Sequoia Financial Advisors, LLC
CIK Number: 0001599900
Main Sectors:
Top Industries:
Filing Date: Apr 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 325.10 | -0.55% | 3.46M | +7.78% | 950.57M | 224.49 | 7.32% | Share |
| 2 | CCMG | CCM Global Equi... | 30.89 | -0.61% | 33.62M | +100.00% | 934.96M | 27.81 | 7.20% | Share |
| 3 | IXUS | iShares Core MS... | 81.52 | -0.59% | 5.05M | +22.64% | 352.67M | 65.34 | 2.72% | Share |
| 4 | AAPL | Apple Inc. | 256.87 | +1.81% | 1.52M | +4.44% | 336.75M | 172.65 | 2.59% | Share |
| 5 | VONG | Vanguard Russel... | 119.05 | -0.52% | 3.25M | -0.75% | 301.34M | 67.26 | 2.32% | Share |
| 6 | DSTL | Distillate U.S.... | 57.03 | -0.99% | 5.26M | +100.00% | 285.36M | 54.24 | 2.20% | Share |
| 7 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 682.97K | +10.09% | 256.38M | 348.38 | 1.98% | Share |
| 8 | VCSH | Vanguard Short-... | 79.77 | -0.13% | 3.18M | +1.4K% | 250.77M | 78.88 | 1.93% | Share |
| 9 | NVDA | NVIDIA Corporat... | 177.69 | +0.40% | 2.24M | +4.37% | 243.21M | 57.07 | 1.87% | Share |
| 10 | DFAU | Dimensional US ... | 45.21 | -0.51% | 5.63M | +13.82% | 216.33M | 33.27 | 1.67% | Share |
| 11 | AMZN | Amazon.com, Inc... | 218.15 | -0.94% | 1.07M | +13.93% | 203.38M | 141.48 | 1.57% | Share |
| 12 | BSV | Vanguard Short-... | 78.79 | -0.15% | 2.56M | +690.06% | 200.24M | 78.16 | 1.54% | Share |
| 13 | MUB | iShares Nationa... | 106.28 | -0.07% | 1.58M | +20.13% | 166.3M | 107.72 | 1.28% | Share |
| 14 | ACWI | iShares MSCI AC... | 136.60 | -0.51% | 1.12M | -13.43% | 130.91M | 99.77 | 1.01% | Share |
| 15 | GLD | SPDR Gold Share... | 344.76 | +0.42% | 447.35K | -2.74% | 128.9M | 176.38 | 0.99% | Share |
| 16 | VTV | Vanguard Value ... | 184.99 | -0.49% | 730.59K | -4.98% | 126.2M | 149.46 | 0.97% | Share |
| 17 | BRK-B | Berkshire Hatha... | 495.15 | -0.39% | 227.31K | -8.31% | 121.06M | 315.99 | 0.93% | Share |
| 18 | DIHP | Dimensional Int... | 29.95 | -0.61% | 4.32M | +1.08K% | 116.36M | 26.77 | 0.90% | Share |
| 19 | DFEM | Dimensional Eme... | 31.82 | -0.56% | 4.21M | +185.73% | 111.34M | 25.92 | 0.86% | Share |
| 20 | META | Meta Platforms,... | 748.91 | -1.54% | 189.61K | +9.20% | 109.29M | 423.48 | 0.84% | Share |
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