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Disclosed positions
Sequoia Financial Advisors, LLC: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $1,417,685,879
- Reported amount
- 3,831,169
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001599900-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,417,685,879 | 3,831,169 | SH | None |
| EA SERIES TRUST | SFGV | SEQU GLO VAL ETF | $1,104,340,568 | 31,470,764 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $600,970,905 | 6,296,845 | SH | None |
| APPLE INC | AAPL | COM | $572,482,721 | 1,978,445 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $567,518,348 | 2,836,315 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $437,997,533 | 3,426,943 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $393,226,632 | 7,607,402 | SH | None |
| ETF SER SOLUTIONS | DSTL | DISTILLATE US | $355,968,330 | 5,942,710 | SH | None |
| MICROSOFT CORP | MSFT | COM | $338,037,842 | 906,219 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $328,883,412 | 12,401,335 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $328,397,324 | 7,131,321 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $321,039,729 | 6,133,736 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $290,197,766 | 3,671,995 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $282,903,565 | 3,631,159 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $268,997,138 | 761,320 | SH | None |
| AMAZON COM INC | AMZN | COM | $260,584,880 | 1,093,333 | SH | None |
| BROADCOM INC | AVGO | COM | $251,537,683 | 665,884 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $229,085,905 | 2,128,656 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TDVG | PRICE DIV GRWT | $215,539,595 | 4,396,076 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $215,357,483 | 5,299,151 | SH | None |
| CATERPILLAR INC | CAT | COM | $200,490,420 | 188,272 | SH | None |
| SPDR INDEX SHS FDS | SPGM | ST STR MSCI GLB | $189,677,295 | 2,214,046 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $188,399,742 | 2,187,134 | SH | None |
| ELI LILLY & CO | LLY | COM | $185,363,403 | 154,543 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $179,988,918 | 1,146,645 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $179,553,876 | 5,261,652 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $177,705,590 | 815,425 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $168,855,595 | 472,495 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $168,073,095 | 456,249 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $155,267,993 | 153,522 | SH | None |
| META PLATFORMS INC | META | CL A | $154,914,125 | 275,017 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $132,712,616 | 1,063,743 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $127,947,190 | 390,881 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $123,718,029 | 247,243 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $119,753,320 | 160,362 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $116,637,154 | 2,827,567 | SH | None |
| RTX CORPORATION | RTX | COM | $114,196,284 | 601,888 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $110,800,891 | 1,781,365 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $108,812,580 | 733,683 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $104,858,782 | 2,073,127 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $104,013,927 | 1,269,391 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $100,001,863 | 731,436 | SH | None |
| QUANTA SVCS INC | PWR | COM | $97,841,083 | 135,883 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $97,260,824 | 1,391,428 | SH | None |
| WALMART INC | WMT | COM | $95,987,294 | 847,495 | SH | None |
| VISA INC | V | COM CL A | $95,191,451 | 277,453 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $88,713,855 | 94,833 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $87,881,766 | 371,405 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $86,910,817 | 531,727 | SH | None |
| HOME DEPOT INC | HD | COM | $81,013,323 | 229,708 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 5 positions lack a resolved ticker and 39 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.