Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 04-30-2024 | 03-31-2024 | 1164 | 8,042,264,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $732,036,304 | 2,816,608 | 0.01 | 0.01 | 336,909 | 13.59 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 2 | $283,844,153 | 3,274,999 | 0.00 | 0.00 | 199,723 | 6.49 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $249,556,098 | 3,677,514 | 0.00 | 0.00 | -624,784 | -14.52 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $219,801,986 | 522,442 | 0.00 | 0.00 | 252,046 | 93.21 | 03-31-2024 |
