$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $643,000 | +19.3% | 4,503 | 0.0% | 0.52% | -2.4% | |
| IWB | ISHARES TRrus 1000 etf | $526,000 | +13.6% | 3,340 | 0.0% | 0.43% | -7.2% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $518,000 | +10.0% | 6,034 | 0.0% | 0.42% | -9.9% | |
| TLT | ISHARES TR20 yr tr bd etf | $500,000 | +2.9% | 4,000 | 0.0% | 0.40% | -15.8% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $274,000 | +12.8% | 2,128 | 0.0% | 0.22% | -7.9% | |
| IYH | ISHARES TRus hlthcare etf | $233,000 | +7.4% | 1,200 | 0.0% | 0.19% | -12.1% |
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.