SageView Advisory Group, LLC
Q2 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
615
- Value ($000)
$2,644,131
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $325.55M | 12 % | 3,311,083 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $245.65M | 9 % | 2,162,622 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $241.93M | 9 % | 2,780,136 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $161.00M | 6 % | 7,258,961 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $125.48M | 5 % | 626,749 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $116.13M | 4 % | 3,764,296 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $100.34M | 4 % | 1,968,201 | ||
SCHC SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $82.71M | 3 % | 1,925,206 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $73.02M | 3 % | 2,951,690 | ||
AAPL APPLE INC | COM | 037833100 | $39.97M | 2 % | 186,710 |
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