SAGE RHINO CAPITAL LLC

Q1 2025 13F Holdings

  • Location
    menlo park, CA
  • Num holdings

    265

  • Value ($000)

    $431,200

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0001771605
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.62M
4 %

101,714

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$17.58M
4 %

298,174

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$16.88M
4 %

65,286

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$14.88M
4 %

67,119

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$13.78M
3 %

158,104

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$13.12M
3 %

130,967

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$12.97M
3 %

171,506

KRE
KRE

SPDR SER TR

S&P DIVID ETF
$11.35M
3 %

83,665

AAPL
AAPL

APPLE INC

COM
$10.62M
3 %

47,803

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$10.03M
2 %

153,868

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