$902 Million is the total value of SAGE FINANCIAL GROUP INC's 98 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,241 | -100.0% | -0.02% | – |
HSY | Exit | HERSHEY CO | $0 | – | -965 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHW US LCAP ETF | 40 | Q3 2023 | 74.5% |
VANGUARD INDEX FDS | 40 | Q3 2023 | 11.5% |
VANGUARD VALUE ETF | 40 | Q3 2023 | 7.9% |
VANGUARD LARGE-CAP ETF | 40 | Q3 2023 | 2.6% |
SCHWAB US MID CAP ETF | 40 | Q3 2023 | 2.0% |
ISHARES TR | 40 | Q3 2023 | 1.5% |
ISHARES TR | 40 | Q3 2023 | 1.0% |
ISHARES TR RUSSELL 1000 GROWTH ETF | 39 | Q3 2023 | 2.2% |
JOHNSON & JOHNSON | 39 | Q3 2023 | 0.1% |
HERSHEY COMPANY | 38 | Q2 2023 | 0.1% |
View SAGE FINANCIAL GROUP INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-25 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-24 |
View SAGE FINANCIAL GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.