SAGE RHINO CAPITAL LLC

Q2 2025 13F Holdings

  • Location
    menlo park, CA
  • Num holdings

    282

  • Value ($000)

    $473,143

  • Date Filed
    07/17/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$20.06M
4 %

321,686

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$18.86M
4 %

67,395

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$18.34M
4 %

183,149

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.29M
4 %

95,159

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$16.67M
4 %

70,328

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$15.48M
3 %

185,390

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$14.76M
3 %

162,049

KRE
KRE

SPDR SERIES TRUST

S&P DIVID ETF
$10.65M
2 %

78,470

AAPL
AAPL

APPLE INC

COM
$9.66M
2 %

47,081

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$9.60M
2 %

140,787

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