$213 Million is the total value of SAGE FINANCIAL GROUP INC's 42 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $156,000 | -3.1% | 1,598 | 0.0% | 0.07% | -5.2% | |
| GE | GENERAL ELECTRIC COMPANY | $106,000 | +7.1% | 3,972 | 0.0% | 0.05% | +6.4% | |
| HSY | HERSHEY COMPANY | $86,000 | -11.3% | 965 | 0.0% | 0.04% | -13.0% | |
| HIG | HARTFORD FINANCIAL SERVICES GROUP | $62,000 | -1.6% | 1,500 | 0.0% | 0.03% | -3.3% | |
| T | AT&T INC NEW | $60,000 | +7.1% | 1,700 | 0.0% | 0.03% | +3.7% | |
| F | FORD MOTOR COMPANY | $52,000 | -7.1% | 3,496 | 0.0% | 0.02% | -11.1% | |
| PG | PROCTER & GAMBLE | $48,000 | -4.0% | 613 | 0.0% | 0.02% | -4.2% | |
| FNB | FNB CORPORATION PA | $43,000 | +10.3% | 3,000 | 0.0% | 0.02% | +5.3% | |
| CAT | CATERPILLAR INC. | $34,000 | +6.2% | 400 | 0.0% | 0.02% | +6.7% | |
| DOW | DOW CHEMICAL COMPANY | $29,000 | +7.4% | 561 | 0.0% | 0.01% | +7.7% | |
| THG | HANOVER INSURANCE GROUP INC | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% | |
| EMR | EMERSON ELECTRIC CO. | $27,000 | 0.0% | 484 | 0.0% | 0.01% | 0.0% | |
| ACE | ACE LTD | $25,000 | -10.7% | 248 | 0.0% | 0.01% | -7.7% | |
| C | CITIGROUP INC. | $25,000 | +8.7% | 450 | 0.0% | 0.01% | +9.1% | |
| PPL | PPL CORPORATION | $15,000 | -11.8% | 500 | 0.0% | 0.01% | -12.5% | |
| CRDA | CRAWFORD & COMPANYclass a | $6,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-13
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.