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0001599900-25-000004
Sequoia Financial Advisors LLC
Total Value: $16,458,937,356
Total Holdings: 1742
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$1,196,948,7453,647,344SOLE
EA SERIES TRUSTCCM GLOBAL EQUIT02072L276$999,424,78832,130,783SOLE
ISHARES TRCORE MSCI TOTAL46432F834$482,328,9085,840,747SOLE
NVIDIA CORPORATIONCOM67066G104$459,720,2072,463,931SOLE
APPLE INCCOM037833100$427,288,9491,678,078SOLE
MICROSOFT CORPCOM594918104$403,042,561778,150SOLE
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680$383,217,2063,180,226SOLE
ETF SER SOLUTIONSDISTILLATE US26922A321$332,959,0555,744,635SOLE
DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104$320,651,1757,007,237SOLE
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409$264,762,5463,312,431SOLE
AMAZON COM INCCOM023135106$255,224,8201,162,385SOLE
VANGUARD BD INDEX FDSSHORT TRM BOND921937827$216,367,6802,741,955SOLE
J P MORGAN EXCHANGE TRADED FINCOME ETF46641Q159$213,930,1244,609,570SOLE
BROADCOM INCCOM11135F101$208,239,827631,202SOLE
PIMCO ETF TRMULTISECTOR BD72201R585$204,731,4117,627,847SOLE
BLACKROCK ETF TRUST IIISHARES FLEXIBLE092528603$201,677,4603,788,082SOLE
ISHARES TRNATIONAL MUN ETF464288414$181,542,0681,704,780SOLE
ISHARES TRMSCI ACWI ETF464288257$178,789,1661,293,324SOLE
SPDR GOLD TRGOLD SHS78463V107$172,172,198484,351SOLE
T ROWE PRICE ETF INCPRICE DIV GRWT87283Q404$165,391,8513,762,326SOLE
META PLATFORMS INCCL A30303M102$165,253,393225,024SOLE
DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V732$156,753,6244,887,858SOLE
DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V765$148,297,5644,879,012SOLE
ALPHABET INCCAP STK CL C02079K107$147,582,222605,962SOLE
VANGUARD INDEX FDSVALUE ETF922908744$130,056,641697,392SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$129,042,443225,909SOLE
VANGUARD INDEX FDSGROWTH ETF922908736$128,434,312267,789SOLE
GOLDMAN SACHS GROUP INCCOM38141G104$115,985,906145,647SOLE
JPMORGAN CHASE & CO.COM46625H100$114,981,522364,523SOLE
ALPHABET INCCAP STK CL A02079K305$114,481,304470,923SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW084670702$113,866,443226,492SOLE
ELI LILLY & COCOM532457108$111,567,553146,222SOLE
ISHARES TR0-3 MNTH TREASRY46436E718$108,445,7891,076,919SOLE
SPDR INDEX SHS FDSPORTFLI MSCI GBL78463X475$104,353,3031,393,235SOLE
PACER FDS TRUS CASH COWS 10069374H881$103,315,8171,797,735SOLE
RTX CORPORATIONCOM75513E101$102,944,189615,217SOLE
DIMENSIONAL ETF TRUSTUS EQUITY MARKET25434V401$102,208,6081,410,942SOLE
AMERICAN CENTY ETF TRUS SML CP VALU025072877$99,686,8911,001,576SOLE
TKO GROUP HOLDINGS INCCL A87256C101$95,126,798471,018SOLE
DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203$91,907,5042,528,404SOLE
CATERPILLAR INCCOM149123101$84,277,310176,626SOLE
VANGUARD MUN BD FDSTAX EXEMPT BD922907746$81,444,8821,626,620SOLE
VISA INCCOM CL A92826C839$81,050,652237,420SOLE
VANGUARD WORLD FDMEGA CAP VAL ETF921910840$80,663,399585,621SOLE
WALMART INCCOM931142103$79,593,450772,302SOLE
DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609$75,403,7041,295,374SOLE
EXXON MOBIL CORPCOM30231G102$73,982,057656,160SOLE
COSTCO WHSL CORP NEWCOM22160K105$73,822,75079,754SOLE
HOME DEPOT INCCOM437076102$71,727,155177,021SOLE
INVESCO QQQ TRUNIT SER 146090E103$71,002,807118,265SOLE
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