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David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Sequoia Financial Advisors, LLC INSTITUTION : Sequoia Financial Advisors, LLC
Sequoia Financial Advisors, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-02-13) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 205,656,000 1,256,910 13.06%
ISHARES TR    (CORE MSCI TOTAL) IXUS 168,016,000 2,714,309 10.67%
ISHARES TR    (CORE US AGGBD ET) AGG 98,916,000 880,273 6.28%
SPDR INDEX SHS FDS    (DJ GLB RL ES ETF) RWO 95,434,000 1,852,360 6.06%
SPDR INDEX SHS FDS    (S&P GBLINF ETF) GII 88,242,000 1,603,227 5.60%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 83,855,000 463,469 5.32%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 43,464,000 565,867 2.76%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 34,775,000 650,857 2.20%
SPDR INDEX SHS FDS    (MSCI ACWI EXUS) CWI 32,878,000 1,275,837 2.08%
APPLE INC    (COM) AAPL 30,773,000 104,794 1.95%
SPDR INDEX SHS FDS    (PORTFLI MSCI GBL) ACIM 30,445,000 709,090 1.93%
ISHARES TR    (NATIONAL MUN ETF) MUB 25,306,000 222,156 1.60%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 22,970,000 198,493 1.45%
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 20,904,000 380,564 1.32%
MICROSOFT CORP    (COM) MSFT 20,359,000 129,099 1.29%
WISDOMTREE TR    (YIELD ENHANCD US) 13,717,000 262,521 0.87%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 13,157,000 58,089 0.83%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 13,145,000 271,201 0.83%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 12,720,000 367,095 0.80%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 12,504,000 123,078 0.79%

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