Sequoia Financial Advisors, LLC Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$2.2T
Holdings
419
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (419 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,711,454 | $333.1B | 15.23% | |
| 2 | IXUSISHARES TR | 2,871,503 | $192.9B | 8.82% | |
| 3 | AGGISHARES TR | 1,120,411 | $132.4B | 6.05% | |
| 4 | VONGVANGUARD SCOTTSDALE FDS | 452,984 | $112.3B | 5.13% | |
| 5 | SCHXSCHWAB STRATEGIC TR | 798,519 | $72.6B | 3.32% | |
| 6 | RWOSPDR INDEX SHS FDS | 1,540,438 | $68.5B | 3.13% | |
| 7 | GIISPDR INDEX SHS FDS | 1,341,631 | $66.9B | 3.06% | |
| 8 | AAPLAPPLE INC | 415,669 | $55.2B | 2.52% | |
| 9 | SCHZSCHWAB STRATEGIC TR | 874,867 | $49.0B | 2.24% | |
| 10 | SPGMSPDR INDEX SHS FDS | 808,992 | $39.4B | 1.80% | |
| 11 | MUBISHARES TR | 331,389 | $38.8B | 1.78% | |
| 12 | IWMISHARES TR | 192,532 | $37.7B | 1.73% | |
| 13 | VNLAJANUS DETROIT STR TR | 699,084 | $35.3B | 1.61% | |
| 14 | MSFTMICROSOFT CORP | 151,548 | $33.7B | 1.54% | |
| 15 | CWISPDR INDEX SHS FDS | 1,066,041 | $29.5B | 1.35% | |
| 16 | ACWIISHARES TR | 267,328 | $24.3B | 1.11% | |
| 17 | SCHRSCHWAB STRATEGIC TR | 400,235 | $23.3B | 1.07% | |
| 18 | RSPINVESCO EXCHANGE TRADED FD T | 182,394 | $23.3B | 1.06% | |
| 19 | AMZNAMAZON COM INC | 6,601 | $21.5B | 0.98% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 90,553 | $21.0B | 0.96% | |
| 21 | NDQINVESCO QQQ TR | 63,144 | $19.8B | 0.91% | |
| 22 | FDNFIRST TR EXCHANGE-TRADED FD | 77,735 | $16.5B | 0.75% | |
| 23 | SCHASCHWAB STRATEGIC TR | 181,964 | $16.2B | 0.74% | |
| 24 | MINTPIMCO ETF TR | 145,072 | $14.8B | 0.68% | |
| 25 | PMBSPIMCO ETF TR | 125,875 | $14.7B | 0.67% | |
| 26 | AQLTISHARES TR | 530,126 | $14.4B | 0.66% | |
| 27 | SCHCSCHWAB STRATEGIC TR | 380,202 | $14.3B | 0.65% | |
| 28 | AGGYWISDOMTREE TR | 265,454 | $14.3B | 0.65% | |
| 29 | ITOTISHARES TR | 161,854 | $14.0B | 0.64% | |
| 30 | DGRWWISDOMTREE TR | 245,570 | $13.3B | 0.61% | |
| 31 | SPYSPDR S&P 500 ETF TR | 33,373 | $12.5B | 0.57% | |
| 32 | —LABORATORY CORP AMER HLDGS | 56,957 | $11.6B | 0.53% | |
| 33 | PANWPALO ALTO NETWORKS INC | 28,811 | $10.2B | 0.47% | |
| 34 | JPMJPMORGAN CHASE & CO | 76,935 | $9.8B | 0.45% | |
| 35 | SCHGSCHWAB STRATEGIC TR | 71,683 | $9.2B | 0.42% | |
| 36 | CMCSACOMCAST CORP NEW | 175,017 | $9.2B | 0.42% | |
| 37 | XLISELECT SECTOR SPDR TR | 102,592 | $9.1B | 0.42% | |
| 38 | IVVISHARES TR | 24,182 | $9.1B | 0.42% | |
| 39 | DDDUPONT DE NEMOURS INC | 127,624 | $9.1B | 0.41% | |
| 40 | VMBSVANGUARD SCOTTSDALE FDS | 166,850 | $9.0B | 0.41% | |
| 41 | SCHVSCHWAB STRATEGIC TR | 145,683 | $8.7B | 0.40% | |
| 42 | ZBHZIMMER BIOMET HOLDINGS INC | 55,695 | $8.6B | 0.39% | |
| 43 | BIPBROOKFIELD INFRAST PARTNERS | 173,558 | $8.6B | 0.39% | |
| 44 | DISCKUSDDISCOVERY INC | 305,183 | $8.0B | 0.37% | |
| 45 | CRMSALESFORCE COM INC | 35,665 | $7.9B | 0.36% | |
| 46 | SCHESCHWAB STRATEGIC TR | 258,726 | $7.9B | 0.36% | |
| 47 | GOOGALPHABET INC | 4,469 | $7.8B | 0.36% | |
| 48 | NOWSERVICENOW INC | 13,646 | $7.5B | 0.34% | |
| 49 | SCHBSCHWAB STRATEGIC TR | 77,642 | $7.1B | 0.32% | |
| 50 | HDHOME DEPOT INC | 25,150 | $6.7B | 0.31% | |
| 51 | CNCCENTENE CORP DEL | 110,795 | $6.7B | 0.30% | |
| 52 | GQ9SPDR GOLD TR | 36,400 | $6.5B | 0.30% | |
| 53 | BABAALIBABA GROUP HLDG LTD | 27,106 | $6.3B | 0.29% | |
| 54 | TSLATESLA INC | 8,601 | $6.1B | 0.28% | |
| 55 | UBERUBER TECHNOLOGIES INC | 115,541 | $5.9B | 0.27% | |
| 56 | WMTWALMART INC | 39,704 | $5.7B | 0.26% | |
| 57 | INCYINCYTE CORP | 65,647 | $5.7B | 0.26% | |
| 58 | VCITVANGUARD SCOTTSDALE FDS | 57,895 | $5.6B | 0.26% | |
| 59 | PGXINVESCO EXCH TRADED FD TR II | 337,634 | $5.2B | 0.24% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 83,406 | $4.9B | 0.22% | |
| 61 | GSGOLDMAN SACHS GROUP INC | 18,504 | $4.9B | 0.22% | |
| 62 | PGPROCTER AND GAMBLE CO | 34,791 | $4.8B | 0.22% | |
| 63 | LQDISHARES TR | 34,793 | $4.8B | 0.22% | |
| 64 | HONHONEYWELL INTL INC | 22,482 | $4.8B | 0.22% | |
| 65 | ABBVABBVIE INC | 44,349 | $4.8B | 0.22% | |
| 66 | REETISHARES TR | 192,196 | $4.6B | 0.21% | |
| 67 | VEUVANGUARD INTL EQUITY INDEX F | 77,841 | $4.5B | 0.21% | |
| 68 | VONVVANGUARD SCOTTSDALE FDS | 37,497 | $4.5B | 0.21% | |
| 69 | TAT&T INC | 154,973 | $4.5B | 0.20% | |
| 70 | TFISPDR SER TR | 84,648 | $4.4B | 0.20% | |
| 71 | VHTVANGUARD WORLD FDS | 19,851 | $4.4B | 0.20% | |
| 72 | CSCOCISCO SYS INC | 97,479 | $4.4B | 0.20% | |
| 73 | PFEPFIZER INC | 118,448 | $4.4B | 0.20% | |
| 74 | PEPPEPSICO INC | 28,249 | $4.2B | 0.19% | |
| 75 | DISDISNEY WALT CO | 23,022 | $4.2B | 0.19% | |
| 76 | IWBISHARES TR | 19,564 | $4.1B | 0.19% | |
| 77 | FFIVF5 NETWORKS INC | 23,409 | $4.1B | 0.19% | |
| 78 | STESTERIS PLC | 21,692 | $4.1B | 0.19% | |
| 79 | IJHISHARES TR | 17,336 | $4.0B | 0.18% | |
| 80 | INTCINTEL CORP | 78,908 | $3.9B | 0.18% | |
| 81 | IEMGISHARES INC | 62,025 | $3.8B | 0.18% | |
| 82 | MRKMERCK & CO. INC | 46,679 | $3.8B | 0.17% | |
| 83 | GOOGLALPHABET INC | 2,164 | $3.8B | 0.17% | |
| 84 | JNJJOHNSON & JOHNSON | 23,860 | $3.8B | 0.17% | |
| 85 | VMWEURVMWARE INC | 26,367 | $3.7B | 0.17% | |
| 86 | IHIISHARES TR | 11,256 | $3.7B | 0.17% | |
| 87 | SCZISHARES TR | 52,192 | $3.6B | 0.16% | |
| 88 | METAFACEBOOK INC | 12,599 | $3.4B | 0.16% | |
| 89 | VVISA INC | 15,359 | $3.4B | 0.15% | |
| 90 | MBBISHARES TR | 30,230 | $3.3B | 0.15% | |
| 91 | SHWSHERWIN WILLIAMS CO | 4,465 | $3.3B | 0.15% | |
| 92 | IVWISHARES TR | 49,272 | $3.1B | 0.14% | |
| 93 | SCHMSCHWAB STRATEGIC TR | 45,582 | $3.1B | 0.14% | |
| 94 | BUDANHEUSER BUSCH INBEV SA/NV | 43,923 | $3.1B | 0.14% | |
| 95 | IWDISHARES TR | 21,893 | $3.0B | 0.14% | |
| 96 | VTVANGUARD INTL EQUITY INDEX F | 32,065 | $3.0B | 0.14% | |
| 97 | VOOVANGUARD INDEX FDS | 8,465 | $2.9B | 0.13% | |
| 98 | CVXCHEVRON CORP NEW | 34,193 | $2.9B | 0.13% | |
| 99 | SBUXSTARBUCKS CORP | 26,112 | $2.8B | 0.13% | |
| 100 | WYWEYERHAEUSER CO MTN BE | 81,740 | $2.7B | 0.13% |
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