StockDriftsStockDriftsTop 50 Sequoia Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 6.81% | 3.79M | $1.22B | +1.94%(+72.26K) | $229.25(+59.09%) | 2026-03-31 | |
| SFGV | EA SERIES TRUST | 5.86% | 31.83M | $1.04B | +0.13%(+42.16K) | $30.19(+14.00%) | 2026-03-31 | |
| IXUS | ISHARES TR | 2.94% | 6.05M | $524.1M | +4.01%(+233.49K) | $71.57(+33.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.76% | 1.94M | $492.5M | -2.69%(-53.73K) | $184.56(+61.93%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.62% | 2.68M | $467.4M | +2.01%(+52.90K) | $77.19(+192.58%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.14% | 3.48M | $381.9M | -1.78%(-63.25K) | $68.38(+87.17%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 1.92% | 5.92M | $342.9M | +2.98%(+171.38K) | $56.68(+1.98%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.87% | 7.38M | $333.0M | +3.57%(+254.22K) | $36.20(+40.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.73% | 832.8K | $308.3M | -2.30%(-19.60K) | $375.27(+7.98%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.65% | 6.38M | $294.1M | +14.15%(+791.36K) | $46.22(-0.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.77% | +21.70% |
| Top 20 Holdings Unweighted | +7.56% | +24.45% |
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