- 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
Q2 2015Jun 30, 2015	RWO SPDR DJ Wilshire Global Real Es	SPDR DJ Wilshire Global Real Es	Buy	+130,670+23.0%	$32.06K	699,629
Q2 2015Jun 30, 2015	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy	+47,956+34.7%	$4.98K	186,300
Q2 2015Jun 30, 2015	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy	+44,364+30.9%	$9.83K	187,927
Q2 2015Jun 30, 2015	SCHE Schwab Emerging Markets Equity	Schwab Emerging Markets Equity	Buy	+39,359+28.7%	$4.34K	176,416
Q2 2015Jun 30, 2015	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+35,952+52.4%	$10.78K	104,543
Q2 2015Jun 30, 2015	QAI NYLI Hedge Multi-Strategy Track	NYLI Hedge Multi-Strategy Track	Buy	+30,673+24.0%	$4.69K	158,539
Q2 2015Jun 30, 2015	SCHF Schwab International Equity ETF	Schwab International Equity ETF	Buy	+30,621+27.1%	$4.38K	143,636
Q2 2015Jun 30, 2015	GII SPDR S&P Global Infrastructure	SPDR S&P Global Infrastructure	Buy	+22,906+33.5%	$4.26K	91,293
Q2 2015Jun 30, 2015	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Buy - Position Entry	+18,472	$937.00	18,472
Q2 2015Jun 30, 2015	SCHZ Schwab US Aggregate Bond ETF	Schwab US Aggregate Bond ETF	Buy	+17,821+15.9%	$6.73K	130,154
Q2 2015Jun 30, 2015	SCHC Schwab International Small-Cap	Schwab International Small-Cap	Buy - Position Entry	+14,573	$456.00	14,573
Q2 2015Jun 30, 2015	NUV Nuveen Municipal Value Fund, In	Nuveen Municipal Value Fund, In	Buy	+12,236+12.8%	$1.04K	107,603
Q2 2015Jun 30, 2015	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+9,123+5.1%	$8.12K	188,592
Q2 2015Jun 30, 2015	DXJ WisdomTree Japan Hedged Equity	WisdomTree Japan Hedged Equity	Buy - Position Entry	+7,180	$411.00	7,180
Q2 2015Jun 30, 2015	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+7,086+87.0%	$816.00	15,228
Q2 2015Jun 30, 2015	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+6,983+33.8%	$1.59K	27,614
Q2 2015Jun 30, 2015	V Visa Inc.	Visa Inc.	Buy - Position Entry	+5,914	$397.00	5,914
Q2 2015Jun 30, 2015	FAST Fastenal Company	Fastenal Company	Buy - Position Entry	+5,747	$242.00	5,747
Q2 2015Jun 30, 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+5,610+5.1%	$3.16K	115,067
Q2 2015Jun 30, 2015	ABT Abbott Laboratories	Abbott Laboratories	Buy	+5,121+109.2%	$482.00	9,812
Q2 2015Jun 30, 2015	ORCL Oracle Corporation	Oracle Corporation	Buy	+4,841+67.9%	$483.00	11,974
Q2 2015Jun 30, 2015	TGT Target Corporation	Target Corporation	Buy - Position Entry	+4,053	$331.00	4,053
Q2 2015Jun 30, 2015	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+4,022	$266.00	4,022
Q2 2015Jun 30, 2015	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy	+3,843+35.5%	$575.00	14,681
Q2 2015Jun 30, 2015	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+3,746+28.6%	$1.40K	16,839
Q2 2015Jun 30, 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy - Position Entry	+3,597	$289.00	3,597
Q2 2015Jun 30, 2015	BAX Baxter International Inc.	Baxter International Inc.	Buy - Position Entry	+3,579	$250.00	3,579
Q2 2015Jun 30, 2015	AIG American International Group, I	American International Group, I	Buy - Position Entry	+3,517	$217.00	3,517
Q2 2015Jun 30, 2015	ABBV AbbVie Inc.	AbbVie Inc.	Buy - Position Entry	+3,318	$223.00	3,318
Q2 2015Jun 30, 2015	ACN Accenture plc	Accenture plc	Buy	+3,275+12.6%	$2.83K	29,261

Page 704 of 733 • 21977 total trades

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