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
VSGX Vanguard World Fd Esg Intl Stk	$0	$3.08 Million 0.02% of portfolio	44,390	Q3 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$2.98 Million 0.02% of portfolio	25,136	Q3 2025 New
QLTA Ishares Trust Aaa A Rated Corp	$0	$2.91 Million 0.02% of portfolio	59,949	Q3 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$2.9 Million 0.02% of portfolio	20,674	Q3 2025 New
FMHI First Tr ETF Iii Municipal Hig	$0	$2.86 Million 0.02% of portfolio	60,301	Q3 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$2.82 Million 0.02% of portfolio	19,812	Q3 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$2.82 Million 0.02% of portfolio	84,529	Q3 2025 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$2.76 Million 0.02% of portfolio	32,633	Q3 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$2.67 Million 0.02% of portfolio	6,128	Q3 2025 New
XLP Consumer Staples Sector Spdr	$0	$2.63 Million 0.02% of portfolio	34,612	Q3 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$2.61 Million 0.02% of portfolio	47,132	Q3 2025 New
DEHP Dimensional ETF Tr Emerging Mk	$0	$2.41 Million 0.02% of portfolio	78,863	Q3 2025 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$2.25 Million 0.02% of portfolio	24,534	Q3 2025 New
RING Ishares Inc Msci Global Gold M	$0	$2.23 Million 0.02% of portfolio	34,470	Q3 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$2.19 Million 0.01% of portfolio	16,141	Q3 2025 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$2.17 Million 0.01% of portfolio	68,053	Q3 2025 New
EEMV Ishares Msci Emerging Markets	$0	$2.11 Million 0.01% of portfolio	33,133	Q3 2025 New
SLV I Shares Silver Trust	$23.1B	$2.07 Million 0.01% of portfolio	48,823	Q3 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$2.05 Million 0.01% of portfolio	24,706	Q3 2025 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$1.95 Million 0.01% of portfolio	80,005	Q3 2025 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.94 Million 0.01% of portfolio	42,954	Q3 2025 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$1.93 Million 0.01% of portfolio	76,737	Q3 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$1.92 Million 0.01% of portfolio	11,672	Q3 2025 New
JNK Spdr Bloomberg High Yield Bond	$0	$1.91 Million 0.01% of portfolio	19,489	Q3 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$1.9 Million 0.01% of portfolio	24,919	Q3 2025 New
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$1.9 Million 0.01% of portfolio	79,971	Q3 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$1.9 Million 0.01% of portfolio	5,934	Q3 2025 New
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$1.9 Million 0.01% of portfolio	38,380	Q3 2025 New
FNDA Schwab Fundamental U S Small C	$0	$1.9 Million 0.01% of portfolio	60,821	Q3 2025 New
PRF Invesco Exchange Traded Fd Tr	$0	$1.89 Million 0.01% of portfolio	41,860	Q3 2025 New
SCHQ Schwab Strategic Tr Long Term	$0	$1.88 Million 0.01% of portfolio	58,071	Q3 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$1.86 Million 0.01% of portfolio	31,035	Q3 2025 New
IVLU Ishares Tr Edge Msci Intl Valu	$0	$1.81 Million 0.01% of portfolio	51,128	Q3 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$1.79 Million 0.01% of portfolio	12,326	Q3 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$1.76 Million 0.01% of portfolio	13,974	Q3 2025 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$1.75 Million 0.01% of portfolio	23,934	Q3 2025 New
HLAL Listed Fds Tr Wahed Ftse Usa S	$0	$1.71 Million 0.01% of portfolio	28,784	Q3 2025 New
EFG Msci Eafe Growth ETF	$0	$1.59 Million 0.01% of portfolio	13,980	Q3 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$1.58 Million 0.01% of portfolio	32,864	Q3 2025 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$1.55 Million 0.01% of portfolio	24,965	Q3 2025 New
IGRO Ishares Tr International Divid	$0	$1.5 Million 0.01% of portfolio	18,799	Q3 2025 New
PFEB Innovator U.S. Equity Power Bu	$0	$1.49 Million 0.01% of portfolio	37,428	Q3 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$1.46 Million 0.01% of portfolio	69,888	Q3 2025 New
IWY Ishares Tr Russell 200 Growth	$0	$1.45 Million 0.01% of portfolio	5,283	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$1.43 Million 0.01% of portfolio	26,978	Q3 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.37 Million 0.01% of portfolio	26,275	Q3 2025 New
XAR Spdr S&P Aerospace & Defense E	$0	$1.37 Million 0.01% of portfolio	5,838	Q3 2025 New
SHV Ishares Tr	$0	$1.35 Million 0.01% of portfolio	12,232	Q3 2025 New
EMB Ishares Tr	$0	$1.35 Million 0.01% of portfolio	14,181	Q3 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$1.35 Million 0.01% of portfolio	4,582	Q3 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.