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Sequoia Financial Advisors, LLC

Q2 2019 Holdings

Filed 2019-07-31 | 372 holdings | $26.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Parker Hannifin Corp(PH)COM701094104$1.3K7,3610.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$1.3K22,7860.0%
General Electric CoCOM369604103$1.3K121,2900.0%
3M Co(MMM)COM88579Y101$1.3K7,3750.0%
Ishares TR(IGF)GLB INFRASTR ETF464288372$1.3K27,8170.0%
Mcdonalds Corp(MCD)COM580135101$1.3K6,2990.0%
Walmart Inc(WMT)COM931142103$1.3K12,1830.0%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$1.4K7,8650.0%
DTE Energy Co(DTE)COM233331107$1.4K10,7740.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$1.4K16,7680.0%
Oracle Corp(ORCL)COM68389X105$1.4K24,5510.0%
Lockheed Martin Corp(LMT)COM539830109$1.4K3,9130.0%
Amgen Inc(AMGN)COM031162100$1.4K7,7250.0%
Ishares TR(SCZ)EAFE SML CP ETF464288273$1.5K25,8340.0%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$1.5K29,3870.0%
Vanguard Scottsdale FDS(VMBS)MORTG-BACK SEC92206C771$1.5K29,0540.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.6K20,1000.0%
Invesco Exchng Traded FD TR(PGX)PFD ETF46138E511$1.6K109,8480.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$1.7K19,9140.0%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$1.7K52,3140.0%
Ishares TR(MBB)MBS ETF464288588$1.7K15,9700.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$1.7K26,2480.0%
Visa Inc(V)COM CL A92826C839$1.8K10,1750.0%
Mastercard Inc(MA)CL A57636Q104$1.8K6,7880.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.8K1,6770.0%
C H Robinson Worldwide Inc(CHRW)COM NEW12541W209$1.9K22,5290.0%
Chevron Corp New(CVX)COM166764100$1.9K15,4530.0%
United Parcel Service Inc(UPS)CL B911312106$1.9K18,6780.0%
Smucker J M Co(SJM)COM NEW832696405$1.9K16,7940.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2.0K10,8920.0%
Starbucks Corp(SBUX)COM855244109$2.0K23,8780.0%
Ford MTR Co del(F)COM345370860$2.1K200,5710.0%
Facebook Inc(META)CL A30303M102$2.1K10,8060.0%
Gilead Sciences Inc(GILD)COM375558103$2.2K32,0690.0%
Meta Finl Group Inc(CASH)COM59100U108$2.2K77,5190.0%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$2.2K17,6180.0%
Sherwin Williams Co(SHW)COM824348106$2.2K4,9070.0%
Merck & Co Inc(MRK)COM58933Y105$2.3K27,7210.0%
Disney Walt Co(DIS)COM DISNEY254687106$2.4K16,9330.0%
Hanesbrands Inc(HN9)COM410345102$2.4K137,8630.0%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$2.4K42,1050.0%
Intel Corp(INTC)COM458140100$2.5K51,8650.0%
Verizon Communications Inc(VZ)COM92343V104$2.5K44,1820.0%
United Cmnty Finl Corp OhioCOM909839102$2.5K266,2270.0%
Spdr Series Trust(TFI)NUVEEN BRC MUNIC78468R721$2.7K54,0080.0%
AT&T Inc(T)COM00206R102$2.8K83,3850.0%
Ishares TR(LQD)IBOXX INV CP ETF464287242$2.8K22,8830.0%
Johnson & Johnson(JNJ)COM478160104$2.9K20,6370.0%
United Technologies Corp(UTXZ)COM913017109$2.9K22,1880.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$2.9K14,9740.0%
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