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CIK: 0000882119
Total reported value
$1.8B
$1.8B
106 檔
52.3%
At the close of Q4 2025, Sage Financial Group Inc disclosed equity holdings valued at approximately $1.8B, spread across 106 reported holdings.
In Q4 2025, Sage Financial Group Inc displayed an active expansion posture, initiating 11 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 | 42.45% | -1.05% | -4.69% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.17% | -0.03% | +2.76% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.71% | +0.21% | +2.19% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.65% | -0.07% | -3.02% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.46% | -0.29% | -1.70% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.39% | -0.08% | -0.37% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.24% | -0.05% | +6.95% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.87% | -0.06% | +6.12% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 2.30% | -0.07% | -2.59% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.20% | +0.18% | — | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.94% | +0.07% | +1.28% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.53% | -0.03% | +0.34% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.52% | -0.04% | +8.99% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.31% | +0.09% | -0.50% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.29% | +0.05% | +0.49% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.22% | -0.12% | +0.35% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | -0.02% | +1.49% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.12% | -0.02% | -4.56% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.08% | -0.12% | +0.22% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.96% | -0.06% | +0.99% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | -0.02% | +1.56% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | -0.01% | -0.94% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.67% | +0.02% | +1.90% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | -0.04% | +0.81% | |
| 25 | IGF | Ishares Global Infrastructur | ETF-Other | 0.48% | -0.05% | +3.42% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.44% | -0.01% | +5.58% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.41% | -0.02% | +0.31% | |
| 28 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.37% | -0.03% | +320.18% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | -0.35% | |
| 30 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.28% | — | +1.75% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.03% | +0.16% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | -0.69% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.23% | -0.02% | +3.31% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.22% | -0.02% | -3.09% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | -27.68% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.20% | -0.03% | — | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.19% | +0.01% | +10.60% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | -0.01% | -4.28% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | -0.01% | — | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | -0.80% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.14% | +0.01% | -14.31% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.02% | -9.97% | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.12% | — | +1.03% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | +0.01% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.11% | — | -0.75% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.11% | — | -2.44% | |
| 47 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +1.99% | |
| 48 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 0.09% | -0.04% | — | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.09% | -0.01% | +1.56% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.09% | -0.01% | +3.15% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 106 disclosed positions in Q4 2025.
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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, IJR) accounted for 52.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
RSP
市值: $33.2M
Top Position Liquidated / Trimmed
FBND
前期市值: $500.5K
During Q4 2025, Sage Financial Group Inc's top holdings by market value included SCHX (42.5%)、IJH (6.2%)、IJR (4.7%). The largest single position, SCHX, represented 42.5% of total portfolio value.
In Q4 2025, Sage Financial Group Inc made 50 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 2 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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