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