$123 Million is the total value of Sequoia Wealth Management, LLC's 73 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $826,000 | – | 16,091 | +100.0% | 0.67% | – |
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $817,000 | – | 15,964 | +100.0% | 0.66% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $588,000 | – | 7,244 | +100.0% | 0.48% | – |
| IEMG | New | ISHARES INCcore msci emkt | $544,000 | – | 10,491 | +100.0% | 0.44% | – |
| IEFA | New | ISHARES TRcore msci eafe | $424,000 | – | 6,991 | +100.0% | 0.34% | – |
| AGG | New | ISHARES TRcore us aggbd et | $388,000 | – | 3,571 | +100.0% | 0.32% | – |
| ABT | New | ABBOTT LABS | $326,000 | – | 4,132 | +100.0% | 0.26% | – |
| MSFT | New | MICROSOFT CORP | $298,000 | – | 2,529 | +100.0% | 0.24% | – |
| AMZN | New | AMAZON COM INC | $292,000 | – | 160 | +100.0% | 0.24% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $291,000 | – | 3,656 | +100.0% | 0.24% | – |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $277,000 | – | 6,049 | +100.0% | 0.22% | – |
| DHR | New | DANAHER CORPORATION | $260,000 | – | 1,974 | +100.0% | 0.21% | – |
| TIP | New | ISHARES TRtips bd etf | $239,000 | – | 2,119 | +100.0% | 0.19% | – |
| HD | New | HOME DEPOT INC | $223,000 | – | 1,149 | +100.0% | 0.18% | – |
| V | New | VISA INC | $220,000 | – | 1,407 | +100.0% | 0.18% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $180,000 | – | 13,610 | +100.0% | 0.15% | – |
| AMZN | New | AMAZON COM INCcall | $3,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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.