Sequoia Financial Advisors, LLC Q2 2020 Filing
Filed August 11, 2020
Portfolio Value
$1.7T
Holdings
349
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (349 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 0 | $249.9B | 14.80% | |
| 2 | IXUSISHARES TR | 0 | $150.7B | 8.92% | |
| 3 | AGGISHARES TR | 943,112 | $111.5B | 6.60% | |
| 4 | VONGVANGUARD SCOTTSDALE FDS | 0 | $88.3B | 5.23% | |
| 5 | RWOSPDR INDEX SHS FDS | 0 | $66.4B | 3.93% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 0 | $61.5B | 3.64% | |
| 7 | GIISPDR INDEX SHS FDS | 0 | $60.0B | 3.55% | |
| 8 | SCHZSCHWAB STRATEGIC TR | 0 | $48.7B | 2.88% | |
| 9 | AAPLAPPLE INC | 99,281 | $36.2B | 2.14% | |
| 10 | SPGMSPDR INDEX SHS FDS | 0 | $33.4B | 1.98% | |
| 11 | MUBISHARES TR | 0 | $32.3B | 1.91% | |
| 12 | MSFTMICROSOFT CORP | 0 | $29.3B | 1.73% | |
| 13 | CWISPDR INDEX SHS FDS | 0 | $27.6B | 1.63% | |
| 14 | VNLAJANUS DETROIT STR TR | 0 | $26.6B | 1.58% | |
| 15 | IWMISHARES TR | 0 | $24.8B | 1.47% | |
| 16 | SCHRSCHWAB STRATEGIC TR | 0 | $23.4B | 1.39% | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 0 | $19.6B | 1.16% | |
| 18 | AMZNAMAZON COM INC | 6,386 | $17.6B | 1.04% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 0 | $15.4B | 0.91% | |
| 20 | PMBSPIMCO ETF TR | 0 | $14.3B | 0.85% | |
| 21 | MINTPIMCO ETF TR | 0 | $14.0B | 0.83% | |
| 22 | AGGYWISDOMTREE TR | 260,683 | $14.0B | 0.83% | |
| 23 | FDNFIRST TR NASDAQ-100 TECH IND | 0 | $13.6B | 0.81% | |
| 24 | SCHASCHWAB STRATEGIC TR | 0 | $12.4B | 0.73% | |
| 25 | DGRWWISDOMTREE TR | 0 | $11.8B | 0.70% | |
| 26 | SCHCSCHWAB STRATEGIC TR | 0 | $11.6B | 0.69% | |
| 27 | ITOTISHARES TR | 0 | $11.5B | 0.68% | |
| 28 | ACWIISHARES TR | 142,839 | $10.5B | 0.62% | |
| 29 | NDQINVESCO QQQ TR | 0 | $10.5B | 0.62% | |
| 30 | SPYSPDR S&P 500 ETF TR | 0 | $9.3B | 0.55% | |
| 31 | CRMSALESFORCE COM INC | 0 | $8.3B | 0.49% | |
| 32 | AQLTISHARES TR | 0 | $8.0B | 0.48% | |
| 33 | NOWSERVICENOW INC | 0 | $8.0B | 0.47% | |
| 34 | —LABORATORY CORP AMER HLDGS | 0 | $7.9B | 0.47% | |
| 35 | BABAALIBABA GROUP HLDG LTD | 0 | $7.5B | 0.45% | |
| 36 | XLISELECT SECTOR SPDR TR | 0 | $7.5B | 0.44% | |
| 37 | BIPBROOKFIELD INFRAST PARTNERS | 0 | $7.4B | 0.44% | |
| 38 | SCHVSCHWAB STRATEGIC TR | 0 | $7.4B | 0.44% | |
| 39 | IVVISHARES TR | 0 | $7.3B | 0.43% | |
| 40 | SCHGSCHWAB STRATEGIC TR | 0 | $7.1B | 0.42% | |
| 41 | SCHESCHWAB STRATEGIC TR | 0 | $6.4B | 0.38% | |
| 42 | GOOGALPHABET INC | 0 | $6.0B | 0.36% | |
| 43 | HDHOME DEPOT INC | 0 | $5.8B | 0.34% | |
| 44 | GQ9SPDR GOLD TR | 0 | $5.8B | 0.34% | |
| 45 | CNCCENTENE CORP DEL | 0 | $5.8B | 0.34% | |
| 46 | CMCSACOMCAST CORP NEW | 0 | $5.7B | 0.34% | |
| 47 | ZBHZIMMER BIOMET HOLDINGS INC | 0 | $5.6B | 0.33% | |
| 48 | PANWPALO ALTO NETWORKS INC | 0 | $5.5B | 0.33% | |
| 49 | INCYINCYTE CORP | 0 | $5.3B | 0.31% | |
| 50 | STESTERIS PLC | 0 | $5.2B | 0.31% | |
| 51 | SCHBSCHWAB STRATEGIC TR | 0 | $4.8B | 0.28% | |
| 52 | LQDISHARES TR | 0 | $4.8B | 0.28% | |
| 53 | DISCKUSDDISCOVERY INC | 0 | $4.7B | 0.28% | |
| 54 | WMTWALMART INC | 0 | $4.4B | 0.26% | |
| 55 | INTCINTEL CORP | 0 | $4.3B | 0.26% | |
| 56 | TAT&T INC | 0 | $4.1B | 0.24% | |
| 57 | TFISPDR SER TR | 0 | $4.0B | 0.24% | |
| 58 | ABBVABBVIE INC | 38,581 | $3.8B | 0.22% | |
| 59 | PEPPEPSICO INC | 0 | $3.6B | 0.21% | |
| 60 | PGPROCTER AND GAMBLE CO | 0 | $3.5B | 0.20% | |
| 61 | JPMJPMORGAN CHASE & CO | 0 | $3.4B | 0.20% | |
| 62 | HONHONEYWELL INTL INC | 0 | $3.3B | 0.20% | |
| 63 | PGXINVESCO EXCH TRADED FD TR II | 0 | $3.3B | 0.19% | |
| 64 | IWBISHARES TR | 0 | $3.2B | 0.19% | |
| 65 | VEUVANGUARD INTL EQUITY INDEX F | 0 | $3.1B | 0.19% | |
| 66 | MBBISHARES TR | 0 | $3.0B | 0.18% | |
| 67 | IJHISHARES TR | 0 | $3.0B | 0.18% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 0 | $3.0B | 0.18% | |
| 69 | PFEPFIZER INC | 0 | $3.0B | 0.18% | |
| 70 | XOMEXXON MOBIL CORP | 0 | $2.9B | 0.17% | |
| 71 | JNJJOHNSON & JOHNSON | 0 | $2.9B | 0.17% | |
| 72 | GOOGLALPHABET INC | 0 | $2.9B | 0.17% | |
| 73 | MRKMERCK & CO. INC | 0 | $2.9B | 0.17% | |
| 74 | VMBSVANGUARD SCOTTSDALE FDS | 0 | $2.9B | 0.17% | |
| 75 | METAFACEBOOK INC | 0 | $2.8B | 0.17% | |
| 76 | SHWSHERWIN WILLIAMS CO | 0 | $2.7B | 0.16% | |
| 77 | FFIVF5 NETWORKS INC | 0 | $2.6B | 0.15% | |
| 78 | CSCOCISCO SYS INC | 0 | $2.6B | 0.15% | |
| 79 | VTVANGUARD INTL EQUITY INDEX F | 0 | $2.6B | 0.15% | |
| 80 | DISDISNEY WALT CO | 0 | $2.5B | 0.15% | |
| 81 | IWDISHARES TR | 0 | $2.5B | 0.15% | |
| 82 | SCHMSCHWAB STRATEGIC TR | 0 | $2.4B | 0.14% | |
| 83 | AMGNAMGEN INC | 9,680 | $2.3B | 0.14% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 0 | $2.3B | 0.13% | |
| 85 | IVWISHARES TR | 0 | $2.3B | 0.13% | |
| 86 | WYWEYERHAEUSER CO MTN BE | 0 | $2.2B | 0.13% | |
| 87 | GILDGILEAD SCIENCES INC | 0 | $2.2B | 0.13% | |
| 88 | MAMASTERCARD INCORPORATED | 0 | $2.1B | 0.13% | |
| 89 | VOVANGUARD INDEX FDS | 0 | $2.1B | 0.12% | |
| 90 | BNDVANGUARD BD INDEX FDS | 0 | $2.1B | 0.12% | |
| 91 | IHIISHARES TR | 0 | $2.0B | 0.12% | |
| 92 | VVISA INC | 0 | $2.0B | 0.12% | |
| 93 | SBUXSTARBUCKS CORP | 0 | $2.0B | 0.12% | |
| 94 | ACNACCENTURE PLC IRELAND | 8,960 | $1.9B | 0.11% | |
| 95 | PFCPREMIER FINANCIAL CORP | 0 | $1.9B | 0.11% | |
| 96 | BABOEING CO | 10,133 | $1.9B | 0.11% | |
| 97 | SCZISHARES TR | 0 | $1.8B | 0.11% | |
| 98 | CHRWC H ROBINSON WORLDWIDE INC | 0 | $1.8B | 0.11% | |
| 99 | LMTLOCKHEED MARTIN CORP | 0 | $1.8B | 0.11% | |
| 100 | VONVVANGUARD SCOTTSDALE FDS | 0 | $1.8B | 0.11% |
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