SAGE FINANCIAL GROUP INC
Q2 2025 13F Holdings
- Locationw. conshohocken, PA
- Num holdings
101
- Value ($000)
$1,354,621
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $606.37M | 45 % | 24,810,353 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $82.09M | 6 % | 1,323,658 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $66.36M | 5 % | 151,378 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $63.42M | 5 % | 358,853 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $60.23M | 4 % | 551,124 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $46.53M | 3 % | 81,923 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $41.69M | 3 % | 620,182 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $34.96M | 3 % | 706,750 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $32.61M | 2 % | 114,287 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $26.65M | 2 % | 950,167 |
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