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
VYM Vanguard Whitehall Fds (Vangua	$0	$7.14 Million 0.05% of portfolio	50,629	Q3 2025 New
XLE Energy Sector Spdr	$0	$7 Million 0.05% of portfolio	78,367	Q3 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$6.99 Million 0.05% of portfolio	97,923	Q3 2025 New
VGT Vanguard Information Technolog	$0	$6.85 Million 0.05% of portfolio	9,174	Q3 2025 New
CORP Pimco Investment Grade Corp Bd	$0	$6.8 Million 0.05% of portfolio	68,960	Q3 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$6.54 Million 0.04% of portfolio	70,043	Q3 2025 New
XSMO Invesco S&P Smallcap Momentum	$0	$6.43 Million 0.04% of portfolio	87,371	Q3 2025 New
DGRO Ishares Core Dividend Growth E	$0	$6.41 Million 0.04% of portfolio	94,087	Q3 2025 New
GVI Ishares Tr	$0	$6.18 Million 0.04% of portfolio	57,528	Q3 2025 New
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$5.9 Million 0.04% of portfolio	112,919	Q3 2025 New
IVE Ishares S&P 500 Value ETF	$0	$5.65 Million 0.04% of portfolio	27,337	Q3 2025 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$5.64 Million 0.04% of portfolio	111,336	Q3 2025 New
IAU Ishares Gold Trust	$63.9B	$5.59 Million 0.04% of portfolio	76,881	Q3 2025 New
IEMG Ishares Inc	$0	$5.38 Million 0.04% of portfolio	100,264	Q3 2025 New
AVEM American Centy ETF Tr Avantis	$0	$5.29 Million 0.04% of portfolio	70,408	Q3 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$5.15 Million 0.04% of portfolio	25,299	Q3 2025 New
SCHY Schwab Strategic Tr Intl Divid	$0	$5.14 Million 0.04% of portfolio	183,929	Q3 2025 New
XLU Utilities Sector Spdr	$0	$5.01 Million 0.03% of portfolio	57,425	Q3 2025 New
IEUR Ishares Tr Ishares Core Msci E	$0	$4.9 Million 0.03% of portfolio	71,972	Q3 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$4.9 Million 0.03% of portfolio	96,532	Q3 2025 New
MBB Ishares Tr	$0	$4.86 Million 0.03% of portfolio	51,085	Q3 2025 New
VHT Vanguard Health Care ETF	$0	$4.61 Million 0.03% of portfolio	17,744	Q3 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$4.55 Million 0.03% of portfolio	156,255	Q3 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$4.47 Million 0.03% of portfolio	141,407	Q3 2025 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$4.44 Million 0.03% of portfolio	52,397	Q3 2025 New
IWV Ishares Russell 3000 ETF	$0	$4.42 Million 0.03% of portfolio	11,674	Q3 2025 New
SPYG Spdr Portfolio	$0	$4.35 Million 0.03% of portfolio	41,666	Q3 2025 New
FBND Fidelity Merrimack Str Tr Tota	$0	$4.27 Million 0.03% of portfolio	92,309	Q3 2025 New
FALN Ishares Tr Fallen Angels Usd B	$0	$4.21 Million 0.03% of portfolio	151,389	Q3 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$4.19 Million 0.03% of portfolio	37,626	Q3 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$4.19 Million 0.03% of portfolio	131,593	Q3 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$4.12 Million 0.03% of portfolio	42,698	Q3 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$4.11 Million 0.03% of portfolio	31,692	Q3 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$4.05 Million 0.03% of portfolio	31,664	Q3 2025 New
URTH Ishares Msci World ETF	$0	$3.98 Million 0.03% of portfolio	21,917	Q3 2025 New
FNDX Schwab Fundamental U S Large C	$0	$3.93 Million 0.03% of portfolio	149,477	Q3 2025 New
XLV Select Sector Spdr Fund Health	$0	$3.9 Million 0.03% of portfolio	27,996	Q3 2025 New
VFVA Vanguard Wellington Fd U S Val	$0	$3.82 Million 0.03% of portfolio	29,964	Q3 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$3.7 Million 0.03% of portfolio	78,711	Q3 2025 New
VO Vanguard Mid Cap ETF	$0	$3.61 Million 0.02% of portfolio	12,290	Q3 2025 New
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$3.55 Million 0.02% of portfolio	39,003	Q3 2025 New
XLY Select Sector Spdr Consumer Di	$0	$3.53 Million 0.02% of portfolio	14,749	Q3 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$3.46 Million 0.02% of portfolio	11,630	Q3 2025 New
ICSH Blackrock Ultra Short Term Bon	$0	$3.46 Million 0.02% of portfolio	68,139	Q3 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$3.39 Million 0.02% of portfolio	42,038	Q3 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$3.38 Million 0.02% of portfolio	72,931	Q3 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$3.25 Million 0.02% of portfolio	32,288	Q3 2025 New
GII Spdr S&P Global Infrasture ETF	$0	$3.25 Million 0.02% of portfolio	46,725	Q3 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$3.22 Million 0.02% of portfolio	108,530	Q3 2025 New
JQUA J P Morgan ETF Tr U S Quality	$0	$3.09 Million 0.02% of portfolio	49,107	Q3 2025 New

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