Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SEQUOIA WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR (46429B697)
|
213,577 |
$13,439k |
|
|
ISHARES INC (464286525)
|
135,509 |
$12,567k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
63,095 |
$12,111k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
103,402 |
$11,209k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
202,616 |
$9,656k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
43,342 |
$6,583k |
|
|
FIRST TR (336920103)
|
54,076 |
$4,321k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,872 |
$2,655k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V829)
|
19,905 |
$2,428k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
21,983 |
$2,075k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
10,969 |
$1,687k |
|
|
AADR (00768Y206)
|
31,854 |
$1,650k |
|
|
Invesco Exchange Traded Fd TR (46137V563)
|
89,567 |
$1,629k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
74,769 |
$1,592k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V175)
|
13,832 |
$1,532k |
|
|
Direxion Insider Sentiment ETF (25459Y769)
|
38,406 |
$1,502k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
22,700 |
$1,360k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,729 |
$1,303k |
|
|
WISDOMTREE TR (97717X669)
|
24,133 |
$1,071k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,082 |
$1,019k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,317 |
$986k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
6,888 |
$881k |
|
|
JANUS DETROIT STR TR (47103U852)
|
14,731 |
$763k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
14,613 |
$757k |
|
|
FIRST TRUST NASDAQ CYBER SECUR (33734x846)
|
25,154 |
$755k |
|
|
GW PHARMACEUTICALS PLC ADS (36197T103)
|
4,325 |
$708k |
|
|
ISHARES TR (464287671)
|
10,169 |
$647k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
8,225 |
$635k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
3,981 |
$606k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
6,767 |
$596k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
4,000 |
$532k |
|
|
ISHARES TR (464287663)
|
8,330 |
$475k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E203)
|
3,313 |
$458k |
|
|
FIRST TR EXCH TRD (33737J307)
|
11,560 |
$422k |
|
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
9,686 |
$404k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,016 |
$374k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
6,510 |
$369k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,095 |
$346k |
|
|
FIRST TRUST ISE CL (33734X192)
|
5,529 |
$329k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
2,925 |
$318k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
2,433 |
$314k |
|
|
ISHARES TR (464287549)
|
1,341 |
$300k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
6,796 |
$290k |
|
|
SEMPRA ENERGY (816851109)
|
1,921 |
$271k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
3,176 |
$255k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
12,865 |
$252k |
|
|
ISHARES (464287234)
|
5,666 |
$244k |
|
|
WISDOMTREE TR (97717W562)
|
6,930 |
$241k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
2,633 |
$237k |
|
|
ISHARES TR (46432F396)
|
1,737 |
$211k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
1,798 |
$200k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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