SAGE FINANCIAL GROUP INC: 13F holdings
CIK 8821192026Q2
| Positions | 110 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 110 (+3 vs prior quarter) |
|---|
| Reported value | $1.8bn (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 23,002,052 | $677.0m | 37.5% |
| IJH ISHARES TR | 1,488,196 | $114.8m | 6.4% |
| IJR ISHARES TR | 622,538 | $92.3m | 5.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 407,650 | $86.7m | 4.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,306,682 | $78.0m | 4.3% |
| VTV VANGUARD INDEX FDS | 349,814 | $76.2m | 4.2% |
| VUG VANGUARD INDEX FDS | 817,902 | $70.5m | 3.9% |
| VEU VANGUARD INTL EQUITY INDEX F | 752,152 | $63.0m | 3.5% |
| VOO VANGUARD INDEX FDS | 81,282 | $55.8m | 3.1% |
| SCHM SCHWAB STRATEGIC TR | 1,005,202 | $37.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="882119")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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