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
EFG Msci Eafe Growth ETF	$0	$935,000 0.01% of portfolio	9,354	Q1 2025 Added 3.35%
PJAN Innovator U.S. Equity Power Bu	$0	$930,000 0.01% of portfolio	22,427	Q1 2025 New
EWJ Ishares Msci Japan ETF	$0	$908,000 0.01% of portfolio	13,245	Q1 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$907,000 0.01% of portfolio	24,996	Q1 2025 Added 18.1%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$903,000 0.01% of portfolio	80,504	Q1 2025 Reduced 7.03%
TIP Ishares Tr Tips Bd ETF	$0	$881,000 0.01% of portfolio	7,938	Q1 2025 Reduced 8.59%
GNMA Ishares Gnma Bond ETF	$0	$867,000 0.01% of portfolio	19,765	Q1 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$863,000 0.01% of portfolio	18,771	Q1 2025 Reduced 27.36%
OUNZ Van Eck Merk Gold Trust	$1.21B	$848,000 0.01% of portfolio	28,136	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$812,000 0.01% of portfolio	28,851	Q1 2025 Reduced 1.1%
USHY Ishares Tr Broad Usd High Yiel	$0	$807,000 0.01% of portfolio	21,933	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$804,000 0.01% of portfolio	3,289	Q1 2025 Reduced 7.95%
IWN Ishares Russell2000 Val ETF	$0	$793,000 0.01% of portfolio	5,254	Q1 2025 Added 3.77%
FDVV Fidelity High Dividend ETF	$0	$781,000 0.01% of portfolio	15,746	Q1 2025 Added 5.76%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$773,000 0.01% of portfolio	21,231	Q1 2025 Added 1.36%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$772,000 0.01% of portfolio	14,976	Q3 2024 Reduced 6.89%
STIP Ishares Barclays 0 5 Year Tips	$0	$730,000 0.01% of portfolio	7,061	Q1 2025 Added 22.86%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$704,000 0.01% of portfolio	12,576	Q1 2025 Reduced 7.26%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$703,000 0.01% of portfolio	1,318	Q1 2025 Reduced 4.22%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$700,000 0.01% of portfolio	8,521	Q1 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$691,000 0.01% of portfolio	13,355	Q1 2025 Added 100.71%
OEF Ishares S&P 100 ETF	$0	$690,000 0.01% of portfolio	2,595	Q1 2025 Added 12.0%
SSO Proshares Ultra S&P 500	$0	$676,000 0.01% of portfolio	8,174	Q1 2025 Reduced 2.43%
PAVE Global X Fds Us Infrastructure	$0	$669,000 0.01% of portfolio	17,736	Q1 2025 Reduced 3.75%
IEF Ishares Barclays	$0	$665,000 0.01% of portfolio	6,982	Q1 2025 Added 94.97%
FTEC Fidelity Covington Tr Msci Inf	$0	$663,000 0.01% of portfolio	4,114	Q1 2025 Reduced 5.73%
FXH First Tr Exchange Trd Fd Healt	$0	$653,000 0.01% of portfolio	6,304	Q1 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$648,000 0.01% of portfolio	18,087	Q1 2025 Added 7.14%
LDUR Pimco Enhanced Low Duration Ac	$0	$630,000 0.01% of portfolio	6,568	Q1 2025 Reduced 0.82%
SCHR Schwab Intermediate Term Us Tr	$0	$628,000 0.01% of portfolio	25,276	Q1 2025 Added 10.29%
DLS Wisdomtree Tr Intl Small Cap D	$0	$625,000 0.01% of portfolio	9,473	Q1 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$621,000 0.01% of portfolio	2,470	Q1 2025 Reduced 0.56%
DLN Wisdomtree Tr U.S Largecap Div	$0	$621,000 0.01% of portfolio	7,827	Q1 2025 New
FNDE Schwab Fundamental Emerging Mk	$0	$619,000 0.01% of portfolio	20,103	Q1 2025 Added 23.65%
XLRE Select Sector Spdr Tr Real Est	$0	$618,000 0.01% of portfolio	14,782	Q1 2025 Reduced 95.2%
VTHR Vanguard Russell 3000 ETF	$0	$611,000 0.01% of portfolio	2,478	Q4 2023 New
IYW Ishares Dj Us Tech ETF	$0	$601,000 0.01% of portfolio	4,284	Q1 2025 Reduced 8.34%
SMH Vaneck ETF Tr Semiconductor Et	$0	$591,000 0.01% of portfolio	2,795	Q1 2025 Added 33.48%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$587,000 0.01% of portfolio	15,522	Q1 2025 Added 0.47%
EZU Ishares Inc Msci Eurozone ETF	$0	$587,000 0.01% of portfolio	11,038	Q1 2025 New
GNR Spdr S&P Global Natural Resour	$0	$577,000 0.0% of portfolio	10,850	Q4 2024 Reduced 17.93%
SPHQ Invesco Exchange Traded Fd Tr	$0	$561,000 0.0% of portfolio	8,463	Q1 2025 Added 2.47%
SCHZ Schwab Us Aggregate Bond ETF	$0	$552,000 0.0% of portfolio	23,853	Q1 2025 Reduced 7.99%
BIV Vanguard Bd Index Fd Inc Inter	$0	$551,000 0.0% of portfolio	7,197	Q1 2025 Reduced 23.4%
VAW Vanguard Materials ETF	$0	$537,000 0.0% of portfolio	2,845	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$528,000 0.0% of portfolio	10,494	Q1 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$512,000 0.0% of portfolio	2,656	Q1 2025 Added 91.63%
CMF Ishares California Muni Bond E	$0	$511,000 0.0% of portfolio	9,080	Q1 2025 Added 0.08%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$509,000 0.0% of portfolio	10,734	Q1 2025 Added 23.72%
VFH Vanguard Financial ETF	$0	$493,000 0.0% of portfolio	4,127	Q1 2025 Reduced 2.34%

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