The Analysis of SAGE FINANCIAL GROUP INC's Holdings

Currently, SAGE FINANCIAL GROUP INC holds 97 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in SCHX (+199.3K shares, valued at $5.2M), IJR (+28.5K shares, valued at $3.4M), IJH (+50.8K shares, valued at $3.3M); decreased their positions in VTI (-5.5K shares, valued at $1.8M), VUG (-2.7K shares, valued at $1.3M), MDYV (-2.8K shares, valued at $236.0K); initiated new positions in AAPL (+947 shares, valued at $241.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR25.0M shares0.80%2025-09-302025-11-13

IJH ISHARES TR1.4M shares3.84%2025-09-302025-11-13

VUG VANGUARD INDEX FDS148.7K shares-1.79%2025-09-302025-11-13

IJR ISHARES TR579.6K shares5.17%2025-09-302025-11-13

VTV VANGUARD INDEX FDS359.3K shares0.13%2025-09-302025-11-13

VOO VANGUARD INDEX FDS81.9K shares-0.01%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F621.6K shares0.23%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F761.2K shares7.71%2025-09-302025-11-13

Sponsored

VV VANGUARD INDEX FDS113.5K shares-0.66%2025-09-302025-11-13

SCHM SCHWAB STRATEGIC TR961.8K shares1.22%2025-09-302025-11-13

SCHV SCHWAB STRATEGIC TR779.0K shares0.48%2025-09-302025-11-13

VNQ VANGUARD INDEX FDS238.0K shares13.74%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR698.0K shares1.04%2025-09-302025-11-13

VBK VANGUARD INDEX FDS64.3K shares0.77%2025-09-302025-11-13

VOE VANGUARD INDEX FDS103.5K shares-0.94%2025-09-302025-11-13

VO VANGUARD INDEX FDS59.8K shares4.36%2025-09-302025-11-13

Sponsored

SCHG SCHWAB STRATEGIC TR542.1K shares-0.72%2025-09-302025-11-13

SCHP SCHWAB STRATEGIC TR617.5K shares3.50%2025-09-302025-11-13

SLYV SPDR SERIES TRUST158.5K shares0.44%2025-09-302025-11-13

IWF ISHARES TR29.2K shares-0.29%2025-09-302025-11-13

VB VANGUARD INDEX FDS52.4K shares1.90%2025-09-302025-11-13

VOT VANGUARD INDEX FDS35.6K shares1.93%2025-09-302025-11-13

VBR VANGUARD INDEX FDS46.3K shares1.07%2025-09-302025-11-13

IGF ISHARES TR113.1K shares4.99%2025-09-302025-11-13

Sponsored

ACWX ISHARES TR94.3K shares7.33%2025-09-302025-11-13

MDYV SPDR SERIES TRUST73.3K shares-3.72%2025-09-302025-11-13

IVV ISHARES TR6.6K shares1.94%2025-09-302025-11-13

VTI VANGUARD INDEX FDS12.7K shares-29.98%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR6.1K shares-0.91%2025-09-302025-11-13

JUST GOLDMAN SACHS ETF TR42.5K shares0.54%2025-09-302025-11-13

IWD ISHARES TR18.7K shares0.08%2025-09-302025-11-13

IWS ISHARES TR24.7K shares-0.13%2025-09-302025-11-13

Sponsored

EFV ISHARES TR46.4K shares13.48%2025-09-302025-11-13

TIP ISHARES TR27.4K shares-1.31%2025-09-302025-11-13

ITOT ISHARES TR18.9K shares2.16%2025-09-302025-11-13

IWB ISHARES TR7.2K shares-1.59%2025-09-302025-11-13

SLYG SPDR SERIES TRUST27.0K shares0.67%2025-09-302025-11-13

JPST J P MORGAN EXCHANGE TRADED F48.2K shares7.88%2025-09-302025-11-13

MUB ISHARES TR20.1K shares9.97%2025-09-302025-11-13

ESML ISHARES TR46.1K shares0.54%2025-09-302025-11-13

Sponsored

IWP ISHARES TR12.4K shares0.00%2025-09-302025-11-13

MDYG SPDR SERIES TRUST18.9K shares2.20%2025-09-302025-11-13

IXUS ISHARES TR20.6K shares0.21%2025-09-302025-11-13

DSI ISHARES TR12.7K shares0.01%2025-09-302025-11-13

XJH ISHARES TR30.4K shares1.18%2025-09-302025-11-13

AOR ISHARES TR20.6K shares-1.76%2025-09-302025-11-13

BKLN INVESCO EXCH TRADED FD TR II62.7K shares-11.78%2025-09-302025-11-13

IGSB ISHARES TR24.4K shares-3.02%2025-09-302025-11-13

Sponsored

JMST J P MORGAN EXCHANGE TRADED F23.1K shares15.51%2025-09-302025-11-13

EFG ISHARES TR9.0K shares25.59%2025-09-302025-11-13

HDV ISHARES TR8.0K shares0.00%2025-09-302025-11-13

FNDX SCHWAB STRATEGIC TR36.8K shares1.61%2025-09-302025-11-13

CWI SPDR INDEX SHS FDS25.8K shares0.00%2025-09-302025-11-13

AGG ISHARES TR8.9K shares2.93%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR29.6K shares6.62%2025-09-302025-11-13

QQQ INVESCO QQQ TR1.3K shares1.45%2025-09-302025-11-13

Sponsored

SCHE SCHWAB STRATEGIC TR23.3K shares0.06%2025-09-302025-11-13

NULV NUSHARES ETF TR17.1K shares0.00%2025-09-302025-11-13

NULG NUSHARES ETF TR7.4K shares-1.52%2025-09-302025-11-13

ESGE ISHARES INC15.7K shares0.33%2025-09-302025-11-13

IVW ISHARES TR5.6K shares1.33%2025-09-302025-11-13

ESGD ISHARES TR6.8K shares3.60%2025-09-302025-11-13

IJS ISHARES TR5.4K shares4.41%2025-09-302025-11-13

EMXC ISHARES INC8.8K shares1.48%2025-09-302025-11-13

Sponsored

SUSA ISHARES TR4.4K shares0.09%2025-09-302025-11-13

VXUS VANGUARD STAR FDS7.3K shares-0.05%2025-09-302025-11-13

IAT ISHARES TR10.1K shares0.65%2025-09-302025-11-13

IMCV ISHARES TR6.4K shares-5.72%2025-09-302025-11-13

IWN ISHARES TR2.9K shares0.00%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS3.6K shares2.05%2025-09-302025-11-13

FBND FIDELITY MERRIMACK STR TR10.8K shares0.90%2025-09-302025-11-13

EFA ISHARES TR5.3K shares0.00%2025-09-302025-11-13

Sponsored

IEMG ISHARES INC7.2K shares10.84%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR17.9K shares0.61%2025-09-302025-11-13

USMV ISHARES TR4.7K shares0.00%2025-09-302025-11-13

IJJ ISHARES TR3.3K shares0.18%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS1.9K shares1.84%2025-09-302025-11-13

IWM ISHARES TR1.7K shares-2.01%2025-09-302025-11-13

GII SPDR INDEX SHS FDS5.5K shares0.00%2025-09-302025-11-13

SHV ISHARES TR3.3K shares2.81%2025-09-302025-11-13

Sponsored

SJNK SPDR SERIES TRUST14.0K shares0.06%2025-09-302025-11-13

GLD SPDR GOLD TR985 shares8.12%2025-09-302025-11-13

DIA SPDR DOW JONES INDL AVERAGE750 shares0.00%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-09-302025-11-13

SMH VANECK ETF TRUST1.0K shares0.00%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST10.3K shares0.00%2025-09-302025-11-13

NUSC NUSHARES ETF TR7.1K shares0.00%2025-09-302025-11-13

IYR ISHARES TR3.2K shares0.53%2025-09-302025-11-13

Sponsored

AIQ GLOBAL X FDS6.2K shares0.00%2025-09-302025-11-13

ESGU ISHARES TR2.0K shares-10.11%2025-09-302025-11-13

IJK ISHARES TR2.9K shares0.00%2025-09-302025-11-13

EAGG ISHARES TR5.9K shares4.67%2025-09-302025-11-13

JPIB J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2025-09-302025-11-13

IVE ISHARES TR1.3K shares1.58%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR10.7K shares1.32%2025-09-302025-11-13

AAPL APPLE INC947 sharesnew addition2025-09-302025-11-13

Sponsored

ICLN ISHARES TR12.8K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available