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
GDIV Harbor ETF Tr Divid Growth Lea	$0	$19.1 Million 0.13% of portfolio	1,177,462	Q3 2025 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$19 Million 0.13% of portfolio	291,584	Q3 2025 New
FDN First Tr Fd Dow Jones	$0	$18.6 Million 0.13% of portfolio	66,626	Q3 2025 New
VGSH Vanguard	$0	$18.2 Million 0.12% of portfolio	309,400	Q3 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$17.6 Million 0.12% of portfolio	455,828	Q3 2025 New
VV Vanguard Large Cap ETF	$0	$17 Million 0.12% of portfolio	55,272	Q3 2025 New
DFAE Dimensional ETF Tr	$0	$16.9 Million 0.12% of portfolio	536,567	Q3 2025 New
VBR Vanguard Small Cap Value ETF	$0	$16.9 Million 0.12% of portfolio	81,022	Q3 2025 New
DISV Dimensional ETF Tr Dimensional	$0	$16.8 Million 0.11% of portfolio	469,455	Q3 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$16.5 Million 0.11% of portfolio	224,010	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$15.9 Million 0.11% of portfolio	213,555	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$15.7 Million 0.11% of portfolio	156,592	Q3 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$15.7 Million 0.11% of portfolio	164,947	Q3 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$15.7 Million 0.11% of portfolio	182,396	Q3 2025 New
XLF Financial Sector Spdr	$0	$15.6 Million 0.11% of portfolio	290,164	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$15.6 Million 0.11% of portfolio	287,870	Q3 2025 New
DFAR Dimensional ETF Tr Dimensional	$0	$15.6 Million 0.11% of portfolio	652,873	Q3 2025 New
EFV Msci Eafe Value ETF	$0	$14.9 Million 0.1% of portfolio	219,266	Q3 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$14.8 Million 0.1% of portfolio	176,485	Q3 2025 New
XLK Technology Sector Spdr	$0	$14.2 Million 0.1% of portfolio	50,414	Q3 2025 New
SUB Ishares Short Term National Mu	$0	$13.7 Million 0.09% of portfolio	128,691	Q3 2025 New
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$13 Million 0.09% of portfolio	373,502	Q3 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$12.8 Million 0.09% of portfolio	497,585	Q3 2025 New
XLI Industrial Sector Spdr	$0	$12.1 Million 0.08% of portfolio	78,483	Q3 2025 New
IEFA Ishares Tr	$0	$11.5 Million 0.08% of portfolio	131,231	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$11.3 Million 0.08% of portfolio	46,884	Q3 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$11.1 Million 0.08% of portfolio	407,347	Q3 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$10.8 Million 0.07% of portfolio	120,101	Q3 2025 New
IQLT Ishares Msci Intl Quality Fact	$0	$10.8 Million 0.07% of portfolio	243,385	Q3 2025 New
IMTM Ishares Msci Intl Momentum Fac	$0	$10.7 Million 0.07% of portfolio	224,073	Q3 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$10.7 Million 0.07% of portfolio	120,292	Q3 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$10.4 Million 0.07% of portfolio	59,533	Q3 2025 New
VT Vanguard Total World Stk Index	$0	$10.3 Million 0.07% of portfolio	74,936	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$10.2 Million 0.07% of portfolio	21,870	Q3 2025 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$10.1 Million 0.07% of portfolio	200,446	Q3 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$10.1 Million 0.07% of portfolio	69,317	Q3 2025 New
VFMV Vanguard Wellington Fd	$0	$9.78 Million 0.07% of portfolio	74,495	Q3 2025 New
ACWV Ishares Msci Global Min Vol Fa	$0	$9.13 Million 0.06% of portfolio	76,106	Q3 2025 New
DFIS Dimensional ETF Tr Dimensional	$0	$8.53 Million 0.06% of portfolio	269,530	Q3 2025 New
XLC Select Sector Spdr Tr Communic	$0	$8.34 Million 0.06% of portfolio	70,445	Q3 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$8.31 Million 0.06% of portfolio	297,937	Q3 2025 New
FMB First Tr Exchange Traded Fd Ii	$0	$8.27 Million 0.06% of portfolio	163,065	Q3 2025 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$8.22 Million 0.06% of portfolio	57,649	Q3 2025 New
BNDX Vanguard Total International B	$0	$8.19 Million 0.06% of portfolio	165,674	Q3 2025 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$8.07 Million 0.06% of portfolio	158,024	Q3 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$7.98 Million 0.05% of portfolio	108,597	Q3 2025 New
DVY Ishares Tr	$0	$7.59 Million 0.05% of portfolio	53,411	Q3 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$7.3 Million 0.05% of portfolio	313,721	Q3 2025 New
VB Vanguard Small Cap ETF	$0	$7.28 Million 0.05% of portfolio	28,631	Q3 2025 New
AVDE American Centy ETF Tr Avantis	$0	$7.2 Million 0.05% of portfolio	91,265	Q3 2025 New

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