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CIK: 0001914558
Total reported value
$3.1B
$3.1B
509 檔
26.1%
According to the latest 13F quarterly dataset, SageView Advisory Group, LLC managed an equity portfolio of $3.1B at the end of Q3 2024, spanning 509 distinct U.S. exchange-listed positions.
During Q3 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 509 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 14.26% | -2.00% | -5.94% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 8.47% | -0.54% | -7.45% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.86% | -0.18% | -17.64% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.39% | -0.30% | -12.11% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.38% | +0.12% | +0.94% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.21% | -0.28% | -11.40% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.20% | -0.67% | -9.39% | |
| 8 | REET | Ishares Global Reit ETF | ETF-Other | 2.60% | -0.17% | -16.25% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.47% | -0.35% | -15.87% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.02% | -16.58% | |
| 11 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.60% | — | -6.86% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.11% | -17.51% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.00% | -0.14% | +1.54% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.96% | -0.12% | -13.33% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.94% | -0.19% | -19.50% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | — | +0.91% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.01% | -43.51% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 0.76% | — | -10.09% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.71% | +0.02% | -14.63% | |
| 20 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.64% | +0.01% | -10.51% | |
| 21 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.64% | -0.03% | +13.51% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.01% | -4.60% | |
| 23 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.60% | -0.01% | -6.82% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | -0.04% | -37.47% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | -0.01% | -0.41% | |
| 26 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.53% | — | -23.52% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.05% | -17.18% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +1.25% | -23.53% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.02% | -26.21% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.09% | -13.42% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.47% | -0.07% | -3.79% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | +1.12% | +4.86% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.02% | -10.25% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | +0.22% | -32.39% | |
| 35 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.38% | -0.05% | +3.63% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.35% | -0.02% | -5.66% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | — | -23.22% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.01% | -18.84% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.01% | -20.30% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.06% | -20.00% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | +0.35% | -9.87% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | -8.02% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.28% | -0.01% | -4.48% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.28% | -0.02% | -3.51% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.03% | -8.49% | |
| 46 | SRE | Sempra | Stock-Utilities | 0.26% | -0.04% | -6.34% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | — | -5.13% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.25% | — | -49.28% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | -22.81% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.25% | -0.02% | -3.14% |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 509 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VONV, VONG) accounted for 26.1% of total reported equity market value during Q3 2024.
During Q3 2024, SageView Advisory Group, LLC's top holdings by market value included AGG (14.3%)、VONV (8.5%)、VONG (7.9%). The largest single position, AGG, represented 14.3% of total portfolio value.
In Q3 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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