| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -2,973 | -100.0% | -0.02% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -4,899 | -100.0% | -0.02% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -9,317 | -100.0% | -0.02% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -2,500 | -100.0% | -0.03% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -710 | -100.0% | -0.03% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -6,973 | -100.0% | -0.03% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -5,220 | -100.0% | -0.03% | – |
| AAPL | Exit | APPLE INC | $0 | – | -1,397 | -100.0% | -0.03% | – |
| BYLD | Exit | ISHARES TRyld optim bd | $0 | – | -11,615 | -100.0% | -0.03% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -11,763 | -100.0% | -0.03% | – | |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,614 | -100.0% | -0.03% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -882 | -100.0% | -0.03% | – |
| QAI | Exit | INDEXIQ ETF TRhedge mlti etf | $0 | – | -9,595 | -100.0% | -0.03% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,268 | -100.0% | -0.03% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,840 | -100.0% | -0.03% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -4,552 | -100.0% | -0.03% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -5,000 | -100.0% | -0.03% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -6,097 | -100.0% | -0.03% | – |
| IAT | Exit | ISHARES TRus regnl bks etf | $0 | – | -9,424 | -100.0% | -0.04% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,097 | -100.0% | -0.04% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -4,917 | -100.0% | -0.04% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -3,888 | -100.0% | -0.04% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -4,923 | -100.0% | -0.04% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -977 | -100.0% | -0.04% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -3,969 | -100.0% | -0.04% | – |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -7,445 | -100.0% | -0.04% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -5,562 | -100.0% | -0.04% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -11,138 | -100.0% | -0.04% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -4,324 | -100.0% | -0.04% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -26,772 | -100.0% | -0.04% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -5,858 | -100.0% | -0.04% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -7,813 | -100.0% | -0.05% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,357 | -100.0% | -0.05% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -2,746 | -100.0% | -0.05% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -13,965 | -100.0% | -0.05% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -3,206 | -100.0% | -0.05% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -8,850 | -100.0% | -0.05% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -9,656 | -100.0% | -0.05% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -5,298 | -100.0% | -0.05% | – |
| IMCV | Exit | ISHARES TRmrgstr md cp val | $0 | – | -7,706 | -100.0% | -0.05% | – |
| NULG | Exit | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | -8,125 | -100.0% | -0.05% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -7,648 | -100.0% | -0.06% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -13,051 | -100.0% | -0.06% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -6,290 | -100.0% | -0.07% | – |
| XJH | Exit | ISHARES TResg scrd s&p mid | $0 | – | -17,496 | -100.0% | -0.07% | – |
| NULV | Exit | NUSHARES ETF TRnuveen esg lrgvl | $0 | – | -17,844 | -100.0% | -0.07% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -25,771 | -100.0% | -0.07% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -11,389 | -100.0% | -0.07% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -8,021 | -100.0% | -0.09% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -17,236 | -100.0% | -0.09% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -47,538 | -100.0% | -0.11% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -14,403 | -100.0% | -0.11% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -18,522 | -100.0% | -0.12% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -37,492 | -100.0% | -0.14% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -26,396 | -100.0% | -0.14% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -16,193 | -100.0% | -0.15% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -16,441 | -100.0% | -0.15% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -20,357 | -100.0% | -0.16% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -17,812 | -100.0% | -0.18% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -17,689 | -100.0% | -0.18% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -24,470 | -100.0% | -0.20% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -7,644 | -100.0% | -0.20% | – |
| JUST | Exit | GOLDMAN SACHS ETF TRjust us lrg cp | $0 | – | -30,359 | -100.0% | -0.20% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -41,939 | -100.0% | -0.23% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -11,305 | -100.0% | -0.24% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -22,656 | -100.0% | -0.26% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,756 | -100.0% | -0.27% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -26,288 | -100.0% | -0.30% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -16,535 | -100.0% | -0.39% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -75,061 | -100.0% | -0.39% | – |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -83,403 | -100.0% | -0.40% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -26,811 | -100.0% | -0.45% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -82,241 | -100.0% | -0.45% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -9,736 | -100.0% | -0.46% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -81,242 | -100.0% | -0.58% | – |
| IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -137,437 | -100.0% | -0.66% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -29,523 | -100.0% | -0.68% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -83,040 | -100.0% | -0.70% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -35,235 | -100.0% | -0.76% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -43,267 | -100.0% | -0.76% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -181,480 | -100.0% | -0.79% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -31,308 | -100.0% | -0.92% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -138,487 | -100.0% | -1.12% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -154,958 | -100.0% | -1.24% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -312,462 | -100.0% | -1.43% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -61,445 | -100.0% | -1.46% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -263,774 | -100.0% | -1.48% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -109,246 | -100.0% | -1.59% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -230,676 | -100.0% | -1.73% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -269,134 | -100.0% | -1.92% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -104,770 | -100.0% | -2.27% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -59,879 | -100.0% | -2.61% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -512,996 | -100.0% | -2.95% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -423,685 | -100.0% | -4.43% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -335,562 | -100.0% | -5.13% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -170,743 | -100.0% | -5.15% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -218,906 | -100.0% | -6.05% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -8,113,379 | -100.0% | -45.50% | – |
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.