- Sequoia Financial Advisors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		Apr 23, 2025
Total Stocks		1352
Portfolio Value		$12.93B

Sequoia Financial Advisors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2025Mar 31, 2025	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+655,342+132.8%	$28.77M	1,148,999
Q1 2025Mar 31, 2025	AVDV Avantis International Small Cap	Avantis International Small Cap	Buy - Position Entry	+580,604	$40.49M	580,604
Q1 2025Mar 31, 2025	PYLD PIMCO U.S. Treasury Index Fund	PIMCO U.S. Treasury Index Fund	Buy	+570,359+19.1%	$93.72M	3,556,648
Q1 2025Mar 31, 2025	PLNT Planet Fitness, Inc.	Planet Fitness, Inc.	Buy - Position Entry	+562,920	$54.38M	562,920
Q1 2025Mar 31, 2025	TKO TKO Group Holdings, Inc.	TKO Group Holdings, Inc.	Buy - Position Entry	+470,084	$71.83M	470,084
Q1 2025Mar 31, 2025	VEA Vanguard FTSE Developed Markets	Vanguard FTSE Developed Markets	Buy	+461,191+73.6%	$55.30M	1,087,885
Q1 2025Mar 31, 2025	JPIE JPMorgan Income ETF	JPMorgan Income ETF	Buy	+377,406+21.2%	$99.47M	2,159,182
Q1 2025Mar 31, 2025	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Buy	+337,508+17.6%	$9.16M	2,250,455
Q1 2025Mar 31, 2025	IJH iShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	Buy	+316,207+159.6%	$30.01M	514,278
Q1 2025Mar 31, 2025	BINC iShares Flexible Income Active	iShares Flexible Income Active	Buy	+296,994+19.7%	$94.59M	1,805,801
Q1 2025Mar 31, 2025	VGSH Vanguard Short-Term Treasury ET	Vanguard Short-Term Treasury ET	Buy	+291,067+1336.3%	$18.36M	312,848
Q1 2025Mar 31, 2025	VNQ Vanguard Real Estate ETF	Vanguard Real Estate ETF	Buy	+287,218+235.0%	$37.07M	409,447
Q1 2025Mar 31, 2025	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy	+264,260+20.1%	$166.30M	1,577,162
Q1 2025Mar 31, 2025	WD Walker & Dunlop, Inc	Walker & Dunlop, Inc	Buy - Position Entry	+261,980	$22.36M	261,980
Q1 2025Mar 31, 2025	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy	+249,717+7.8%	$950.57M	3,458,636
Q1 2025Mar 31, 2025	DFAI Dimensional International Core	Dimensional International Core	Buy	+237,729+14.8%	$57.54M	1,842,584
Q1 2025Mar 31, 2025	DFAT Dimensional U.S. Targeted Value	Dimensional U.S. Targeted Value	Buy	+216,339+27.1%	$52.23M	1,014,429
Q1 2025Mar 31, 2025	SGOV iShares 0-3 Month Treasury Bond	iShares 0-3 Month Treasury Bond	Buy	+202,768+42.3%	$68.70M	682,448
Q1 2025Mar 31, 2025	DD DuPont de Nemours, Inc.	DuPont de Nemours, Inc.	Buy	+197,115+334.4%	$19.12M	256,053
Q1 2025Mar 31, 2025	CLRB Cellectar Biosciences, Inc.	Cellectar Biosciences, Inc.	Buy	+188,760+1301.8%	$64.09K	203,260
Q1 2025Mar 31, 2025	DISV Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+178,690+106.8%	$10.07M	345,927
Q1 2025Mar 31, 2025	FTRE Fortrea Holdings Inc.	Fortrea Holdings Inc.	Buy - Position Entry	+174,357	$1.32M	174,357
Q1 2025Mar 31, 2025	VIG Vanguard Div Appreciation ETF	Vanguard Div Appreciation ETF	Buy	+171,665+838.7%	$37.27M	192,134
Q1 2025Mar 31, 2025	DFAR Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+158,894+45.2%	$12.14M	510,780
Q1 2025Mar 31, 2025	VCIT Vanguard Intermediate-Term Corp	Vanguard Intermediate-Term Corp	Buy	+153,431+25.6%	$61.64M	753,910
Q1 2025Mar 31, 2025	DFNM Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+131,172+21.4%	$35.42M	744,689
Q1 2025Mar 31, 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+130,698+13.9%	$203.38M	1,068,948
Q1 2025Mar 31, 2025	IQLT iShares MSCI Intl Quality Facto	iShares MSCI Intl Quality Facto	Buy	+128,478+74.2%	$11.97M	301,566
Q1 2025Mar 31, 2025	MS Morgan Stanley	Morgan Stanley	Buy	+127,645+212.2%	$21.91M	187,793
Q1 2025Mar 31, 2025	MTN Vail Resorts, Inc.	Vail Resorts, Inc.	Buy - Position Entry	+126,955	$20.32M	126,955

Page 44 of 733 • 21977 total trades

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