- Sequoia Financial Advisors Portfolio

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
Q4 2024Dec 31, 2024	BNDX Vanguard Total International Bo	Vanguard Total International Bo	Buy - Position Entry	+935,044	$45.86M	935,044
Q4 2024Dec 31, 2024	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Buy	+697,858+6308.6%	$50.98M	708,920
Q4 2024Dec 31, 2024	LUMN Lumen Technologies, Inc.	Lumen Technologies, Inc.	Buy	+664,823+46.9%	$11.06M	2,081,965
Q4 2024Dec 31, 2024	VEA Vanguard FTSE Developed Markets	Vanguard FTSE Developed Markets	Buy	+497,461+384.9%	$29.97M	626,694
Q4 2024Dec 31, 2024	VWO Vanguard FTSE Emerging Markets	Vanguard FTSE Emerging Markets	Buy	+454,634+1021.9%	$21.98M	499,124
Q4 2024Dec 31, 2024	IMTM iShares MSCI Intl Momentum Fact	iShares MSCI Intl Momentum Fact	Buy - Position Entry	+452,125	$16.91M	452,125
Q4 2024Dec 31, 2024	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Buy	+435,768+4690.2%	$23.35M	445,059
Q4 2024Dec 31, 2024	BKLN Invesco Senior Loan ETF	Invesco Senior Loan ETF	Buy - Position Entry	+418,889	$8.83M	418,889
Q4 2024Dec 31, 2024	PYLD PIMCO U.S. Treasury Index Fund	PIMCO U.S. Treasury Index Fund	Buy	+402,502+15.6%	$77.40M	2,986,289
Q4 2024Dec 31, 2024	PFF iShares Preferred and Income Se	iShares Preferred and Income Se	Buy	+369,512+517.5%	$13.86M	440,917
Q4 2024Dec 31, 2024	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+366,720+288.9%	$13.76M	493,657
Q4 2024Dec 31, 2024	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Buy	+353,897+200.8%	$12.03M	530,154
Q4 2024Dec 31, 2024	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Buy	+319,825+8092.7%	$25.02M	323,777
Q4 2024Dec 31, 2024	MUB iShares National Muni Bond ETF	iShares National Muni Bond ETF	Buy	+289,407+28.3%	$139.89M	1,312,902
Q4 2024Dec 31, 2024	XLRE Real Estate Select Sector SPDR	Real Estate Select Sector SPDR	Buy	+286,581+1340.2%	$12.52M	307,965
Q4 2024Dec 31, 2024	DFEM Dimensional ETF Trust Dimension	Dimensional ETF Trust Dimension	Buy	+286,286+24.1%	$38.57M	1,472,650
Q4 2024Dec 31, 2024	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy	+281,084+6039.6%	$25.37M	285,738
Q4 2024Dec 31, 2024	XLC The Communication Services Sele	The Communication Services Sele	Buy - Position Entry	+271,537	$26.29M	271,537
Q4 2024Dec 31, 2024	SJNK SPDR Bloomberg Short Term High	SPDR Bloomberg Short Term High	Buy - Position Entry	+267,536	$6.76M	267,536
Q4 2024Dec 31, 2024	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Buy	+263,195+288.5%	$17.13M	354,428
Q4 2024Dec 31, 2024	VTIP Vanguard Short-Term Inflation-P	Vanguard Short-Term Inflation-P	Buy	+250,678+6020.1%	$12.34M	254,842
Q4 2024Dec 31, 2024	VSS Vanguard FTSE All-Wld ex-US SmC	Vanguard FTSE All-Wld ex-US SmC	Buy	+233,604+9157.4%	$27.04M	236,155
Q4 2024Dec 31, 2024	VTI Vanguard Total Stock Market ETF	Vanguard Total Stock Market ETF	Buy	+226,887+7.6%	$929.98M	3,208,919
Q4 2024Dec 31, 2024	SPLV Invesco S&P 500 Low Volatility	Invesco S&P 500 Low Volatility	Buy - Position Entry	+220,238	$15.42M	220,238
Q4 2024Dec 31, 2024	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+211,264+101.7%	$10.84M	419,022
Q4 2024Dec 31, 2024	IXUS iShares Core MSCI Total Interna	iShares Core MSCI Total Interna	Buy	+206,708+5.3%	$272.46M	4,119,380
Q4 2024Dec 31, 2024	VCSH Vanguard Short-Term Corporate B	Vanguard Short-Term Corporate B	Buy	+206,073+4087.9%	$16.47M	211,114
Q4 2024Dec 31, 2024	GLTR abrdn Physical Precious Metals	abrdn Physical Precious Metals	Buy	+204,095+8256.3%	$22.68M	206,567
Q4 2024Dec 31, 2024	WIT Wipro Limited	Wipro Limited	Buy	+191,725+101.0%	$1.35M	381,476
Q4 2024Dec 31, 2024	IQLT iShares MSCI Intl Quality Facto	iShares MSCI Intl Quality Facto	Buy - Position Entry	+173,088	$6.43M	173,088

Page 88 of 733 • 21977 total trades

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