$13.6 Million is the total value of SAGE FINANCIAL GROUP INC's 94 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFV | New | ISHARES TReafe value etf | $1,608,369 | – | 35,056 | +100.0% | 0.20% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $1,464,353 | – | 27,935 | +100.0% | 0.18% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $758,041 | – | 16,229 | +100.0% | 0.09% | – |
| IEMG | New | ISHARES INCcore msci emkt | $670,118 | – | 14,349 | +100.0% | 0.08% | – |
| BYLD | New | ISHARES TRyld optim bd | $572,643 | – | 26,415 | +100.0% | 0.07% | – |
| AGG | New | ISHARES TRcore us aggbd et | $481,264 | – | 4,962 | +100.0% | 0.06% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $466,091 | – | 9,012 | +100.0% | 0.06% | – |
| ESGE | New | ISHARES INCesg awr msci em | $398,098 | – | 13,239 | +100.0% | 0.05% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $346,777 | – | 7,093 | +100.0% | 0.04% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $244,250 | – | 10,319 | +100.0% | 0.03% | – |
| XJH | New | ISHARES TResg scrd s&p mid | $208,240 | – | 6,348 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.