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CIK: 0000882119
Total reported value
$1.8B
$1.8B
104 檔
45.8%
At the close of Q3 2024, Sage Financial Group Inc disclosed equity holdings valued at approximately $1.8B, spread across 104 reported holdings.
In Q3 2024, Sage Financial Group Inc displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 46.31% | -1.05% | -0.29% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.40% | -0.03% | +1.77% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.05% | -0.07% | -4.87% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.99% | -0.29% | +0.88% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.76% | +0.21% | +2.32% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | -0.08% | +1.17% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.52% | -0.05% | -0.23% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 2.41% | -0.07% | -0.23% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.87% | +0.07% | +1.15% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.78% | -0.03% | -1.18% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.48% | -0.12% | -0.21% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.43% | +0.09% | +0.17% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.35% | +0.05% | +0.18% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.16% | -0.02% | -0.87% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.15% | -0.12% | +2.57% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.12% | -0.06% | -0.30% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.06% | -0.04% | +4.75% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | -0.06% | -0.48% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | -0.01% | -0.10% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.02% | +0.27% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | -0.04% | +0.00% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.69% | +0.02% | -0.34% | |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.51% | -0.02% | -1.00% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.45% | — | -20.68% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | -0.02% | +1.08% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | — | -0.12% | |
| 27 | IGF | Ishares Global Infrastructur | ETF-Other | 0.37% | -0.05% | +5.27% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | -0.01% | -0.56% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.32% | -0.01% | +0.34% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.03% | +0.71% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.28% | -0.02% | +0.48% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | -1.18% | |
| 33 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.28% | — | +2.03% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.27% | -0.03% | -14.32% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.20% | — | +0.80% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.19% | +0.01% | +1.74% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.19% | -0.01% | -0.53% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | -0.01% | +0.01% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.17% | -0.03% | -50.40% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.16% | — | +0.07% | |
| 41 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.16% | — | +0.77% | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.16% | — | +4.64% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.15% | -0.01% | +4.90% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.15% | — | -1.74% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.15% | +0.01% | +16.28% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.14% | -0.02% | +27.19% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.13% | -0.01% | +7.96% | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.12% | — | -19.47% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | — | |
| 50 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +2.60% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 104 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, VUG) accounted for 45.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
EAGG
市值: $220.3K
Top Position Liquidated / Trimmed
SCHX
前期市值: $538.3M
During Q3 2024, Sage Financial Group Inc's top holdings by market value included SCHX (46.3%)、IJH (6.4%)、VUG (5.0%). The largest single position, SCHX, represented 46.3% of total portfolio value.
In Q3 2024, Sage Financial Group Inc made 49 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 20 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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