$1.15 Billion is the total value of SAGE FINANCIAL GROUP INC's 101 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -3,413 | -100.0% | -0.02% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -5,135 | -100.0% | -0.02% | – |
| QAI | Exit | INDEXIQ ETF TRhedge mlti etf | $0 | – | -14,920 | -100.0% | -0.04% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -14,022 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US LCAP ETF | 43 | Q2 2024 | 74.5% |
| VANGUARD INDEX FDS | 43 | Q2 2024 | 11.5% |
| VANGUARD VALUE ETF | 43 | Q2 2024 | 7.9% |
| VANGUARD LARGE-CAP ETF | 43 | Q2 2024 | 2.6% |
| SCHWAB US MID CAP ETF | 43 | Q2 2024 | 2.0% |
| ISHARES TR | 43 | Q2 2024 | 1.5% |
| ISHARES TR | 43 | Q2 2024 | 1.0% |
| ISHARES TR RUSSELL 1000 GROWTH ETF | 42 | Q2 2024 | 2.2% |
| JOHNSON & JOHNSON | 42 | Q2 2024 | 0.1% |
| SCHW US SCAP ETF | 40 | Q2 2024 | 1.5% |
View SAGE FINANCIAL GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-02 |
| 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 |
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.