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CIK: 0000882119
Total reported value
$1.8B
$1.8B
97 檔
52.9%
As reported in its official Q3 2025 Form 13F filing, Sage Financial Group Inc's tracked investment portfolio stood at $1.8B with 97 total positions.
In Q3 2025, Sage Financial Group Inc displayed an active expansion posture, initiating 2 new positions and adding to 29 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 | 44.81% | -1.05% | +0.80% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.10% | -0.03% | +3.84% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.85% | -0.07% | -1.79% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.68% | +0.21% | +5.17% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.56% | -0.29% | +0.13% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | -0.08% | -0.01% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.02% | -0.05% | +0.23% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.81% | -0.06% | +7.71% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 2.38% | -0.07% | -0.66% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.94% | +0.07% | +1.22% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.54% | -0.03% | +0.48% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.48% | -0.04% | +13.74% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.32% | +0.09% | +1.04% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.30% | +0.05% | +0.77% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.23% | -0.12% | -0.94% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.02% | +4.36% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.18% | -0.02% | -0.72% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.13% | -0.12% | +3.50% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.96% | -0.06% | +0.44% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.93% | -0.01% | -0.29% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | -0.02% | +1.90% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.71% | +0.02% | +1.93% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | -0.04% | +1.07% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-Other | 0.47% | -0.05% | +4.99% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.42% | -0.01% | +7.33% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.42% | -0.02% | -3.72% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +1.94% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | — | -29.98% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.03% | -0.91% | |
| 30 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.27% | — | +0.54% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | +0.08% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.23% | -0.02% | -0.13% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.21% | -0.02% | +13.48% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.21% | -0.03% | -1.31% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | -0.01% | +2.16% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | -0.01% | -1.59% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.17% | +0.01% | +0.67% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | +0.01% | +7.88% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | -0.02% | +9.97% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | +0.54% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.12% | — | — | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.12% | — | +2.20% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | +0.21% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.11% | — | +0.01% | |
| 45 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +1.18% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.09% | -0.01% | -1.76% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.09% | -0.03% | -11.78% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.09% | -0.01% | -3.02% | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.08% | -0.02% | +15.51% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.07% | +0.01% | +25.59% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 97 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, VUG) accounted for 52.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHV
市值: $363.5K
Top Position Liquidated / Trimmed
TFI
前期市值: $5.3M
During Q3 2025, Sage Financial Group Inc's top holdings by market value included SCHX (44.8%)、IJH (6.1%)、VUG (4.8%). The largest single position, SCHX, represented 44.8% of total portfolio value.
In Q3 2025, Sage Financial Group Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 16 holdings, and fully liquidating 3 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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