Sequoia Financial Advisors, LLC ETFs

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCSH Vanguard Sht Term Corp Bd ETF	$0	$400,000 0.0% of portfolio	5,041	Q3 2024 Added 0.08%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$395,000 0.0% of portfolio	4,002	Q3 2024 Added 74.68%
OEF Ishares S&P 100 ETF	$0	$389,000 0.0% of portfolio	1,465	Q2 2024 Added 22.08%
GUNR Flexshares Tr Morningstar Glob	$0	$388,000 0.0% of portfolio	9,417	Q3 2024 Added 0.26%
DTD Wisdomtree Tr U.S Total Divide	$0	$380,000 0.0% of portfolio	4,959	Q3 2024 Added 6.03%
IBB Ishares Biotechnology ETF	$0	$379,000 0.0% of portfolio	2,608	Q3 2024 Added 8.26%
ITA Ishares Tr	$0	$376,000 0.0% of portfolio	2,517	Q3 2024 Reduced 4.73%
JEPI J P Morgan Exchange Traded Fd	$0	$371,000 0.0% of portfolio	6,243	Q3 2024 Reduced 60.93%
FNDC Schwab Fundamental Intl Small	$0	$371,000 0.0% of portfolio	9,744	Q3 2024 Added 23.78%
MSOS Advisorshares Tr Pure Us Canna	$0	$368,000 0.0% of portfolio	51,398	Q1 2024 Added 99.84%
IEI Ishares Barclays 3 7 Yr Treas	$0	$366,000 0.0% of portfolio	3,068	Q3 2024 Added 46.03%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$365,000 0.0% of portfolio	6,654	Q3 2024 Reduced 36.59%
ICF Ishares Tr	$0	$364,000 0.0% of portfolio	5,532	Q3 2024 Added 4.93%
EPP Ishares Inc	$0	$359,000 0.0% of portfolio	7,353	Q2 2024 Added 36.09%
CORP Pimco Investment Grade Corp Bd	$0	$357,000 0.0% of portfolio	3,591	Q3 2024 Reduced 5.57%
FVAL Fidelity Covington Tr Value Fa	$0	$356,000 0.0% of portfolio	5,875	Q3 2024 Added 0.41%
XMHQ Invesco Exchange Traded Fd Tr	$0	$356,000 0.0% of portfolio	3,477	Q3 2024 Added 23.74%
IGSB Ishares Trust Ishares 1 5 Year	$0	$349,000 0.0% of portfolio	6,638	Q3 2024 Reduced 9.43%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$345,000 0.0% of portfolio	3,100	Q4 2022 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$342,000 0.0% of portfolio	7,267	Q3 2024 Added 0.29%
CWB Spdr Bloomberg Convertible Sec	$0	$335,000 0.0% of portfolio	4,375	Q2 2024 Added 14.38%
IJT Ishares S&P Small Cap 600 Grow	$0	$334,000 0.0% of portfolio	2,398	Q3 2024 Added 18.36%
MBB Ishares Tr	$0	$330,000 0.0% of portfolio	3,450	Q3 2024 Reduced 5.04%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$328,000 0.0% of portfolio	13,364	Q3 2024 Reduced 14.02%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$321,000 0.0% of portfolio	2,551	Q3 2024 Added 47.54%
POCT Innovator U.S. Equity Power Bu	$0	$314,000 0.0% of portfolio	8,084	Q4 2023 Added 28.11%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$314,000 0.0% of portfolio	6,024	Q3 2024 New
DHS Wisdomtree Tr U.S	$0	$312,000 0.0% of portfolio	3,332	Q3 2024 Added 0.54%
BSV Vanguard Bd Index Fd Inc Short	$0	$310,000 0.0% of portfolio	3,952	Q3 2024 Reduced 0.75%
FHLC Fidelity Covington Tr Msci Hea	$0	$305,000 0.0% of portfolio	4,202	Q3 2024 Added 8.24%
SPIB Spdr Portfolio Intermediate Te	$0	$304,000 0.0% of portfolio	9,021	Q3 2024 Reduced 6.85%
HDV Ishares Core High Dividend ETF	$0	$303,000 0.0% of portfolio	2,582	Q2 2024 Reduced 26.98%
IGV Ishares Expanded Tech Software	$0	$285,000 0.0% of portfolio	3,193	Q3 2024 Added 36.57%
NOCT Innovator Growth 100 Power Buf	$0	$282,000 0.0% of portfolio	5,666	Q3 2024 Reduced 0.04%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$282,000 0.0% of portfolio	5,378	Q3 2024 Reduced 36.99%
GLTR Abrdn Precious Metals Basket ETF Trust	$1.33B	$280,000 0.0% of portfolio	2,472	Q3 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$278,000 0.0% of portfolio	2,466	Q3 2024 Reduced 31.37%
USRT Ishares Core U.S. Reit ETF	$0	$269,000 0.0% of portfolio	4,375	Q3 2024 Reduced 2.15%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$269,000 0.0% of portfolio	5,282	Q3 2024 Reduced 52.8%
VGK Vanguard Ftse Europe ETF Ftse	$0	$267,000 0.0% of portfolio	3,764	Q3 2024 New
VTWV Vanguard Russell 2000 Value Et	$0	$265,000 0.0% of portfolio	1,804	Q3 2024 Added 1.01%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$258,000 0.0% of portfolio	3,373	Q3 2024 Added 8.98%
IXN Ishares Global Information Tec	$0	$256,000 0.0% of portfolio	3,108	Q4 2023 New
VNLA Janus Henderson Short Duration	$0	$253,000 0.0% of portfolio	5,161	Q3 2024 Reduced 53.26%
QLD Proshares Ultra Qqq	$0	$251,000 0.0% of portfolio	2,493	Q3 2024 Added 0.12%
IJK Ishares S&P Midcap 400 Growth	$0	$247,000 0.0% of portfolio	2,694	Q3 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$240,000 0.0% of portfolio	1,196	Q3 2024 Added 6.6%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$240,000 0.0% of portfolio	4,713	Q2 2024 Added 0.02%
IEF Ishares Barclays	$0	$237,000 0.0% of portfolio	2,424	Q3 2024 New
EPI Wisdomtree Tr India Earnings F	$0	$235,000 0.0% of portfolio	4,661	Q1 2024 New

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