SAGE FINANCIAL GROUP INC
Q3 2025 13F Holdings
- Locationw. conshohocken, PA
- Num holdings
97
- Value ($000)
$1,470,221
- Date Filed 11/13/2025
- Form type13F-HR
- CIK 0000882119
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $658.75M | 45 % | 25,009,642 | ||
I ISHARES TR | CORE S&P MCP ETF | 464287507 | $89.70M | 6 % | 1,374,471 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $71.30M | 5 % | 148,664 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $68.88M | 5 % | 579,621 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $67.01M | 5 % | 359,325 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $50.16M | 3 % | 81,911 | ||
V VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $44.37M | 3 % | 621,621 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $41.24M | 3 % | 761,237 | ||
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $34.95M | 2 % | 113,538 | ||
S SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $28.51M | 2 % | 961,762 |
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