SAGE FINANCIAL GROUP INC holdings history

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189 is the total number of securities SAGE FINANCIAL GROUP INC has owned. The longest SAGE FINANCIAL GROUP INC has owned a single stock is 40 quarters.

SAGE FINANCIAL GROUP INC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHX SCHW US LCAP ETF404036.53%51.02%74.53%Q4 2013Q3 202340
VUG VANGUARD INDEX FDS40404.40%6.08%11.46%Q4 2013Q3 202340
VTV VANGUARD VALUE ETF40403.59%5.87%7.93%Q4 2013Q3 202340
VV VANGUARD LARGE-CAP ETF40400.86%1.57%2.57%Q4 2013Q3 202340
SCHM SCHWAB US MID CAP ETF40400.25%1.27%2.04%Q4 2013Q3 202340
IWD ISHARES TR40400.38%0.69%1.50%Q4 2013Q3 202340
IWS ISHARES TR40400.29%0.46%0.98%Q4 2013Q3 202340
IWF ISHARES TR RUSSELL 100...3540.80%1.18%2.21%Q4 2013Q3 202339
JNJ JOHNSON & JOHNSON39390.03%0.05%0.09%Q1 2014Q3 202339
HSY HERSHEY COMPANY38380.02%0.03%0.06%Q1 2014Q2 202338
SCHA SCHW US SCAP ETF3610.13%0.94%1.48%Q4 2013Q3 202337
VBR VANGUARD SMALL CAP VALUE3610.11%0.84%1.39%Q4 2013Q3 202337
EMB ISHARES TR36360.15%2.15%11.09%Q4 2014Q3 202336
VOE VANGUARD MID CAP VALUE3510.38%2.11%3.38%Q4 2013Q3 202336
VEU VANGUARD INTL EQUITY I...35350.97%4.98%8.99%Q1 2015Q3 202335
VWO VANGUARD INTL EQUITY I...3410.15%1.54%6.01%Q4 2013Q3 202335
AAPL APPLE INC.1310.00%0.01%0.04%Q1 2014Q3 202334
VBK VANGUARD SMALL CAP GRWTH3210.14%1.62%2.10%Q4 2013Q3 202333
VOT VANGUARD MID CAP GROWTH3210.12%0.77%1.18%Q4 2013Q3 202333
PG PROCTER & GAMBLE CO33330.01%0.02%0.19%Q1 2014Q1 202233
CAT CATERPILLAR INC DEL33330.01%0.01%0.02%Q1 2014Q1 202233
EMR EMERSON ELECTRIC CO.33330.00%0.01%0.02%Q1 2014Q1 202233
C CITIGROUP INC.33330.00%0.01%0.01%Q1 2014Q1 202233
PPL PPL CORPORATION33330.00%0.00%0.01%Q1 2014Q1 202233
VOO VANGUARD INDEX FDS32321.02%2.27%3.28%Q4 2015Q3 202332
FNB FNB CORP PA2750.00%0.01%0.11%Q1 2014Q1 202232
SCHV SCHWAB STRATEGIC TR31310.02%1.76%2.20%Q1 2016Q3 202331
VO VANGUARD INDEX FUNDS2910.19%0.48%0.68%Q4 2014Q3 202331
THG HANOVER INSURANCE GROU...31310.01%0.01%0.01%Q3 2014Q1 202231
ADM ARCHER-DANIELS-MIDLAND CO1050.01%0.01%0.02%Q1 2014Q1 202230
ALL ALLSTATE CORP.1050.00%0.00%0.00%Q1 2014Q1 202230
SCHD SCHWAB STRATEGIC TR29290.11%0.20%0.25%Q3 2016Q3 202329
CRDA CRAWFORD & COMPANY1140.00%0.00%0.00%Q1 2014Q1 202229
SCHC SCHWAB STRATEGIC TR2350.03%0.66%1.87%Q4 2014Q2 202228
GE GENERAL ELECTRIC COMPANY1930.00%0.02%0.05%Q1 2014Q2 202128
SCHG SCHWAB STRATEGIC TR26260.18%0.65%1.12%Q2 2017Q3 202326
SCHE SCHW EMG MKT EQ ETF1310.02%0.20%3.44%Q4 2013Q3 202326
T AT&T INC NEW2320.01%0.02%0.03%Q1 2014Q2 202025
CB CHUBB LIMITED25250.01%0.01%0.01%Q1 2016Q1 202225
IGSB ISHARES TR BOND 1-3 YE...2010.16%1.17%3.53%Q4 2013Q3 202323
TFI SPDR SER TR2010.06%0.66%1.26%Q4 2016Q3 202323
TTE TOTAL SE23230.07%0.13%0.19%Q4 2015Q2 202123
BAC BK OF AMERICA CORP1030.00%0.01%0.01%Q1 2016Q1 202223
IJH ISHARES TR2110.07%3.37%6.05%Q4 2015Q3 202322
IJR ISHARES TR22220.23%2.38%4.43%Q2 2018Q3 202322
IWP ISHARES TR2010.10%0.23%0.30%Q4 2013Q3 202322
JPST JP MORGAN EXCHANGE TRA...21210.19%2.96%11.12%Q3 2018Q3 202321
AOR ISHARES TR2010.09%0.39%0.73%Q4 2014Q3 202321
F FORD MTR CO DEL21210.01%0.01%0.03%Q1 2014Q1 201921
ATVI ACTIVISION BLIZZARD INC11100.00%0.00%0.00%Q4 2016Q1 202221
SLYV SPDR SER TR20201.03%1.30%1.61%Q4 2018Q3 202320
HYMB SPDR SERIES TRUST20200.15%0.57%3.19%Q4 2013Q3 201820
MDYV SPDR SER TR20200.14%0.48%0.65%Q4 2018Q3 202320
ACWX ISHARES TR1510.16%0.40%1.04%Q4 2013Q3 202320
SLYG SPDR SER TR20200.13%0.26%0.49%Q4 2018Q3 202320
SCHZ SCHWAB STRATEGIC TR1310.03%0.14%0.36%Q4 2017Q3 202320
CWI SPDR INDEX SHS FDS20200.07%0.12%0.22%Q4 2018Q3 202320
IXUS ISHARES TR20200.06%0.10%0.12%Q4 2018Q3 202320
HIG HARTFORD FINL SVCS GRO...20200.01%0.02%0.03%Q1 2014Q4 201820
CAC CAMDEN NATL CORP1190.00%0.00%0.00%Q1 2017Q1 202220
JMST JP MORGAN EXCHANGE TRA...1360.05%0.43%0.97%Q4 2018Q3 202319
DB DEUTSCHE BANK AG1130.00%0.01%0.01%Q1 2017Q1 202219
ESML ISHARES TR1350.04%0.08%0.14%Q1 2019Q3 202318
AMJ JPMORGAN CHASE & CO17170.09%5.27%11.78%Q2 2015Q2 201917
EEM ISHARES TR810.06%0.27%1.26%Q4 2013Q1 202216
NTR NUTRIEN LTD1150.00%0.00%0.00%Q1 2018Q1 202216
ICLN ISHARES TR14140.03%0.05%0.07%Q2 2020Q3 202314
DOW DOW CHEMICAL COMPANY14140.01%0.01%0.02%Q1 2014Q2 201714
SHM SPDR SER TR850.10%0.39%1.76%Q4 2016Q3 202013
SCHP SCHWAB STRATEGIC TR12121.42%2.09%2.69%Q4 2020Q3 202312
IWB ISHARES TR RUSSELL 100...610.20%0.23%0.30%Q4 2013Q3 202312
DSI ISHARES TR12120.15%0.18%0.21%Q4 2020Q3 202312
MDYG SPDR SER TR660.11%0.15%0.19%Q1 2019Q3 202312
EFA ISHARES TR610.04%0.10%0.20%Q4 2015Q3 202312
SCHF SCHWAB STRATEGIC TR660.03%0.05%0.07%Q3 2019Q3 202312
BPT BP PRUDHOE BAY RTY TR530.00%0.01%0.01%Q1 2016Q2 201912
DD DUPONT DE NEMOURS INC12120.00%0.00%0.00%Q2 2019Q1 202212
DOW DOW INC12120.00%0.00%0.00%Q2 2019Q1 202212
CTVA CORTEVA INC12120.00%0.00%0.00%Q2 2019Q1 202212
PFF ISHARES TR11110.08%0.61%2.96%Q2 2020Q4 202211
FM ISHARES INC11110.05%0.12%0.18%Q4 2016Q2 201911
CHK CHESAPEAKE ENERGY CORP830.00%0.00%0.00%Q2 2017Q1 202011
QAI INDEXIQ ETF TR550.24%1.26%5.32%Q3 2015Q4 201810
JUST GOLDMAN SACHS ETF TR10100.08%0.20%0.48%Q2 2021Q3 202310
KMI KINDER MORGAN INC DEL410.00%0.00%0.00%Q4 2016Q4 202110
TFI SPDR SERIES TRUST990.10%0.39%0.68%Q4 2013Q4 20159
QAI IQ HEDGE MULTI STRT ET...510.03%0.18%0.27%Q4 2013Q3 20239
DIMENSIONAL ETF TRUST990.03%0.04%0.04%Q3 2021Q3 20239
IVV ISHARES TR610.15%0.42%0.52%Q4 2013Q3 20238
SPY S P D R S&P 500 ETF TR...610.16%0.20%0.27%Q4 2013Q3 20238
HDV ISHARES TR HIGH DIVIDE...610.09%0.12%0.21%Q4 2013Q3 20238
VIG VANGUARD SPECIALIZED P...610.05%0.08%0.17%Q4 2013Q3 20238
ACE ACE LTD880.01%0.01%0.01%Q1 2014Q4 20158
EFG ISHARES TR610.03%0.09%0.30%Q4 2021Q3 20237
IWM ISHARES TR RUSSELL 200...610.04%0.06%0.15%Q4 2013Q3 20237
NULV NUSHARES ETF TR770.04%0.06%0.07%Q1 2022Q3 20237
NUSC NUSHARES ETF TR770.04%0.05%0.05%Q1 2022Q3 20237
DWDP DOWDUPONT INC770.01%0.01%0.01%Q3 2017Q1 20197
NWG NATWEST GROUP PLC770.00%0.00%0.00%Q3 2020Q1 20227
BOND PIMCO TOTAL RETURN ETF330.03%0.81%3.05%Q4 2013Q3 20236
IGF ISHARES TR660.06%0.71%1.70%Q2 2022Q3 20236
VNQ VANGUARD INDEX FDS660.04%0.47%0.70%Q2 2022Q3 20236
SHM SPDR SERIES TRUST510.19%0.37%0.65%Q4 2013Q3 20156
TIP ISHARES TR660.22%0.29%0.34%Q2 2022Q3 20236
VB VANGUARD INDEX FDS660.20%0.22%0.24%Q2 2022Q3 20236
VTI VANGUARD INDEX FDS660.08%0.22%0.39%Q2 2022Q3 20236
BKLN INVESCO EXCH TRADED FD...660.07%0.18%0.47%Q2 2022Q3 20236
EWX SPDR INDEX SHS FDS660.08%0.15%0.19%Q4 2018Q1 20206
IEMG ISHARES INC420.05%0.13%0.43%Q4 2021Q3 20236
BND VANGUARD BD INDEX FDS660.06%0.07%0.09%Q2 2022Q3 20236
EMXC ISHARES INC660.04%0.06%0.07%Q2 2022Q3 20236
IMCV ISHARES TR660.05%0.05%0.05%Q2 2022Q3 20236
IWN ISHARES TR660.05%0.05%0.05%Q2 2022Q3 20236
USMV ISHARES TR660.04%0.05%0.05%Q2 2022Q3 20236
BPT BP PURDHOE BAY510.03%0.05%0.06%Q1 2014Q3 20156
IVW ISHARES TR660.04%0.04%0.07%Q2 2022Q3 20236
SUSA ISHARES TR660.04%0.04%0.05%Q2 2022Q3 20236
DFAC DIMENSIONAL ETF TRUST660.04%0.04%0.05%Q2 2021Q3 20226
IJS ISHARES TR660.04%0.04%0.04%Q2 2022Q3 20236
ESGD ISHARES TR660.04%0.04%0.04%Q2 2022Q3 20236
QQQ INVESCO QQQ TR660.03%0.04%0.05%Q2 2022Q3 20236
IWO ISHARES TR660.03%0.04%0.04%Q2 2022Q3 20236
IJJ ISHARES TR660.03%0.03%0.04%Q2 2022Q3 20236
SCHB SCHWAB STRATEGIC TR660.03%0.03%0.03%Q2 2022Q3 20236
ESGU ISHARES TR660.03%0.03%0.03%Q2 2022Q3 20236
DIA SPDR DOW JONES INDL AV...660.03%0.03%0.03%Q2 2022Q3 20236
NSL NUVEEN SENIOR INCOME FUND550.14%0.18%0.22%Q4 2013Q4 20145
WTMF WISDOMTREE TR550.13%0.17%0.21%Q4 2017Q4 20185
AGG ISHARES TR410.06%0.08%0.11%Q2 2022Q3 20235
VWOB VANGUARD WHITEHALL FDS550.03%0.04%0.06%Q3 2022Q3 20235
POT POTASH CORP SASK INC550.00%0.00%0.00%Q4 2016Q4 20175
WTMF WISDOMTREE TR440.12%0.34%0.89%Q4 2016Q3 20174
EFV ISHARES TR440.14%0.16%0.20%Q4 2022Q3 20234
FIBR ISHARES TR210.07%0.10%0.13%Q3 2021Q1 20234
VXUS VANGUARD STAR FDS440.05%0.05%0.06%Q4 2022Q3 20234
NULG NUSHARES ETF TR440.04%0.05%0.05%Q4 2022Q3 20234
XJH ISHARES TR440.02%0.05%0.07%Q4 2022Q3 20234
ESGE ISHARES INC440.05%0.05%0.05%Q4 2022Q3 20234
BYLD ISHARES TR440.03%0.05%0.07%Q4 2022Q3 20234
MSFT MICROSOFT CORP310.03%0.03%0.03%Q2 2022Q3 20234
TLN TALEN ENERGY CORP440.00%0.00%0.00%Q2 2015Q1 20164
HYG ISHARES TR110.09%0.36%0.51%Q4 2014Q4 20173
NEAR ISHARES US ETF TR330.09%0.32%0.75%Q4 2018Q2 20193
EMAG Market Vectors ETF TR210.15%0.26%0.32%Q1 2014Q4 20143
FNCL FIDELITY COVINGTON TRUST330.10%0.10%0.11%Q2 2020Q4 20203
SRLN SSGA ACTIVE ETF TR210.05%0.06%0.06%Q1 2022Q4 20223
PGX INVESCO EXCH TRADED FD...330.04%0.05%0.06%Q2 2022Q4 20223
GLD SPDR GOLD TR330.03%0.03%0.03%Q1 2023Q3 20233
USRT ISHARES TR330.03%0.03%0.03%Q1 2023Q3 20233
IJK ISHARES TR330.02%0.02%0.02%Q1 2023Q3 20233
GENERAL ELECTRIC CO330.01%0.01%0.01%Q3 2021Q1 20223
EBND SPDR BARCLAYS ETF EM L...220.24%6.99%13.74%Q4 2013Q1 20142
MLPX GLOBAL X FDS221.06%1.59%2.12%Q1 2019Q2 20192
ITOT ISHARES TR220.09%0.14%0.18%Q2 2023Q3 20232
RWG COLUMBIA SELECT LGE ET...110.07%0.12%0.18%Q4 2013Q4 20152
GII SPDR INDEX SHS FDS220.06%0.12%0.18%Q4 2022Q1 20232
BSV VANGUARD BD INDEX FDS220.08%0.11%0.14%Q2 2022Q3 20222
VEA VANGUARD TAX-MANAGED I...220.08%0.09%0.09%Q2 2022Q3 20222
VTIP VANGUARD MALVERN FDS220.06%0.08%0.09%Q4 2022Q1 20232
FNDX SCHWAB STRATEGIC TR220.03%0.05%0.07%Q2 2023Q3 20232
IAT ISHARES TR220.03%0.03%0.04%Q2 2023Q3 20232
BNDW VANGUARD SCOTTSDALE FDS220.03%0.03%0.03%Q2 2023Q3 20232
EAGG ISHARES TR220.02%0.02%0.02%Q2 2023Q3 20232
MUENCHENER RUECKVER ORD F220.01%0.01%0.01%Q2 2014Q3 20142
WAB WABTEC CORP220.00%0.00%0.00%Q1 2019Q2 20192
AUSF GLOBAL X FDS111.88%1.88%1.88%Q4 2018Q4 20181
HYD MARKET VECTORS ETF HIG...110.38%0.38%0.38%Q4 2013Q4 20131
EMLC MARKET VECTORS ETF EME...110.34%0.34%0.34%Q4 2013Q4 20131
FB FACEBOOK INC110.21%0.21%0.21%Q4 2015Q4 20151
BRKB BERKSHIRE HATHAWAY INC...110.15%0.15%0.15%Q4 2015Q4 20151
AAXJ ISHARES TR110.13%0.13%0.13%Q4 2015Q4 20151
SAN BANCO SANTANDER SA110.13%0.13%0.13%Q1 2019Q1 20191
BRKA BERKSHIRE HATHAWAY INC...110.13%0.13%0.13%Q4 2015Q4 20151
PFM POWERSHARES ETF TRUST110.12%0.12%0.12%Q2 2015Q2 20151
SHLX SHELL MIDSTREAM PARTNE...110.10%0.10%0.10%Q4 2015Q4 20151
ITB ISHARES TR110.09%0.09%0.09%Q4 2021Q4 20211
CHY CALAMOS CNV HIGH INCM FD110.09%0.09%0.09%Q4 2013Q4 20131
FISR SSGA ACTIVE TR110.08%0.08%0.08%Q4 2021Q4 20211
GOVT ISHARES TR110.06%0.06%0.06%Q2 2020Q2 20201
CHW CALAMOS GLOBAL INCOME FD110.06%0.06%0.06%Q4 2013Q4 20131
VCSH VANGUARD SCOTTSDALE FDS110.04%0.04%0.04%Q3 2022Q3 20221
BP PURDHOE BAY110.04%0.04%0.04%Q2 2015Q2 20151
ARCHER-DANIELS-MIDLAND CO110.02%0.02%0.02%Q2 2015Q2 20151
IVE ISHARES TR110.02%0.02%0.02%Q2 2023Q2 20231
PBW POWERSHARES ETF TRUST110.02%0.02%0.02%Q4 2015Q4 20151
APPLE INC.110.01%0.01%0.01%Q2 2015Q2 20151
HVRRY HANNOVER RUECKVERSI ORD F110.01%0.01%0.01%Q2 2014Q2 20141
ALLSTATE CORP.110.00%0.00%0.00%Q2 2015Q2 20151
RBS ROYAL BK SCOTLAND GROU...110.00%0.00%0.00%Q2 2020Q2 20201
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The securities at the top of the list , including SCHW US LCAP ETF, VANGUARD INDEX FDS, and VANGUARD VALUE ETF, are the highest-conviction holdings of SAGE FINANCIAL GROUP INC.

The conviction is calculated by counting the number of quarters a security has been reported by SAGE FINANCIAL GROUP INC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SAGE FINANCIAL GROUP INC owns currently or has owned in the past.