0001085146-18-000470.txt : 20180209 0001085146-18-000470.hdr.sgml : 20180209 20180209154755 ACCESSION NUMBER: 0001085146-18-000470 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180209 DATE AS OF CHANGE: 20180209 EFFECTIVENESS DATE: 20180209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sequoia Wealth Management, LLC CENTRAL INDEX KEY: 0001730811 IRS NUMBER: 465178336 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18333 FILM NUMBER: 18591530 BUSINESS ADDRESS: STREET 1: 2500 WEST HIGGINS ROAD STREET 2: SUITE 360 CITY: HOFFMAN ESTATES STATE: IL ZIP: 60169 BUSINESS PHONE: 8473105900 MAIL ADDRESS: STREET 1: 2500 WEST HIGGINS ROAD STREET 2: SUITE 360 CITY: HOFFMAN ESTATES STATE: IL ZIP: 60169 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730811 XXXXXXXX 12-31-2017 12-31-2017 false Sequoia Wealth Management, LLC
2500 West Higgins Road Suite 360 Hoffman Estates IL 60169
13F HOLDINGS REPORT 028-18333 N
Gerardo Martinez Regulatory Consultant 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 02-09-2018 0 58 110736
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 215 3643 SH SOLE 1841 0 1802 ABBVIE INC COM 00287Y109 340 3418 SH SOLE 2329 0 1089 ADVISORSHARES TR ADVISORSHS ETF 00768Y206 2326 37704 SH SOLE 156 0 37548 APPLE INC COM 037833100 239 1379 SH SOLE 184 0 1195 CLAYMORE EXCHANGE TRD FD TR GUG BUL 2019 HY 18383M373 1209 49307 SH SOLE 310 0 48997 CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 18383M514 1226 57445 SH SOLE 355 0 57090 CORPORATE CAP TR INC COM 219880101 769 49540 SH SOLE 2028 0 47512 DBX ETF TR XTRACK RUSS 1000 233051481 1269 38814 SH SOLE 0 0 38814 DIREXION SHS ETF TR ALL CP INSIDER 25459Y769 717 16941 SH SOLE 0 0 16941 FIRST TR EXCH TRD ALPHA FD I EM SML CP ALPH 33737J307 224 4957 SH SOLE 2411 0 2546 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 643 13527 SH SOLE 0 0 13527 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 272 8601 SH SOLE 0 0 8601 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1178 49188 SH SOLE 0 0 49188 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2544 36215 SH SOLE 132 0 36083 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 234 11651 SH SOLE 0 0 11651 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 4474 81799 SH SOLE 0 0 81799 HOME DEPOT INC COM 437076102 206 1081 SH SOLE 0 0 1081 ISHARES INC CORE MSCI EMKT 46434G103 3090 52134 SH SOLE 0 0 52134 ISHARES INC MIN VOL GBL ETF 464286525 8819 103123 SH SOLE 246 0 102877 ISHARES TR CORE HIGH DV ETF 46429B663 2097 23040 SH SOLE 24 0 23016 ISHARES TR CORE S&P MCP ETF 464287507 1706 8782 SH SOLE 3229 0 5553 ISHARES TR CORE S&P SCP ETF 464287804 2931 37635 SH SOLE 65 0 37570 ISHARES TR CORE S&P US GWT 464287671 270 4821 SH SOLE 0 0 4821 ISHARES TR CORE S&P500 ETF 464287200 2532 9179 SH SOLE 0 0 9179 ISHARES TR CORE US AGGBD ET 464287226 281 2572 SH SOLE 0 0 2572 ISHARES TR MIN VOL EAFE ETF 46429B689 378 5082 SH SOLE 2711 0 2371 ISHARES TR MIN VOL USA ETF 46429B697 8997 168331 SH SOLE 409 0 167922 ISHARES TR MSCI EAFE ETF 464287465 2885 39853 SH SOLE 0 0 39853 ISHARES TR MSCI EMG MKT ETF 464287234 241 4880 SH SOLE 0 0 4880 ISHARES TR NASDAQ BIOTECH 464287556 207 1908 SH SOLE 885 0 1023 ISHARES TR RUS 1000 ETF 464287622 537 3516 SH SOLE 0 0 3516 ISHARES TR RUS 1000 VAL ETF 464287598 572 4522 SH SOLE 0 0 4522 ISHARES TR RUS MID CAP ETF 464287499 300 1407 SH SOLE 0 0 1407 ISHARES TR RUSSELL 2000 ETF 464287655 3819 24632 SH SOLE 814 0 23818 ISHARES TR S&P SML 600 GWT 464287887 348 2018 SH SOLE 1925 0 93 ISHARES TR U.S. FINLS ETF 464287788 2000 16546 SH SOLE 0 0 16546 ISHARES TR U.S. TECH ETF 464287721 538 3163 SH SOLE 0 0 3163 ISHARES TR US AER DEF ETF 464288760 949 4907 SH SOLE 0 0 4907 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 9200 215119 SH SOLE 425 0 214694 POWERSHARES ETF TR II S&P600 LOVL PT 73937B639 7554 163154 SH SOLE 397 0 162757 POWERSHARES ETF TRUST DYNAMIC OTC PT 73935X203 1091 10209 SH SOLE 0 0 10209 POWERSHARES ETF TRUST HI YLD EQ DVDN 73935X302 8193 454068 SH SOLE 997 0 453071 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 730 4491 SH SOLE 0 0 4491 RYDEX ETF TRUST GUG S&P SC600 PG 78355W809 796 6904 SH SOLE 0 0 6904 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 11708 113139 SH SOLE 255 0 112884 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 726 13918 SH SOLE 13000 0 918 SEMPRA ENERGY COM 816851109 200 1836 SH SOLE 0 0 1836 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 247 981 SH SOLE 0 0 981 SPDR S&P 500 ETF TR TR UNIT 78462F103 1805 6588 SH SOLE 3258 0 3330 UNITEDHEALTH GROUP INC COM 91324P102 222 990 SH SOLE 0 0 990 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 344 4277 SH SOLE 0 0 4277 VANGUARD INDEX FDS GROWTH ETF 922908736 595 4091 SH SOLE 0 0 4091 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 250 1900 SH SOLE 0 0 1900 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2934 20856 SH SOLE 46 0 20810 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 378 7884 SH SOLE 0 0 7884 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 346 4018 SH SOLE 0 0 4018 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 237 2733 SH SOLE 74 0 2659 WISDOMTREE TR US QTLY DIV GRT 97717X669 1598 37648 SH SOLE 0 0 37648