SAGE FINANCIAL GROUP INC
Q4 2025 13F Holdings
- Locationw. conshohocken, PA
- Num holdings
106
- Value ($000)
$1,511,164
- Date Filed01/27/2026
- Form type13F-HR
- CIK0000882119
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $641.44M | 42 % | 23,836,476 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $93.22M | 6 % | 1,412,434 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $71.19M | 5 % | 592,334 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $70.33M | 5 % | 144,167 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $67.46M | 5 % | 353,213 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $51.18M | 3 % | 81,607 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $48.9M | 3 % | 664,829 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $43.43M | 3 % | 807,812 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $34.82M | 2 % | 110,598 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $33.18M | 2 % | 173,187 |
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