Sponsored

The Analysis of SAGE FINANCIAL GROUP INC's Holdings & P&L

Currently, SAGE FINANCIAL GROUP INC holds 107 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 (+197.2K shares, valued at $37.8M), VWO (+436.6K shares, valued at $23.6M), IEMG (+115.2K shares, valued at $8.0M); decreased their positions in SCHX (-728.0K shares, valued at $18.7M), BKLN (-223.2K shares, valued at $4.6M), VUG (-4.6K shares, valued at $2.0M); initiated new positions in GLD (+1.0K shares, valued at $435.9K), HSY (+965 shares, valued at $200.6K).

1M P&L

+10.8M+0.68%

3M P&L

-342.9M-17.75%

HY P&L

-260.3M-14.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

99.9%

2Drug Manufacturers - General439.5K

0.0%

3Farm & Heavy Construction Machinery283.4K

0.0%

Top Industries by Stock Count

1N/A100 stocks

96.2%

2Consumer Electronics1 stocks

1.0%

3Farm & Heavy Construction Machinery1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR23.1M shares-3.05%2026-03-312026-05-07

IJH ISHARES TR1.5M shares2.99%2026-03-312026-05-07

IJR ISHARES TR606.0K shares2.31%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T370.4K shares113.87%2026-03-312026-05-07

VTV VANGUARD INDEX FDS353.6K shares0.12%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F1.2M shares54.05%2026-03-312026-05-07

VUG VANGUARD INDEX FDS139.6K shares-3.19%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F724.9K shares9.04%2026-03-312026-05-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS81.5K shares-0.11%2026-03-312026-05-07

VV VANGUARD INDEX FDS107.5K shares-2.80%2026-03-312026-05-07

SCHM SCHWAB STRATEGIC TR984.4K shares1.06%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS290.0K shares11.80%2026-03-312026-05-07

SCHV SCHWAB STRATEGIC TR772.2K shares-1.21%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR704.1K shares1.37%2026-03-312026-05-07

VBK VANGUARD INDEX FDS64.5K shares-0.28%2026-03-312026-05-07

VOE VANGUARD INDEX FDS104.1K shares0.22%2026-03-312026-05-07

Sponsored

VO VANGUARD INDEX FDS63.8K shares5.17%2026-03-312026-05-07

SCHP SCHWAB STRATEGIC TR624.0K shares0.84%2026-03-312026-05-07

SLYV SPDR SERIES TRUST159.1K shares-0.64%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR502.0K shares-2.98%2026-03-312026-05-07

VB VANGUARD INDEX FDS53.7K shares1.00%2026-03-312026-05-07

IWF ISHARES TR29.8K shares2.93%2026-03-312026-05-07

VBR VANGUARD INDEX FDS46.8K shares0.24%2026-03-312026-05-07

VOT VANGUARD INDEX FDS37.1K shares2.27%2026-03-312026-05-07

Sponsored

IEMG ISHARES INC122.9K shares1502.73%2026-03-312026-05-07

IGF ISHARES TR119.1K shares1.83%2026-03-312026-05-07

ACWX ISHARES TR98.8K shares-0.84%2026-03-312026-05-07

MDYV SPDR SERIES TRUST73.3K shares-0.30%2026-03-312026-05-07

IVV ISHARES TR7.8K shares17.98%2026-03-312026-05-07

IWD ISHARES TR18.5K shares0.07%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T6.1K shares-0.69%2026-03-312026-05-07

JUST GOLDMAN SACHS ETF TR42.5K shares-1.80%2026-03-312026-05-07

Sponsored

EFV ISHARES TR48.8K shares1.91%2026-03-312026-05-07

IWS ISHARES TR24.0K shares0.00%2026-03-312026-05-07

TIP ISHARES TR28.2K shares2.72%2026-03-312026-05-07

SLYG SPDR SERIES TRUST31.1K shares4.36%2026-03-312026-05-07

VTI VANGUARD INDEX FDS9.2K shares-0.30%2026-03-312026-05-07

ITOT ISHARES TR18.1K shares-0.02%2026-03-312026-05-07

IWB ISHARES TR7.2K shares-0.18%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F47.5K shares14.96%2026-03-312026-05-07

Sponsored

MUB ISHARES TR20.4K shares12.72%2026-03-312026-05-07

ESML ISHARES TR45.2K shares-1.27%2026-03-312026-05-07

MDYG SPDR SERIES TRUST20.5K shares7.48%2026-03-312026-05-07

IXUS ISHARES TR20.6K shares0.00%2026-03-312026-05-07

IWP ISHARES TR12.2K shares-0.75%2026-03-312026-05-07

DSI ISHARES TR12.2K shares-2.17%2026-03-312026-05-07

XJH ISHARES TR31.6K shares1.90%2026-03-312026-05-07

AOR ISHARES TR20.7K shares-1.29%2026-03-312026-05-07

Sponsored

JMST J P MORGAN EXCHANGE TRADED F26.0K shares4.23%2026-03-312026-05-07

AGG ISHARES TR12.2K shares35.39%2026-03-312026-05-07

ESGE ISHARES INC26.1K shares66.19%2026-03-312026-05-07

SCHE SCHWAB STRATEGIC TR35.3K shares46.24%2026-03-312026-05-07

SHYD VANECK ETF TRUST48.7K shares-19.03%2026-03-312026-05-07

HDV ISHARES TR8.0K shares0.00%2026-03-312026-05-07

FNDX SCHWAB STRATEGIC TR36.8K shares0.00%2026-03-312026-05-07

EFG ISHARES TR9.2K shares2.52%2026-03-312026-05-07

Sponsored

CWI SPDR INDEX SHS FDS25.8K shares0.16%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR27.5K shares-0.66%2026-03-312026-05-07

BKLN INVESCO EXCH TRADED FD TR II40.4K shares-84.69%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR32.7K shares219.92%2026-03-312026-05-07

EMXC ISHARES INC10.0K shares13.98%2026-03-312026-05-07

NULV NUSHARES ETF TR16.7K shares0.20%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-8.43%2026-03-312026-05-07

IGSB ISHARES TR13.7K shares-45.69%2026-03-312026-05-07

Sponsored

IJS ISHARES TR5.5K shares0.00%2026-03-312026-05-07

ESGD ISHARES TR6.8K shares4.59%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS7.5K shares0.00%2026-03-312026-05-07

NULG NUSHARES ETF TR6.7K shares-10.34%2026-03-312026-05-07

SHV ISHARES TR5.5K shares0.59%2026-03-312026-05-07

VXUS VANGUARD STAR FDS7.8K shares10.19%2026-03-312026-05-07

EFA ISHARES TR6.0K shares15.77%2026-03-312026-05-07

SUSA ISHARES TR4.4K shares0.09%2026-03-312026-05-07

Sponsored

IVW ISHARES TR5.1K shares0.00%2026-03-312026-05-07

IYR ISHARES TR5.9K shares22.92%2026-03-312026-05-07

IAT ISHARES TR10.2K shares0.43%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS3.7K shares1.29%2026-03-312026-05-07

IMCV ISHARES TR6.4K shares-0.47%2026-03-312026-05-07

DIA STATE STR SPDR DOW JONES IND1.1K shares0.00%2026-03-312026-05-07

IWN ISHARES TR2.5K shares-2.10%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR17.7K shares0.46%2026-03-312026-05-07

Sponsored

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-05-07

GLD SPDR GOLD TR1.0K sharesnew addition2026-03-312026-05-07

IJJ ISHARES TR3.3K shares-1.23%2026-03-312026-05-07

USMV ISHARES TR4.7K shares0.00%2026-03-312026-05-07

GII SPDR INDEX SHS FDS5.5K shares0.00%2026-03-312026-05-07

IWM ISHARES TR1.6K shares-0.30%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-03-312026-05-07

SJNK SPDR SERIES TRUST15.7K shares11.19%2026-03-312026-05-07

Sponsored

AOK ISHARES TR9.5K shares0.00%2026-03-312026-05-07

DFAX DIMENSIONAL ETF TRUST10.3K shares0.00%2026-03-312026-05-07

NUSC NUSHARES ETF TR7.1K shares0.00%2026-03-312026-05-07

IJK ISHARES TR3.0K shares0.00%2026-03-312026-05-07

AIQ GLOBAL X FDS6.2K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC400 shares0.00%2026-03-312026-05-07

SMH VANECK ETF TRUST711 shares0.00%2026-03-312026-05-07

IVE ISHARES TR1.3K shares0.24%2026-03-312026-05-07

Sponsored

ESGU ISHARES TR1.9K shares-3.85%2026-03-312026-05-07

JPIB J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2026-03-312026-05-07

BNDW VANGUARD SCOTTSDALE FDS3.8K shares12.93%2026-03-312026-05-07

IWO ISHARES TR763 shares0.00%2026-03-312026-05-07

ICLN ISHARES TR12.8K shares-0.19%2026-03-312026-05-07

AAPL APPLE INC907 shares-4.22%2026-03-312026-05-07

EAGG ISHARES TR4.7K shares-25.73%2026-03-312026-05-07

EWX SPDR INDEX SHS FDS3.3K shares0.00%2026-03-312026-05-07

Sponsored

VPU VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-07

EIS ISHARES INC1.8K shares0.11%2026-03-312026-05-07

HSY HERSHEY CO965 sharesnew addition2026-03-312026-05-07

SCHX

SCHWAB STRATEGIC TR

-3.05%

Shares23.1M

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

2.99%

Shares1.5M

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

2.31%

Shares606.0K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

113.87%

Shares370.4K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

0.12%

Shares353.6K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

54.05%

Shares1.2M

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

-3.19%

Shares139.6K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD INTL EQUITY INDEX F

9.04%

Shares724.9K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.11%

Shares81.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-2.80%

Shares107.5K

Event2026-03-31

Filed2026-05-07

SCHM

SCHWAB STRATEGIC TR

1.06%

Shares984.4K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

11.80%

Shares290.0K

Event2026-03-31

Filed2026-05-07

SCHV

SCHWAB STRATEGIC TR

-1.21%

Shares772.2K

Event2026-03-31

Filed2026-05-07

SCHA

SCHWAB STRATEGIC TR

1.37%

Shares704.1K

Event2026-03-31

Filed2026-05-07

VBK

VANGUARD INDEX FDS

-0.28%

Shares64.5K

Event2026-03-31

Filed2026-05-07

VOE

VANGUARD INDEX FDS

0.22%

Shares104.1K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

5.17%

Shares63.8K

Event2026-03-31

Filed2026-05-07

SCHP

SCHWAB STRATEGIC TR

0.84%

Shares624.0K

Event2026-03-31

Filed2026-05-07

SLYV

SPDR SERIES TRUST

-0.64%

Shares159.1K

Event2026-03-31

Filed2026-05-07

SCHG

SCHWAB STRATEGIC TR

-2.98%

Shares502.0K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

1.00%

Shares53.7K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

2.93%

Shares29.8K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

0.24%

Shares46.8K

Event2026-03-31

Filed2026-05-07

VOT

VANGUARD INDEX FDS

2.27%

Shares37.1K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES INC

1502.73%

Shares122.9K

Event2026-03-31

Filed2026-05-07

IGF

ISHARES TR

1.83%

Shares119.1K

Event2026-03-31

Filed2026-05-07

ACWX

ISHARES TR

-0.84%

Shares98.8K

Event2026-03-31

Filed2026-05-07

MDYV

SPDR SERIES TRUST

-0.30%

Shares73.3K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

17.98%

Shares7.8K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

0.07%

Shares18.5K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-0.69%

Shares6.1K

Event2026-03-31

Filed2026-05-07

JUST

GOLDMAN SACHS ETF TR

-1.80%

Shares42.5K

Event2026-03-31

Filed2026-05-07

EFV

ISHARES TR

1.91%

Shares48.8K

Event2026-03-31

Filed2026-05-07

IWS

ISHARES TR

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-07

TIP

ISHARES TR

2.72%

Shares28.2K

Event2026-03-31

Filed2026-05-07

SLYG

SPDR SERIES TRUST

4.36%

Shares31.1K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

-0.30%

Shares9.2K

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES TR

-0.02%

Shares18.1K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

-0.18%

Shares7.2K

Event2026-03-31

Filed2026-05-07

JPST

J P MORGAN EXCHANGE TRADED F

14.96%

Shares47.5K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

12.72%

Shares20.4K

Event2026-03-31

Filed2026-05-07

ESML

ISHARES TR

-1.27%

Shares45.2K

Event2026-03-31

Filed2026-05-07

MDYG

SPDR SERIES TRUST

7.48%

Shares20.5K

Event2026-03-31

Filed2026-05-07

IXUS

ISHARES TR

0.00%

Shares20.6K

Event2026-03-31

Filed2026-05-07

IWP

ISHARES TR

-0.75%

Shares12.2K

Event2026-03-31

Filed2026-05-07

DSI

ISHARES TR

-2.17%

Shares12.2K

Event2026-03-31

Filed2026-05-07

XJH

ISHARES TR

1.90%

Shares31.6K

Event2026-03-31

Filed2026-05-07

AOR

ISHARES TR

-1.29%

Shares20.7K

Event2026-03-31

Filed2026-05-07

JMST

J P MORGAN EXCHANGE TRADED F

4.23%

Shares26.0K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

35.39%

Shares12.2K

Event2026-03-31

Filed2026-05-07

ESGE

ISHARES INC

66.19%

Shares26.1K

Event2026-03-31

Filed2026-05-07

SCHE

SCHWAB STRATEGIC TR

46.24%

Shares35.3K

Event2026-03-31

Filed2026-05-07

SHYD

VANECK ETF TRUST

-19.03%

Shares48.7K

Event2026-03-31

Filed2026-05-07

HDV

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares36.8K

Event2026-03-31

Filed2026-05-07

EFG

ISHARES TR

2.52%

Shares9.2K

Event2026-03-31

Filed2026-05-07

CWI

SPDR INDEX SHS FDS

0.16%

Shares25.8K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

-0.66%

Shares27.5K

Event2026-03-31

Filed2026-05-07

BKLN

INVESCO EXCH TRADED FD TR II

-84.69%

Shares40.4K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

219.92%

Shares32.7K

Event2026-03-31

Filed2026-05-07

EMXC

ISHARES INC

13.98%

Shares10.0K

Event2026-03-31

Filed2026-05-07

NULV

NUSHARES ETF TR

0.20%

Shares16.7K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-8.43%

Shares1.2K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES TR

-45.69%

Shares13.7K

Event2026-03-31

Filed2026-05-07

IJS

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

ESGD

ISHARES TR

4.59%

Shares6.8K

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-07

NULG

NUSHARES ETF TR

-10.34%

Shares6.7K

Event2026-03-31

Filed2026-05-07

SHV

ISHARES TR

0.59%

Shares5.5K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

10.19%

Shares7.8K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

15.77%

Shares6.0K

Event2026-03-31

Filed2026-05-07

SUSA

ISHARES TR

0.09%

Shares4.4K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-07

IYR

ISHARES TR

22.92%

Shares5.9K

Event2026-03-31

Filed2026-05-07

IAT

ISHARES TR

0.43%

Shares10.2K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

1.29%

Shares3.7K

Event2026-03-31

Filed2026-05-07

IMCV

ISHARES TR

-0.47%

Shares6.4K

Event2026-03-31

Filed2026-05-07

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

IWN

ISHARES TR

-2.10%

Shares2.5K

Event2026-03-31

Filed2026-05-07

SCHB

SCHWAB STRATEGIC TR

0.46%

Shares17.7K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

IJJ

ISHARES TR

-1.23%

Shares3.3K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-07

GII

SPDR INDEX SHS FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

-0.30%

Shares1.6K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-07

SJNK

SPDR SERIES TRUST

11.19%

Shares15.7K

Event2026-03-31

Filed2026-05-07

AOK

ISHARES TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-07

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-07

NUSC

NUSHARES ETF TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-07

IJK

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

AIQ

GLOBAL X FDS

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-07

SMH

VANECK ETF TRUST

0.00%

Shares711

Event2026-03-31

Filed2026-05-07

IVE

ISHARES TR

0.24%

Shares1.3K

Event2026-03-31

Filed2026-05-07

ESGU

ISHARES TR

-3.85%

Shares1.9K

Event2026-03-31

Filed2026-05-07

JPIB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

BNDW

VANGUARD SCOTTSDALE FDS

12.93%

Shares3.8K

Event2026-03-31

Filed2026-05-07

IWO

ISHARES TR

0.00%

Shares763

Event2026-03-31

Filed2026-05-07

ICLN

ISHARES TR

-0.19%

Shares12.8K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-4.22%

Shares907

Event2026-03-31

Filed2026-05-07

EAGG

ISHARES TR

-25.73%

Shares4.7K

Event2026-03-31

Filed2026-05-07

EWX

SPDR INDEX SHS FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-07

VPU

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

EIS

ISHARES INC

0.11%

Shares1.8K

Event2026-03-31

Filed2026-05-07

HSY

HERSHEY CO

New

Shares965

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available