87,023,802260,293SOLE
SPDR INDEX SHS FDSPORTFLI MSCI GBL78463X475$83,395,0061,316,833SOLE
J P MORGAN EXCHANGE TRADED FINCOME ETF46641Q159$81,284,6251,781,776SOLE
ALPHABET INCCAP STK CL A02079K305$78,551,260414,956SOLE
ELI LILLY & COCOM532457108$78,539,383101,735SOLE
BLACKROCK ETF TRUST IIISHARES FLEXIBLE92528603$78,488,1641,508,807SOLE
VANGUARD WORLD FDMEGA CAP VAL ETF921910840$77,559,504620,923SOLE
PIMCO ETF TRMULTISECTOR BD72201R585$77,404,6122,986,289SOLE
VANGUARD MUN BD FDSTAX EXEMPT BD922907746$76,997,0461,535,947SOLE
VANGUARD INDEX FDSGROWTH ETF922908736$72,086,558175,632SOLE
JPMORGAN CHASE & CO.COM46625H100$70,133,877292,578SOLE
VISA INCCOM CL A92826C839$68,580,714217,000SOLE
WALMART INCCOM931142103$65,782,913728,090SOLE
COSTCO WHSL CORP NEWCOM22160K105$63,200,38768,976SOLE
RTX CORPORATIONCOM7.5513E+105$61,685,102533,055SOLE
SCHWAB STRATEGIC TRUS LRG CAP ETF808524201$58,672,3792,531,164SOLE
DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V872$58,021,8391,405,908SOLE
EXXON MOBIL CORPCOM30231G102$57,461,608534,179SOLE
BROOKFIELD CORPCL A LTD VT SH11271J107$52,816,658919,350SOLE
INVESCO QQQ TRUNIT SER 14.609E+107$51,099,67899,954SOLE
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835$50,978,413708,920SOLE
ISHARES TRCORE S&P500 ETF464287200$50,301,74585,448SOLE
HOME DEPOT INCCOM437076102$49,730,604127,845SOLE
THERMO FISHER SCIENTIFIC INCCOM883556102$49,198,67694,571SOLE
PROCTER AND GAMBLE COCOM742718109$49,057,772292,620SOLE
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870$48,200,424600,479SOLE
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524755$48,157,5851,450,093SOLE
ISHARES TR0-3 MNTH TREASRY46436E718$48,121,517479,680SOLE
GOLDMAN SACHS GROUP INCCOM38141G104$47,073,21882,207SOLE
DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203$46,861,7561,604,855SOLE
HONEYWELL INTL INCCOM438516106$46,172,653204,403SOLE
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