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
SCHP Schwab Strategic Us Tips ETF	$0	$281,000 0.0% of portfolio	10,463	Q1 2025 Reduced 82.95%
IGV Ishares Expanded Tech Software	$0	$280,000 0.0% of portfolio	3,155	Q1 2025 Reduced 1.19%
USRT Ishares Core U.S. Reit ETF	$0	$279,000 0.0% of portfolio	4,850	Q1 2025 Reduced 0.82%
IYH Ishares Tr	$0	$279,000 0.0% of portfolio	4,596	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$277,000 0.0% of portfolio	4,033	Q1 2025 Reduced 30.85%
VTWV Vanguard Russell 2000 Value Et	$0	$275,000 0.0% of portfolio	2,072	Q1 2025 Added 4.12%
ICSH Blackrock Ultra Short Term Bon	$0	$271,000 0.0% of portfolio	5,360	Q1 2025 New
CORP Pimco Investment Grade Corp Bd	$0	$270,000 0.0% of portfolio	2,797	Q1 2025 Added 1.89%
RXI Ishares Tr	$0	$269,000 0.0% of portfolio	1,518	Q1 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$266,000 0.0% of portfolio	3,282	Q1 2025 Reduced 12.53%
IXN Ishares Global Information Tec	$0	$262,000 0.0% of portfolio	3,467	Q1 2025 Added 11.55%
EPP Ishares Inc	$0	$258,000 0.0% of portfolio	5,865	Q4 2024 Reduced 20.24%
DSTX ETF Ser Sol Distillate Intl Fu	$0	$255,000 0.0% of portfolio	10,206	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$255,000 0.0% of portfolio	3,755	Q4 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$254,000 0.0% of portfolio	2,313	Q1 2025 New
IYG Ishares Tr	$0	$247,000 0.0% of portfolio	3,153	Q1 2025 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$247,000 0.0% of portfolio	7,741	Q1 2025 New
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$246,000 0.0% of portfolio	10,100	Q1 2025 New
IHE Ishares Tr	$0	$242,000 0.0% of portfolio	3,433	Q4 2024 Added 19.08%
TLT Ishares Barclays 20+ Year Trea	$0	$236,000 0.0% of portfolio	2,603	Q1 2025 New
VNLA Janus Henderson Short Duration	$0	$234,000 0.0% of portfolio	4,772	Q1 2025 Reduced 7.54%
IUSB Ishares Core Total Usd Bond Ma	$0	$232,000 0.0% of portfolio	5,048	Q1 2025 Added 14.03%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$228,000 0.0% of portfolio	1,460	Q1 2024 Reduced 22.46%
IYJ Ishares Tr	$0	$227,000 0.0% of portfolio	1,746	Q1 2025 New
SIL Global X Silver Miners ETF	$0	$226,000 0.0% of portfolio	5,750	Q1 2025 Reduced 8.85%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$223,000 0.0% of portfolio	4,513	Q4 2024 Reduced 4.24%
QLD Proshares Ultra Qqq	$0	$221,000 0.0% of portfolio	2,495	Q4 2024 Added 0.08%
PJUL Innovator U.S. Equity Power Bu	$0	$217,000 0.0% of portfolio	5,416	Q3 2024 Reduced 8.59%
MGK Vanguard Mega Cap Growth ETF	$0	$216,000 0.0% of portfolio	702	Q1 2025 New
BBUS J P Morgan Exchg Traded Fd	$0	$213,000 0.0% of portfolio	2,121	Q1 2025 New
SCHK Schwab Strategic Tr 1000 Index	$0	$213,000 0.0% of portfolio	7,943	Q1 2025 Added 2.9%
DFIC Dimensional ETF Tr Dimensional	$0	$208,000 0.0% of portfolio	7,524	Q1 2025 New
EPI Wisdomtree Tr India Earnings F	$0	$208,000 0.0% of portfolio	4,772	Q1 2025 Reduced 11.99%
RPV Invesco Exchange Traded Fd Tr	$0	$206,000 0.0% of portfolio	2,231	Q1 2025 Added 0.04%
PHO Invesco Exchange Traded Fd Tr	$0	$205,000 0.0% of portfolio	3,190	Q1 2025 Reduced 9.58%
HYDB Ishares Tr Edge High Yield Def	$0	$203,000 0.0% of portfolio	4,314	Q1 2025 New
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$202,000 0.0% of portfolio	8,477	Q1 2025 New
VOX Vanguard Communication Service	$0	$202,000 0.0% of portfolio	1,368	Q1 2025 Added 1.33%
JETS ETF Ser Solutions U S Global J	$0	$200,000 0.0% of portfolio	9,663	Q1 2025 Added 0.99%
BKF Ishares Mcsi Bic ETF	$0	$200,000 0.0% of portfolio	5,000	Q1 2025 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$200,000 0.0% of portfolio	3,947	Q1 2025 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$182,000 0.0% of portfolio	13,415	Q1 2025 Reduced 14.23%
KWEB Kraneshares Tr Csi China Inter	$0	$115,000 0.0% of portfolio	3,322	Q1 2025 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	7,774	Q1 2025 Added 0.04%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	16,408	Q3 2024 Added 72.57%

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