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CIK: 0000882119
Total reported value
$1.8B
$1.8B
101 檔
48.7%
The Q2 2025 SEC filing reveals that Sage Financial Group Inc held a total portfolio value of $1.8B, covering 101 public equity positions.
Sage Financial Group Inc executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 5 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, VUG) accounted for 48.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 44.76% | -1.05% | -2.11% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.06% | -0.03% | +0.20% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.90% | -0.07% | -3.08% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.68% | -0.29% | +1.17% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.45% | +0.21% | -3.47% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | -0.08% | +34.67% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.08% | -0.05% | +2.18% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.58% | -0.06% | +3.41% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 2.41% | -0.07% | +2.03% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.97% | +0.07% | -1.88% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.58% | -0.03% | -1.13% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.38% | -0.04% | +7.40% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.31% | +0.05% | +0.76% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.29% | +0.09% | +1.37% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.27% | -0.12% | -2.15% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.18% | -0.02% | +58.32% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.18% | -0.02% | +8.82% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.17% | -0.12% | +6.77% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.93% | -0.06% | +0.95% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.01% | -0.13% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.02% | +117.18% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.73% | +0.02% | +1.17% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | -0.04% | +1.81% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-Other | 0.47% | -0.05% | -6.88% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.45% | -0.02% | -0.29% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | — | -0.96% | |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | -0.01% | -1.38% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +2.49% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.03% | -10.37% | |
| 30 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.27% | — | +0.74% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | -0.01% | -20.00% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.24% | -0.02% | -2.63% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | -0.03% | -2.14% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.19% | -0.02% | +1.45% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | -0.01% | -0.02% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | -0.01% | -1.02% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.18% | +0.01% | +4.92% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | +0.01% | +3.20% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.02% | +443.84% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | +1.60% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.13% | — | -22.06% | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.12% | — | -2.03% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | +0.00% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.11% | -0.03% | -22.41% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.11% | — | -2.49% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.10% | -0.01% | -16.06% | |
| 47 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.10% | -0.01% | +60.20% | |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +8.53% | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.08% | -0.02% | +32.83% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-Other | 0.07% | -0.01% | — |
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 2025.
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Top New Position Initiated
SHV
市值: $353.3K
Top Position Liquidated / Trimmed
BND
前期市值: $824.3K
During Q2 2025, Sage Financial Group Inc's top holdings by market value included SCHX (44.8%)、IJH (6.1%)、VUG (4.9%). The largest single position, SCHX, represented 44.8% of total portfolio value.
In Q2 2025, Sage Financial Group Inc made 50 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 17 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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