SAGE FINANCIAL GROUP INC Q1 2024 Filing
Filed April 30, 2024
Portfolio Value
$1.1T
Holdings
102
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (102 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $507.0M |
IJHISHARES TR | $70.0M |
VUGVANGUARD INDEX FDS | $56.6M |
VTVVANGUARD INDEX FDS | $56.4M |
IJRISHARES TR | $48.9M |
VEUVANGUARD INTL EQUITY INDEX F | $29.3M |
VOOVANGUARD INDEX FDS | $28.3M |
VVVANGUARD INDEX FDS | $26.9M |
SCHMSCHWAB STRATEGIC TR | $21.6M |
SCHVSCHWAB STRATEGIC TR | $21.2M |
VOEVANGUARD INDEX FDS | $16.7M |
SCHASCHWAB STRATEGIC TR | $16.4M |
VBKVANGUARD INDEX FDS | $16.0M |
SLYVSPDR SER TR | $13.4M |
SCHPSCHWAB STRATEGIC TR | $13.0M |
SCHGSCHWAB STRATEGIC TR | $13.0M |
IWFISHARES TR | $10.4M |
VWOVANGUARD INTL EQUITY INDEX F | $10.0M |
VNQVANGUARD INDEX FDS | $9.6M |
VOTVANGUARD INDEX FDS | $8.2M |
VBRVANGUARD INDEX FDS | $8.0M |
TFISPDR SER TR | $7.8M |
VOVANGUARD INDEX FDS | $7.7M |
MDYVSPDR SER TR | $6.2M |
VTIVANGUARD INDEX FDS | $4.3M |
VBVANGUARD INDEX FDS | $4.3M |
IWDISHARES TR | $4.2M |
ACWXISHARES TR | $3.8M |
IGFISHARES TR | $3.7M |
IGSBISHARES TR | $3.7M |
BKLNINVESCO EXCH TRADED FD TR II | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.5M |
TIPISHARES TR | $3.3M |
IWSISHARES TR | $3.3M |
IVVISHARES TR | $2.9M |
JUSTGOLDMAN SACHS ETF TR | $2.9M |
IWBISHARES TR | $2.2M |
SLYGSPDR SER TR | $2.2M |
ITOTISHARES TR | $2.0M |
IWPISHARES TR | $1.9M |
MDYGSPDR SER TR | $1.8M |
DSIISHARES TR | $1.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.7M |
ESMLISHARES TR | $1.6M |
EFVISHARES TR | $1.3M |
EMBISHARES TR | $1.3M |
IXUSISHARES TR | $1.3M |
AGGISHARES TR | $1.2M |
XJHISHARES TR | $956K |
HDVISHARES TR | $884K |
SCHDSCHWAB STRATEGIC TR | $883K |
AORISHARES TR | $854K |
FNDXSCHWAB STRATEGIC TR | $768K |
BNDVANGUARD BD INDEX FDS | $761K |
NULVNUSHARES ETF TR | $759K |
CWISPDR INDEX SHS FDS | $732K |
EFGISHARES TR | $730K |
NULGNUSHARES ETF TR | $684K |
NDQINVESCO QQQ TR | $648K |
SCHZSCHWAB STRATEGIC TR | $645K |
IMCVISHARES TR | $559K |
IEMGISHARES INC | $514K |
VIGVANGUARD SPECIALIZED FUNDS | $511K |
IWNISHARES TR | $509K |
IWMISHARES TR | $484K |
FBNDFIDELITY MERRIMACK STR TR | $482K |
SUSAISHARES TR | $474K |
EFAISHARES TR | $470K |
IVWISHARES TR | $470K |
QAIINDEXIQ ETF TR | $461K |
JMSTJ P MORGAN EXCHANGE TRADED F | $458K |
GIISPDR INDEX SHS FDS | $457K |
IJSISHARES TR | $455K |
ESGDISHARES TR | $455K |
VXUSVANGUARD STAR FDS | $448K |
IATISHARES TR | $421K |
ESGEISHARES INC | $405K |
BNDWVANGUARD SCOTTSDALE FDS | $396K |
USMVISHARES TR | $384K |
EMXCISHARES INC | $383K |
IJJISHARES TR | $367K |
SCHBSCHWAB STRATEGIC TR | $337K |
GQ9SPDR GOLD TR | $332K |
ICLNISHARES TR | $327K |
IWOISHARES TR | $321K |
VWOBVANGUARD WHITEHALL FDS | $319K |
DFAXDIMENSIONAL ETF TRUST | $299K |
DONSPDR DOW JONES INDL AVERAGE | $298K |
IYRISHARES TR | $295K |
JNJJOHNSON & JOHNSON | $291K |
NUSCNUSHARES ETF TR | $290K |
ESGUISHARES TR | $276K |
IJKISHARES TR | $275K |
SCHESCHWAB STRATEGIC TR | $256K |
NVDANVIDIA CORPORATION | $251K |
SCHFSCHWAB STRATEGIC TR | $249K |
MSFTMICROSOFT CORP | $243K |
EAGGISHARES TR | $242K |
IVEISHARES TR | $234K |
IMCGISHARES TR | $233K |
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