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CIK: 0000882119
Total reported value
$1.8B
$1.8B
101 檔
43.3%
As reported in its official Q2 2024 Form 13F filing, Sage Financial Group Inc's tracked investment portfolio stood at $1.8B with 101 total positions.
During Q2 2024, Sage Financial Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 46.62% | -1.05% | +2.55% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.26% | -0.03% | +7.27% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.48% | -0.07% | +2.82% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.82% | -0.29% | +0.24% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.50% | +0.21% | +9.92% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | -0.08% | -1.08% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.50% | -0.05% | -1.62% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 2.43% | -0.07% | +0.13% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.84% | +0.07% | +2.93% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.76% | -0.03% | -2.02% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.41% | -0.12% | +0.89% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.40% | +0.09% | +2.38% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.33% | +0.05% | +0.57% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.20% | -0.02% | -2.02% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.15% | -0.12% | +2.55% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.07% | -0.06% | -2.60% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.01% | -5.54% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | -0.04% | +13.86% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.06% | -1.35% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.02% | +8.90% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.69% | +0.02% | -0.31% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | -0.04% | +0.82% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.59% | — | -11.22% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.50% | -0.02% | -1.27% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | -0.02% | +11.84% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | — | -0.37% | |
| 27 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.36% | -0.03% | +17.11% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | -0.01% | +0.66% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.33% | -0.03% | +14.73% | |
| 30 | IGF | Ishares Global Infrastructur | ETF-Other | 0.32% | -0.05% | +0.66% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.03% | -0.46% | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.31% | -0.01% | -4.43% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +6.88% | |
| 34 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.27% | — | +5.66% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.27% | -0.02% | -1.93% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.20% | — | — | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.19% | -0.01% | -4.33% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | -0.01% | +4.37% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.18% | +0.01% | -2.32% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.16% | — | -1.30% | |
| 41 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.16% | — | +4.23% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.16% | — | +1.17% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.15% | — | +32.70% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.15% | -0.01% | -52.84% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | +6.93% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.14% | +0.01% | -4.64% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.12% | -0.01% | +21.76% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | +5.53% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.11% | -0.02% | -2.50% | |
| 50 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.08% | +0.01% | +5.79% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 101 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, VUG) accounted for 43.3% of total reported equity market value during Q2 2024.
During Q2 2024, Sage Financial Group Inc's top holdings by market value included SCHX (46.6%)、IJH (6.3%)、VUG (5.5%). The largest single position, SCHX, represented 46.6% of total portfolio value.
In Q2 2024, Sage Financial Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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