Sage Financial Group
$1.5B Assets Reported
108 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 23,108,501 | $593M | 38.5% |
| IJH | ISHARES TR | 1,454,616 | $98M | 6.4% |
| IJR | ISHARES TR | 606,023 | $75M | 4.9% |
| RSP | INVESCO EXCHANGE TRADED FD T | 370,387 | $71M | 4.6% |
| VTV | VANGUARD INDEX FDS | 353,628 | $69M | 4.5% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,244,435 | $67M | 4.4% |
| VUG | VANGUARD INDEX FDS | 139,571 | $61M | 4.0% |
| VEU | VANGUARD INTL EQUITY INDEX F | 724,907 | $54M | 3.5% |
| VOO | VANGUARD INDEX FDS | 81,521 | $49M | 3.2% |
| VV | VANGUARD INDEX FDS | 107,501 | $32M | 2.1% |
Track Sage Financial Group's 13F portfolio: $1.5B in reported holdings, 108 positions. Top holdings, AUM, and quarterly changes on SentiSense.