SageView Advisory Group, LLC
Q1 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
598
- Value ($000)
$2,345,113
- Date Filed05/19/2025
- Form type13F-HR
- CIK0001914558
- 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 |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $335.46M | 14 % | 3,391,240 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $212.51M | 9 % | 2,574,673 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $184.93M | 8 % | 1,992,989 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $134.51M | 6 % | 6,800,357 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $100.18M | 4 % | 2,003,974 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $98.87M | 4 % | 3,586,105 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $98.68M | 4 % | 572,845 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $64.61M | 3 % | 2,663,387 | ||
SCHC SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $64.40M | 3 % | 1,794,961 | ||
AAPL APPLE INC | COM | 037833100 | $41.77M | 2 % | 188,051 |
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