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Sequoia Wealth Management, LLC

Q3 2018 Holdings

Filed 2018-11-27 | 60 holdings | $717.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Global X FDSGLB X MLP ENRG I37950E226$14810,9400.0%
Spdr DOW Jones Indl Avrg ETF(DIA)UT SER 178467X109$2007580.0%
Sempra Energy(SRE)COM816851109$2151,8910.0%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$2185,0830.0%
Home Depot Inc(HD)COM437076102$2281,1010.0%
Ishares TR(TIP)TIPS BD ETF464287176$2322,1220.0%
Ishares TR(IYH)US HLTHCARE ETF464287762$2431,2000.0%
SSgA Active ETF TR(SRLN)BLKSTN GSOSRLN78467V608$2585,4850.0%
First TR Exch TRD Alpha FD I(FEMS)EM SML CP ALPH33737J307$2667,4490.0%
Abbott Labs(ABT)COM002824100$2663,6510.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2701,9000.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2856,9840.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$3111,4070.0%
Wisdomtree TR(EES)US SMALLCP ERNGS97717W562$3368,4030.0%
GW Pharmaceuticals PLCADS36197T103$4232,4500.1%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$4635,3260.1%
First TR Exchange-Traded FD(FPE)PFD SECS INC ETF33739E108$50526,4450.1%
Ishares TR(IWB)RUS 1000 ETF464287622$5403,3390.1%
Ishares TR(IUSV)CORE S&P US VLU464287663$61110,7890.1%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$6177,8370.1%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$6257,4970.1%
Ishares TR(EFAV)MIN VOL EAFE ETF46429B689$6478,8800.1%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$7125,6080.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$7284,5120.1%
Ishares TR(IYW)U.S. TECH ETF464287721$7503,8620.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$7902,7180.1%
First TR Exchange Traded FD(SKYY)CLOUD COMPUTING33734X192$86315,1730.1%
Ishares TR(ITA)US AER DEF ETF464288760$8954,1430.1%
Ishares TR(IUSG)CORE S&P US GWT464287671$91714,7810.1%
First TR Exchange Traded FD(FXO)FINLS ALPHADEX33734X135$93429,2220.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$1.0K5,5720.1%
Ishares TR(IGM)N AMER TECH ETF464287549$1.1K5,0700.1%
Wisdomtree TR(DGRW)US QTLY DIV GRT97717X669$1.4K32,2000.2%
Invesco Exchng Traded FD TR(SPHD)S&P500 HDL VOL46138E362$1.4K34,8370.2%
Direxion SHS ETF TRALL CP INSIDER25459Y769$1.5K36,2670.2%
Invesco Exchange Traded FD T(PEY)HIG YLD EQ DIV46137V563$1.6K87,7590.2%
First TR Exchange Traded FD(CIBR)NASDAQ CYB ETF33734X846$1.7K59,7910.2%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.8K8,8450.2%
Invesco Exchange Traded FD T(RZG)S&P SML600 GWT46137V175$1.8K13,3720.2%
Invesco Exch TRD SLF IDX FDBULSHS 2019 HY46138J403$1.8K75,4880.3%
Invesco Exch TRD SLF IDX FD(BSCK)BULSHS 2020 CB46138J502$1.9K87,9630.3%
Ishares TR(IYF)U.S. FINLS ETF464287788$2.0K16,1520.3%
Invesco Exchange Traded FD TDWA NASDAQ MNT46137V829$2.3K19,4800.3%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$2.4K26,2090.3%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$2.6K15,3420.4%
Corporate Cap TR IncCOM219880101$2.7K175,2080.4%
Ishares TR(IJR)CORE S&P SCP ETF464287804$3.0K34,2040.4%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$3.0K58,6830.4%
Ishares TR(IVV)CORE S&P500 ETF464287200$3.1K10,4890.4%
Advisorshares TR(AADR)ADVISORSHS ETF00768Y206$3.4K64,1470.5%
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