Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 8.5% |
VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 7.7% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 3.9% |
FLEXSHARES TR | 7 | Q2 2024 | 2.6% |
VANGUARD STAR FDS | 7 | Q2 2024 | 8.6% |
APPLE INC | 7 | Q2 2024 | 1.7% |
ISHARES TR | 7 | Q2 2024 | 1.8% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 1.4% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.4% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 3.8% |
View SageView Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR/A | 2024-08-15 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-09 |
13F-HR/A | 2024-03-06 |
13F-HR/A | 2024-02-16 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-02 |
View SageView Advisory 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.