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CIK: 0001914558
Total reported value
$3.1B
$3.1B
520 檔
26.2%
As reported in its official Q1 2024 Form 13F filing, SageView Advisory Group, LLC's tracked investment portfolio stood at $3.1B with 520 total positions.
During Q1 2024, SageView Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 520 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 13.95% | — | +56912.29% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.68% | — | +1745.85% | |
| 3 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 8.53% | — | +52562.53% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 5.42% | — | +17329.43% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.21% | — | +10480.25% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.05% | — | +9537.53% | |
| 7 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 3.81% | — | +7131.36% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.48% | — | +487.16% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.42% | — | — | |
| 10 | TLTE | Flexshares Morningstar Emerg | ETF-Other | 1.75% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.02% | -11.25% | |
| 12 | AVO | Mission Produce Inc | Stock-Other | 1.22% | — | — | |
| 13 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.94% | — | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.93% | -0.01% | +2726.38% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.24% | +2725.44% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.84% | +0.01% | NEW | |
| 17 | VTR | Ventas Inc | Stock-Real Estate | 0.76% | — | — | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | — | +929.87% | |
| 19 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.68% | — | — | |
| 20 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.68% | — | +2.70% | |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.67% | — | — | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | — | +25.67% | |
| 23 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.65% | — | +137.26% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | -0.01% | +1948.32% | |
| 25 | OII | Oceaneering Intl Inc | Stock-Energy | 0.58% | — | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.02% | -25.58% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | -0.01% | -16.95% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.54% | — | +11010.42% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.14% | -45.45% | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.46% | -0.07% | -0.40% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.05% | -12.65% | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 0.43% | — | +507.48% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.42% | — | +57.21% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | — | -16.91% | |
| 35 | KB | Kb Financial Group Inc-adr | Stock-Financials | 0.38% | — | — | |
| 36 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.35% | -0.05% | +1.66% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.35% | -0.01% | +263.91% | |
| 38 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.34% | +0.01% | NEW | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.34% | — | — | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.33% | +0.01% | +241.94% | |
| 41 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.31% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.06% | -18.76% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.30% | -0.01% | -45.69% | |
| 44 | IDE | Voya Infrastructure Indust | Stock-Other | 0.30% | — | — | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.28% | -0.01% | +123.40% | |
| 46 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.28% | — | — | |
| 47 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.27% | — | — | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.26% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.02% | -9.56% | |
| 50 | UPBD | Upbound Group Inc | Stock-Other | 0.24% | — | — |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 520 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 EFG, VXUS, VWOB) accounted for 26.2% of total reported equity market value during Q1 2024.
During Q1 2024, SageView Advisory Group, LLC's top holdings by market value included EFG (13.9%)、VXUS (8.7%)、VWOB (8.5%). The largest single position, EFG, represented 13.9% of total portfolio value.
In Q1 2024, SageView Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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