Sequoia Financial Advisors, LLC ETFs

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QLTA Ishares Trust Aaa A Rated Corp	$0	$2.21 Million 0.02% of portfolio	46,552	Q1 2025 New
DEHP Dimensional ETF Tr Emerging Mk	$0	$2.19 Million 0.02% of portfolio	86,922	Q1 2025 Reduced 5.82%
SHY Ishares Barclays 1 3 Year Trea	$0	$2.19 Million 0.02% of portfolio	26,485	Q1 2025 Reduced 8.77%
SCHM Schwab Strategic U.S. Mid Cap	$0	$2.17 Million 0.02% of portfolio	82,690	Q1 2025 Reduced 2.79%
XLP Consumer Staples Sector Spdr	$0	$2.12 Million 0.02% of portfolio	27,841	Q1 2025 Reduced 14.91%
DFEV Dimensional ETF Tr Emerging Mk	$0	$2.11 Million 0.02% of portfolio	77,976	Q1 2025 Reduced 1.76%
IHI Ishares Tr Dow Jones Us Medica	$0	$2.11 Million 0.02% of portfolio	35,025	Q1 2025 Reduced 6.67%
IUSG Ishares Core S&P U.S Growth Et	$0	$2 Million 0.02% of portfolio	15,714	Q1 2025 Reduced 0.39%
IWP Ishares Russell Mid Cap Growth	$0	$1.99 Million 0.02% of portfolio	16,938	Q1 2025 Added 3.26%
PFEB Innovator U.S. Equity Power Bu	$0	$1.98 Million 0.02% of portfolio	55,212	Q1 2025 Added 6.97%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.83 Million 0.02% of portfolio	7,143	Q1 2025 Added 213.43%
FNDA Schwab Fundamental U S Small C	$0	$1.74 Million 0.02% of portfolio	63,541	Q1 2025 Added 13.69%
IGSB Ishares Trust Ishares 1 5 Year	$0	$1.73 Million 0.02% of portfolio	33,113	Q1 2025 Added 4.56%
SCHQ Schwab Strategic Tr Long Term	$0	$1.7 Million 0.01% of portfolio	51,917	Q1 2025 New
IGRO Ishares Tr International Divid	$0	$1.66 Million 0.01% of portfolio	22,869	Q1 2025 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$1.61 Million 0.01% of portfolio	32,294	Q1 2025 Reduced 64.96%
SUSA Ishares Tr Msci Usa Esg Select	$0	$1.58 Million 0.01% of portfolio	13,782	Q1 2025 Reduced 4.74%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$1.57 Million 0.01% of portfolio	51,779	Q1 2025 Reduced 0.79%
FLDR Fidelity Merrimack Str Tr Low	$0	$1.53 Million 0.01% of portfolio	30,430	Q1 2025 New
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$1.49 Million 0.01% of portfolio	38,380	Q4 2023 Added 66.12%
DSI Ishares Msci Kld 400 Social Et	$0	$1.49 Million 0.01% of portfolio	14,557	Q1 2025 Reduced 4.56%
ESGU Ishares Trust Ishares Esg Awar	$0	$1.46 Million 0.01% of portfolio	11,948	Q1 2025 Added 3.15%
GOVT Ishares U.S. Treasury Bond ETF	$0	$1.43 Million 0.01% of portfolio	62,208	Q1 2025 Reduced 7.11%
SCHO Schwab Short Term Us Treasury	$0	$1.42 Million 0.01% of portfolio	58,169	Q1 2025 Added 67.31%
HLAL Listed Fds Tr Wahed Ftse Usa S	$0	$1.41 Million 0.01% of portfolio	28,784	Q4 2023 Added 65.63%
VOOG Vanguard S&P 500 Growth ETF	$0	$1.36 Million 0.01% of portfolio	4,056	Q1 2025 Added 49.89%
RING Ishares Inc Msci Global Gold M	$0	$1.33 Million 0.01% of portfolio	34,768	Q1 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.32 Million 0.01% of portfolio	25,890	Q1 2025 Added 504.06%
IUSV Ishares Core S&P U.S. Value Et	$0	$1.28 Million 0.01% of portfolio	13,864	Q1 2025 Reduced 0.69%
FEZ Spdr Euro Stoxx 50 ETF	$0	$1.26 Million 0.01% of portfolio	23,180	Q1 2025 New
SLV I Shares Silver Trust	$18.7B	$1.25 Million 0.01% of portfolio	40,485	Q1 2025 Added 90.75%
ACWV Ishares Msci Global Min Vol Fa	$0	$1.25 Million 0.01% of portfolio	10,755	Q1 2025 New
PRF Invesco Exchange Traded Fd Tr	$0	$1.23 Million 0.01% of portfolio	30,529	Q1 2025 Reduced 7.35%
JEPI J P Morgan Exchange Traded Fd	$0	$1.23 Million 0.01% of portfolio	21,503	Q1 2025 Added 240.35%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$1.21 Million 0.01% of portfolio	48,586	Q1 2025 Reduced 5.98%
VGIT Vanguard Intermediate Term Tre	$0	$1.13 Million 0.01% of portfolio	19,035	Q1 2025 Reduced 5.73%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1.13 Million 0.01% of portfolio	2,684	Q1 2025 Added 3.23%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$1.13 Million 0.01% of portfolio	48,825	Q1 2025 Reduced 6.06%
SPGP Invesco Exchange Traded Fd Tr	$0	$1.11 Million 0.01% of portfolio	11,099	Q1 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$1.08 Million 0.01% of portfolio	10,408	Q1 2025 Reduced 9.24%
TFI Spdr Nuveen Bloomberg Municipa	$0	$1.07 Million 0.01% of portfolio	23,837	Q1 2025 Added 4.91%
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$1.07 Million 0.01% of portfolio	52,655	Q1 2025 Added 0.82%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$1.05 Million 0.01% of portfolio	22,799	Q1 2025 Added 20.13%
VGK Vanguard Ftse Europe ETF Ftse	$0	$1.04 Million 0.01% of portfolio	14,758	Q1 2025 Added 9.6%
IWY Ishares Tr Russell 200 Growth	$0	$1.02 Million 0.01% of portfolio	4,830	Q1 2025 Reduced 0.8%
VPU Vanguard Utilities ETF	$0	$1.01 Million 0.01% of portfolio	5,899	Q1 2025 Added 56.76%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$1.01 Million 0.01% of portfolio	10,977	Q1 2025 Added 77.65%
IWS Ishares Russell Midcap Value E	$0	$965,000 0.01% of portfolio	7,667	Q1 2025 Added 3.02%
VONE Vanguard Russell 1000 ETF	$0	$951,000 0.01% of portfolio	3,747	Q1 2025 Reduced 7.6%
XAR Spdr S&P Aerospace & Defense E	$0	$937,000 0.01% of portfolio	5,836	Q1 2025 Added 290.63%

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