Sage Advisory Services, Ltd.Co.
Q2 2025 13F Holdings
- Locationaustin, TX
- Num holdings
43
- Value ($000)
$183,577
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001534378
- 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 |
|---|---|---|---|---|---|---|---|
MBB ISHARES TR | MBS ETF | 464288588 | $18.33M | 10 % | 195,188 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $17.79M | 10 % | 186,601 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $16.32M | 9 % | 26,285 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $15.16M | 8 % | 181,656 | ||
SPDR SERIES TRUST | ICE PFD SEC ETF | 78464A292 | $10.53M | 6 % | 331,489 | ||
FLBL FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | $9.00M | 5 % | 371,398 | ||
USHY ISHARES TR | BROAD USD HIGH | 46435U853 | $8.94M | 5 % | 238,455 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $7.99M | 4 % | 197,253 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $7.00M | 4 % | 38,317 | ||
IGV ISHARES TR | EXPANDED TECH | 464287515 | $6.22M | 3 % | 56,831 |
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