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CIK: 0000882119
Total reported value
$1.8B
$1.8B
100 檔
46.4%
As reported in its official Q4 2024 Form 13F filing, Sage Financial Group Inc's tracked investment portfolio stood at $1.8B with 100 total positions.
In Q4 2024, Sage Financial Group Inc displayed an active expansion posture, initiating 1 new positions and adding to 28 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 | 46.39% | -1.05% | +197.65% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.42% | -0.03% | +1.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.11% | -0.07% | -3.83% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.77% | +0.21% | +3.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.67% | -0.29% | -2.07% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | -0.08% | +3.29% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.45% | -0.05% | +7.99% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 2.42% | -0.07% | -0.54% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.86% | +0.07% | +201.18% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.67% | -0.03% | +193.50% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.40% | -0.12% | -0.79% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.39% | +0.05% | — | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.38% | +0.09% | +95.09% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.16% | -0.04% | +22.01% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.15% | -0.02% | +278.54% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.09% | -0.06% | -1.01% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | -0.06% | +29.12% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.06% | -0.12% | +94.76% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.01% | +0.74% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | -0.02% | +3.65% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.70% | +0.02% | -1.07% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.04% | +1.40% | |
| 23 | IGF | Ishares Global Infrastructur | ETF-Other | 0.52% | -0.05% | +48.90% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.50% | -0.02% | -2.13% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +14.59% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.43% | -0.01% | +51.16% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.43% | — | +0.04% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | -0.02% | +3.42% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.01% | -0.20% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.32% | -0.03% | +24.89% | |
| 31 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.30% | -0.03% | +83.19% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +6.50% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.03% | -7.54% | |
| 34 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.27% | — | -0.16% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.27% | -0.02% | -1.39% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.21% | -0.02% | +61.30% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | -0.01% | +3.38% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.19% | -0.01% | — | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.18% | +0.01% | +1.25% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | +0.01% | +12.34% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | — | -2.55% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.16% | -0.01% | +11.75% | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.15% | — | -1.69% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.15% | — | -3.80% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.13% | -0.01% | +4.44% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.12% | — | -23.30% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.11% | -0.01% | +0.49% | |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +6.46% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-Other | 0.07% | -0.01% | — | |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.07% | -0.01% | +197.54% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 100 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, VUG) accounted for 46.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SJNK
市值: $759.9K
Top Position Liquidated / Trimmed
IEI
前期市值: $2.4M
During Q4 2024, Sage Financial Group Inc's top holdings by market value included SCHX (46.4%)、IJH (6.4%)、VUG (5.1%). The largest single position, SCHX, represented 46.4% of total portfolio value.
In Q4 2024, Sage Financial Group Inc made 49 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 15 holdings, and fully liquidating 5 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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