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
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1.33 Million 0.01% of portfolio	2,858	Q3 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$1.32 Million 0.01% of portfolio	22,988	Q3 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$1.31 Million 0.01% of portfolio	17,106	Q3 2025 New
EZU Ishares Inc Msci Eurozone ETF	$0	$1.29 Million 0.01% of portfolio	20,805	Q3 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$1.25 Million 0.01% of portfolio	20,902	Q3 2025 New
SJNK Spdr Bloomberg Short Term High	$0	$1.25 Million 0.01% of portfolio	48,790	Q3 2025 New
FTCS First Trust Capital Strength E	$0	$1.21 Million 0.01% of portfolio	12,928	Q3 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$1.16 Million 0.01% of portfolio	20,354	Q3 2025 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$1.15 Million 0.01% of portfolio	12,363	Q3 2025 New
VPU Vanguard Utilities ETF	$0	$1.13 Million 0.01% of portfolio	5,963	Q3 2025 New
OUNZ Van Eck Merk Gold Trust	$1.41B	$1.11 Million 0.01% of portfolio	29,736	Q3 2025 New
IEF Ishares Barclays	$0	$1.09 Million 0.01% of portfolio	11,349	Q3 2025 New
AOR Ishares Tr Core Growth Allocat	$0	$1.08 Million 0.01% of portfolio	16,762	Q3 2025 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$1.08 Million 0.01% of portfolio	42,545	Q3 2025 New
IWS Ishares Russell Midcap Value E	$0	$1.07 Million 0.01% of portfolio	7,682	Q3 2025 New
SCHO Schwab Short Term Us Treasury	$0	$1.07 Million 0.01% of portfolio	43,660	Q3 2025 New
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$1.05 Million 0.01% of portfolio	23,086	Q3 2025 New
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$1.04 Million 0.01% of portfolio	51,191	Q3 2025 New
XSLV Invesco ETF Tr Ii S&P Smallcap	$0	$1.04 Million 0.01% of portfolio	22,351	Q3 2025 New
PJAN Innovator U.S. Equity Power Bu	$0	$1.03 Million 0.01% of portfolio	22,427	Q3 2025 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$1.03 Million 0.01% of portfolio	43,619	Q3 2025 New
SUSL Ishares Tr Esg Msci Usa Leader	$0	$1.02 Million 0.01% of portfolio	8,694	Q3 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$1.02 Million 0.01% of portfolio	12,723	Q3 2025 New
VONE Vanguard Russell 1000 ETF	$0	$1 Million 0.01% of portfolio	3,310	Q3 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$989,000 0.01% of portfolio	9,610	Q3 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$985,000 0.01% of portfolio	24,878	Q3 2025 New
VTHR Vanguard Russell 3000 ETF	$0	$974,000 0.01% of portfolio	3,311	Q3 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$956,000 0.01% of portfolio	10,287	Q3 2025 New
IWN Ishares Russell2000 Val ETF	$0	$950,000 0.01% of portfolio	5,374	Q3 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$938,000 0.01% of portfolio	21,936	Q3 2025 New
IDLV Invesco ETF Ii S&P Intl Dev Lo	$0	$936,000 0.01% of portfolio	27,944	Q3 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$930,000 0.01% of portfolio	37,043	Q3 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$905,000 0.01% of portfolio	39,151	Q3 2025 New
FTEC Fidelity Covington Tr Msci Inf	$0	$900,000 0.01% of portfolio	4,052	Q3 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$896,000 0.01% of portfolio	2,747	Q3 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$882,000 0.01% of portfolio	1,481	Q3 2025 New
ITA Ishares Tr	$0	$880,000 0.01% of portfolio	4,210	Q3 2025 New
IYW Ishares Dj Us Tech ETF	$0	$873,000 0.01% of portfolio	4,459	Q3 2025 New
GNMA Ishares Gnma Bond ETF	$0	$863,000 0.01% of portfolio	19,469	Q3 2025 New
VNQI Vanguard Global Ex U.S. Real	$0	$860,000 0.01% of portfolio	18,018	Q3 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$858,000 0.01% of portfolio	36,583	Q3 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$807,000 0.01% of portfolio	8,083	Q3 2025 New
IYG Ishares Tr	$0	$794,000 0.01% of portfolio	8,863	Q3 2025 New
FDVV Fidelity High Dividend ETF	$0	$785,000 0.01% of portfolio	14,107	Q3 2025 New
PAVE Global X Fds Us Infrastructure	$0	$781,000 0.01% of portfolio	16,401	Q3 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$773,000 0.01% of portfolio	3,132	Q3 2025 New
FNDE Schwab Fundamental Emerging Mk	$0	$768,000 0.01% of portfolio	21,258	Q3 2025 New
SPGP Invesco Exchange Traded Fd Tr	$0	$749,000 0.01% of portfolio	6,593	Q3 2025 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$737,000 0.01% of portfolio	15,878	Q3 2025 New
FXH First Tr Exchange Trd Fd Healt	$0	$737,000 0.01% of portfolio	6,724	Q3 2025 New

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