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
SCHP Schwab Strategic Us Tips ETF	$0	$257,000 0.0% of portfolio	9,541	Q3 2025 New
PICB Invesco ETF Tr Ii Intl Corp Bd	$0	$251,000 0.0% of portfolio	10,561	Q3 2025 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$251,000 0.0% of portfolio	4,807	Q3 2025 New
IHE Ishares Tr	$0	$249,000 0.0% of portfolio	3,433	Q3 2025 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$242,000 0.0% of portfolio	1,791	Q3 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$238,000 0.0% of portfolio	2,680	Q3 2025 New
USRT Ishares Core U.S. Reit ETF	$0	$238,000 0.0% of portfolio	4,065	Q3 2025 New
BKLC Bny Mellon ETF Tr Us Large Cap	$0	$236,000 0.0% of portfolio	1,840	Q3 2025 New
FLTR Vaneck ETF Tr Investment Grade	$0	$233,000 0.0% of portfolio	9,122	Q3 2025 New
VNLA Janus Henderson Short Duration	$0	$227,000 0.0% of portfolio	4,621	Q3 2025 New
BKF Ishares Mcsi Bic ETF	$0	$226,000 0.0% of portfolio	5,000	Q3 2025 New
NYF Ishares New York Muni Bond ETF	$0	$224,000 0.0% of portfolio	4,211	Q3 2025 New
TQQQ Proshares Ultrapro Qqq	$0	$224,000 0.0% of portfolio	2,174	Q3 2025 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$223,000 0.0% of portfolio	10,362	Q3 2025 New
RPV Invesco Exchange Traded Fd Tr	$0	$221,000 0.0% of portfolio	2,230	Q3 2025 New
GSEW Goldman Sachs Tr Eql Weight Us	$0	$218,000 0.0% of portfolio	2,571	Q3 2025 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$218,000 0.0% of portfolio	4,414	Q3 2025 New
QUS Spdr Ser Tr Msci Usa Strategic	$0	$217,000 0.0% of portfolio	1,272	Q3 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$216,000 0.0% of portfolio	2,215	Q3 2025 New
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$215,000 0.0% of portfolio	8,872	Q3 2025 New
IGM Ishares Expanded Tech Sector E	$0	$215,000 0.0% of portfolio	1,712	Q3 2025 New
FNDB Schwab Fundamental U S Broad M	$0	$210,000 0.0% of portfolio	8,187	Q3 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$206,000 0.0% of portfolio	1,864	Q3 2025 New
IGEB Ishares Tr Edge Invt Grade Enh	$0	$200,000 0.0% of portfolio	4,345	Q3 2025 New
ICLN Ishares	$0	$158,000 0.0% of portfolio	10,207	Q3 2025 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	7,782	Q3 2025 New
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	10,736	Q3 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	35,028	Q3 2025 New

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