SAGE FINANCIAL GROUP INC
Q1 2025 13F Holdings
- Locationw. conshohocken, PA
- Num holdings
102
- Value ($000)
$1,238,191
- Date Filed04/22/2025
- Form type13F-HR
- CIK0000882119
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $559.62M | 45 % | 25,345,106 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $77.08M | 6 % | 1,321,033 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $61.27M | 5 % | 354,706 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $59.71M | 5 % | 570,963 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $57.92M | 5 % | 156,187 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $36.82M | 3 % | 606,927 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $31.26M | 3 % | 60,832 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $30.93M | 3 % | 683,460 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $28.79M | 2 % | 112,015 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $25.37M | 2 % | 968,327 |
Rows Per Page
10
- 10
- 50
- 100