Sequoia Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.25B | 7.0% |
| EA SERIES TRUST | $1.00B | 5.6% |
| Apple Inc. | $542.15M | 3.0% |
| iShares MSCI UAE ETF | $492.23M | 2.8% |
| NVIDIA Corp | $489.94M | 2.7% |
| VANGUARD SCOTTSDALE FDS | $431.63M | 2.4% |
| MICROSOFT CORP | $412.23M | 2.3% |
| ETF SER SOLUTIONS | $338.82M | 1.9% |
| DIMENSIONAL ETF TRUST | $333.47M | 1.9% |
| VANGUARD SCOTTSDALE FDS | $275.05M | 1.5% |
| J P MORGAN EXCHANGE TRADED F | $258.86M | 1.4% |
| Amazon.com Inc | $258.16M | 1.4% |
| PIMCO ETF TR | $252.39M | 1.4% |
| BLACKROCK ETF TRUST II | $247.29M | 1.4% |
| VANGUARD BD INDEX FDS | $230.76M | 1.3% |
| Broadcom Inc. | $219.27M | 1.2% |
| Alphabet Inc. | $200.13M | 1.1% |
| ISHARES TR | $189.20M | 1.1% |
| SPDR GOLD TR | $187.55M | 1.0% |
| T ROWE PRICE ETF INC | $186.25M | 1.0% |
| ISHARES TR | $176.36M | 1.0% |
| Meta Platforms Inc | $166.56M | 0.9% |
| DIMENSIONAL ETF TRUST | $164.31M | 0.9% |
| ELI LILLY & Co | $158.72M | 0.9% |
| DIMENSIONAL ETF TRUST | $154.54M | 0.9% |
| VANGUARD INDEX FDS | $150.88M | 0.8% |
| Alphabet Inc. | $146.25M | 0.8% |
| VANGUARD INDEX FDS | $141.55M | 0.8% |
| Warren E. Buffett | $141.13M | 0.8% |
| SPDR INDEX SHS FDS | $133.33M | 0.7% |
| THE GOLDMAN SACHS GROUP, INC. | $128.93M | 0.7% |
| JPMORGAN CHASE & CO | $126.95M | 0.7% |
| RTX Corp | $112.81M | 0.6% |
| PACER FDS TR | $108.38M | 0.6% |
| SPDR S&P 500 ETF TR | $107.89M | 0.6% |
| AMERICAN CENTY ETF TR | $103.44M | 0.6% |
| DIMENSIONAL ETF TRUST | $102.12M | 0.6% |
| CATERPILLAR INC | $101.54M | 0.6% |
| DIMENSIONAL ETF TRUST | $101.16M | 0.6% |
| ISHARES TR | $96.86M | 0.5% |
| Visa Inc | $94.76M | 0.5% |
| Wynn Resorts, Limited | $92.68M | 0.5% |
| Walmart Inc. | $90.96M | 0.5% |
| Salesforce Inc | $87.35M | 0.5% |
| VANGUARD MUN BD FDS | $85.77M | 0.5% |
| ISHARES TR | $82.84M | 0.5% |
| EXXON MOBIL CORP | $81.40M | 0.5% |
| VANGUARD WORLD FD | $79.87M | 0.4% |
| DIMENSIONAL ETF TRUST | $79.78M | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $76.59M | 0.4% |