SAGE FINANCIAL GROUP INC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$1.4T
Holdings
101
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $606.4M |
IJHISHARES TR | $82.1M |
VUGVANGUARD INDEX FDS | $66.4M |
VTVVANGUARD INDEX FDS | $63.4M |
IJRISHARES TR | $60.2M |
VOOVANGUARD INDEX FDS | $46.5M |
VEUVANGUARD INTL EQUITY INDEX F | $41.7M |
VWOVANGUARD INTL EQUITY INDEX F | $35.0M |
VVVANGUARD INDEX FDS | $32.6M |
SCHMSCHWAB STRATEGIC TR | $26.7M |
SCHVSCHWAB STRATEGIC TR | $21.5M |
VNQVANGUARD INDEX FDS | $18.6M |
VBKVANGUARD INDEX FDS | $17.7M |
SCHASCHWAB STRATEGIC TR | $17.5M |
VOEVANGUARD INDEX FDS | $17.2M |
VOVANGUARD INDEX FDS | $16.0M |
SCHGSCHWAB STRATEGIC TR | $16.0M |
SCHPSCHWAB STRATEGIC TR | $15.9M |
SLYVSPDR SERIES TRUST | $12.6M |
IWFISHARES TR | $12.4M |
VBVANGUARD INDEX FDS | $12.2M |
VOTVANGUARD INDEX FDS | $9.9M |
VBRVANGUARD INDEX FDS | $8.9M |
IGFISHARES TR | $6.4M |
MDYVSPDR SERIES TRUST | $6.0M |
VTIVANGUARD INDEX FDS | $5.5M |
ACWXISHARES TR | $5.4M |
IVVISHARES TR | $4.0M |
SPYSPDR S&P 500 ETF TR | $3.8M |
JUSTGOLDMAN SACHS ETF TR | $3.7M |
IWDISHARES TR | $3.6M |
IWSISHARES TR | $3.3M |
TIPISHARES TR | $3.1M |
EFVISHARES TR | $2.6M |
ITOTISHARES TR | $2.5M |
IWBISHARES TR | $2.5M |
SLYGSPDR SERIES TRUST | $2.4M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.3M |
MUBISHARES TR | $1.9M |
ESMLISHARES TR | $1.9M |
IWPISHARES TR | $1.7M |
MDYGSPDR SERIES TRUST | $1.6M |
IXUSISHARES TR | $1.6M |
BKLNINVESCO EXCH TRADED FD TR II | $1.5M |
DSIISHARES TR | $1.5M |
IGSBISHARES TR | $1.3M |
AORISHARES TR | $1.3M |
XJHISHARES TR | $1.2M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.0M |
HDVISHARES TR | $940K |
FNDXSCHWAB STRATEGIC TR | $889K |
AGGISHARES TR | $860K |
CWISPDR INDEX SHS FDS | $842K |
EFGISHARES TR | $801K |
SCHDSCHWAB STRATEGIC TR | $735K |
NDQINVESCO QQQ TR | $724K |
NULVNUSHARES ETF TR | $716K |
NULGNUSHARES ETF TR | $710K |
SCHESCHWAB STRATEGIC TR | $700K |
ESGEISHARES INC | $614K |
IVWISHARES TR | $612K |
ESGDISHARES TR | $588K |
SUSAISHARES TR | $555K |
EMXCISHARES INC | $548K |
TFISPDR SERIES TRUST | $522K |
IMCVISHARES TR | $515K |
IJSISHARES TR | $514K |
VXUSVANGUARD STAR FDS | $504K |
IATISHARES TR | $498K |
FBNDFIDELITY MERRIMACK STR TR | $491K |
EFAISHARES TR | $472K |
VYMVANGUARD WHITEHALL FDS | $468K |
IWNISHARES TR | $451K |
USMVISHARES TR | $440K |
SCHBSCHWAB STRATEGIC TR | $424K |
IJJISHARES TR | $410K |
IEMGISHARES INC | $391K |
VIGVANGUARD SPECIALIZED FUNDS | $378K |
GIISPDR INDEX SHS FDS | $367K |
IWMISHARES TR | $364K |
SJNKSPDR SERIES TRUST | $357K |
SHVISHARES TR | $353K |
DONSPDR DOW JONES INDL AVERAGE | $330K |
IYRISHARES TR | $304K |
DFAXDIMENSIONAL ETF TRUST | $301K |
ESGUISHARES TR | $301K |
NUSCNUSHARES ETF TR | $290K |
SMHVANECK ETF TRUST | $279K |
GQ9SPDR GOLD TR | $278K |
JNJJOHNSON & JOHNSON | $275K |
AIQGLOBAL X FDS | $273K |
IJKISHARES TR | $268K |
JPIBJ P MORGAN EXCHANGE TRADED F | $268K |
EAGGISHARES TR | $267K |
IVEISHARES TR | $248K |
SCHFSCHWAB STRATEGIC TR | $233K |
IMCGISHARES TR | $224K |
IWOISHARES TR | $218K |
EWXSPDR INDEX SHS FDS | $205K |
VPUVANGUARD WORLD FD | $205K |
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