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
DLN Wisdomtree Tr U.S Largecap Div	$0	$734,000 0.01% of portfolio	8,434	Q3 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$718,000 0.0% of portfolio	61,938	Q3 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$714,000 0.0% of portfolio	15,689	Q3 2025 New
URA Global X Uranium ETF	$0	$693,000 0.0% of portfolio	14,540	Q3 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$674,000 0.0% of portfolio	6,526	Q3 2025 New
OEF Ishares S&P 100 ETF	$0	$668,000 0.0% of portfolio	2,513	Q3 2025 New
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$663,000 0.0% of portfolio	28,743	Q3 2025 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$663,000 0.0% of portfolio	8,341	Q3 2025 New
VFH Vanguard Financial ETF	$0	$654,000 0.0% of portfolio	4,989	Q3 2025 New
SOXX Ishares Semiconductor ETF	$0	$652,000 0.0% of portfolio	2,407	Q3 2025 New
GNR Spdr S&P Global Natural Resour	$0	$642,000 0.0% of portfolio	10,851	Q3 2025 New
VXF Vanguard Extended Market ETF	$0	$633,000 0.0% of portfolio	3,025	Q3 2025 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$627,000 0.0% of portfolio	8,039	Q3 2025 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$624,000 0.0% of portfolio	9,717	Q3 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$587,000 0.0% of portfolio	1,461	Q3 2025 New
PDN Invesco Fd Tr	$0	$581,000 0.0% of portfolio	14,142	Q3 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$579,000 0.0% of portfolio	4,853	Q3 2025 New
VDE Vanguard Energy ETF	$0	$573,000 0.0% of portfolio	4,558	Q3 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$564,000 0.0% of portfolio	7,044	Q3 2025 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$552,000 0.0% of portfolio	4,625	Q3 2025 New
FXD First Tr Exchange Traded Fd	$0	$550,000 0.0% of portfolio	8,073	Q3 2025 New
VAW Vanguard Materials ETF	$0	$550,000 0.0% of portfolio	2,686	Q3 2025 New
SIL Global X Silver Miners ETF	$0	$544,000 0.0% of portfolio	7,599	Q3 2025 New
CMF Ishares California Muni Bond E	$0	$539,000 0.0% of portfolio	9,460	Q3 2025 New
RPG Invesco Exchange Traded Fd Tr	$0	$505,000 0.0% of portfolio	10,591	Q3 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$503,000 0.0% of portfolio	6,620	Q3 2025 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$502,000 0.0% of portfolio	10,411	Q3 2025 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$502,000 0.0% of portfolio	4,547	Q3 2025 New
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$498,000 0.0% of portfolio	8,141	Q3 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$495,000 0.0% of portfolio	5,592	Q3 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$486,000 0.0% of portfolio	4,371	Q3 2025 New
FNDC Schwab Fundamental Intl Small	$0	$486,000 0.0% of portfolio	10,920	Q3 2025 New
IYJ Ishares Tr	$0	$484,000 0.0% of portfolio	3,318	Q3 2025 New
IBB Ishares Biotechnology ETF	$0	$482,000 0.0% of portfolio	3,340	Q3 2025 New
PMAY Innovator Etfs Tr S&P 500 Pwr	$0	$476,000 0.0% of portfolio	12,250	Q3 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$473,000 0.0% of portfolio	11,232	Q3 2025 New
PAPR Innovator U.S. Equity Power Bu	$0	$459,000 0.0% of portfolio	11,976	Q3 2025 New
HDV Ishares Core High Dividend ETF	$0	$437,000 0.0% of portfolio	3,575	Q3 2025 New
DFIC Dimensional ETF Tr Dimensional	$0	$434,000 0.0% of portfolio	13,247	Q3 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$423,000 0.0% of portfolio	7,834	Q3 2025 New
FVAL Fidelity Covington Tr Value Fa	$0	$419,000 0.0% of portfolio	6,096	Q3 2025 New
PHO Invesco Exchange Traded Fd Tr	$0	$413,000 0.0% of portfolio	5,729	Q3 2025 New
GUNR Flexshares Tr Morningstar Glob	$0	$411,000 0.0% of portfolio	9,407	Q3 2025 New
PMAR Innovator U.S. Equity Power Bu	$0	$409,000 0.0% of portfolio	9,320	Q3 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$409,000 0.0% of portfolio	2,892	Q3 2025 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$402,000 0.0% of portfolio	18,679	Q3 2025 New
XLB Select Sector Spdr Fd Material	$0	$402,000 0.0% of portfolio	4,490	Q3 2025 New
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$398,000 0.0% of portfolio	5,135	Q3 2025 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$397,000 0.0% of portfolio	3,051	Q3 2025 New
DTD Wisdomtree Tr U.S Total Divide	$0	$397,000 0.0% of portfolio	4,735	Q3 2025 New

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