$101 Million is the total value of Sequoia Wealth Management, LLC's 59 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -10,940 | -100.0% | -0.13% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -758 | -100.0% | -0.17% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,101 | -100.0% | -0.20% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,122 | -100.0% | -0.20% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -5,485 | -100.0% | -0.22% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,651 | -100.0% | -0.23% | – |
| DEUS | Exit | DBX ETF TRxtrack russ 1000 | $0 | – | -8,732 | -100.0% | -0.25% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -7,837 | -100.0% | -0.53% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -8,880 | -100.0% | -0.56% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -15,342 | -100.0% | -2.20% | – |
| Exit | CORPORATE CAP TR INC | $0 | – | -175,208 | -100.0% | -2.30% | – | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -58,683 | -100.0% | -2.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
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.