Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 11-08-2023 | 09-30-2023 | 965 | 5,703,927,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $526,712,891 | 2,479,699 | 0.01 | 0.01 | 11,003 | 0.45 | 09-30-2023 |
| ISHARES TR | CORE MSCI TOTAL | 2 | $258,094,872 | 4,302,298 | 0.00 | 0.00 | 39,068 | 0.92 | 09-30-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 3 | $210,471,883 | 3,075,276 | 0.00 | 0.00 | -32,232 | -1.04 | 09-30-2023 |
| ISHARES TR | CORE US AGGBD ET | 4 | $180,712,365 | 1,921,654 | 0.00 | 0.00 | 53,557 | 2.87 | 09-30-2023 |
