SAGE RHINO CAPITAL LLC

Q3 2025 13F Holdings

  • Location
    menlo park, CA
  • Num holdings

    299

  • Value ($000)

    $517,677

  • Date Filed
    10/31/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
$23.63M
5 %

324,717

G
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$20.47M
4 %

204,188

V
VO

VANGUARD INDEX FDS

MID CAP ETF
$20.11M
4 %

68,450

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
$18.05M
4 %

70,976

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.92M
4 %

94,481

I
IEFA

ISHARES TR

CORE MSCI EAFE
$16.48M
3 %

188,805

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$15.66M
3 %

157,356

A
AAPL

APPLE INC

COM
$11.91M
2 %

46,773

T
TSLA

TESLA INC

COM
$11.56M
2 %

25,991

K
KRE

SPDR SERIES TRUST

S&P DIVID ETF
$10.87M
2 %

77,619

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