$94.2 Million is the total value of Sequoia Wealth Management, LLC's 53 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TRu.s. tech etf | $697,000 | +7.4% | 3,862 | 0.0% | 0.74% | +18.0% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $661,000 | +3.0% | 2,438 | 0.0% | 0.70% | +13.1% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $330,000 | -10.8% | 7,884 | 0.0% | 0.35% | -2.0% | |
| IWR | ISHARES TRrus mid cap etf | $299,000 | +3.1% | 1,407 | 0.0% | 0.32% | +13.2% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $255,000 | +3.7% | 1,900 | 0.0% | 0.27% | +13.9% | |
| IYH | ISHARES TRus hlthcare etf | $215,000 | +3.9% | 1,200 | 0.0% | 0.23% | +14.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2019 | 16.8% |
| GOLDMAN SACHS ETF TR | 9 | Q4 2019 | 15.5% |
| ISHARES TR | 9 | Q4 2019 | 7.7% |
| ISHARES TR | 9 | Q4 2019 | 7.6% |
| FIRST TR EXCHANGE TRADED FD | 9 | Q4 2019 | 7.4% |
| WISDOMTREE TR | 9 | Q4 2019 | 6.4% |
| ISHARES TR | 9 | Q4 2019 | 2.6% |
| FIRST TR EXCHANGE TRADED FD | 9 | Q4 2019 | 5.7% |
| ISHARES TR | 9 | Q4 2019 | 1.7% |
| ISHARES TR | 8 | Q3 2019 | 12.7% |
View Sequoia Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-01-14 |
| 13F-HR | 2019-10-30 |
| 13F-HR | 2019-08-06 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-01-22 |
| 13F-HR | 2018-11-27 |
| 13F-HR | 2018-08-10 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-09 |
View Sequoia Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.