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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 51 | $36,978,657 | 881,494 | 0.00 | 0.00 | -232,095 | -20.84 | 03-31-2024 |
| SALESFORCE INC | COM | 52 | $36,593,663 | 121,501 | 0.00 | 0.00 | 19,667 | 19.31 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 53 | $35,091,397 | 1,541,124 | 0.00 | 0.00 | 295,419 | 23.72 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 54 | $34,176,151 | 380,157 | 0.00 | 0.00 | 358,986 | 1695.65 | 03-31-2024 |
