Sequoia Financial Advisors, LLC ETFs

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IXUS Ishares Tr	$0	$482 Million 3.3% of portfolio	5,840,747	Q3 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$383 Million 2.62% of portfolio	3,180,226	Q3 2025 New
DSTL ETF Ser Solution Distillate Us	$0	$333 Million 2.28% of portfolio	5,744,635	Q3 2025 New
DFAU Dimensional ETF Tr	$0	$321 Million 2.19% of portfolio	7,007,237	Q3 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$265 Million 1.81% of portfolio	3,312,431	Q3 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$216 Million 1.48% of portfolio	2,741,955	Q3 2025 New
MUB Ishares National Muni Bond ETF	$0	$182 Million 1.24% of portfolio	1,704,780	Q3 2025 New
ACWI Ishares Msci Acwi ETF	$0	$179 Million 1.22% of portfolio	1,293,324	Q3 2025 New
GLD Spdr Gold Trust	$127B	$172 Million 1.18% of portfolio	483,951	Q3 2025 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$157 Million 1.07% of portfolio	4,887,858	Q3 2025 New
DIHP Dimensional ETF Tr Dimensional	$0	$148 Million 1.01% of portfolio	4,879,012	Q3 2025 New
VTV Vanguard Value ETF	$0	$130 Million 0.89% of portfolio	697,392	Q3 2025 New
VUG Vanguard Growth ETF	$0	$128 Million 0.88% of portfolio	267,789	Q3 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$108 Million 0.74% of portfolio	1,076,919	Q3 2025 New
SPGM Spdr Index Shs Fds S Spdr Port	$0	$104 Million 0.71% of portfolio	1,393,235	Q3 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$103 Million 0.71% of portfolio	1,797,735	Q3 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$102 Million 0.7% of portfolio	1,410,942	Q3 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$101 Million 0.69% of portfolio	151,309	Q3 2025 New
AVUV American Centy ETF Tr Avantis	$0	$99.7 Million 0.68% of portfolio	1,001,576	Q3 2025 New
DFAI Dimensional ETF Tr	$0	$91.9 Million 0.63% of portfolio	2,528,404	Q3 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$81.4 Million 0.56% of portfolio	1,626,620	Q3 2025 New
MGV Vanguard Mega Cap Value	$0	$80.7 Million 0.55% of portfolio	585,621	Q3 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$75.4 Million 0.52% of portfolio	1,295,374	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$68.3 Million 0.47% of portfolio	575,028	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$64.5 Million 0.44% of portfolio	107,365	Q3 2025 New
IVV Ishares Core S&P 500 ETF	$0	$59.7 Million 0.41% of portfolio	89,226	Q3 2025 New
ICOW Pacer Fds Tr Devel Mrkts Intl	$0	$56.9 Million 0.39% of portfolio	1,563,190	Q3 2025 New
AVDV American Centy ETF Tr Avantis	$0	$56.6 Million 0.39% of portfolio	635,846	Q3 2025 New
VEA Vanguard Ftse Developed Market	$0	$55.8 Million 0.38% of portfolio	930,638	Q3 2025 New
VIG Vanguard Dividend Appreciation	$0	$48.6 Million 0.33% of portfolio	266,822	Q3 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$42.4 Million 0.29% of portfolio	541,077	Q3 2025 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$39.2 Million 0.27% of portfolio	817,821	Q3 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$37.2 Million 0.25% of portfolio	1,410,417	Q3 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$35.6 Million 0.24% of portfolio	398,831	Q3 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$35.3 Million 0.24% of portfolio	541,613	Q3 2025 New
VNQ Vanguard Specialized Funds Van	$0	$35.2 Million 0.24% of portfolio	384,821	Q3 2025 New
DUHP Dimensional ETF Tr Dimensional	$0	$34.9 Million 0.24% of portfolio	925,302	Q3 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$34.4 Million 0.24% of portfolio	1,078,143	Q3 2025 New
DFIV Dimensional ETF Tr	$0	$32.2 Million 0.22% of portfolio	698,174	Q3 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$31.2 Million 0.21% of portfolio	455,741	Q3 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$30.7 Million 0.21% of portfolio	254,480	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$30.1 Million 0.21% of portfolio	49,152	Q3 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$29.3 Million 0.2% of portfolio	80,063	Q3 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$29 Million 0.2% of portfolio	152,669	Q3 2025 New
GLTR Abrdn Precious Metals Basket ETF Trust	$2.05B	$28.2 Million 0.19% of portfolio	170,724	Q3 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$27.8 Million 0.19% of portfolio	108,546	Q3 2025 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$23.4 Million 0.16% of portfolio	546,442	Q3 2025 New
FNDF Schwab Fundamental Intl Large	$0	$21.2 Million 0.15% of portfolio	493,431	Q3 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$20.5 Million 0.14% of portfolio	105,522	Q3 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$20.4 Million 0.14% of portfolio	455,979	Q3 2025 New

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