| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -4,364 | -100.0% | -3.15% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -6,519 | -100.0% | -4.22% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -4,746 | -100.0% | -4.66% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -4,773 | -100.0% | -4.80% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -94 | -100.0% | -4.85% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -6,030 | -100.0% | -4.85% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,172 | -100.0% | -5.18% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,509 | -100.0% | -5.19% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,733 | -100.0% | -5.22% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -4,423 | -100.0% | -5.55% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -2,432 | -100.0% | -5.70% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -8,959 | -100.0% | -5.98% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -18,314 | -100.0% | -8.58% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -24,529 | -100.0% | -13.93% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -22,915 | -100.0% | -18.14% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC COM | 4 | Q3 2021 | 8.6% |
| SPDR SER TR | 4 | Q3 2021 | 18.1% |
| SPDR INDEX SHS FDS | 4 | Q3 2021 | 13.9% |
| MICROSOFT CORP COM | 4 | Q3 2021 | 5.2% |
| SELECT SECTOR SPDR TRUST TECHNOLOGY ETF | 4 | Q3 2021 | 5.7% |
| SPDR SER TR | 4 | Q3 2021 | 8.6% |
| CATERPILLAR INC COM | 4 | Q3 2021 | 5.2% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2021 | 5.2% |
| SPDR INDEX SHS FDS | 4 | Q3 2021 | 6.0% |
| SELECT SECTOR SPDR TRUST COMMUNICATION ETF | 4 | Q3 2021 | 5.6% |
View SageGuard Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-14 |
View SageGuard Financial Group, LLC'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.