The Analysis of SAGE FINANCIAL GROUP INC's Holdings

Currently, SAGE FINANCIAL GROUP INC holds 106 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in N/A (+173.2K shares, valued at $33.2M), BKLN (+200.9K shares, valued at $4.2M), VEU (+43.2K shares, valued at $3.2M); decreased their positions in SCHX (-1.2M shares, valued at $31.6M), VUG (-4.5K shares, valued at $2.2M), VTI (-3.5K shares, valued at $1.2M); initiated new positions in N/A (+173.2K shares, valued at $33.2M), SHYD (+60.1K shares, valued at $1.4M), VCIT (+7.5K shares, valued at $625.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR23.8M shares-4.69%2025-12-312026-01-27

IJH ISHARES TR1.4M shares2.76%2025-12-312026-01-27

IJR ISHARES TR592.3K shares2.19%2025-12-312026-01-27

VUG VANGUARD INDEX FDS144.2K shares-3.02%2025-12-312026-01-27

VTV VANGUARD INDEX FDS353.2K shares-1.70%2025-12-312026-01-27

VANGUARD INDEX FDS VANGUARD INDEX FDS81.6K shares-0.37%2025-12-312026-01-27

VEU VANGUARD INTL EQUITY INDEX F664.8K shares6.95%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F807.8K shares6.12%2025-12-312026-01-27

Sponsored

VV VANGUARD INDEX FDS110.6K shares-2.59%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T173.2K sharesnew addition2025-12-312026-01-27

SCHM SCHWAB STRATEGIC TR974.0K shares1.28%2025-12-312026-01-27

SCHV SCHWAB STRATEGIC TR781.6K shares0.34%2025-12-312026-01-27

VNQ VANGUARD INDEX FDS259.4K shares9.00%2025-12-312026-01-27

SCHA SCHWAB STRATEGIC TR694.5K shares-0.50%2025-12-312026-01-27

VBK VANGUARD INDEX FDS64.7K shares0.49%2025-12-312026-01-27

VOE VANGUARD INDEX FDS103.9K shares0.35%2025-12-312026-01-27

Sponsored

VO VANGUARD INDEX FDS60.7K shares1.49%2025-12-312026-01-27

SCHG SCHWAB STRATEGIC TR517.4K shares-4.56%2025-12-312026-01-27

SCHP SCHWAB STRATEGIC TR618.8K shares0.22%2025-12-312026-01-27

SLYV SPDR SERIES TRUST160.1K shares0.99%2025-12-312026-01-27

VB VANGUARD INDEX FDS53.2K shares1.56%2025-12-312026-01-27

IWF ISHARES TR28.9K shares-0.94%2025-12-312026-01-27

VOT VANGUARD INDEX FDS36.3K shares1.90%2025-12-312026-01-27

VBR VANGUARD INDEX FDS46.6K shares0.81%2025-12-312026-01-27

Sponsored

IGF ISHARES TR117.0K shares3.42%2025-12-312026-01-27

ACWX ISHARES TR99.6K shares5.58%2025-12-312026-01-27

MDYV SPDR SERIES TRUST73.5K shares0.31%2025-12-312026-01-27

BKLN INVESCO EXCH TRADED FD TR II263.6K shares320.18%2025-12-312026-01-27

IVV ISHARES TR6.6K shares-0.35%2025-12-312026-01-27

JUST GOLDMAN SACHS ETF TR43.3K shares1.75%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR6.1K shares0.16%2025-12-312026-01-27

IWD ISHARES TR18.5K shares-0.69%2025-12-312026-01-27

Sponsored

EFV ISHARES TR47.9K shares3.31%2025-12-312026-01-27

IWS ISHARES TR24.0K shares-3.09%2025-12-312026-01-27

VTI VANGUARD INDEX FDS9.2K shares-27.68%2025-12-312026-01-27

TIP ISHARES TR27.4K shares0.00%2025-12-312026-01-27

SLYG SPDR SERIES TRUST29.8K shares10.60%2025-12-312026-01-27

ITOT ISHARES TR18.1K shares-4.28%2025-12-312026-01-27

IWB ISHARES TR7.2K shares0.00%2025-12-312026-01-27

ESML ISHARES TR45.7K shares-0.80%2025-12-312026-01-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F41.3K shares-14.31%2025-12-312026-01-27

MUB ISHARES TR18.1K shares-9.97%2025-12-312026-01-27

MDYG SPDR SERIES TRUST19.1K shares1.03%2025-12-312026-01-27

IXUS ISHARES TR20.6K shares0.01%2025-12-312026-01-27

IWP ISHARES TR12.3K shares-0.75%2025-12-312026-01-27

DSI ISHARES TR12.4K shares-2.44%2025-12-312026-01-27

XJH ISHARES TR31.0K shares1.99%2025-12-312026-01-27

SHYD VANECK ETF TRUST60.1K sharesnew addition2025-12-312026-01-27

Sponsored

AOR ISHARES TR20.9K shares1.56%2025-12-312026-01-27

IGSB ISHARES TR25.2K shares3.15%2025-12-312026-01-27

JMST J P MORGAN EXCHANGE TRADED F25.0K shares8.29%2025-12-312026-01-27

EFG ISHARES TR8.9K shares-0.56%2025-12-312026-01-27

FNDX SCHWAB STRATEGIC TR36.8K shares0.00%2025-12-312026-01-27

HDV ISHARES TR8.0K shares0.00%2025-12-312026-01-27

CWI SPDR INDEX SHS FDS25.8K shares0.00%2025-12-312026-01-27

AGG ISHARES TR9.0K shares1.01%2025-12-312026-01-27

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.4K shares2.40%2025-12-312026-01-27

SCHE SCHWAB STRATEGIC TR24.1K shares3.71%2025-12-312026-01-27

SCHD SCHWAB STRATEGIC TR27.7K shares-6.28%2025-12-312026-01-27

NULV NUSHARES ETF TR16.6K shares-2.58%2025-12-312026-01-27

NULG NUSHARES ETF TR7.4K shares-0.27%2025-12-312026-01-27

ESGE ISHARES INC15.7K shares-0.34%2025-12-312026-01-27

EMXC ISHARES INC8.8K shares0.01%2025-12-312026-01-27

IVW ISHARES TR5.1K shares-9.32%2025-12-312026-01-27

Sponsored

IJS ISHARES TR5.5K shares2.39%2025-12-312026-01-27

VCIT VANGUARD SCOTTSDALE FDS7.5K sharesnew addition2025-12-312026-01-27

ESGD ISHARES TR6.5K shares-5.14%2025-12-312026-01-27

SUSA ISHARES TR4.4K shares0.07%2025-12-312026-01-27

SHV ISHARES TR5.4K shares64.89%2025-12-312026-01-27

IAT ISHARES TR10.2K shares0.90%2025-12-312026-01-27

VXUS VANGUARD STAR FDS7.1K shares-3.07%2025-12-312026-01-27

IMCV ISHARES TR6.4K shares0.00%2025-12-312026-01-27

Sponsored

VYM VANGUARD WHITEHALL FDS3.7K shares2.07%2025-12-312026-01-27

DIA SPDR DOW JONES INDL AVERAGE1.1K shares44.27%2025-12-312026-01-27

IEMG ISHARES INC7.7K shares6.06%2025-12-312026-01-27

EFA ISHARES TR5.2K shares-1.50%2025-12-312026-01-27

IWN ISHARES TR2.6K shares-9.94%2025-12-312026-01-27

SCHB SCHWAB STRATEGIC TR17.6K shares-1.35%2025-12-312026-01-27

IYR ISHARES TR4.8K shares49.30%2025-12-312026-01-27

USMV ISHARES TR4.7K shares0.00%2025-12-312026-01-27

Sponsored

IJJ ISHARES TR3.3K shares0.27%2025-12-312026-01-27

VIG VANGUARD SPECIALIZED FUNDS1.9K shares-1.06%2025-12-312026-01-27

IWM ISHARES TR1.7K shares0.00%2025-12-312026-01-27

AOK ISHARES TR9.5K sharesnew addition2025-12-312026-01-27

GII SPDR INDEX SHS FDS5.5K shares0.00%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-12-312026-01-27

SJNK SPDR SERIES TRUST14.1K shares0.33%2025-12-312026-01-27

DFAX DIMENSIONAL ETF TRUST10.3K shares0.00%2025-12-312026-01-27

Sponsored

NUSC NUSHARES ETF TR7.1K shares0.00%2025-12-312026-01-27

AIQ GLOBAL X FDS6.2K shares0.00%2025-12-312026-01-27

EAGG ISHARES TR6.4K shares8.69%2025-12-312026-01-27

IJK ISHARES TR3.0K shares2.44%2025-12-312026-01-27

ESGU ISHARES TR1.9K shares-2.50%2025-12-312026-01-27

IVE ISHARES TR1.3K shares-1.01%2025-12-312026-01-27

JPIB J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2025-12-312026-01-27

AAPL APPLE INC947 shares0.00%2025-12-312026-01-27

Sponsored

SMH VANECK ETF TRUST711 shares-28.90%2025-12-312026-01-27

IWO ISHARES TR763 sharesnew addition2025-12-312026-01-27

SCHF SCHWAB STRATEGIC TR10.2K shares-4.29%2025-12-312026-01-27

BNDW VANGUARD SCOTTSDALE FDS3.3K sharesnew addition2025-12-312026-01-27

CAT CATERPILLAR INC400 sharesnew addition2025-12-312026-01-27

EWX SPDR INDEX SHS FDS3.3K sharesnew addition2025-12-312026-01-27

ICLN ISHARES TR12.8K shares0.06%2025-12-312026-01-27

GSUS GOLDMAN SACHS ETF TR2.2K sharesnew addition2025-12-312026-01-27

Sponsored

VPU VANGUARD WORLD FD1.1K sharesnew addition2025-12-312026-01-27

EIS ISHARES INC1.8K sharesnew addition2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available