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CIK: 0001914558
Total reported value
$3.1B
$3.1B
589 檔
30.1%
During the Q4 2024 filing period, SageView Advisory Group, LLC (CIK: 0001914558) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 589 reported positions.
During Q4 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 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.11% | -2.00% | +13.32% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 8.29% | -0.54% | +18.29% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.24% | -0.18% | +15.52% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.29% | -0.30% | +157.61% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.56% | +0.12% | +17.59% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.09% | -0.67% | +19.12% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.99% | -0.28% | +22.31% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.46% | -0.35% | +31.99% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 2.45% | -0.17% | +24.05% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.02% | +26.74% | |
| 11 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.32% | — | -4.58% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.27% | -0.14% | +53.44% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.11% | +30.98% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +1.25% | +165.87% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.94% | -0.19% | +21.09% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | — | +26.98% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.86% | -0.12% | +10.76% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.05% | +556.49% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.71% | — | +7.59% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.02% | +41.59% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.04% | +49.75% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.01% | -1.56% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.62% | +0.02% | +0.27% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.01% | +10.70% | |
| 25 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.53% | +0.01% | -5.18% | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.52% | -0.03% | +1.50% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.09% | +13.69% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +37.84% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | -0.01% | -2.08% | |
| 30 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.46% | -0.01% | -2.20% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.43% | -0.07% | +0.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.06% | +30.89% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | +1.12% | +8.47% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | +0.05% | +362.94% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.05% | +2.09% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.37% | -0.03% | +96.40% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | +69.83% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | +18.95% | |
| 39 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.33% | — | -27.20% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | +0.22% | +0.06% | |
| 41 | CSW | Csw Industrials Inc | Stock-Industrials | 0.33% | -0.03% | +99.44% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | -0.02% | -5.56% | |
| 43 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.31% | -0.05% | +2.50% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.01% | -1.57% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.30% | -0.02% | -1.47% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | — | +15.23% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | — | +2.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.02% | +35.74% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | +0.35% | +10.72% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.01% | -1.76% |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 589 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VONV, VONG) accounted for 30.1% of total reported equity market value during Q4 2024.
During Q4 2024, SageView Advisory Group, LLC's top holdings by market value included AGG (13.1%)、VONV (8.3%)、VONG (8.2%). The largest single position, AGG, represented 13.1% of total portfolio value.
In Q4 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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